Professional
Added to YB: 2025-11-03
Pitch date: 2025-09-30
ZD [neutral]
Ziff Davis, Inc.
-5.34%
current return
Author Info
No bio for this author
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
$38.03
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
value
Meridian Growth Fund Portfolio Holding: Ziff Davis, Inc.
ZD (holding update): Digital media & cloud services co rebounded on first organic growth in 4yrs, marking inflection point. EBITDA margin expansion shows balanced profitability/reinvestment. Enhanced disclosure enables better sum-of-parts analysis. Mgmt has strong M&A track record. Sustained growth + disciplined acquisitions should drive multiple expansion from attractive current valuation.
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