Ziff Davis, Inc.

NasdaqGS:ZD 주식 리포트

시가총액: US$1.5b

Ziff Davis 경영진

경영진 기준 점검 3/4

Ziff Davis CEO는 Vivek Shah, Jan2018 에 임명되었습니다 의 임기는 8.33 년입니다. 총 연간 보상은 $11.77M, 8.5% 급여 및 91.5% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $26.63M 가치에 해당하는 회사 주식의 1.72% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 6 년과 5.3 년입니다.

핵심 정보

Vivek Shah

최고경영자

US$11.8m

총 보수

CEO 급여 비율8.50%
CEO 재임 기간8.3yrs
CEO 지분 보유율1.7%
경영진 평균 재임 기간6yrs
이사회 평균 재임 기간5.3yrs

최근 경영진 업데이트

Recent updates

내러티브 업데이트 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.
내러티브 업데이트 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).
내러티브 업데이트 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).
내러티브 업데이트 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
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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).
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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...
내러티브 업데이트 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.
분석 기사 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...
분석 기사 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...
내러티브 업데이트 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.
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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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새로운 내러티브 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.
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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 보수 분석

Vivek Shah의 보수는 Ziff Davis의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
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

보상 대 시장: Vivek의 총 보수(USD11.77M)는 US 시장에서 비슷한 규모 기업의 평균(USD5.53M)보다 높습니다.

보상과 수익: Vivek의 보상은 지난 1년 동안 회사 실적과 일치했습니다.


CEO

Vivek Shah (51 yo)

8.3yrs
재임 기간
US$11,767,948
보수

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...


리더십 팀

이름직위재임 기간보수지분
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 President1.1yrs데이터 없음데이터 없음
Joey Fortuna
Chief Technology Officer8.3yrs데이터 없음데이터 없음
James Farley
Director of Investor Relationsless than a year데이터 없음데이터 없음
Michelle Dvorkin
Chief Human Resources Officer7.1yrs데이터 없음데이터 없음
Steven Horowitz
President of Technology & Shopping5.3yrs데이터 없음데이터 없음
Nathaniel Simmons
President of Cybersecurity & Martech6.7yrs데이터 없음데이터 없음
Patrice Harris
Chief Health & Medical Editor of Everyday Healthno data데이터 없음데이터 없음
Nan Forte
Executive VP & GM of Everyday Health Consumerno data데이터 없음데이터 없음
6.0yrs
평균 재임 기간
54.5yo
평균 나이

경험이 풍부한 관리: ZD의 경영진은 노련하고 경험이 풍부합니다(평균 재임 6 년).


이사회 구성원

이름직위재임 기간보수지분
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
평균 재임 기간
61yo
평균 나이

경험이 풍부한 이사회: ZD의 이사회경험이 있음으로 간주됩니다(평균 재임 5.3 년).


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/20 05:10
종가2026/05/20 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.

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분석가 소스

Ziff Davis, Inc.는 22명의 분석가가 다루고 있습니다. 이 중 5명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

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