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IAC Inc.NasdaqGS:IAC 주식 보고서

시가총액 US$3.2b
주가
US$42.46
US$47.33
10.3% 저평가 내재 할인율
1Y16.3%
7D3.8%
1D
포트폴리오 가치
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IAC Inc.

NasdaqGS:IAC 주식 리포트

시가총액: US$3.2b

IAC (IAC) 주식 개요

는 자회사와 함께 전 세계 미디어 및 인터넷 회사로 운영되고 있습니다. 자세히 보기

IAC 펀더멘털 분석
스노우플레이크 점수
가치 평가1/6
미래 성장1/6
과거 실적2/6
재무 건전성2/6
배당0/6

IAC Community Fair Values

Create Narrative

See what 8 others think this stock is worth. Follow their fair value or set your own to get alerts.

IAC Inc. 경쟁사

가격 이력 및 성과

IAC 주가의 최고가, 최저가 및 변동 요약
과거 주가
현재 주가US$42.46
52주 최고가US$45.82
52주 최저가US$29.56
베타1.07
1개월 변동-4.80%
3개월 변동11.94%
1년 변동16.30%
3년 변동-23.96%
5년 변동-72.59%
IPO 이후 변동-60.21%

최근 뉴스 및 업데이트

Seeking Alpha May 26

IAC: An Asymmetric Bet With Shareholder Friendly Capital Allocation In Play

Summary Simplification of the business from a holding company to just People Inc. (Publishing) and MGM Resorts (Betting) should help close the conglomerate discount gap vs. fair value. Selling off non-core assets like Turo and Vivian, followed by shareholder-friendly allocation of capital, should boost the stock price, with buybacks being the first method of returning capital to shareholders. Dealmaking is still part of IAC's (now People Inc.) DNA, and this could mean deals with Entain/BetMGM or peers like Ziff Davis to develop their existing businesses. A sudden economic downturn is the major risk right now, with a cyclical advertising business and the exposure to MGM, which is considered highly sensitive to consumer confidence. Read the full article on Seeking Alpha
내러티브 업데이트 May 25

IAC: Fair P/E Repricing Offsets Softer Margins And Business Overhaul Uncertainty

The analyst fair value estimate for IAC has been revised from $38.00 to $44.00 as analysts factor in a wide range of recent price target moves, including several upward revisions, a downgrade, and some modest cuts, alongside updated assumptions for slower revenue growth, slimmer profit margins, and a much higher future P/E multiple. Analyst Commentary Recent Street research on IAC has been active, with a mix of higher and lower price targets as well as at least one downgrade.
내러티브 업데이트 May 10

IAC: Rising Earnings Multiple And Overhaul Plans Will Drive Repricing

The updated analyst price target for IAC moves to $64.33 from $60.00. Analysts point to adjustments in fair value estimates, discount rate assumptions, revenue expectations, profit margins and future P/E as key drivers behind the change.

Recent updates

Seeking Alpha May 26

IAC: An Asymmetric Bet With Shareholder Friendly Capital Allocation In Play

Summary Simplification of the business from a holding company to just People Inc. (Publishing) and MGM Resorts (Betting) should help close the conglomerate discount gap vs. fair value. Selling off non-core assets like Turo and Vivian, followed by shareholder-friendly allocation of capital, should boost the stock price, with buybacks being the first method of returning capital to shareholders. Dealmaking is still part of IAC's (now People Inc.) DNA, and this could mean deals with Entain/BetMGM or peers like Ziff Davis to develop their existing businesses. A sudden economic downturn is the major risk right now, with a cyclical advertising business and the exposure to MGM, which is considered highly sensitive to consumer confidence. Read the full article on Seeking Alpha
내러티브 업데이트 May 25

IAC: Fair P/E Repricing Offsets Softer Margins And Business Overhaul Uncertainty

The analyst fair value estimate for IAC has been revised from $38.00 to $44.00 as analysts factor in a wide range of recent price target moves, including several upward revisions, a downgrade, and some modest cuts, alongside updated assumptions for slower revenue growth, slimmer profit margins, and a much higher future P/E multiple. Analyst Commentary Recent Street research on IAC has been active, with a mix of higher and lower price targets as well as at least one downgrade.
내러티브 업데이트 May 10

