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kaladorm
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Travelzoo
KA
kaladorm
Community Contributor
Oversold on misunderstood earnings
Travelzoo's recent drop due to lower profit margins (based on higher customer acquisition costs) is fundamentally misunderstood. Travelzoo acquires a new customer for $38, and that customer pays $40 for membership, leading to an immediate net gain of $2.
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US$34.91
FV
72.9% undervalued
intrinsic discount
15.00%
Revenue growth p.a.
Set Fair Value
2
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