View ValuationIAC 将来の成長Future 基準チェック /16IACの収益は年間3.7%で減少すると予測されていますが、年間利益は年間7.7%で増加すると予測されています。EPS は年間 増加すると予測されています。自己資本利益率は 3 年後に3.1% 10.7%なると予測されています。主要情報7.7%収益成長率10.66%EPS成長率Interactive Media and Services 収益成長30.5%収益成長率-3.7%将来の株主資本利益率3.06%アナリストカバレッジGood最終更新日08 May 2026今後の成長に関する最新情報更新なしすべての更新を表示Recent updatesお知らせ • Mar 17Pacific Avenue Capital Partners, LLC completed the acquisition of Care.com, Inc. from IAC Inc. (NasdaqGS:IAC).Pacific Avenue Capital Partners, LLC agreed to acquire Care.com, Inc. from IAC Inc. (NasdaqGS:IAC) for $320 million on March 2, 2026. A cash consideration of $320 million will be paid by Care Parent, LLC. As part of consideration, $320 million is paid towards None of Care.com, Inc. The transaction is expected to be completed in the first half of 2026 after March 13, 2026 subject to customary closing conditions. J.P. Morgan Securities LLC acted as exclusive financial advisor for IAC Inc. Amber Banks, Thomas Engelhardt, Katharine Moir, David Della Rocca, Megan Alessi, Sandra Benjamin, Morgan Brubaker, Clayton Northouse, Mandy Reeves, Farrell Malone, Patrick English, Paul Rosen, Héctor Armengod, Jana Dammann de Chapto and Jennifer Kent of Latham and Watkins LLP acted as legal counsel to IAC Inc. Weil, Gotshal & Manges LLP acted as legal advisor and Moelis & Company LLC acted as financial advisor to Care Parent, LLC. Pacific Avenue Capital Partners, LLC completed the acquisition of Care.com, Inc. from IAC Inc. (NasdaqGS:IAC) on March 16, 2026.お知らせ • Jan 15IAC Inc. to Report Q4, 2025 Results on Feb 03, 2026IAC Inc. announced that they will report Q4, 2025 results After-Market on Feb 03, 2026お知らせ • Oct 09IAC Inc. to Report Q3, 2025 Results on Nov 03, 2025IAC Inc. announced that they will report Q3, 2025 results After-Market on Nov 03, 2025お知らせ • Jul 10IAC Inc. to Report Q2, 2025 Results on Aug 04, 2025IAC Inc. announced that they will report Q2, 2025 results After-Market on Aug 04, 2025お知らせ • May 07IAC Inc., Annual General Meeting, Jun 18, 2025IAC Inc., Annual General Meeting, Jun 18, 2025.お知らせ • Apr 10IAC Inc. to Report Q1, 2025 Results on May 05, 2025IAC Inc. announced that they will report Q1, 2025 results After-Market on May 05, 2025お知らせ • Apr 01IAC Inc. completed the Spin-Off of Angi Inc. (NasdaqGS:ANGI).IAC Inc. (NasdaqGS:IAC) agreed to Spin-Off Angi Inc. (NasdaqGS:ANGI) on January 13, 2024. The completion of the proposed spin-off transaction is subject to a number of conditions including final approval by the IAC Board of Directors and receipt of a tax opinion. The transaction is expected to close in the first half of 2025 but no sooner than March 31, 2025. As of March 10, 2025, The transaction has been approved by the board of IAC Inc. on March 7, 2025, and declared a special dividend (the “Distribution”) of all of the shares of Angi capital stock held by IAC to the holders of IAC common stock, par value $0.0001 per share (the “IAC common stock”), and IAC Class B common stock, par value $0.0001 per share (the “IAC Class B common stock” and together with the IAC common stock, “IAC Stock”). The the dividend will be paid through the distribution of shares of Angi Class A common stock, par value $0.001 per share (the “Angi Class A common stock”), on March 31, 2025 (the “Distribution Date”) to holders of record of IAC Stock as of the close of business on March 25, 2025 (the “Record Date”), on a pro rata basis, subject to the satisfaction or waiver of certain conditions to the Distribution, as described in the Registration Statement on Form S-3, as amended, filed by Angi in connection with the spin-off. As of March 28, 2025, the Company has been informed that the ex-dividend date for IAC common stock will be April 1, 2025. The transaction expected to be completed on April 1, 2025. IAC Inc. (NasdaqGS:IAC) completed the Spin-Off Angi Inc. (NasdaqGS:ANGI) on March 31, 2025. As a result of the Distribution, IAC no longer owns any shares of Angi capital stock and Angi became an independent public company. Joseph Levin ceased to serve as Chief Executive Officer of IAC and as a member of the board of directors to Executive Chairman of Agni and Jeff Kip as CEO of Agni.お知らせ • Mar 11IAC Inc. Declares Special Dividend, Payable on March 31, 2025On March 7, 2025, the Board of Directors of IAC Inc. declared a special dividend of all of the shares of Angi capital stock held by IAC to the holders of IAC common stock, par value $0.0001 per share and IAC Class B common stock, par value $0.0001 per share . The dividend will be paid through the distribution of shares of Angi Class A common stock, par value $0.001 per share on March 31, 2025 to the holders of record of IAC Stock as of the close of business on March 25, 2025, on a pro rata basis, subject to the satisfaction or waiver of certain conditions to the Distribution.お知らせ • Jan 14IAC Inc. to Report Q4, 2024 Results on Feb 11, 2025IAC Inc. announced that they will report Q4, 2024 results at 4:00 PM, US Eastern Standard Time on Feb 11, 2025Reported Earnings • Nov 14Third quarter 2024 earnings released: US$2.93 loss per share (vs US$4.72 loss in 3Q 2023)Third quarter 2024 results: US$2.93 loss per share (improved from US$4.72 loss in 3Q 2023). Revenue: US$938.7m (down 16% from 3Q 2023). Net loss: US$243.7m (loss narrowed 38% from 3Q 2023). Revenue is forecast to grow 1.3% p.a. on average during the next 3 years, compared to a 9.2% growth forecast for the Interactive Media and Services industry in Europe. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has fallen by 27% per year, which means it is performing significantly worse than earnings.お知らせ • Oct 17IAC Inc. to Report Q3, 2024 Results on Nov 11, 2024IAC Inc. announced that they will report Q3, 2024 results After-Market on Nov 11, 2024Reported Earnings • Aug 07Second quarter 2024 earnings released: US$1.71 loss per share (vs US$0.94 loss in 2Q 2023)Second quarter 2024 results: US$1.71 loss per share (further deteriorated from US$0.94 loss in 2Q 2023). Revenue: US$949.5m (down 15% from 2Q 2023). Net loss: US$142.2m (loss widened 83% from 2Q 2023). Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 9.6% growth forecast for the Interactive Media and Services industry in Europe. Over the last 3 years on average, earnings per share has fallen by 47% per year but the company’s share price has only fallen by 27% per year, which means it has not declined as severely as earnings.