Ziff Davis, Inc. (ZD) is a Communication Services stock trading at $56.25 (as of 2026-09-11), with a market capitalization of $2.07B and a trailing P/E of 3.2. Figures are sourced from first-party U.S. SEC EDGAR filings and market data.
Ziff Davis, Inc. and its subsidiaries provide internet information and services in the United States, Canada, Ireland, and internationally through two segments: Digital Media and Cybersecurity and Martech. The Digital Media segment operates web properties and apps including IGN, PCMag, and Mashable, while the Cybersecurity and Martech segment offers subscription cloud services such as cybersecurity, privacy, and marketing technology for consumers and businesses.
Ziff Davis runs a portfolio of digital media sites (IGN, RetailMeNot, Speedtest, MedPageToday, What to Expect) plus cybersecurity and martech services, earning revenue from advertising, affiliate links, and subscriptions. Revenue is roughly equal across health, tech and shopping, and cybersecurity verticals, while the highest-margin Connectivity unit is being divested.
The moat is full-journey vertical ownership (pregnancy, physician, gamer) at 84% gross margin; the vulnerability is the ad and affiliate monetization layer being disrupted by search and AI traffic shifts.
| Health & Wellness | $0.1B |
| Technology & Shopping | $0.1B |
| Cybersecurity & MarTech | $0.1B |
| Gaming & Entertainment | $0.0B |
| Other | $0.0B |
Business quality (Weak): A shrinking, loss-making media portfolio: 84% gross margin is structurally strong, but a -16% operating margin and 19% revenue decline show the top-line compression is outpacing cost discipline. The business quality is Weak until the Connectivity divestiture is complete and health/gaming verticals prove scale.
Valuation: At 3× earnings, ZD trades 82% below the Communication average (18×). Note: the low multiple may reflect one-time earnings items.
| Price | $56.25 |
| Market Cap | $2.07B |
| P/E Ratio | 3.2 |
| EV / EBITDA | 5.2 |
| Price / Book | 0.93 |
| Price / Sales | 1.56 |
| FCF Yield | 15.3% |
| DCF Value (model) | $20.52 |
| DCF Upside vs Price | -63.5% |
| Revenue (TTM) | $1.45B |
| Net Margin | 3.3% |
| Return on Equity | 28.8% |
| Debt / Equity | 0.45 |
| Current Ratio | 2.16 |
| Revenue Growth (YoY) | -18.6% |
| EPS Growth (YoY) | 2623.8% |
| FCF Growth (YoY) | 100.3% |
| Altman Z-Score | 1.83 (grey) |
| Piotroski F-Score | 6/9 (moderate) |
| Stock P/E | 3.2 |
| Sector P/E (Communication Services) | 20.5 |
| Industry P/E (Communication) | 15.1 |
| vs Sector | -84.3% |
| vs Industry | -78.7% |
| Top Institutional Holder | BlackRock, Inc. ($302.22M) |
| Institutional Holders Tracked | 10 |
| Sector | Communication Services |
| Industry | Communication |
| CEO | Vivek R. Shah |
| Employees | 3,800 |
| Country | US |
| IPO Date | 1999-07-23 |
Data as of 2026-09-11.
Figures sourced from U.S. Securities and Exchange Commission (SEC EDGAR) filings and market data. Not personalized investment advice.