ZD
Ziff Davis, Inc.

Ziff Davis, Inc.ZD

Communication Services · Advertising Agencies
57.03USD
-1.18%
Oct 28, 2026
ZD overview ready
Diversified digital-media operator with growing SMB cybersecurity SaaS offerings
Diversified digital-media and internet operator with a meaningful but minority Cybersecurity & Martech SaaS segment; its security offerings sell endpoint and email protection alongside privacy and communications software to consumers and smaller businesses.
Strong narrative exposure
Exposed to the Enterprise Cybersecurity Modernization narrative through SMB Endpoint and Email Security — enabling supplier.
An early price trend
Longer-term context reads early recovery, with a near-term setup of daily advance.
Attractive valuation
Current market expectations look undemanding relative to the cash the business actually produces.
Solid fundamentals
Free cash flow yield is strong.
Primary risk
Decline in digital advertising spending.
Market Oct 27Filing Jun 30Price action Aug 9Research Sep 8

Conviction Level

CompanyFit4.5PriceAction7.7Valuation7.7CompanyPosition7.3BusinessQuality7.7

Conviction uses Company Fit, Price Action, Valuation, Business Quality. Company Position is research context, not an input.

Theme leadershipGroup context · not a Conviction input
Media & Entertainment is tracked (too few stocks) — no leadership reading
Price
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Price Action

An early price trend
Longer-term context reads early recovery, with a near-term setup of daily advance.
EntryEarly recovery

The structure is repairing early: weekly fast averages are being reclaimed and the daily chart is recovering constructively — an early-recovery entry profile.

Key Financials

Market Cap
$2.0B
Avg Volume (60D)
573.7K
60 sessions
Revenue Growth YoY
+3.5%
FY2025 vs FY2024
Gross Margin
+69.2%
Trailing twelve months
Operating Margin
+7.9%
Trailing twelve months
Free Cash Flow Yield
+16.2%
P/E
3.0x
EV / EBITDA
3.7x
EV / Sales
0.8x
Market metrics as of Oct 27, 2026
Financial results for the period ended Jun 30, 2026
Filed balance-sheet data as of Jun 30, 2026

Fundamentals & Valuation

Two of the three valuation perspectives say cheap; own history is the dissenting view.
Ziff Davis, Inc. has a Cheap valuation stance because current market expectations look undemanding relative to the cash the business actually produces.

Company Research

Thesis
Diversified digital-media and internet operator with a meaningful but minority Cybersecurity & Martech SaaS segment; its security offerings sell endpoint and email protection alongside privacy and communications software to consumers and smaller businesses.
Opportunity
Moderate opportunity
Small and midsize businesses and managed-service providers purchasing subscription endpoint, email-threat-protection, privacy, and related security tools to reduce cyber risk without building enterprise-scale security operations.
Key risk
Decline in digital advertising spending.

Economic classification

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Business & Markets

Communication Services · Advertising Agencies
What they do

Ziff Davis operates as a digital media and internet company providing technology news, product reviews, buying guides, and digital content through multiple online brands and platforms.

How it earns

The company generates revenue primarily through advertising, subscription services, and digital marketing solutions.

Products & services
PCMag
CNET
Mashable
Spiceworks
RetailMeNot
VoucherCodes
Offers.com
BlackFriday.com
Customers & end markets
Technology consumers
IT professionals
Advertisers
Online shoppers
Market position

Ziff Davis is a recognized leader in digital media and technology-focused content platforms.

Demand drivers
Medium cyclicality

Advertising revenues can be sensitive to economic cycles, while subscription and coupon services provide some stability.