Ziff Davis Inc (ZD) AI Stock Analysis

Ziff Davis Inc operates as an internet information and services provider across the United States, Canada, Ireland, and various international markets. The company conducts operations through two segments: Digital Media, and Cybersecurity and Martech. Its Digital Media segment manages web properties and mobile applications targeting technology, shopping, entertainment, and health and wellness audiences, including brands such as IGN, RetailMeNot, Mashable, PCMag, Humble Bundle, Speedtest, and Everyday Health. Its Cybersecurity and Martech segment delivers cloud-based subscription services to consumers and businesses, providing online privacy protection, cybersecurity tools, and marketing technology solutions.

Between FY2021 and FY2025, Ziff Davis increased revenue at a 5-year CAGR of 4.6%, expanding from $1.42B to $1.45B. Revenue grew 3.5% in FY2025 and 2.8% in FY2024, following contractions of 1.9% in FY2023 and 1.8% in FY2022. Gross margin declined from 86.7% in FY2021 to 70.0% in FY2025, while operating margin finished FY2025 at 14.1%. Net income declined from $496.7M in FY2021 to $47.4M in FY2025. Over the trailing twelve months ended June 30, 2026, revenue stood at $1.44B with diluted EPS of -$1.50. In the quarter ended June 30, 2026, quarterly revenue fell 2.7% year-over-year, while quarterly earnings grew 2632.0%.

As of June 30, 2026, Ziff Davis held $1.61B in cash and short-term investments alongside total debt of $867.6M, resulting in net cash of $738.5M. Total assets were $4.00B and shareholders' equity was $2.24B, with a current ratio of 2.16 and a debt-to-equity ratio of 0.39. In FY2025, operating cash flow reached $407.1M and free cash flow was $287.9M. Capital allocation in FY2025 included $119.2M in capital expenditures and $173.8M in share buybacks, helping lower the share count by 25.0% over five years.

At its last close of $57.15 on October 16, 2026, Ziff Davis carried a market capitalization of $1.96B and an enterprise value of $1.19B. The stock traded at a forward P/E of 9.8x and an EV/EBITDA of 4.6x, compared to medians of 14.1x forward P/E and 10.0x EV/EBITDA for its US-listed Communication Services peers. Its price-to-sales multiple was 1.4x against the peer median of 0.8x. Over the past year, ZD gained 56.7% versus 16.8% for the S&P 500 ETF, though its 5-year return of -53.9% lagged the benchmark's 83.0% increase.

Wall Street coverage includes 2 Strong Buy, 1 Buy, 3 Hold, and 0 Sell ratings. The mean price target is $63.67, which sits 11.4% above the last closing price of $57.15. For the fiscal year ending December 31, 2026, consensus estimates project revenue of $1.19B and EPS of $5.15, implying a 22.4% decrease in annual EPS. The company recorded 0 EPS beats over the last four quarters. Its next earnings report is scheduled for November 5, 2026.

This page is an AI-written research summary of Ziff Davis Inc (ZD). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

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