Added to YB: 2025-08-06
Pitch date: 2025-08-01
ZD [neutral]
Ziff Davis, Inc.
+97.83%
current return
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
$1.8B
Pitch Price
$29.54
Price Target
N/A
Dividend
N/A
EV/EBITDA
2.90
P/E
-69.66
EV/Sales
0.79
Sector
Interactive Media and Services
Category
value
Phenom Capital | 2025 1H Portfolio Review - Ziff Davis, Inc.
ZD (holding update): Owns internet sites CNET, PCMag, IGN. Strong balance sheet with flat revenue despite acquisitions. Trading at 4x earnings based on guidance. Massive share buybacks provide downside protection despite questionable business model. Market unfairly punishing stock; expect mean reversion.
Read full article (1 min)