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STGW vs ZD

STGW
Stagwell Inc.
NEUTRAL
Price
$7.28
Market Cap
$1.85B
Sector
Communication Services
AI Confidence
80%
ZD
Ziff Davis, Inc.
NEUTRAL
Price
$46.97
Market Cap
$1.78B
Sector
Communication Services
AI Confidence
80%

Valuation

P/E Ratio
STGW
91.0
ZD
40.84
Forward P/E
STGW
6.24
ZD
8.21
P/B Ratio
STGW
2.42
ZD
1.03
P/S Ratio
STGW
0.63
ZD
1.22
EV/EBITDA
STGW
10.48
ZD
4.81

Profitability

Gross Margin
STGW
36.54%
ZD
85.76%
Operating Margin
STGW
7.32%
ZD
21.16%
Profit Margin
STGW
1.0%
ZD
3.26%
ROE
STGW
3.86%
ZD
2.66%
ROA
STGW
2.34%
ZD
3.36%

Growth

Revenue Growth
STGW
2.4%
ZD
-1.5%
Earnings Growth
STGW
65.1%
ZD
-99.7%

Financial Health

Debt/Equity
STGW
2.0
ZD
0.51
Current Ratio
STGW
0.79
ZD
1.27
Quick Ratio
STGW
0.7
ZD
1.19

Dividends

Dividend Yield
STGW
--
ZD
--
Payout Ratio
STGW
0.0%
ZD
0.0%

AI Verdict

STGW NEUTRAL

STGW presents a stark contrast between fundamental value and growth momentum. While the Piotroski F-Score of 6/9 indicates stable financial health, the stock trades at a massive premium to its Graham Number ($2.33) and Intrinsic Value ($2.36). Explosive Q/Q earnings growth (291.30%) and a low Forward P/E (6.24) suggest a significant turnaround in profitability, yet stagnant revenue growth (2.40%) and poor liquidity (Current Ratio 0.79) create a high-risk profile.

Strengths
Explosive Q/Q earnings growth of 291.30%
Strong recent price momentum (+41.9% over 6 months)
Low Price-to-Sales ratio (0.63) suggesting undervalued revenue stream
Risks
Severe overvaluation relative to Graham and Intrinsic value baselines
Liquidity risk with a Current Ratio of 0.79 and Quick Ratio of 0.70
High leverage with a Debt/Equity ratio of 2.00
ZD NEUTRAL

ZD presents a contradictory profile with a stable Piotroski F-Score of 4/9 but severe valuation discrepancies. While the stock has seen a strong 1-year recovery (+54.2%), it trades significantly above its Graham Number ($34.39) and far exceeds its growth-based intrinsic value ($8.05). The massive YoY earnings collapse (-99.70%) is a critical concern, though a low Forward P/E of 8.21 suggests analysts expect a sharp rebound. Overall, the company possesses strong gross margins but lacks the growth and technical momentum to justify a bullish rating at current levels.

Strengths
Exceptional Gross Margin (85.76%)
Strong Operating Margin (21.16%)
Low Price-to-Book ratio (1.03)
Risks
Catastrophic YoY Earnings Growth (-99.70%)
Negative Revenue Growth (-1.50%)
Severe overvaluation relative to Intrinsic Value ($8.05)

Compare Another Pair

STGW vs ZD: Head-to-Head Comparison

This page compares Stagwell Inc. (STGW) and Ziff Davis, Inc. (ZD) across key fundamental metrics including valuation ratios, profitability margins, growth rates, financial health indicators, and dividend metrics. Each metric highlights the better-performing stock so you can quickly identify relative strengths and weaknesses.

Our AI engine independently analyzes each company's financials, competitive position, and market conditions to produce a verdict (Bullish, Neutral, or Bearish) along with key strengths and risks. Use this comparison alongside your own research to make informed investment decisions.

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