Ziff Davis, Inc.

NasdaqGS:ZD Lagerbericht

Marktkapitalisierung: US$1.7b

Ziff Davis Management

Management Kriterienprüfungen 3/4

Ziff Davis CEO ist Vivek Shah , ernannt in Jan 2018, hat eine Amtszeit von 8.33 Jahren. Die jährliche Gesamtvergütung beträgt $11.77M , bestehend aus 8.5% Gehalt und 91.5% Boni, einschließlich Aktien und Optionen des Unternehmens. besitzt direkt 1.68% der Aktien des Unternehmens, im Wert von $27.73M . Die durchschnittliche Betriebszugehörigkeit des Managementteams und des Verwaltungsrats beträgt 6 Jahre bzw. 5.3 Jahre.

Wichtige Informationen

Vivek Shah

Geschäftsführender

US$11.8m

Gesamtvergütung

Prozentsatz des Geschäftsführergehalts8.50%
Amtszeit als Geschäftsführer8.3yrs
Eigentum des Geschäftsführers1.7%
Durchschnittliche Amtszeit des Managements6yrs
Durchschnittliche Amtszeit der Vorstandsmitglieder5.3yrs

Jüngste Management Updates

Recent updates

Analyse-Update Apr 20

ZD: Extended Buybacks And Stable Margins Will Support Balanced Future Upside Potential

Analysts have kept their price target for Ziff Davis effectively unchanged at about $43.43. This reflects broadly consistent views on fair value, discount rate, growth and margin assumptions despite only minor model refinements.
Analyse-Update Apr 06

ZD: Extended Buybacks And Stable Margins Will Support Balanced Future Upside Potential

Analysts have kept their price target on Ziff Davis unchanged at $43.43, as small shifts in discount rate, revenue growth, profit margin and future P/E assumptions result in only a slight adjustment to the overall valuation view. What's in the News Ziff Davis has been removed from the NASDAQ Internet Index, which may affect how some index funds and ETFs hold or trade the stock (Key Developments).
Analyse-Update Mar 23

ZD: Extended Buybacks And Stable Margins Will Support Balanced Future Upside Potential

Analysts have kept their price target for Ziff Davis steady at $43.43, citing largely unchanged assumptions around revenue growth, profit margins, and future P/E multiples that continue to underpin their valuation view. What's in the News From October 1, 2025 to December 31, 2025, Ziff Davis repurchased 1,746,876 shares for $61.19 million, representing 4.37% of its shares under the existing buyback program (Key Developments).
Analyse-Update Mar 08

ZD: Share Repurchases And Margin Outlook Will Support Balanced 2025 Upside Potential

Analysts have updated their price target on Ziff Davis to $43.43. The change reflects a combination of a slightly lower assumed discount rate, a more conservative revenue growth outlook, a higher projected profit margin, and a reduced future P/E expectation.
Seeking Alpha Feb 24

Ziff Davis Q4: Deep Value With Catalysts On The Horizon

Summary Shares of Ziff Davis, Inc. stock declined by 15% following weaker-than-expected Q4 results. The weakness was confined to the Technology and Shopping segments, driven by lower search-related traffic. ZD shares trade at just 3.6x my FCF for FY26 of $270 million. Key catalysts are the outcome from the strategic review as well as the potential to earn high-margin content licensing revenue from LLMs. Despite the risks I see to the current outlook, the risk-reward setup for ZD stock remains attractive, motivating a Buy rating. Read the full article on Seeking Alpha
Analyse-Update Feb 22

ZD: Stable Margins And Revenue Assumptions Will Support 2025 Upside Potential

Analysts have reduced their price target on Ziff Davis to $43.43 per share, citing slightly higher discount rate and P/E assumptions in their models rather than any change in the company’s underlying margin or growth outlook. Valuation Changes Fair Value: Model fair value is unchanged at $43.43 per share, with no adjustment to the intrinsic value estimate.
Analyse-Update Feb 08

ZD: Steady Long Term Assumptions Will Support 2025 Upside Potential

Analysts have modestly adjusted their price target framework for Ziff Davis to a fair value of $43.43, reflecting slightly updated views on the discount rate, long term revenue growth, profit margin, and future P/E assumptions. Valuation Changes Fair Value: Held steady at about $43.43 per share, with no material revision in the model output.
Analyse-Update Jan 25

ZD: Buybacks And Reduced Impairment Will Support 2025 Upside Potential

Analysts have kept their fair value estimate for Ziff Davis steady at $43.43, with updated assumptions reflecting a slightly lower discount rate, more conservative revenue growth and profit margin expectations, and a higher future P/E multiple. Together, these factors shape their latest price target view.
Analyse-Update Jan 09

