Ziff Davis, Inc. (ZD) Stock

Ziff Davis, Inc. (ZD) is a Communication Services stock trading at $52.31 (as of 2026-07-27), with a market capitalization of $1.93B and a trailing P/E of 42.5. 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.

Understand Ziff Davis, Inc.: how it makes money

Ziff Davis builds and operates internet media properties and apps, and also provides cybersecurity and marketing technology services, it makes money through the advertising and subscription and licensing economics of those offerings.

Because the business tracks high advertising revenue retention (92%), and subscription and licensing churn is also monitored (2.83%), the company’s profit model is structurally tied to customer and advertiser retention across its digital media and related services, which matters when operating margin is tight (1.1%).

Business quality (Weak): Business is clearly split into Digital Media and Cybersecurity and MarTech, and investors can watch retention and churn metrics. The main limitation in the provided data is that gross margin is not given, so it is harder to pinpoint the exact cost drivers of the small operating margin.

Valuation: At 38× earnings, ZD trades 118% above the Communication average (18×). Note: one-time items can distort reported P/E.

Bull case

  • Advertising retention is strong: Net Advertising Revenue Retention is 92%.
  • Operating performance is positive: Operating margin is 1.1% for the latest quarter provided.

Bear case

  • Profitability appears sensitive: With operating margin at 1.1%, execution that weakens retention or increases churn could quickly pressure results.
  • Subscriptions must hold up: Subscription and Licensing Churn Rate is 2.83%, so rising churn would be a direct operating headwind.
Valuation — source: SEC EDGAR (first-party)
Price$52.31
Market Cap$1.93B
P/E Ratio42.5
EV / EBITDA6.1
Price / Book1.12
Price / Sales1.39
FCF Yield15.0%
DCF Value (model)$26.42
DCF Upside vs Price-49.5%
Profitability & Growth — source: SEC EDGAR
Revenue (TTM)$1.45B
Net Margin3.3%
Revenue Growth (YoY)-18.6%
EPS Growth (YoY)3.5%
FCF Growth (YoY)-36.6%
Financial Health — source: SEC EDGAR
Altman Z-Score1.79 (distress)
Piotroski F-Score6/9 (moderate)
Valuation vs Sector & Industry
Stock P/E42.5
Sector P/E (Communication Services)22.0
Industry P/E (Communication)15.5
vs Sector93.0%
vs Industry173.9%
Smart-Money Activity — SEC Form 4 / 13F / Congressional disclosures
Top Institutional HolderBlackRock, Inc. ($257.48M)
Institutional Holders Tracked10
Company
SectorCommunication Services
IndustryCommunication
CEOVivek R. Shah
Employees3,800
CountryUS
IPO Date1999-07-23

Related Companies (Business model: Ad-Supported Digital Media / Social; 8 closest by market cap; US-domiciled)

  • Nexstar Media Group, Inc. (NXST)
  • Versant Media Group, Inc. Class A (VSNT)
  • Formula One Group (FWONA)
  • Entravision Communications Corporation (EVC)
  • Newsmax, Inc. (NMAX)
  • Sinclair, Inc. (SBGI)
  • GRAY MEDIA, INC (GTN)
  • TechTarget, Inc. (TTGT)
ZD earnings history · ZD institutional & insider holders · ZD KPIs & operating metrics · Congress trades · Insider trades · Short interest · Stock screener

Data as of 2026-07-27.

Figures sourced from U.S. Securities and Exchange Commission (SEC EDGAR) filings and market data. Not personalized investment advice.