Professional
Added to YB: 2025-08-12
Pitch date: 2025-08-08
IAC [bullish]
IAC Inc.
+20.42%
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 media platforms and formats, such as People, Entertainment Weekly, People en Español, Allrecipes, Food & Wine, Simply Recipes, Serious Eats, EatingWell, The Spruce Eats, Liquor.
Market Cap
$3.4B
Pitch Price
$34.19
Price Target
103.00 (+150%)
Dividend
N/A
EV/EBITDA
14.33
P/E
-29.57
EV/Sales
1.72
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.