IAC: Rising Earnings Multiple And Overhaul Plans Will Drive Repricing

The updated analyst price target for IAC moves to $64.33 from $60.00. Analysts point to adjustments in fair value estimates, discount rate assumptions, revenue expectations, profit margins and future P/E as key drivers behind the change.
내러티브 업데이트 Apr 22

IAC: Buybacks And Execution Will Shape Balanced Outlook For Future Returns

Analysts have raised their price targets on IAC by $6 and $3 in recent updates, indicating renewed confidence in the stock and offering a new reference point for where they think shares could reasonably trade. Analyst Commentary Recent price target moves on IAC give a snapshot of how research desks are thinking about the risk and reward trade off at current levels.
내러티브 업데이트 Apr 05

IAC: Share Repurchases And Earnings Execution Will Support Further Upside

Analysts have raised their price targets on IAC by $3 to $6 in recent research, reflecting updated views on its earnings potential and valuation. Analyst Commentary Recent price target adjustments on IAC, including moves of $3 and $6, highlight a reassessment of the company’s earnings potential and how the current share price lines up with that view.
내러티브 업데이트 Mar 22

IAC: Share Repurchases And Portfolio Execution Will Support Future Upside

Analysts have adjusted their outlook on IAC, with the average price target moving higher by a mid single digit dollar amount. They cite recent target increases of $6 from Citi and $3 from UBS as support for the updated view.
내러티브 업데이트 Mar 07

IAC: Share Repurchases And Margin Execution Will Support Future Upside

Analysts have modestly increased their IAC price targets by $3 to $6, citing updated assumptions for the company’s discount rate, revenue growth, profit margins, and forward P/E multiples. Analyst Commentary Recent target price moves of $3 to $6 suggest that analysts are updating their views on IAC as new assumptions filter into their models.
내러티브 업데이트 Feb 20

IAC: Higher Margins And Reduced Revenue Pressure Will Support Shares

Analysts have lifted their price targets on IAC by $6 and $3 in recent updates, suggesting a view that the company’s fair value is closer to $47.33. This view is supported by expectations for less severe revenue declines, a higher profit margin near 5.50%, and a lower future P/E of about 33.87x.
내러티브 업데이트 Feb 05

IAC: MGM Stake Will Offset Softer Margins As Q3 Pressures Persist

Analysts have raised their price target on IAC from US$36.00 to US$38.00 as they account for a smaller expected revenue decline, a slightly higher discount rate, a lower profit margin outlook, and a significantly higher future P/E assumption. Valuation Changes Fair Value: updated from US$36.00 to US$38.00.
내러티브 업데이트 Jan 22

IAC: MGM Stake May Limit Downside As Messy Q3 Pressures Persist

Narrative Update Analysts have trimmed their price target on IAC to US$39 from US$41, citing what they describe as a messy Q3 with shortfalls in People and Care.com. These were partly offset by cost reduction efforts and support from the MGM stake, which they see as limiting downside risk.
내러티브 업데이트 Jan 07

IAC: MGM Stake And Buybacks Will Support Shares After Messy Q3

Analysts have trimmed their average 12 month price target on IAC by US$2 to US$39, citing messy Q3 results at People and Care.com, cost saving efforts to support shareholder value, and the view that the MGM stake helps limit downside risk. Analyst Commentary Bearish analysts have trimmed their expectations on IAC, with the average 12 month price target reset to US$39.
분석 기사 Dec 20

IAC Inc. (NASDAQ:IAC) Stock Rockets 25% As Investors Are Less Pessimistic Than Expected

IAC Inc. ( NASDAQ:IAC ) shareholders would be excited to see that the share price has had a great month, posting a 25...
내러티브 업데이트 Dec 19

