Added to YB: 2025-10-15
Pitch date: 2025-10-12
ZD [bullish]
Ziff Davis, Inc.
+1.58%
current return
Author Info
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Company Info
Ziff Davis, Inc., together with its subsidiaries, operates as a digital media and internet company in the United States and internationally.
Market Cap
$1.4B
Pitch Price
$35.44
Price Target
N/A
Dividend
N/A
EV/EBITDA
4.12
P/E
13.52
EV/Sales
1.24
Sector
Interactive Media and Services
Category
turnaround
Cheap, Cash-Flowing, and Ignored: The Case for Ziff Davis
ZD: Digital media co w/ CNET, PCMag hit by AI/ad fears; stock down from $80 to $38. Mgmt says low search dependency vs AI threat, suing OpenAI for content use. 7x FCF, 0.85x book, healthy balance sheet. Organic growth resumed last Q. Aggressive buybacks ~10% yield. Undervalued awaiting ad cycle recovery.
Read full article (3 min)