お知らせ • Jul 18IAC Inc. to Report Q2, 2024 Results on Aug 06, 2024IAC Inc. announced that they will report Q2, 2024 results After-Market on Aug 06, 2024お知らせ • Jul 11Barry Diller Reportedly Hints At Continued Interest in ParamountMedia mogul Barry Diller IAC Inc. (NasdaqGS:IAC), Chairman hinted to reporters at the annual Sun Valley Conference on July 10, 2024 that he may still be interested in making a bid for Paramount Global (NasdaqGS:PARA). On July 08, 2024, Paramount announced it had agreed to merge with Skydance Media in a deal handing control of the storied Hollywood studio to producer David Ellison. The agreement gave the sellers 45 days to seek better offers. Diller told reporters that 45 days is "a lifetime," according to Bloomberg.Reported Earnings • May 08First quarter 2024 earnings released: EPS: US$0.52 (vs US$4.75 in 1Q 2023)First quarter 2024 results: EPS: US$0.52 (down from US$4.75 in 1Q 2023). Revenue: US$929.7m (down 14% from 1Q 2023). Net income: US$45.0m (down 89% from 1Q 2023). Profit margin: 4.8% (down from 38% in 1Q 2023). Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 9.8% growth forecast for the Interactive Media and Services industry in Europe. Over the last 3 years on average, earnings per share has fallen by 60% per year but the company’s share price has only fallen by 35% per year, which means it has not declined as severely as earnings.お知らせ • Apr 28IAC Inc., Annual General Meeting, Jun 11, 2024IAC Inc., Annual General Meeting, Jun 11, 2024, at 09:30 US Eastern Standard Time. Agenda: To elect twelve members of IAC’s board of directors, each to hold office until the next succeeding annual meeting of stockholders or until such director’s successor shall have been duly elected and qualified; to approve an amendment to the Company’s Restated Certificate of Incorporation to reflect new Delaware law provisions regarding officer exculpation; to approve a non-binding advisory vote on 2023 executive compensation; to ratify the appointment of Ernst & Young LLP as IAC’s independent registered public accounting firm for the 2024 fiscal year; and to transact other business.お知らせ • Apr 17IAC Inc. to Report Q1, 2024 Results on May 07, 2024IAC Inc. announced that they will report Q1, 2024 results After-Market on May 07, 2024Reported Earnings • Mar 03Full year 2023 earnings released: EPS: US$3.07 (vs US$13.58 loss in FY 2022)Full year 2023 results: EPS: US$3.07 (up from US$13.58 loss in FY 2022). Revenue: US$4.37b (down 17% from FY 2022). Net income: US$256.7m (up US$1.43b from FY 2022). Profit margin: 5.9% (up from net loss in FY 2022). Revenue is forecast to grow 1.6% p.a. on average during the next 3 years, compared to a 9.8% growth forecast for the Interactive Media and Services industry in Europe. Over the last 3 years on average, earnings per share has fallen by 61% per year but the company’s share price has only fallen by 34% per year, which means it has not declined as severely as earnings.New Risk • Feb 18New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 2.5% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 2.5% per year for the foreseeable future. Minor Risk Large one-off items impacting financial results.New Risk • Feb 14New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 6.8% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 6.8% per year for the foreseeable future. Minor Risk Large one-off items impacting financial results.お知らせ • Jan 18IAC Inc. to Report Q4, 2023 Results on Feb 13, 2024IAC Inc. announced that they will report Q4, 2023 results After-Market on Feb 13, 2024お知らせ • Dec 15IAC Inc. Appoints Maria Seferian to the Board of DirectorsEffective December 12, 2023, Maria Seferian, age 51, was appointed to the board of directors of IAC Inc. Ms. Seferian has served as General Counsel of Hillspire, LLC, an integrated, single-family management firm (“Hillspire”), since 2014. In her role, Ms. Seferian oversees the firm’s legal, tax, special investments and initiatives, trusts & estates, strategic planning, grants management and compliance functions. Prior to joining Hillspire, Ms. Seferian worked (most recently as a partner) at Munger, Tolles & Olson, LLP, a law firm with a national and international practice, from 2001, where she specialized in mergers and acquisitions, joint ventures, capital markets and general corporate transactions, representing private and public clients across diverse industries from private equity to entertainment. From 2013 to 2014, Ms. Seferian also served as Interim Director and Chief Executive Officer of the Museum of Contemporary Art in Los Angeles (“MOCA”), where she led the institution through a financial turn-around, securing its long-term stability. Ms. Seferian holds a Bachelor of Arts in philosophy and Master of Arts from the University of Illinois at Urbana-Champaign and a J.D. with honors from Harvard Law School. Following law school and before entering private practice, Ms. Seferian served as a judicial clerk for the Honorable Justice James L. Oakes in the U.S. Court of Appeals for the Second Circuit. In addition to her for-profit affiliations, Ms. Seferian serves as Chairperson of the Board of Trustees of MOCA and as a director of the Schmidt Family Foundation.New Risk • Nov 10New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 15% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. This is currently the only risk that has been identified for the company.Reported Earnings • Nov 08Third quarter 2023 earnings released: US$4.72 loss per share (vs US$0.74 loss in 3Q 2022)Third quarter 2023 results: US$4.72 loss per share (further deteriorated from US$0.74 loss in 3Q 2022). Revenue: US$1.11b (down 15% from 3Q 2022). Net loss: US$390.5m (loss widened US$326.7m from 3Q 2022). Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Interactive Media and Services industry in Europe. Over the last 3 years on average, earnings per share has fallen by 62% per year but the company’s share price has only fallen by 29% per year, which means it has not declined as severely as earnings.お知らせ • Nov 07IAC Inc. to Report Q3, 2023 Results on Nov 07, 2023IAC Inc. announced that they will report Q3, 2023 results After-Market on Nov 07, 2023Buying Opportunity • Oct 26Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 34%. The fair value is estimated to be €50.97, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 26% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 4.4% per annum. Earnings is forecast to decline by 17% per annum over the same time period.Buying Opportunity • Sep 21Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 12%. The fair value is estimated to be €62.49, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 26% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 4.4% per annum. Earnings is forecast to decline by 19% per annum over the same time period.