Professional
Added to YB: 2024-10-15
Pitch date: 2024-10-10
GCI [bullish]
Gannett Co., Inc.
-3.59%
current return
Author Info
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Company Info
Gannett Co., Inc. operates as a media and marketing solutions company in the United States. It operates through three segments: Domestic Gannett Media, Newsquest, and Digital Marketing Solutions.
Market Cap
$736.5M
Pitch Price
$5.29
Price Target
N/A
Dividend
N/A
Sector
Media
Category
value
Show full summary:
Miller Deep Value Select Strategy Portfolio Holding: Gannett Co., Inc.
GCI: Digital rev to exceed 50% of sales. DOJ vs Google case supports Gannett's lawsuit. Kellogg Hansen rep on contingency. Win could erase debt. At 2x EV/EBITDA vs NYT's 19x, potential $4B mkt cap. Risks: print ad weakness. Upside: transformation, lawsuit, asset sales. Mispriced at 0.3x rev, 40%+ FCF yield.
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