Professional
Added to YB: 2025-10-14
Pitch date: 2025-10-10
TZOO [bullish]
Travelzoo
Author Info
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Company Info
Travelzoo, together with its subsidiaries, operates as an Internet media company that provides travel, entertainment, and local experiences worldwide.
Market Cap
$108.7M
Pitch Price
N/A
Price Target
16.83
Dividend
N/A
EV/EBITDA
6.02
P/E
10.99
EV/Sales
1.26
Sector
Interactive Media and Services
Category
growth
Travelzoo (NasdaqGS:TZOO)
TZOO: Buy rating, $16.83 target. Transitioning from free to $40 subscription model causing temporary margin drag as member acquisition costs hit immediately while revenue deferred. 25.4M members, 25% subscription revenue mix by 4Q26. ~7.9x FY26 EPS at trough margins. Risk: founder selling offset by buybacks.
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