お知らせ • Aug 17IAC Inc. Announces Management Changes, Effective September 18, 2023On August 10, 2023, Erik Bradbury was appointed as Senior Vice President and Controller (Principal Accounting Officer) of IAC Inc. (the “Company” or “IAC”)), effective on or about September 18, 2023 (the “Effective Date”). Prior to this appointment, Mr. Bradbury, age 45, served as Chief Accounting Officer (Principal Accounting Officer) of DraftKings Inc. since September 2020. In this capacity, Mr. Bradbury oversaw DraftKings’ corporate accounting functions, including SEC and regulatory reporting, operational accounting, accounting policy and the development of relevant accounting positions. Prior to his tenure at DraftKings, Mr. Bradbury was a Partner with Ernst & Young LLP from July 2017 through September 2020. From September 2015 until September 2017, Mr. Bradbury served as a Professional Accounting Fellow at Financial Executives International. Prior to his role as a Professional Accounting Fellow, Mr. Bradbury spent 11 years in Ernst & Young’s U.S. Assurance practice, where he served in multiple roles, including within the National Professional Practice Group, Financial Accounting Advisory Services practices and as an auditor. Mr. Bradbury received a degree in accounting from Brigham Young University and is a Certified Public Accountant. On August 10, 2023, Michael H. Schwerdtman, Senior Vice President, Controller (Principal Accounting Officer) notified the Company that he was retiring from his position, effective as of the Effective Date, after having served in such role since December 2004. Mr. Schwerdtman will remain an employee of the Company and continue to serve as an advisor from the Effective Date through March 1, 2024.New Risk • Aug 13New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 18% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 18% per year for the foreseeable future. Minor Risk Large one-off items impacting financial results.New Risk • Aug 13New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 18% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 18% per year for the foreseeable future. Minor Risk Large one-off items impacting financial results.New Risk • Aug 10New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 6.0% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 6.0% per year for the foreseeable future. Minor Risk Large one-off items impacting financial results.Reported Earnings • Aug 09Second quarter 2023 earnings released: US$1.07 loss per share (vs US$10.02 loss in 2Q 2022)Second quarter 2023 results: US$1.07 loss per share (improved from US$10.02 loss in 2Q 2022). Revenue: US$1.11b (down 18% from 2Q 2022). Net loss: US$89.0m (loss narrowed 90% from 2Q 2022). Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 8.0% growth forecast for the Interactive Media and Services industry in Germany. Over the last 3 years on average, earnings per share has fallen by 49% per year but the company’s share price has only fallen by 18% per year, which means it has not declined as severely as earnings.Buying Opportunity • Aug 02Now 20% undervaluedOver the last 90 days, the stock is up 32%. The fair value is estimated to be €78.81, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 27% over the last 3 years. Meanwhile, the company became loss making.お知らせ • Jul 22IAC Inc. to Report Q2, 2023 Results on Aug 08, 2023IAC Inc. announced that they will report Q2, 2023 results at 4:00 PM, US Eastern Standard Time on Aug 08, 2023Buying Opportunity • Jun 19Now 20% undervaluedOver the last 90 days, the stock is up 24%. The fair value is estimated to be €71.43, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 27% over the last 3 years. Meanwhile, the company became loss making.お知らせ • May 11IAC Inc. (NasdaqGS:IAC) acquired an additional unknown stake in Turo Inc. for approximately $100 million.IAC Inc. (NasdaqGS:IAC) acquired an additional unknown stake in Turo Inc. for approximately $100 million on April 25, 2023. Following the purchase, IAC’s aggregate percentage ownership in Turo is 31%. IAC Inc. (NasdaqGS:IAC) completed the acquisition of Turo Inc. on April 25, 2023Reported Earnings • May 10First quarter 2023 earnings released: EPS: US$4.72 (vs US$2.72 loss in 1Q 2022)First quarter 2023 results: EPS: US$4.72 (up from US$2.72 loss in 1Q 2022). Revenue: US$1.08b (down 18% from 1Q 2022). Net income: US$417.8m (up US$653.6m from 1Q 2022). Profit margin: 39% (up from net loss in 1Q 2022). The move to profitability was driven by lower expenses. Revenue is forecast to grow 6.1% p.a. on average during the next 3 years, compared to a 9.3% growth forecast for the Interactive Media and Services industry in Europe.Reported Earnings • Feb 14Full year 2022 earnings released: US$13.58 loss per share (vs US$6.72 profit in FY 2021)Full year 2022 results: US$13.58 loss per share (down from US$6.72 profit in FY 2021). Revenue: US$5.24b (up 42% from FY 2021). Net loss: US$1.17b (down 303% from profit in FY 2021). Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 9.9% growth forecast for the Interactive Media and Services industry in Europe.お知らせ • Feb 03IAC Inc. Announces Executive ChangesEffective February 2, 2023, Christopher Halpin has been appointed to the newly created role of Chief Operating Officer and will continue in his role as Chief Financial Officer of IAC Inc. In addition, effective March 1, 2023 (the “Effective Date”), Mark Stein, Chief Strategy Officer of IAC, will step down from his current role to become Senior Advisor to IAC, in which capacity he will primarily oversee the company’s Ask Media Group business and a number of IAC’s minority investments. Upon the Effective Date, Mr. Stein will cease to be an executive officer of IAC.お知らせ • Jan 18IAC Inc. to Report Q4, 2022 Results on Feb 13, 2023IAC Inc. announced that they will report Q4, 2022 results at 4:00 PM, US Eastern Standard Time on Feb 13, 2023Recent Insider Transactions • Nov 26Independent Director recently bought €4.8m worth of stockOn the 23rd of November, Michael Eisner bought around 106k shares on-market at roughly €45.46 per share. This transaction increased Michael's direct individual holding by 1x at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.Board Change • Nov 16Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 1 experienced director. 