Ziff Davis, Inc.

NasdaqGS:ZD 株式レポート

時価総額:US$1.5b

Ziff Davis マネジメント

マネジメント 基準チェック /34

Ziff Davisの CEO はVivek Shahで、 Jan2018年に任命され、 の在任期間は 8.33年です。 の年間総報酬は$ 11.77Mで、 8.5%給与と91.5%のボーナス(会社の株式とオプションを含む)で構成されています。 は、会社の株式の1.72%を直接所有しており、その価値は$ 26.63M 。経営陣と取締役会の平均在任期間はそれぞれ6年と5.3年です。

主要情報

Vivek Shah

最高経営責任者

US$11.8m

報酬総額

CEO給与比率8.50%
CEO在任期間8.3yrs
CEOの所有権1.7%
経営陣の平均在職期間6yrs
取締役会の平均在任期間5.3yrs

経営陣の近況

Recent updates

ナラティブの更新 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.
ナラティブの更新 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).
ナラティブの更新 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).
ナラティブの更新 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
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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).
ナラティブの更新 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.
ナラティブの更新 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.
分析記事 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...
ナラティブの更新 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.
分析記事 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...
分析記事 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...
ナラティブの更新 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.
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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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新しいナラティブ 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.
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...

CEO報酬分析

Ziff Davis の収益と比較して、Vivek Shah の報酬はどのように変化したか?
日付総報酬給与会社業績
Mar 31 2026n/an/a

US$37m

Dec 31 2025US$12mUS$1m

US$47m

Sep 30 2025n/an/a

US$97m

Jun 30 2025n/an/a

US$52m

Mar 31 2025n/an/a

US$62m

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

報酬と市場: Vivekの 総報酬 ($USD 11.77M ) は、 US市場 ($USD 5.53M ) の同規模の企業の平均を上回っています。

報酬と収益: Vivekの報酬は、過去 1 年間の会社の業績と一致しています。


CEO

Vivek Shah (51 yo)

8.3yrs
在職期間
US$11,767,948
報酬

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...


リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Vivek Shah
CEO, President & Director8.3yrsUS$11.77m1.72%
$ 26.6m
Bret Richter
Chief Financial Officer4.3yrsUS$4.80m0.13%
$ 2.0m
Lori Tansley
Chief Accounting Officer1.4yrsUS$1.07m0.0059%
$ 90.9k
Jeremy Rossen
Executive VP10.9yrsUS$2.61m0.065%
$ 1.0m
John Ingram
Senior Vice President1.1yrsデータなしデータなし
Joey Fortuna
Chief Technology Officer8.3yrsデータなしデータなし
James Farley
Director of Investor Relationsless than a yearデータなしデータなし
Michelle Dvorkin
Chief Human Resources Officer7.1yrsデータなしデータなし
Steven Horowitz
President of Technology & Shopping5.3yrsデータなしデータなし
Nathaniel Simmons
President of Cybersecurity & Martech6.7yrsデータなしデータなし
Patrice Harris
Chief Health & Medical Editor of Everyday Healthno dataデータなしデータなし
Nan Forte
Executive VP & GM of Everyday Health Consumerno dataデータなしデータなし
6.0yrs
平均在職期間
54.5yo
平均年齢

経験豊富な経営陣: ZDの経営陣は経験豊富で経験豊富です(平均在職期間は6年)。


取締役

名称ポジション在職期間報酬所有権
Vivek Shah
CEO, President & Director8.3yrsUS$11.77m1.72%
$ 26.6m
William Kretzmer
Independent Director18.8yrsUS$319.97k0.066%
$ 1.0m
Sarah Fay
Chairman & Independent Lead Director8.3yrsUS$399.97k0.086%
$ 1.3m
Scott Taylor
Independent Director5.8yrsUS$334.97k0.060%
$ 929.6k
Neville Ray
Independent Director2.3yrsUS$319.97k0.040%
$ 611.1k
Kirk McDonald
Independent Director2.5yrsUS$319.97k0.039%
$ 610.1k
Trace Harris
Independent Director4.9yrsUS$334.97k0.056%
$ 870.3k
Jana Barsten
Independent Director2.5yrsUS$339.97k0.043%
$ 665.4k
5.3yrs
平均在職期間
61yo
平均年齢

経験豊富なボード: ZDの 取締役会経験豊富 であると考えられます ( 5.3年の平均在任期間)。


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2026/05/20 23:23
終値2026/05/20 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
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
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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Youtubeのチュートリアルも掲載しています。

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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

Ziff Davis, Inc. 5 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。22

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