ZD: Ongoing Buybacks And Reduced Impairment Will Support 2025 Upside Potential

Analysts have kept their fair value estimate for Ziff Davis steady at about US$43.43 per share, with only small tweaks to inputs like the discount rate and assumed future P/E. This reflects a largely unchanged view of the stock's long term outlook.
Analyse-Update Dec 24

ZD: Ongoing Buybacks And Lower Impairment Will Support 2025 Upside Potential

Analysts have modestly raised their price target on Ziff Davis, citing slightly higher assumed future earnings multiples that more than offset small adjustments to growth and margin assumptions. What's in the News Ziff Davis completed a buyback tranche between July 1 and September 30, 2025, repurchasing 1,176,559 shares, or 2.86% of shares outstanding, for $43.3 million (company disclosure).
Analyse-Update Dec 10

ZD: Buybacks And Lower Impairment Will Support 2025 Earnings Outlook

Analysts have modestly adjusted their price target on Ziff Davis to reflect the impact of a slightly lower discount rate and marginally reduced future P/E expectations, resulting in a refined valuation that still centers near 43.43 dollars per share. What's in the News Ziff Davis repurchased 1,176,559 shares between July 1 and September 30, 2025, bringing total buybacks under its August 10, 2020 authorization to 11,770,097 shares, or 26.13% of shares outstanding, for $691.19 million (company filing) The company recorded unaudited goodwill impairment charges of $17.58 million for the quarter ended September 30, 2025, compared with $85.27 million in the prior year period (company disclosure) Ziff Davis reaffirmed its 2025 earnings outlook and maintained revenue guidance in the range of $1.442 billion to $1.502 billion (corporate guidance) Valuation Changes Fair Value Estimate: unchanged at approximately $43.43 per share, indicating no revision to the central valuation point.
Analyse-Update Nov 25

ZD: Multi-Year Buyback Completion And Lower Impairment Will Support 2025 Momentum

Analysts have modestly increased their price target for Ziff Davis from $43.14 to $43.43 per share, citing slightly improved revenue growth projections and a marginal uptick in the company’s overall fair value. What's in the News Between July and September 2025, Ziff Davis repurchased 1,176,559 shares, or 2.86 percent of shares outstanding, for $43.3 million.
Analyseartikel Nov 12

Results: Ziff Davis, Inc. Delivered A Surprise Loss And Now Analysts Have New Forecasts

Ziff Davis, Inc. ( NASDAQ:ZD ) last week reported its latest quarterly results, which makes it a good time for...
Analyse-Update Nov 11

ZD: Revenue Guidance And Impairment Reduction Will Drive Sentiment In 2025

Analysts have lowered their price target for Ziff Davis from $45.29 to $43.14. They cite concerns over reduced revenue growth and profit margins as key factors in the revision.
Analyseartikel Oct 05

Is Ziff Davis (NASDAQ:ZD) A Risky Investment?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Analyseartikel Aug 15

Ziff Davis' (NASDAQ:ZD) Conservative Accounting Might Explain Soft Earnings

Ziff Davis, Inc.'s ( NASDAQ:ZD ) recent soft profit numbers didn't appear to worry shareholders, as the stock price...
Analyse-Update Aug 08

Cloud-based Solutions And Digital Advertising Will Drive Future Markets

Despite a slight reduction in revenue growth forecasts, Ziff Davis’s consensus price target has increased from $41.33 to $44.29, supported by a notably lower forward P/E ratio that enhances relative valuation appeal. What's in the News Ziff Davis reaffirmed fiscal 2025 earnings guidance, expecting revenue of $1,442 million to $1,502 million.
Analyseartikel Jul 01

Is Ziff Davis (NASDAQ:ZD) A Risky Investment?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Analyseartikel May 08

Should You Think About Buying Ziff Davis, Inc. (NASDAQ:ZD) Now?