IAC: MGM Stake And Buybacks Will Offset Weaker Near-Term Outlook

Analysts have trimmed their price target on IAC by about $3.00 to $36.00 per share, citing weaker near term growth and profitability following messy Q3 results, despite cost reduction efforts and support from the MGM stake. Analyst Commentary Bearish analysts have pointed to IAC's recent Q3 performance as a key driver behind more cautious stance adjustments, highlighting both execution missteps and softer trends in key business lines such as People and Care.com.
내러티브 업데이트 Dec 04

IAC: Cost Cuts And MGM Stake Will Support Shares Ahead

Analysts have modestly reduced their price target on IAC to $39 from $41, citing messy Q3 results in key segments but noting that cost-cutting efforts and the supporting value of the MGM stake help limit downside risk. Analyst Commentary Analysts are digesting IAC's latest quarter as a mixed update, balancing operational missteps against tangible downside protection from its asset base.
내러티브 업데이트 Nov 20

IAC: Cost Reductions And MGM Stake Will Limit Downside Risk Ahead

Analysts have lowered their price target on IAC by $2 to $39, citing ongoing operational challenges highlighted in recent quarterly results. However, they note that cost-cutting efforts and asset support are helping to limit further downside risk.
내러티브 업데이트 Nov 03

IAC: Share Repurchases And Asset Sales Will Unlock Long-Term Value

IAC's analyst consensus price target saw a moderate decrease, moving from approximately $48.69 to $48.38. Analysts weighed recent mixed performance, a cautious outlook on M&A, and evolving prospects for share buybacks in their reassessment.
분석 기사 Sep 13

What Is IAC Inc.'s (NASDAQ:IAC) Share Price Doing?

While IAC Inc. ( NASDAQ:IAC ) might not have the largest market cap around , it received a lot of attention from a...
분석 기사 Jul 23

Does IAC (NASDAQ:IAC) Have A Healthy Balance Sheet?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
User avatar
새로운 내러티브 May 26

Digital Advertising Upgrades Will Expand Global Market Reach

Expansion into digital services, data ownership, and AI-driven personalization strengthens platform resilience, long-term growth, and recurring revenue.
분석 기사 Mar 11

We Think IAC (NASDAQ:IAC) Can Stay On Top Of Its Debt

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
분석 기사 Feb 03

Revenues Not Telling The Story For IAC Inc. (NASDAQ:IAC)

There wouldn't be many who think IAC Inc.'s ( NASDAQ:IAC ) price-to-sales (or "P/S") ratio of 0.9x is worth a mention...
Seeking Alpha Jan 19

IAC: FCC Issues Could Be Limited, Spin-Off Now Confirmed

Summary IAC confirms the spin-off of Angi, despite mixed feelings from the equity research community, though appeal to the minority Angi float. Angi's shift to a consumer-stated choice model should improve US margins and mitigate FCC consent rule impacts, but parity with international margins may be optimistic. Turo's profitability and Vivian Health's valuations can be confirmed by more recent precedents for the SotP. Reduced focused on politics starting in Q4 is good for IAC's businesses, but the capital cost outlook will continue to limit catalysts in our view, such as a Turo IPO. Read the full article on Seeking Alpha
분석 기사 Jan 07

IAC Inc.'s (NASDAQ:IAC) Intrinsic Value Is Potentially 51% Above Its Share Price

Key Insights IAC's estimated fair value is US$65.85 based on 2 Stage Free Cash Flow to Equity IAC is estimated to be...
분석 기사 Dec 11

Does IAC (NASDAQ:IAC) Have A Healthy Balance Sheet?

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
분석 기사 Nov 14

Should You Think About Buying IAC Inc. (NASDAQ:IAC) Now?

