Added to YB: 2025-12-08
Pitch date: 2025-12-04
ZD [neutral]
Ziff Davis, Inc.
+2.01%
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
$35.29
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
ZD - Quick Update
ZD (update): Media roll-up at 5x FCF multiple (20% yield) but concerns over AI disrupting traffic-dependent revenue model. 42% subscription/licensing but high churn suspected. Organic growth calculations don't reconcile with mgmt disclosures. Poor capital allocation continues M&A focus. Awaiting $200M+ divestiture at 8x+ EBITDA before considering entry.
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