Ziff Davis, Inc. ( NASDAQ:ZD ), might not be a large cap stock, but it received a lot of attention from a substantial...
Analyseartikel Apr 17

Ziff Davis, Inc.'s (NASDAQ:ZD) Stock Retreats 26% But Earnings Haven't Escaped The Attention Of Investors

Unfortunately for some shareholders, the Ziff Davis, Inc. ( NASDAQ:ZD ) share price has dived 26% in the last thirty...
Analyseartikel Mar 18

We Think Ziff Davis (NASDAQ:ZD) Can Stay On Top Of Its Debt

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Analyseartikel Feb 28

Ziff Davis, Inc. Just Missed Earnings - But Analysts Have Updated Their Models

It's been a mediocre week for Ziff Davis, Inc. ( NASDAQ:ZD ) shareholders, with the stock dropping 17% to US$41.31 in...
Analyseartikel Feb 25

Ziff Davis, Inc.'s (NASDAQ:ZD) Price In Tune With Earnings

Ziff Davis, Inc.'s ( NASDAQ:ZD ) price-to-earnings (or "P/E") ratio of 32.9x might make it look like a strong sell...
Analyseartikel Dec 13

Is Ziff Davis (NASDAQ:ZD) Using Too Much Debt?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Analyseartikel Nov 23

Ziff Davis, Inc. (NASDAQ:ZD) Stocks Shoot Up 27% But Its P/E Still Looks Reasonable

The Ziff Davis, Inc. ( NASDAQ:ZD ) share price has done very well over the last month, posting an excellent gain of...
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Neue Analyse Sep 11

Gaming And Digital Health Drive Growth, Despite Advertising And M&A Risks

Ziff Davis's growth strategy hinges on expanding in digital media, notably gaming and health, complemented by strategic acquisitions like Gamer Network and CNET.
Analyseartikel Aug 27

What Does Ziff Davis, Inc.'s (NASDAQ:ZD) Share Price Indicate?

While Ziff Davis, Inc. ( NASDAQ:ZD ) might not have the largest market cap around , it saw a decent share price growth...
Analyseartikel Aug 07

With A 25% Price Drop For Ziff Davis, Inc. (NASDAQ:ZD) You'll Still Get What You Pay For

Ziff Davis, Inc. ( NASDAQ:ZD ) shareholders that were waiting for something to happen have been dealt a blow with a 25...
Analyseartikel Jul 31

Is Ziff Davis (NASDAQ:ZD) A Risky Investment?

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...
Analyseartikel May 23

Ziff Davis, Inc.'s (NASDAQ:ZD) Intrinsic Value Is Potentially 57% Above Its Share Price

Key Insights The projected fair value for Ziff Davis is US$86.08 based on 2 Stage Free Cash Flow to Equity Ziff Davis...
Analyseartikel May 07

When Should You Buy Ziff Davis, Inc. (NASDAQ:ZD)?

Ziff Davis, Inc. ( NASDAQ:ZD ), might not be a large cap stock, but it saw a decent share price growth of 11% on the...
Analyseartikel Apr 22

Investors Appear Satisfied With Ziff Davis, Inc.'s (NASDAQ:ZD) Prospects

Ziff Davis, Inc.'s ( NASDAQ:ZD ) price-to-earnings (or "P/E") ratio of 57.4x might make it look like a strong sell...
Analyseartikel Feb 20

A Look At The Fair Value Of Ziff Davis, Inc. (NASDAQ:ZD)

Key Insights Using the 2 Stage Free Cash Flow to Equity, Ziff Davis fair value estimate is US$71.92 Current share price...

Analyse der Geschäftsführervergütung

Wie hat sich die Vergütung von Vivek Shah im Vergleich zu den Einnahmen von Ziff Davis verändert?
DatumGesamtvergütungGehaltUnternehmensgewinne
Dec 31 2025US$12mUS$1m

US$47m

Sep 30 2025n/an/a

US$111m

Jun 30 2025n/an/a

US$66m

Mar 31 2025n/an/a

US$77m

Dec 31 2024US$13mUS$1m

US$63m

Sep 30 2024n/an/a

US$62m

Jun 30 2024n/an/a

US$80m

Mar 31 2024n/an/a

US$60m

Dec 31 2023US$2mUS$1m

US$42m

Sep 30 2023n/an/a

US$47m

Jun 30 2023n/an/a

US$96m

Mar 31 2023n/an/a

US$33m

Dec 31 2022US$1mUS$1m

US$65m

Sep 30 2022n/an/a

US$375m

Jun 30 2022n/an/a

US$363m

Mar 31 2022n/an/a

US$387m

Dec 31 2021US$16mUS$1m

US$401m

Sep 30 2021n/an/a

-US$41m

Jun 30 2021n/an/a

US$13m

Mar 31 2021n/an/a

US$74m

Dec 31 2020US$2mUS$1m

US$29m

Sep 30 2020n/an/a

US$213m

Jun 30 2020n/an/a

US$183m

Mar 31 2020n/an/a

US$177m

Dec 31 2019US$2mUS$1m

US$41m

Vergütung im Vergleich zum Markt: VivekDie Gesamtvergütung ($USD11.77M) liegt über dem Durchschnitt von Unternehmen ähnlicher Größe auf dem Markt US ($USD5.52M).