10 highly experienced directors. CEO & Director Joey Levin was the last director to join the board, commencing their role in 2015. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Nov 10Third quarter 2022 earnings released: US$0.74 loss per share (vs US$0.68 profit in 3Q 2021)Third quarter 2022 results: US$0.74 loss per share (down from US$0.68 profit in 3Q 2021). Revenue: US$1.30b (up 41% from 3Q 2021). Net loss: US$63.8m (down 209% from profit in 3Q 2021). Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Interactive Media and Services industry in Europe.Reported Earnings • Aug 11Second quarter 2022 earnings released: US$10.02 loss per share (vs US$2.32 profit in 2Q 2021)Second quarter 2022 results: US$10.02 loss per share (down from US$2.32 profit in 2Q 2021). Revenue: US$1.36b (up 64% from 2Q 2021). Net loss: US$869.1m (down US$1.07b from profit in 2Q 2021). Over the next year, revenue is forecast to grow 23%, compared to a 16% growth forecast for the industry in Germany.Reported Earnings • May 11First quarter 2022 earnings released: US$2.72 loss per share (vs US$3.59 profit in 1Q 2021)First quarter 2022 results: US$2.72 loss per share (down from US$3.59 profit in 1Q 2021). Revenue: US$1.33b (up 69% from 1Q 2021). Net loss: US$235.8m (down 177% from profit in 1Q 2021). Over the next year, revenue is forecast to grow 40%, compared to a 24% growth forecast for the industry in Germany.Board Change • Apr 27Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 2 experienced directors. 9 highly experienced directors. 1 independent director (11 non-independent directors). Independent Director Bryan Lourd was the last independent director to join the board, commencing their role in 2005. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Valuation Update With 7 Day Price Move • Feb 22Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to €95.32, the stock trades at a trailing P/E ratio of 16.2x. Average forward P/E is 24x in the Interactive Media and Services industry in Europe. Total loss to shareholders of 51% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €128 per share.Buying Opportunity • Feb 18Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 10%. The fair value is estimated to be US$131, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% per annum over the last 3 years. Earnings per share has grown by 76% per annum over the last 3 years.Reported Earnings • Feb 16Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: US$6.78 (up from US$3.16 in FY 2020). Revenue: US$3.70b (up 21% from FY 2020). Net income: US$605.1m (up 124% from FY 2020). Profit margin: 16% (up from 8.9% in FY 2020). Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 65%, compared to a 35% growth forecast for the industry in Germany.Reported Earnings • Nov 05Third quarter 2021 earnings released: EPS US$0.68 (vs US$2.17 in 3Q 2020)The company reported a soft third quarter result with weaker earnings and profit margins, although revenues improved. Third quarter 2021 results: Revenue: US$924.1m (up 17% from 3Q 2020). Net income: US$60.7m (down 67% from 3Q 2020). Profit margin: 6.6% (down from 24% in 3Q 2020).Reported Earnings • Aug 05Second quarter 2021 earnings released: EPS US$2.32 (vs US$1.13 loss in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: US$829.5m (up 14% from 2Q 2020). Net income: US$206.5m (up US$302.7m from 2Q 2020). Profit margin: 25% (up from net loss in 2Q 2020).Valuation Update With 7 Day Price Move • May 26Investor sentiment deteriorated over the past weekAfter last week's 31% share price decline to US$131, the stock trades at a forward P/E ratio of 161x. Average forward P/E is 30x in the Interactive Media and Services industry in Europe.Reported Earnings • May 08First quarter 2021 earnings released: EPS US$3.70The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: US$876.0m (up 28% from 1Q 2020). Net income: US$329.1m (up US$657.3m from 1Q 2020). Profit margin: 38% (up from net loss in 1Q 2020).Is New 90 Day High Low • Feb 10New 90-day high: €210The company is up 81% from its price of €116 on 11 November 2020. The German market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Interactive Media and Services industry, which is down 1.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €328 per share.Reported Earnings • Feb 06Full year 2020 earnings released: EPS US$3.16 (vs US$0.27 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: US$3.05b (up 13% from FY 2019). Net income: US$269.7m (up US$246.8m from FY 2019). Profit margin: 8.9% (up from 0.8% in FY 2019).Analyst Estimate Surprise Post Earnings • Feb 06Revenue misses expectationsRevenue missed analyst estimates by 1.7%. Over the next year, revenue is forecast to grow 15%, compared to a 34% growth forecast for the Interactive Media and Services industry in Germany.Is New 90 Day High Low • Jan 22New 90-day high: €169The company is up 56% from its price of €108 on 23 October 2020. The German market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Interactive Media and Services industry, which is down 3.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €355 per share.Is New 90 Day High Low • Jan 04New 90-day high: €158The company is up 46% from its price of €108 on 06 October 2020. The German market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Interactive Media and Services industry, which is down 7.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €345 per share.Is New 90 Day High Low • Dec 10New 90-day high: €120The company is up 12% from its price of €107 on 10 September 2020. The German market is up 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Interactive Media and Services industry, which is down 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €226 per share.Reported Earnings • Nov 11Third quarter 2020 earnings released: EPS US$2.17The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2020 results: Revenue: US$788.4m (up 12% from 3Q 2019). Net income: US$184.9m (up US$168.5m from 3Q 2019). Profit margin: 24% (up from 2.3% in 3Q 2019). The increase in margin was primarily driven by lower expenses.Is New 90 Day High Low • Nov 07New 90-day high: €117The company is up 4.0% from its price of €113 on 07 August 2020. The German market is down 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Interactive Media and Services industry, which is down 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €157 per share.