While IAC Inc. ( NASDAQ:IAC ) might not have the largest market cap around , it received a lot of attention from a...
Seeking Alpha Nov 13

IAC: Ad Market Improvements To Be Offset By FCC, And Angi Spin-Off Confusions

Summary IAC saw an improving ad market despite the issues of being an advertiser in a distracting election cycle. The sum of the parts analysis could be more emphasized by a lower tax burden, depending on election outcomes in other branches, and also by the Angi spin-off. Angi restructuring seems to be working, although markets did not appreciate the spin-off announcement, which might have been interpreted as a lack of confidence. In all, IAC could be an interesting opportunity during this volatility. Read the full article on Seeking Alpha
분석 기사 Sep 30

Unpleasant Surprises Could Be In Store For IAC Inc.'s (NASDAQ:IAC) Shares

It's not a stretch to say that IAC Inc.'s ( NASDAQ:IAC ) price-to-sales (or "P/S") ratio of 1.2x right now seems quite...
Seeking Alpha Aug 26

IAC Inc. Is A Steal, But It Needs A Deal

Summary IAC has signalled to the market that it's ready to make deals. Any kind of transaction (sale, acquisition, or IPO) could unlock shareholder value. If the private assets are indeed worth what we speculate, IAC is severely undervalued even when taking into account corporate overhead costs and could double when the market catches up. IAC's CEO and team are incentivized with RSUs to get the share price to at least $110 by 2030. Read the full article on Seeking Alpha
Seeking Alpha Jul 05

IAC: Could Be An Inflection Point With OpenAI Deal Inked

Summary IAC is undergoing major cost control and restructuring efforts, with a focus on improving profitability across all businesses, including Angi and DDM. Moreover, they have inked a deal with OpenAI who will pay them for the license to their content, which will translate at high margin into profits. We have reduced the P/S on DDM for conservativeness compared to last article, but the upside is just growing further as IAC reaches close to all-time lows. We are sounding a buy alert, and would buy ourselves if only cash were available. Read the full article on Seeking Alpha
분석 기사 Jul 02

Is IAC (NASDAQ:IAC) A Risky Investment?

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...
Seeking Alpha May 15

IAC: Ecommerce Leader Has A 20% Holding In MGM's Casino Business You Get Free

Summary IAC Inc.'s future is focused on building brands, with potential for growth in the online business sector. The company's investment in MGM Resorts International may be its biggest asset, with potential for growth in the leisure sector. IAC's revenue growth reflects its ability to monetize its digital properties and capitalize on its shift into digital and print media. Read the full article on Seeking Alpha
분석 기사 Apr 07

Should You Investigate IAC Inc. (NASDAQ:IAC) At US$52.12?

IAC Inc. ( NASDAQ:IAC ), is not the largest company out there, but it received a lot of attention from a substantial...
분석 기사 Feb 21

IAC (NASDAQ:IAC) Strong Profits May Be Masking Some Underlying Issues

Following the solid earnings report from IAC Inc. ( NASDAQ:IAC ), the market responded by bidding up the stock price...
분석 기사 Feb 15

IAC Inc. Just Reported A Surprise Profit And Analysts Updated Their Estimates

It's been a good week for IAC Inc. ( NASDAQ:IAC ) shareholders, because the company has just released its latest yearly...
Seeking Alpha Feb 11

IAC: Profits Should Improve Further In Q4

Summary IAC has a portfolio of non-public brands whose valuation seems to be the point of contention for markets. Q3 earnings showed declines in print media revenues but some pockets of performance in digital marketing, but overall IAC marketing revenues suffered, and Angi suffered especially. The upcoming Q4 earnings are expected to show improvements in digital revenue and advertising budgets, probably improving sales direction. While some of the declines reflect the overall market, they have also been doing substantial restructuring which has already yielded results in terms of profitability. Any sales increases now should move through a more profitable operation. Read the full article on Seeking Alpha
분석 기사 Feb 07

Insufficient Growth At IAC Inc. (NASDAQ:IAC) Hampers Share Price

IAC Inc.'s ( NASDAQ:IAC ) price-to-sales (or "P/S") ratio of 1x might make it look like a buy right now compared to the...
분석 기사 Oct 13

Calculating The Intrinsic Value Of IAC Inc. (NASDAQ:IAC)

Key Insights The projected fair value for IAC is US$51.73 based on 2 Stage Free Cash Flow to Equity With US$46.99 share...
분석 기사 Jul 11

Is IAC Inc. (NASDAQ:IAC) Potentially Undervalued?

