TZOO Share Price Performance
US$5.70
-7.92 (-58.15%)
50.5% undervalued intrinsic discount
US$11.52
Fair Value
Price US$5.70
kaladorm US$11.52
AnalystConsensusTarget US$20.00
AnalystLowTarget US$8.00
Fair ValueUS$11.52
Share Pricen/a
Travelzoo Stock Price
- 4 Narratives written by author
- 0 Comments on narratives written by author
- 67 Fair Values set on narratives written by author
TZOO Community Narratives
KA
Fair Value US$11.52 50.5% undervalued intrinsic discount
Increasing revenue at high costs relies on membership to convert to spend
6users have liked this narrative
0users have commented on this narrative
11users have followed this narrative
AN
Fair Value US$20 71.5% undervalued intrinsic discount
Subscription Model And Global Experiences Will Fuel Future Expansion
1users have liked this narrative
0users have commented on this narrative
32users have followed this narrative
AN
Fair Value US$8 28.7% undervalued intrinsic discount
Rising Eco Concerns And Digital Competition Will Shrink Travel Demand Yet Reveal Hidden Promise
0users have liked this narrative
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1users have followed this narrative
Increasing revenue at high costs relies on membership to convert to spend
Update on Q3 Results Travelzoo's cost to acquire a member increased to $40, making it a net 0 gain on membership spend alone. Direct member acquisition costs of $2.9m represents $2.9m of revenue with only $0-0.725m recognized this quarter (average $0.36m).Read more
367
users have viewed this narrative6users have liked this narrative
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11users have followed this narrative
KA
US$11.52
50.5% undervalued intrinsic discount
Fair Value
Revenue
10.02% p.a.
Profit Margin
10%
Future PE
15x
Price in 2029
US$17.52
Subscription Model And Global Experiences Will Fuel Future Expansion
Key Takeaways Expansion of paid memberships, exclusive offers, and geographic diversification supports high-margin, recurring revenue and reduces dependence on mature markets. Rising travel demand and strategic price adjustments enhance operating leverage, positioning for sustained growth in revenue, margins, and market reach.Read more
301
users have viewed this narrative1users have liked this narrative
0users have commented on this narrative
32users have followed this narrative
AN
US$20
71.5% undervalued intrinsic discount
Fair Value
Revenue
6.73% p.a.
Profit Margin
6.38%
Future PE
35.89x
Price in 2029
US$24.41
Rising Eco Concerns And Digital Competition Will Shrink Travel Demand Yet Reveal Hidden Promise
Key Takeaways Increasing environmental consciousness and direct-to-consumer trends threaten long-term growth and relevance in a competitive travel industry. Dependence on legacy marketing amid rising digital ad costs and limited global presence constrains margin and revenue expansion opportunities.Read more
18
users have viewed this narrative0users have liked this narrative
0users have commented on this narrative
1users have followed this narrative
AN
US$8
28.7% undervalued intrinsic discount
Fair Value
Revenue
7.05% p.a.
Profit Margin
6.47%
Future PE
14.01x
Price in 2029
US$9.75
Global Tourism And Digital Personalization Will Expand Membership Base
Key Takeaways Exceptional member acquisition ROI and digital innovation position Travelzoo for sustainable growth in recurring revenue, operating leverage, and industry-leading profitability. Expansion into emerging markets and digital advertising drives revenue hyper-growth, while unique offerings and data-driven marketing ensure robust competitive advantages.Read more
15
users have viewed this narrative0users have liked this narrative
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AN
US$32
82.2% undervalued intrinsic discount
Fair Value
Revenue
9.07% p.a.
Profit Margin
13.31%
Future PE
21.34x
Price in 2028
US$36.6
Trending Discussion
Recently Updated Narratives
KA
Update on Q4/FY25 Results
Fair Value: US$11.52 50.5% undervalued intrinsic discount
11 followersusers have followed this narrative
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
TZOO: Reset Expectations Will Support 2026 Upside As Buyback Program Advances
Fair Value: US$20 71.5% undervalued intrinsic discount
32 followersusers have followed this narrative
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
TZOO: Subscriber Expansion Will Drive 2026 Earnings Despite Softer Q4 Reset
Fair Value: US$8 28.7% undervalued intrinsic discount
1 followerusers have followed this narrative
0 commentsusers have commented on this narrative
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Snowflake Analysis
Travelzoo Key Details
About TZOO
- Founded
- 1998
- Employees
- 249
- CEO
- WebsiteView website
Travelzoo, together with its subsidiaries, operates as an Internet media company that provides travel, entertainment, and local experiences worldwide. It operates in four segments: Travelzoo North America, Travelzoo Europe, Jack’s Flight Club, and New Initiatives. The company offers Travelzoo website, Travelzoo Top 20 email newsletters, Standalone email newsletters, Travelzoo Network, Travelzoo mobile applications, Jack's Flight Club website, Jack's Flight Club mobile applications, and Jack's Flight Club newsletters. The company’s Travelzoo website and newsletters include local deals and getaways listings that allow members to purchase vouchers for offers from local businesses, such as spas, hotels, and restaurants; Jack's Flight Club, a subscription service that provides members with information about exceptional airfares; and Travelzoo Network, a network of third-party websites that list travel deals published by the company. It serves airlines, hotels, cruise lines, vacations packagers, tour operators, destinations, car rental companies, travel agents, theater and performing arts groups, restaurants, spas, and activity companies. Travelzoo was incorporated in 1998 and is headquartered in New York, New York.