Entschädigung vs. Einkommen: VivekDie Vergütung des Vorstandsvorsitzenden entsprach im vergangenen Jahr der Unternehmensleistung.


Geschäftsführer

Vivek Shah (51 yo)

8.3yrs
Amtszeit
US$11,767,948
Vergütung

Mr. Vivek R. Shah is CEO, President & Director of Ziff Davis, Inc. from 2021. He is President & CEO of Ziff Davis, LLC from October 2025 and serves as its Board member since 2018. He served as the Chief Ex...


Führungsteam

NamePositionAmtszeitVergütungEigentümerschaft
Vivek Shah
CEO, President & Director8.3yrsUS$11.77m1.68%
$ 27.7m
Bret Richter
Chief Financial Officer4.3yrsUS$4.80m0.12%
$ 2.1m
Lori Tansley
Chief Accounting Officer1.4yrsUS$1.07m0.0057%
$ 94.7k
Jeremy Rossen
Executive VP10.9yrsUS$2.61m0.063%
$ 1.0m
John Ingram
Senior Vice President1.1yrskeine Datenkeine Daten
Joey Fortuna
Chief Technology Officer8.3yrskeine Datenkeine Daten
James Farley
Director of Investor Relationsless than a yearkeine Datenkeine Daten
Michelle Dvorkin
Chief Human Resources Officer7.1yrskeine Datenkeine Daten
Steven Horowitz
President of Technology & Shopping5.3yrskeine Datenkeine Daten
Nathaniel Simmons
President of Cybersecurity & Martech6.7yrskeine Datenkeine Daten
Patrice Harris
Chief Health & Medical Editor of Everyday Healthno datakeine Datenkeine Daten
Nan Forte
Executive VP & GM of Everyday Health Consumerno datakeine Datenkeine Daten
6.0yrs
Durchschnittliche Betriebszugehörigkeit
54.5yo
Durchschnittliches Alter

Erfahrenes Management: Das Managementteam von ZD ist erfahren und erfahren (durchschnittliche Amtszeit von 6 Jahren).


Vorstandsmitglieder

NamePositionAmtszeitVergütungEigentümerschaft
Vivek Shah
CEO, President & Director8.3yrsUS$11.77m1.68%
$ 27.7m
William Kretzmer
Independent Director18.8yrsUS$319.97k0.044%
$ 724.1k
Sarah Fay
Chairman & Independent Lead Director8.3yrsUS$399.97k0.062%
$ 1.0m
Scott Taylor
Independent Director5.8yrsUS$334.97k0.038%
$ 622.7k
Neville Ray
Independent Director2.3yrsUS$319.97k0.018%
$ 291.2k
Kirk McDonald
Independent Director2.5yrsUS$319.97k0.018%
$ 290.1k
Trace Harris
Independent Director4.9yrsUS$334.97k0.034%
$ 560.9k
Jana Barsten
Independent Director2.5yrsUS$339.97k0.021%
$ 347.6k
5.3yrs
Durchschnittliche Betriebszugehörigkeit
61yo
Durchschnittliches Alter

Erfahrener Vorstand: ZDDie Vorstandsmitglieder gelten als erfahren (5.3 Jahre durchschnittliche Amtszeit).


Unternehmensanalyse und Finanzdaten Status

DatenZuletzt aktualisiert (UTC-Zeit)
Unternehmensanalyse2026/05/07 07:42
Aktienkurs zum Tagesende2026/05/07 00:00
Gewinne2025/12/31
Jährliche Einnahmen2025/12/31

Datenquellen

Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.

PaketDatenZeitrahmenBeispiel US-Quelle *
Finanzdaten des Unternehmens10 Jahre
  • Gewinn- und Verlustrechnung
  • Kapitalflussrechnung
  • Bilanz
Konsensschätzungen der Analysten+3 Jahre
  • Finanzielle Vorausschau
  • Kursziele der Analysten
Marktpreise30 Jahre
  • Aktienkurse
  • Dividenden, Splits und Aktionen
Eigentümerschaft10 Jahre
  • Top-Aktionäre
  • Insiderhandel
Verwaltung10 Jahre
  • Das Führungsteam
  • Direktorium
Wichtige Entwicklungen10 Jahre
  • Ankündigungen des Unternehmens

* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.

Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.

Analysemodell und Schneeflocke

Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.

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Analysten-Quellen

Ziff Davis, Inc. wird von 22 Analysten beobachtet. 5 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.

AnalystEinrichtung
William PowerBaird
Saket KaliaBarclays
Ross SandlerBarclays