Added to YB: 2026-06-29
Pitch date: 2026-06-25
ZD [neutral]
Ziff Davis, Inc.
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
$1.9B
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
5.41
P/E
54.72
EV/Sales
1.54
Sector
Interactive Media and Services
Category
value
Ziff Davis - $ZD
ZD (overview): Digital media co trades ~3x EBITDA. Just sold Connectivity for $1.2B (~11x EBITDA), near entire EV, yet stock only rose by cash proceeds—remaining ~$400M EBITDA priced at zero. Health & Wellness (+11%) could fetch ~$1.5B. SOTP/asset monetization + buybacks (~25% repurchased) + deleveraging thesis. Risks: AI killing digital media narrative, 5-segment complexity discount, 'show me' skepticism, CEO Vivek Shah less proven allocator than PBI's Wolf. ~15% float short.
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