お知らせ • Oct 15IAC/InterActiveCorp to Report Q3, 2020 Results on Nov 05, 2020IAC/InterActiveCorp announced that they will report Q3, 2020 results at 5:00 PM, Eastern Standard Time on Nov 05, 2020お知らせ • Jul 24IAC/InterActiveCorp to Report Q2, 2020 Results on Aug 10, 2020IAC/InterActiveCorp announced that they will report Q2, 2020 results at 5:00 PM, Eastern Standard Time on Aug 10, 2020業績と収益の成長予測DB:4LRA - アナリストの将来予測と過去の財務データ ( )USD Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/20281,891112202188712/31/20271,849871622431212/31/20261,840-2411073123/31/20262,3341386479N/A12/31/20252,393-1194261N/A9/30/20252,380-259116135N/A6/30/20252,432-520183200N/A3/31/20252,480-894272288N/A12/31/20242,622-580340355N/A9/30/20242,959-60267291N/A6/30/20243,428-168171210N/A3/31/20243,905-96106228N/A12/31/20232,91929396190N/A9/30/20234,554-668162N/A6/30/20234,743261-12153N/A3/31/20234,994-531-202-71N/A12/31/20225,235-1,173-223-83N/A9/30/20225,148-1,156-326-193N/A6/30/20224,771-1,034-190-66N/A3/31/20224,23835-596N/A12/31/20213,70057947137N/A9/30/20213,3051,075125214N/A6/30/20213,0941,203202275N/A3/31/20212,924915103169N/A12/31/20202,76529194155N/A9/30/20202,670-211163228N/A6/30/20202,662-381149218N/A3/31/20202,692-279192288N/A12/31/20192,51072N/A252N/A9/30/20192,682105N/A315N/A12/31/20182,533247N/A369N/A12/31/20171,95337N/A140N/A12/31/20161,746-183N/A121N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: 4LRAの予測収益成長率 (年間7.7% ) は 貯蓄率 ( 1.9% ) を上回っています。収益対市場: 4LRAの収益 ( 7.7% ) German市場 ( 17% ) よりも低い成長が予測されています。高成長収益: 4LRAの収益は増加すると予測されていますが、大幅には増加しません。収益対市場: 4LRAの収益は今後 3 年間で減少すると予想されています (年間-3.7% )。高い収益成長: 4LRAの収益は今後 3 年間で減少すると予測されています (年間-3.7% )。一株当たり利益成長率予想将来の株主資本利益率将来のROE: 4LRAの 自己資本利益率 は、3年後には低くなると予測されています ( 3.1 %)。成長企業の発掘7D1Y7D1Y7D1YMedia 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/21 06:26終値2026/05/21 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋IAC Inc. 12 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。24 アナリスト機関Ross SandlerBarclaysDaniel KurnosBenchmark CompanyDaniel SalmonBMO Capital Markets Equity Research21 その他のアナリストを表示
お知らせ • Mar 17Pacific Avenue Capital Partners, LLC completed the acquisition of Care.com, Inc. from IAC Inc. (NasdaqGS:IAC).Pacific Avenue Capital Partners, LLC agreed to acquire Care.com, Inc. from IAC Inc. (NasdaqGS:IAC) for $320 million on March 2, 2026. A cash consideration of $320 million will be paid by Care Parent, LLC. As part of consideration, $320 million is paid towards None of Care.com, Inc. The transaction is expected to be completed in the first half of 2026 after March 13, 2026 subject to customary closing conditions. J.P. Morgan Securities LLC acted as exclusive financial advisor for IAC Inc. Amber Banks, Thomas Engelhardt, Katharine Moir, David Della Rocca, Megan Alessi, Sandra Benjamin, Morgan Brubaker, Clayton Northouse, Mandy Reeves, Farrell Malone, Patrick English, Paul Rosen, Héctor Armengod, Jana Dammann de Chapto and Jennifer Kent of Latham and Watkins LLP acted as legal counsel to IAC Inc. Weil, Gotshal & Manges LLP acted as legal advisor and Moelis & Company LLC acted as financial advisor to Care Parent, LLC. Pacific Avenue Capital Partners, LLC completed the acquisition of Care.com, Inc. from IAC Inc. (NasdaqGS:IAC) on March 16, 2026.
お知らせ • Jan 15IAC Inc. to Report Q4, 2025 Results on Feb 03, 2026IAC Inc. announced that they will report Q4, 2025 results After-Market on Feb 03, 2026
お知らせ • Oct 09IAC Inc. to Report Q3, 2025 Results on Nov 03, 2025IAC Inc. announced that they will report Q3, 2025 results After-Market on Nov 03, 2025
お知らせ • Jul 10IAC Inc. to Report Q2, 2025 Results on Aug 04, 2025IAC Inc. announced that they will report Q2, 2025 results After-Market on Aug 04, 2025
お知らせ • May 07IAC Inc., Annual General Meeting, Jun 18, 2025IAC Inc., Annual General Meeting, Jun 18, 2025.
お知らせ • Apr 10IAC Inc. to Report Q1, 2025 Results on May 05, 2025IAC Inc. announced that they will report Q1, 2025 results After-Market on May 05, 2025
お知らせ • Apr 01IAC Inc. completed the Spin-Off of Angi Inc. (NasdaqGS:ANGI).IAC Inc. (NasdaqGS:IAC) agreed to Spin-Off Angi Inc. (NasdaqGS:ANGI) on January 13, 2024. The completion of the proposed spin-off transaction is subject to a number of conditions including final approval by the IAC Board of Directors and receipt of a tax opinion. The transaction is expected to close in the first half of 2025 but no sooner than March 31, 2025. As of March 10, 2025, The transaction has been approved by the board of IAC Inc. on March 7, 2025, and declared a special dividend (the “Distribution”) of all of the shares of Angi capital stock held by IAC to the holders of IAC common stock, par value $0.0001 per share (the “IAC common stock”), and IAC Class B common stock, par value $0.0001 per share (the “IAC Class B common stock” and together with the IAC common stock, “IAC Stock”). The the dividend will be paid through the distribution of shares of Angi Class A common stock, par value $0.001 per share (the “Angi Class A common stock”), on March 31, 2025 (the “Distribution Date”) to holders of record of IAC Stock as of the close of business on March 25, 2025 (the “Record Date”), on a pro rata basis, subject to the satisfaction or waiver of certain conditions to the Distribution, as described in the Registration Statement on Form S-3, as amended, filed by Angi in connection with the spin-off. As of March 28, 2025, the Company has been informed that the ex-dividend date for IAC common stock will be April 1, 2025. The transaction expected to be completed on April 1, 2025. IAC Inc. (NasdaqGS:IAC) completed the Spin-Off Angi Inc. (NasdaqGS:ANGI) on March 31, 2025. As a result of the Distribution, IAC no longer owns any shares of Angi capital stock and Angi became an independent public company. Joseph Levin ceased to serve as Chief Executive Officer of IAC and as a member of the board of directors to Executive Chairman of Agni and Jeff Kip as CEO of Agni.
お知らせ • Mar 11IAC Inc. Declares Special Dividend, Payable on March 31, 2025On March 7, 2025, the Board of Directors of IAC Inc. declared a special dividend of all of the shares of Angi capital stock held by IAC to the holders of IAC common stock, par value $0.0001 per share and IAC Class B common stock, par value $0.0001 per share . The dividend will be paid through the distribution of shares of Angi Class A common stock, par value $0.001 per share on March 31, 2025 to the holders of record of IAC Stock as of the close of business on March 25, 2025, on a pro rata basis, subject to the satisfaction or waiver of certain conditions to the Distribution.
