Professional
Added to YB: 2025-08-12
Pitch date: 2025-08-08
IAC [bullish]
IAC Inc.
+12.93%
current return
Author Info
No bio for this author
Company Info
IAC Inc., together with its subsidiaries, operates as a media and internet company worldwide. The company publishes original and engaging digital content in the form of articles, illustrations, and videos and images; and magazines related to women and lifestyle under the People, Better Homes & Gardens, Verywell, FOOD & WINE, The Spruce, allrecipes, BYRDIE, REAL SIMPLE, Investopedia, and Southern Living brands.
Market Cap
$2.9B
Pitch Price
$34.19
Price Target
103.00 (+167%)
Dividend
N/A
EV/EBITDA
9.19
P/E
-6.28
EV/Sales
0.90
Sector
Interactive Media and Services
Category
value
IAC Inc. - $IAC
IAC: Trading at 50% of NAV with 15% buyback. MGM stake ($60+ potential on $34 stock) resembles FFH setup - strong assets, 20% buyback, underappreciated growth. People business producing cashflow post-LBO (valued at 6x EBITDA). $800M NOLs minimize tax. Add net cash, trophy NYC building & legendary CEO for 3x upside in 3 years.