Added to YB: 2026-01-07
Pitch date: 2026-01-05
TZOO [bullish]
Travelzoo
-5.06%
current return
Author Info
No bio for this author
Company Info
Travelzoo, together with its subsidiaries, operates as an Internet media company that provides travel, entertainment, and local experiences worldwide.
Market Cap
$75.8M
Pitch Price
$7.11
Price Target
15.00 (+119%)
Dividend
N/A
EV/EBITDA
5.35
P/E
10.45
EV/Sales
0.88
Sector
Interactive Media and Services
Category
value
Travelzoo ($TZOO) and why the market may be mispricing it
TZOO: Asset-light media/marketplace transitioning to $40/year subscription model from free membership. Market mispricing temporary margin compression from accounting (subscription revenue recognized over time, CAC expensed immediately) & principal inventory buying. Conservative DCF shows >10% upside as recurring revenue becomes visible, margins normalize.
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