お知らせ • Jan 14IAC Inc. to Report Q4, 2024 Results on Feb 11, 2025IAC Inc. announced that they will report Q4, 2024 results at 4:00 PM, US Eastern Standard Time on Feb 11, 2025
Reported Earnings • Nov 14Third quarter 2024 earnings released: US$2.93 loss per share (vs US$4.72 loss in 3Q 2023)Third quarter 2024 results: US$2.93 loss per share (improved from US$4.72 loss in 3Q 2023). Revenue: US$938.7m (down 16% from 3Q 2023). Net loss: US$243.7m (loss narrowed 38% from 3Q 2023). Revenue is forecast to grow 1.3% p.a. on average during the next 3 years, compared to a 9.2% growth forecast for the Interactive Media and Services industry in Europe. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has fallen by 27% per year, which means it is performing significantly worse than earnings.
お知らせ • Oct 17IAC Inc. to Report Q3, 2024 Results on Nov 11, 2024IAC Inc. announced that they will report Q3, 2024 results After-Market on Nov 11, 2024
Reported Earnings • Aug 07Second quarter 2024 earnings released: US$1.71 loss per share (vs US$0.94 loss in 2Q 2023)Second quarter 2024 results: US$1.71 loss per share (further deteriorated from US$0.94 loss in 2Q 2023). Revenue: US$949.5m (down 15% from 2Q 2023). Net loss: US$142.2m (loss widened 83% from 2Q 2023). Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 9.6% growth forecast for the Interactive Media and Services industry in Europe. Over the last 3 years on average, earnings per share has fallen by 47% per year but the company’s share price has only fallen by 27% per year, which means it has not declined as severely as earnings.
お知らせ • Jul 18IAC Inc. to Report Q2, 2024 Results on Aug 06, 2024IAC Inc. announced that they will report Q2, 2024 results After-Market on Aug 06, 2024
お知らせ • Jul 11Barry Diller Reportedly Hints At Continued Interest in ParamountMedia mogul Barry Diller IAC Inc. (NasdaqGS:IAC), Chairman hinted to reporters at the annual Sun Valley Conference on July 10, 2024 that he may still be interested in making a bid for Paramount Global (NasdaqGS:PARA). On July 08, 2024, Paramount announced it had agreed to merge with Skydance Media in a deal handing control of the storied Hollywood studio to producer David Ellison. The agreement gave the sellers 45 days to seek better offers. Diller told reporters that 45 days is "a lifetime," according to Bloomberg.
Reported Earnings • May 08First quarter 2024 earnings released: EPS: US$0.52 (vs US$4.75 in 1Q 2023)First quarter 2024 results: EPS: US$0.52 (down from US$4.75 in 1Q 2023). Revenue: US$929.7m (down 14% from 1Q 2023). Net income: US$45.0m (down 89% from 1Q 2023). Profit margin: 4.8% (down from 38% in 1Q 2023). Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 9.8% growth forecast for the Interactive Media and Services industry in Europe. Over the last 3 years on average, earnings per share has fallen by 60% per year but the company’s share price has only fallen by 35% per year, which means it has not declined as severely as earnings.
お知らせ • Apr 28IAC Inc., Annual General Meeting, Jun 11, 2024IAC Inc., Annual General Meeting, Jun 11, 2024, at 09:30 US Eastern Standard Time. Agenda: To elect twelve members of IAC’s board of directors, each to hold office until the next succeeding annual meeting of stockholders or until such director’s successor shall have been duly elected and qualified; to approve an amendment to the Company’s Restated Certificate of Incorporation to reflect new Delaware law provisions regarding officer exculpation; to approve a non-binding advisory vote on 2023 executive compensation; to ratify the appointment of Ernst & Young LLP as IAC’s independent registered public accounting firm for the 2024 fiscal year; and to transact other business.
お知らせ • Apr 17IAC Inc. to Report Q1, 2024 Results on May 07, 2024IAC Inc. announced that they will report Q1, 2024 results After-Market on May 07, 2024
Reported Earnings • Mar 03Full year 2023 earnings released: EPS: US$3.07 (vs US$13.58 loss in FY 2022)Full year 2023 results: EPS: US$3.07 (up from US$13.58 loss in FY 2022). Revenue: US$4.37b (down 17% from FY 2022). Net income: US$256.7m (up US$1.43b from FY 2022). Profit margin: 5.9% (up from net loss in FY 2022). Revenue is forecast to grow 1.6% p.a. on average during the next 3 years, compared to a 9.8% growth forecast for the Interactive Media and Services industry in Europe. Over the last 3 years on average, earnings per share has fallen by 61% per year but the company’s share price has only fallen by 34% per year, which means it has not declined as severely as earnings.
New Risk • Feb 18New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 2.5% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 2.5% per year for the foreseeable future. Minor Risk Large one-off items impacting financial results.
New Risk • Feb 14New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 6.8% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 6.8% per year for the foreseeable future. Minor Risk Large one-off items impacting financial results.
お知らせ • Jan 18IAC Inc. to Report Q4, 2023 Results on Feb 13, 2024IAC Inc. announced that they will report Q4, 2023 results After-Market on Feb 13, 2024
お知らせ • Dec 15IAC Inc. Appoints Maria Seferian to the Board of DirectorsEffective December 12, 2023, Maria Seferian, age 51, was appointed to the board of directors of IAC Inc. Ms. Seferian has served as General Counsel of Hillspire, LLC, an integrated, single-family management firm (“Hillspire”), since 2014. In her role, Ms. Seferian oversees the firm’s legal, tax, special investments and initiatives, trusts & estates, strategic planning, grants management and compliance functions. Prior to joining Hillspire, Ms. Seferian worked (most recently as a partner) at Munger, Tolles & Olson, LLP, a law firm with a national and international practice, from 2001, where she specialized in mergers and acquisitions, joint ventures, capital markets and general corporate transactions, representing private and public clients across diverse industries from private equity to entertainment. From 2013 to 2014, Ms. Seferian also served as Interim Director and Chief Executive Officer of the Museum of Contemporary Art in Los Angeles (“MOCA”), where she led the institution through a financial turn-around, securing its long-term stability. Ms. Seferian holds a Bachelor of Arts in philosophy and Master of Arts from the University of Illinois at Urbana-Champaign and a J.D. with honors from Harvard Law School. Following law school and before entering private practice, Ms. Seferian served as a judicial clerk for the Honorable Justice James L. Oakes in the U.S. Court of Appeals for the Second Circuit. In addition to her for-profit affiliations, Ms. Seferian serves as Chairperson of the Board of Trustees of MOCA and as a director of the Schmidt Family Foundation.
New Risk • Nov 10New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 15% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. This is currently the only risk that has been identified for the company.
