Why Ziff Davis (ZD) is back on value investors' radar

Recent discussion around Ziff Davis (ZD) centers on its seven acquisitions in 2025 across connectivity, cybersecurity, and MarTech, combined with active share repurchases and a focus on AI and AWS driven products.

At a share price of $39.54, Ziff Davis has logged a 17.26% 90 day share price return and 16.33% year to date. Its 1 year total shareholder return of 28.12% and 3 year total shareholder return of 55.81% indicate that recent momentum is rebuilding after a weak stretch.

If Ziff Davis's acquisition run and AI focus have caught your eye, it could be a good moment to see how it stacks up against other high growth tech and AI stocks.

With Ziff Davis trading at $39.54, a value score of 5, and an internal intrinsic value estimate implying a 63% discount, is the stock still overlooked, or is the market already baking in a growth rebound?

Most Popular Narrative: 9% Undervalued

With Ziff Davis last closing at $39.54 against a widely followed fair value estimate of $43.43, the narrative focuses on modest growth assumptions and a slightly lower required return to support its view.

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.

Want to see what justifies that higher future earnings multiple and the reduced discount rate? The narrative leans on specific revenue, margin, and share count assumptions. Curious how those inputs combine to back a fair value above today’s price?

Result: Fair Value of $43.43 (UNDERVALUED)

However, you still need to weigh risks such as weaker advertising trends or acquisition hiccups that could pressure margins and challenge those earnings assumptions.

Build Your Own Ziff Davis Narrative

If you are not fully on board with this view or simply prefer to test the numbers yourself, you can rebuild the story in just a few minutes: Do it your way.

A good starting point is our analysis highlighting 4 key rewards investors are optimistic about regarding Ziff Davis.

Looking for more investment ideas?

If Ziff Davis has sharpened your interest, do not stop here. Use the Simply Wall Street Screener to uncover more focused ideas that might suit your approach.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.