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Digital media conglomerate owning tech, gaming and health publications such as PCMag, IGN and Everyday Health.
Digital media conglomerate owning tech, gaming and health publications such as PCMag, IGN and Everyday Health.
Earns from three kinds of customer: advertisers paying for audience on its websites, commissions when readers buy through its recommendation links, and subscribers to data and software. Ookla sells subscription network-performance data from Speedtest to carriers and regulators, a business unlike its media brands.
Moat: narrow (brand, scale, data). Portfolio of long-established media brands with large audiences and diversified software/data revenue streams.
Headquarters: New York, New York, United States · Founded: 1927 · Employees: 3,900
Size Ziff Davis (ZD) is a United States Information Technology company (Internet Software/Services) with a market value of $1.70B, the 1903rd largest of 3,117 United States companies the cockpit tracks. Shares closed at $49.61 on 6 Nov 2026.
Performance Over six months the shares gained 20.9%, against -10.9% for the median peer and -1.1% for the United States market (cap-weighted) — 8th highest of 21 in its peer set.
Growth Revenue fell 8.5% over the last twelve months (peer median +6.4%); the operating margin is 10.2% (peer median 9.3%).
Valuation It trades at 8.9× forward earnings against a peer median of 20.1× (4th cheapest of 15).
Price implies For today's price to make sense, revenue must grow about -11% a year for seven years (Req g). Recent delivered growth is +5%, so the hurdle is -15 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 1.6 points below its cost of capital (8.7% WACC).
Backlog Backlog (remaining performance obligations) was $21.9M at 30 Sep 2026, down 72% on a year earlier — 0.0 years of trailing revenue. Backlog detail →
Credit Ziff Davis has 1 bond outstanding ($208M), rated BB- by the agencies.
Short interest Short interest is 14.1% of the free float (15 Oct 2026).
Next results Next results expected around 16 Feb 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | $1.32B | $1.45B | $1.40B | $1.36B | $1.39B |
| Revenue growth | — | +4% | +3% | -2% | — |
| Gross profit | $917M | $1.02B | $990M | $1.02B | $1.04B |
| EBITDA | $342M | $409M | $453M | $452M | $476M |
| Net income | -$33.1M | $47.4M | $63.0M | $41.5M | $63.7M |
| Free cash flow | $317M | $288M | $284M | $211M | $230M |
| Capital expenditure | $132M | $119M | $107M | $109M | $106M |
| Total debt | $868M | $892M | $895M | $1.03B | $1.06B |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
| Company | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g |
|---|---|---|---|---|---|---|
| Ziff Davis ZD | $1.70B | +21% | -8% | 10% | 8.9× | -10.6% |
| Future FUTR.L | $372M | +5% | -8% | 16% | 3.1× | -6.8% |
Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | ZD | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -11.3% | +1.2% | 2nd lowest of 21 |
| 6-month return | +20.9% | -10.9% | 8th highest of 21 |
| Distance from 52-week high | -18.0% | -27.7% | 9th highest of 21 |
| Revenue growth (TTM) | -8.5% | +6.4% | lowest of 21 |
| Operating margin | 10.2% | 9.3% | 11th highest of 21 |
| Forward P/E | 8.9× | 20.1× | 4th cheapest of 15 |
| Growth the price implies (Req g, 7 yrs) | -10.6% | 17.8% | 2nd least demanding of 14 |
| Growth delivered (Del g) | +4.6% | +9.3% | 5th lowest of 14 |
| Hurdle (Req g minus delivered) | -15.3 pp | +8.9 pp | 3rd least demanding of 14 |
| ROIC minus cost of capital | -1.6 pp | +2.6 pp | 5th lowest of 16 |
| EV / EBITDA | 2.8× | 8.5× | 2nd cheapest of 12 |
| Net debt / EBITDA | -2.2× | -0.9× | 5th least indebted of 13 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Ziff Davis ZD | United States | $1.70B | +21% | -8% | 10% | 8.9× | -10.6% | +4.6% |
| TBO Tek TBOTEK.NS | India | $1.80B | +24% | +74% | 11% | 41.6× | n/a | n/a |
| Weibo 9898.HK | Hong Kong | $1.58B | -24% | +2% | 25% | 5.2× | n/a | n/a |
| XinhuaNet 603888.SS | China | $1.89B | -7% | -1% | 8% | n/a | 22.6% | +9.3% |
| Mony MONY.L | United Kingdom | $1.42B | +21% | +2% | 26% | 11.1× | -0.7% | +5.3% |
| CarTrade Tech CARTRADE.NS | India | $1.39B | +40% | +16% | 30% | 47.7× | 34.5% | +25.6% |
| Trustpilot TRST.L | United Kingdom | $1.36B | +12% | +19% | 5% | 52.4× | 32.7% | +20.0% |
| NHN 181710.KS | South Korea | $1.34B | +44% | +12% | 6% | 16.3× | -4.4% | +8.9% |
| WEBTOON Entertainment WBTN | United States | $1.31B | -27% | 0% | -3% | n/a | n/a | n/a |
| Winning Health Technology 300253.SZ | China | $2.31B | -19% | +6% | -20% | 351.5× | 18.9% | -1.4% |
| Huawen Media 000793.SZ | China | $1.19B | -34% | 0% | -14% | n/a | 17.8% | -34.6% |
| Shanghai Great Wisdom 601519.SS | China | $2.49B | -18% | +6% | -8% | n/a | n/a | n/a |
| Youdao, Inc. Sponsored ADR DAO | United States | $2.50B | +59% | +10% | 4% | 59.4× | 33.6% | +17.6% |
| Baltic Classifieds BCG.L | United Kingdom | $1.14B | -99% | +7% | 68% | 0.2× | 15.2% | +15.9% |
| Moonpig MOON.L | United Kingdom | $1.13B | +41% | +7% | 21% | 15.2× | 3.7% | +0.3% |
| Aditya Birla Sun Life Amc ABSLAMC.NS | India | $2.68B | -19% | +4% | 60% | 23.9× | n/a | n/a |
| People.cn 603000.SS | China | $2.69B | -15% | 0% | 12% | 77.2× | 28.6% | -0.4% |
| Yelp YELP | United States | $1.06B | -28% | +2% | 13% | 8.1× | -18.4% | +10.9% |
| EverQuote EVER | United States | $1.02B | +41% | +24% | 11% | 14.3× | -7.0% | +14.8% |
| D-MARKET Elektronik Hizmetler ve Ticaret AS Sponsored ADR HEPS | United States | $979M | -3% | +22% | -3% | n/a | n/a | n/a |
| Sify Technologies Limited Sponsored ADR SIFY | United States | $941M | -20% | +11% | 8% | n/a | n/a | n/a |
Ziff Davis has 1 bond outstanding with $208M face value. The agencies rate it BB-.
Ziff Davis reported $21.9M of remaining performance obligations at 30 Sep 2026, down 72% from a year earlier and down 47% from the previous quarter. That is 0.0 years of trailing revenue already under contract. Book-to-bill last quarter: 0.93.