Reported Earnings • Nov 08Third quarter 2023 earnings released: US$4.72 loss per share (vs US$0.74 loss in 3Q 2022)Third quarter 2023 results: US$4.72 loss per share (further deteriorated from US$0.74 loss in 3Q 2022). Revenue: US$1.11b (down 15% from 3Q 2022). Net loss: US$390.5m (loss widened US$326.7m from 3Q 2022). Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Interactive Media and Services industry in Europe. Over the last 3 years on average, earnings per share has fallen by 62% per year but the company’s share price has only fallen by 29% per year, which means it has not declined as severely as earnings.
お知らせ • Nov 07IAC Inc. to Report Q3, 2023 Results on Nov 07, 2023IAC Inc. announced that they will report Q3, 2023 results After-Market on Nov 07, 2023
Buying Opportunity • Oct 26Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 34%. The fair value is estimated to be €50.97, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 26% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 4.4% per annum. Earnings is forecast to decline by 17% per annum over the same time period.
Buying Opportunity • Sep 21Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 12%. The fair value is estimated to be €62.49, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 26% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 4.4% per annum. Earnings is forecast to decline by 19% per annum over the same time period.
お知らせ • Aug 17IAC Inc. Announces Management Changes, Effective September 18, 2023On August 10, 2023, Erik Bradbury was appointed as Senior Vice President and Controller (Principal Accounting Officer) of IAC Inc. (the “Company” or “IAC”)), effective on or about September 18, 2023 (the “Effective Date”). Prior to this appointment, Mr. Bradbury, age 45, served as Chief Accounting Officer (Principal Accounting Officer) of DraftKings Inc. since September 2020. In this capacity, Mr. Bradbury oversaw DraftKings’ corporate accounting functions, including SEC and regulatory reporting, operational accounting, accounting policy and the development of relevant accounting positions. Prior to his tenure at DraftKings, Mr. Bradbury was a Partner with Ernst & Young LLP from July 2017 through September 2020. From September 2015 until September 2017, Mr. Bradbury served as a Professional Accounting Fellow at Financial Executives International. Prior to his role as a Professional Accounting Fellow, Mr. Bradbury spent 11 years in Ernst & Young’s U.S. Assurance practice, where he served in multiple roles, including within the National Professional Practice Group, Financial Accounting Advisory Services practices and as an auditor. Mr. Bradbury received a degree in accounting from Brigham Young University and is a Certified Public Accountant. On August 10, 2023, Michael H. Schwerdtman, Senior Vice President, Controller (Principal Accounting Officer) notified the Company that he was retiring from his position, effective as of the Effective Date, after having served in such role since December 2004. Mr. Schwerdtman will remain an employee of the Company and continue to serve as an advisor from the Effective Date through March 1, 2024.
New Risk • Aug 13New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 18% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 18% per year for the foreseeable future. Minor Risk Large one-off items impacting financial results.
New Risk • Aug 13New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 18% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 18% per year for the foreseeable future. Minor Risk Large one-off items impacting financial results.
New Risk • Aug 10New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 6.0% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 6.0% per year for the foreseeable future. Minor Risk Large one-off items impacting financial results.
Reported Earnings • Aug 09Second quarter 2023 earnings released: US$1.07 loss per share (vs US$10.02 loss in 2Q 2022)Second quarter 2023 results: US$1.07 loss per share (improved from US$10.02 loss in 2Q 2022). Revenue: US$1.11b (down 18% from 2Q 2022). Net loss: US$89.0m (loss narrowed 90% from 2Q 2022). Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 8.0% growth forecast for the Interactive Media and Services industry in Germany. Over the last 3 years on average, earnings per share has fallen by 49% per year but the company’s share price has only fallen by 18% per year, which means it has not declined as severely as earnings.
Buying Opportunity • Aug 02Now 20% undervaluedOver the last 90 days, the stock is up 32%. The fair value is estimated to be €78.81, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 27% over the last 3 years. Meanwhile, the company became loss making.
お知らせ • Jul 22IAC Inc. to Report Q2, 2023 Results on Aug 08, 2023IAC Inc. announced that they will report Q2, 2023 results at 4:00 PM, US Eastern Standard Time on Aug 08, 2023
Buying Opportunity • Jun 19Now 20% undervaluedOver the last 90 days, the stock is up 24%. The fair value is estimated to be €71.43, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 27% over the last 3 years. Meanwhile, the company became loss making.
お知らせ • May 11IAC Inc. (NasdaqGS:IAC) acquired an additional unknown stake in Turo Inc. for approximately $100 million.IAC Inc. (NasdaqGS:IAC) acquired an additional unknown stake in Turo Inc. for approximately $100 million on April 25, 2023. Following the purchase, IAC’s aggregate percentage ownership in Turo is 31%. IAC Inc. (NasdaqGS:IAC) completed the acquisition of Turo Inc. on April 25, 2023
Reported Earnings • May 10First quarter 2023 earnings released: EPS: US$4.72 (vs US$2.72 loss in 1Q 2022)First quarter 2023 results: EPS: US$4.72 (up from US$2.72 loss in 1Q 2022). Revenue: US$1.08b (down 18% from 1Q 2022). Net income: US$417.8m (up US$653.6m from 1Q 2022). Profit margin: 39% (up from net loss in 1Q 2022). The move to profitability was driven by lower expenses. Revenue is forecast to grow 6.1% p.a. on average during the next 3 years, compared to a 9.3% growth forecast for the Interactive Media and Services industry in Europe.
Reported Earnings • Feb 14Full year 2022 earnings released: US$13.58 loss per share (vs US$6.72 profit in FY 2021)Full year 2022 results: US$13.58 loss per share (down from US$6.72 profit in FY 2021). Revenue: US$5.24b (up 42% from FY 2021). Net loss: US$1.17b (down 303% from profit in FY 2021). Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 9.9% growth forecast for the Interactive Media and Services industry in Europe.
お知らせ • Feb 03IAC Inc. Announces Executive ChangesEffective February 2, 2023, Christopher Halpin has been appointed to the newly created role of Chief Operating Officer and will continue in his role as Chief Financial Officer of IAC Inc. In addition, effective March 1, 2023 (the “Effective Date”), Mark Stein, Chief Strategy Officer of IAC, will step down from his current role to become Senior Advisor to IAC, in which capacity he will primarily oversee the company’s Ask Media Group business and a number of IAC’s minority investments. Upon the Effective Date, Mr. Stein will cease to be an executive officer of IAC.
