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Added to YB: 2024-06-27

Pitch date: 2024-06-26

TZOO [bullish]

Travelzoo

-9.03%

current return

Author Info

Chop Wood, Carry Water is a tech manager and investor searching for value-based investments. Sign up for the newsletter.

Company Info

Travelzoo, together with its subsidiaries, operates as an Internet media company that provides travel, entertainment, and local experiences worldwide.

Market Cap

$108.7M

Pitch Price

$7.86

Price Target

14.00 (+96%)

Dividend

N/A

EV/EBITDA

6.02

P/E

10.99

EV/Sales

1.26

Sector

Interactive Media and Services

Category

turnaround

Show full summary:
$TZOO Quick Pitch

TZOO: Global travel deal platform. 30M members. Transitioning to premium subscription model. Exited Asia Pacific, now licensing. Undervalued at 8.6x P/E, 5-6x P/FCF. $15-20M FCF. Analysts target $14. Potential 100% upside if strategy succeeds. Risks: slowing NA travel demand, high prices. 1M share buyback authorized.

Read full article (2 min)