IAC Inc. ( NASDAQ:IAC ), is not the largest company out there, but it saw a significant share price rise of over 20% in...
분석 기사 Jun 23

Calculating The Intrinsic Value Of IAC Inc. (NASDAQ:IAC)

Key Insights Using the 2 Stage Free Cash Flow to Equity, IAC fair value estimate is US$71.26 IAC's US$61.35 share price...

주주 수익률

IACUS Interactive Media and ServicesUS 시장
7D3.8%0.6%2.5%
1Y16.3%65.2%26.4%

수익률 대 산업: IAC은 지난 1년 동안 65.2%의 수익을 기록한 US Interactive Media and Services 산업보다 저조한 성과를 냈습니다.

수익률 대 시장: IAC은 지난 1년 동안 26.4%를 기록한 US 시장보다 저조한 성과를 냈습니다.

주가 변동성

Is IAC's price volatile compared to industry and market?
IAC volatility
IAC Average Weekly Movement4.5%
Interactive Media and Services Industry Average Movement8.7%
Market Average Movement7.2%
10% most volatile stocks in US Market16.5%
10% least volatile stocks in US Market3.1%

안정적인 주가: IAC는 지난 3개월 동안 US 시장에 비해 주가 변동성이 크지 않았습니다.

시간에 따른 변동성: IAC의 주간 변동성(4%)은 지난 1년 동안 안정적이었습니다.

회사 소개

설립직원 수CEO웹사이트
n/a5,156n/awww.iac.com

는 자회사와 함께 전 세계에서 미디어 및 인터넷 회사로 운영되고 있습니다. 이 회사는 기사, 일러스트레이션, 동영상 및 이미지 형태의 독창적이고 매력적인 디지털 콘텐츠와 여성 및 라이프스타일 관련 잡지를 People, Entertainment Weekly, People en Español, Allrecipes, Food & Wine, Simply Recipes, Serious Eats, EatingWell, The Spruce Eats, Liquor와 같은 미디어 플랫폼 및 형식으로 발행하고 있습니다 com, MyRecipes, 피드피드, 더 스프루스, 리얼 심플, 서던 리빙, 마사 스튜어트, 매그놀리아 저널, 인스타일, 버디 앤 브라이드, 여행 + 레저, 인베스토피디아, 라이프와이어, 더 스프루스 애완동물, 미드웨스트 리빙, 베리웰, 성공 농업을 운영하고 있습니다.

IAC Inc. 기초 지표 요약

IAC의 순이익과 매출은 시가총액과 어떻게 비교됩니까?
IAC 기초 통계
시가총액US$3.16b
순이익 (TTM)US$137.80m
매출 (TTM)US$2.33b
22.9x
주가수익비율(P/E)
1.4x
주가매출비율(P/S)

IAC는 고평가되어 있습니까?

공정 가치 및 평가 분석 보기

순이익 및 매출

최근 실적 보고서(TTM)의 주요 수익성 지표
IAC 손익계산서 (TTM)
매출US$2.33b
매출원가US$782.22m
총이익US$1.55b
기타 비용US$1.41b
순이익US$137.80m

최근 보고된 실적

Mar 31, 2026

다음 실적 발표일

해당 없음

주당순이익(EPS)1.85
총이익률66.49%
순이익률5.90%
부채/자본 비율30.9%

IAC의 장기 실적은 어땠습니까?

과거 실적 및 비교 보기

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/27 19:05
종가2026/05/26 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드YouTube 튜토리얼도 제공합니다.

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산업 및 섹터 지표

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분석가 소스

IAC Inc.는 24명의 분석가가 다루고 있습니다. 이 중 12명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Ross SandlerBarclays
Daniel KurnosBenchmark Company
Daniel SalmonBMO Capital Markets Equity Research