Professional
Added to YB: 2026-04-02
Pitch date: 2026-03-05
DJCO [neutral]
Daily Journal Corporation
-0.43%
current return
Author Info
No bio for this author
Company Info
Daily Journal Corporation publishes newspapers and websites covering in California, Arizona, Utah, and Australia.
Market Cap
$675.5M
Pitch Price
$498.45
Price Target
N/A
Dividend
N/A
EV/EBITDA
16.75
P/E
7.24
EV/Sales
2.22
Sector
Software
Category
growth
Peterson Investment Fund Portfolio Holding: Daily Journal Corporation
DJCO (holding update): Gov't-embedded judicial software (case mgmt, e-filing) w/ mission-critical positioning & high switching costs. FY25 rev +25% to $87.7M driven by Journal Tech momentum. Stock -14.2% YTD. Nondiscretionary, countercyclical revenue stream. Risks: implementations must convert to recurring SaaS vs services-heavy; margin expansion needed to prove software model; governance/capital allocation key given microcap dynamics.
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