お知らせ • Jan 18IAC Inc. to Report Q4, 2022 Results on Feb 13, 2023IAC Inc. announced that they will report Q4, 2022 results at 4:00 PM, US Eastern Standard Time on Feb 13, 2023
Recent Insider Transactions • Nov 26Independent Director recently bought €4.8m worth of stockOn the 23rd of November, Michael Eisner bought around 106k shares on-market at roughly €45.46 per share. This transaction increased Michael's direct individual holding by 1x at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.
Board Change • Nov 16Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 1 experienced director. 10 highly experienced directors. CEO & Director Joey Levin was the last director to join the board, commencing their role in 2015. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Nov 10Third quarter 2022 earnings released: US$0.74 loss per share (vs US$0.68 profit in 3Q 2021)Third quarter 2022 results: US$0.74 loss per share (down from US$0.68 profit in 3Q 2021). Revenue: US$1.30b (up 41% from 3Q 2021). Net loss: US$63.8m (down 209% from profit in 3Q 2021). Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Interactive Media and Services industry in Europe.
Reported Earnings • Aug 11Second quarter 2022 earnings released: US$10.02 loss per share (vs US$2.32 profit in 2Q 2021)Second quarter 2022 results: US$10.02 loss per share (down from US$2.32 profit in 2Q 2021). Revenue: US$1.36b (up 64% from 2Q 2021). Net loss: US$869.1m (down US$1.07b from profit in 2Q 2021). Over the next year, revenue is forecast to grow 23%, compared to a 16% growth forecast for the industry in Germany.
Reported Earnings • May 11First quarter 2022 earnings released: US$2.72 loss per share (vs US$3.59 profit in 1Q 2021)First quarter 2022 results: US$2.72 loss per share (down from US$3.59 profit in 1Q 2021). Revenue: US$1.33b (up 69% from 1Q 2021). Net loss: US$235.8m (down 177% from profit in 1Q 2021). Over the next year, revenue is forecast to grow 40%, compared to a 24% growth forecast for the industry in Germany.
Board Change • Apr 27Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 2 experienced directors. 9 highly experienced directors. 1 independent director (11 non-independent directors). Independent Director Bryan Lourd was the last independent director to join the board, commencing their role in 2005. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Valuation Update With 7 Day Price Move • Feb 22Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to €95.32, the stock trades at a trailing P/E ratio of 16.2x. Average forward P/E is 24x in the Interactive Media and Services industry in Europe. Total loss to shareholders of 51% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €128 per share.
Buying Opportunity • Feb 18Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 10%. The fair value is estimated to be US$131, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% per annum over the last 3 years. Earnings per share has grown by 76% per annum over the last 3 years.
Reported Earnings • Feb 16Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: US$6.78 (up from US$3.16 in FY 2020). Revenue: US$3.70b (up 21% from FY 2020). Net income: US$605.1m (up 124% from FY 2020). Profit margin: 16% (up from 8.9% in FY 2020). Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 65%, compared to a 35% growth forecast for the industry in Germany.
Reported Earnings • Nov 05Third quarter 2021 earnings released: EPS US$0.68 (vs US$2.17 in 3Q 2020)The company reported a soft third quarter result with weaker earnings and profit margins, although revenues improved. Third quarter 2021 results: Revenue: US$924.1m (up 17% from 3Q 2020). Net income: US$60.7m (down 67% from 3Q 2020). Profit margin: 6.6% (down from 24% in 3Q 2020).
Reported Earnings • Aug 05Second quarter 2021 earnings released: EPS US$2.32 (vs US$1.13 loss in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: US$829.5m (up 14% from 2Q 2020). Net income: US$206.5m (up US$302.7m from 2Q 2020). Profit margin: 25% (up from net loss in 2Q 2020).
Valuation Update With 7 Day Price Move • May 26Investor sentiment deteriorated over the past weekAfter last week's 31% share price decline to US$131, the stock trades at a forward P/E ratio of 161x. Average forward P/E is 30x in the Interactive Media and Services industry in Europe.
Reported Earnings • May 08First quarter 2021 earnings released: EPS US$3.70The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: US$876.0m (up 28% from 1Q 2020). Net income: US$329.1m (up US$657.3m from 1Q 2020). Profit margin: 38% (up from net loss in 1Q 2020).
Is New 90 Day High Low • Feb 10New 90-day high: €210The company is up 81% from its price of €116 on 11 November 2020. The German market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Interactive Media and Services industry, which is down 1.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €328 per share.
Reported Earnings • Feb 06Full year 2020 earnings released: EPS US$3.16 (vs US$0.27 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: US$3.05b (up 13% from FY 2019). Net income: US$269.7m (up US$246.8m from FY 2019). Profit margin: 8.9% (up from 0.8% in FY 2019).
Analyst Estimate Surprise Post Earnings • Feb 06Revenue misses expectationsRevenue missed analyst estimates by 1.7%. Over the next year, revenue is forecast to grow 15%, compared to a 34% growth forecast for the Interactive Media and Services industry in Germany.
Is New 90 Day High Low • Jan 22New 90-day high: €169The company is up 56% from its price of €108 on 23 October 2020. The German market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Interactive Media and Services industry, which is down 3.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €355 per share.
Is New 90 Day High Low • Jan 04New 90-day high: €158The company is up 46% from its price of €108 on 06 October 2020. The German market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Interactive Media and Services industry, which is down 7.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €345 per share.
Is New 90 Day High Low • Dec 10New 90-day high: €120The company is up 12% from its price of €107 on 10 September 2020. The German market is up 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Interactive Media and Services industry, which is down 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €226 per share.
Reported Earnings • Nov 11Third quarter 2020 earnings released: EPS US$2.17The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2020 results: Revenue: US$788.4m (up 12% from 3Q 2019). Net income: US$184.9m (up US$168.5m from 3Q 2019). Profit margin: 24% (up from 2.3% in 3Q 2019). The increase in margin was primarily driven by lower expenses.
Is New 90 Day High Low • Nov 07New 90-day high: €117The company is up 4.0% from its price of €113 on 07 August 2020. The German market is down 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Interactive Media and Services industry, which is down 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €157 per share.
お知らせ • Oct 15IAC/InterActiveCorp to Report Q3, 2020 Results on Nov 05, 2020IAC/InterActiveCorp announced that they will report Q3, 2020 results at 5:00 PM, Eastern Standard Time on Nov 05, 2020
お知らせ • Jul 24IAC/InterActiveCorp to Report Q2, 2020 Results on Aug 10, 2020IAC/InterActiveCorp announced that they will report Q2, 2020 results at 5:00 PM, Eastern Standard Time on Aug 10, 2020