Ziff Davis 過去の業績
過去 基準チェック /06
Ziff Davisの収益は年間平均-26.5%の割合で減少していますが、 Interactive Media and Services業界の収益は年間 増加しています。収益は年間21.7% 2.7%割合で 増加しています。 Ziff Davisの自己資本利益率は2.1%であり、純利益率は2.5%です。
主要情報
-26.46%
収益成長率
-24.83%
EPS成長率
| Interactive Media and Services 業界の成長 | 6.15% |
| 収益成長率 | 2.69% |
| 株主資本利益率 | 2.14% |
| ネット・マージン | 2.54% |
| 前回の決算情報 | 31 Mar 2026 |
最近の業績更新
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...
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...収支内訳
収支内訳
Ziff Davis の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。
収益と収入の歴史
| 日付 | 収益 | 収益 | G+A経費 | 研究開発費 |
|---|---|---|---|---|
| 31 Mar 26 | 1,446 | 37 | 761 | 62 |
| 31 Dec 25 | 1,451 | 47 | 756 | 62 |
| 30 Sep 25 | 1,402 | 97 | 748 | 63 |
| 30 Jun 25 | 1,391 | 52 | 737 | 63 |
| 31 Mar 25 | 1,360 | 62 | 714 | 64 |
| 31 Dec 24 | 1,402 | 63 | 723 | 67 |
| 30 Sep 24 | 1,379 | 62 | 540 | 65 |
| 30 Jun 24 | 1,366 | 80 | 583 | 68 |
| 31 Mar 24 | 1,371 | 60 | 633 | 69 |
| 31 Dec 23 | 1,364 | 42 | 683 | 69 |
| 30 Sep 23 | 1,371 | 47 | 898 | 72 |
| 30 Jun 23 | 1,372 | 96 | 892 | 72 |
| 31 Mar 23 | 1,383 | 33 | 895 | 74 |
| 31 Dec 22 | 1,391 | 65 | 675 | 74 |
| 30 Sep 22 | 1,403 | 375 | 919 | 78 |
| 30 Jun 22 | 1,416 | 363 | 952 | 80 |
| 31 Mar 22 | 1,420 | 387 | 950 | 78 |
| 31 Dec 21 | 1,417 | 401 | 951 | 79 |
| 30 Sep 21 | 1,147 | -41 | 878 | 71 |
| 30 Jun 21 | 1,148 | 13 | 824 | 66 |
| 31 Mar 21 | 1,138 | 74 | 785 | 61 |
| 31 Dec 20 | 1,159 | 29 | 779 | 57 |
| 30 Sep 20 | 1,426 | 213 | 801 | 59 |
| 30 Jun 20 | 1,413 | 183 | 815 | 58 |
| 31 Mar 20 | 1,405 | 177 | 820 | 57 |
| 31 Dec 19 | 1,050 | 41 | 724 | 45 |
| 30 Sep 19 | 1,313 | 144 | 766 | 52 |
| 30 Jun 19 | 1,261 | 144 | 726 | 50 |
| 31 Mar 19 | 1,227 | 140 | 705 | 49 |
| 31 Dec 18 | 1,207 | 127 | 695 | 48 |
| 30 Sep 18 | 1,178 | 126 | 690 | 46 |
| 30 Jun 18 | 1,159 | 128 | 676 | 46 |
| 31 Mar 18 | 1,144 | 131 | 668 | 46 |
| 31 Dec 17 | 1,118 | 138 | 652 | 46 |
| 30 Sep 17 | 1,053 | 131 | 598 | 47 |
| 30 Jun 17 | 990 | 144 | 544 | 43 |
| 31 Mar 17 | 928 | 146 | 492 | 41 |
| 31 Dec 16 | 874 | 150 | 442 | 38 |
| 30 Sep 16 | 827 | 143 | 423 | 36 |
| 30 Jun 16 | 796 | 134 | 404 | 35 |
| 31 Mar 16 | 760 | 139 | 384 | 35 |
| 31 Dec 15 | 721 | 131 | 364 | 34 |
| 30 Sep 15 | 683 | 128 | 332 | 34 |
| 30 Jun 15 | 657 | 119 | 319 | 33 |
質の高い収益: ZDには$87.2M } という大きな 一回限りの 損失があり、過去 12 か月の財務実績が31st March, 2026に影響を及ぼしています。
利益率の向上: ZDの現在の純利益率 (2.5%)は、昨年(4.6%)よりも低くなっています。
フリー・キャッシュフローと収益の比較
過去の収益成長分析
収益動向: ZDの収益は過去 5 年間で年間26.5%減少しました。
成長の加速: ZDは過去 1 年間の収益成長がマイナスであったため、5 年間の平均と比較することはできません。
収益対業界: ZDは過去 1 年間で収益成長率がマイナス ( -40.9% ) となったため、 Interactive Media and Services業界平均 ( -1.3% ) と比較することが困難です。
株主資本利益率
高いROE: ZDの 自己資本利益率 ( 2.1% ) は 低い とみなされます。
総資産利益率
使用総資本利益率
過去の好業績企業の発掘
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 05:41 |
| 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 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 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
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
| アナリスト | 機関 |
|---|---|
| William Power | Baird |
| Saket Kalia | Barclays |
| Ross Sandler | Barclays |