IAC/InterActiveCorp (IAC) Stock Analysis

Why this analysis is different

• A sector-relative MoonshotScore — five pillars (business quality, financial safety, valuation, growth durability, momentum) re-ranked nightly against the full universe of US-listed common stocks.
• An AI Council read across up to eight perspectives — value, macro, quantitative, and momentum lenses — that shows where they disagree instead of averaging the tension away.
• Figures come straight from FMP and Yahoo Finance filings data. The AI writes the narrative around the numbers — it never edits the numbers.

IAC/InterActiveCorp (IAC) Technology Profile & Competitive Position

IAC/InterActiveCorp (IAC) is a media and internet company delivering digital content and marketplace services. It connects consumers with home service professionals and offers diverse online content through platforms like Ask.com and The Daily Beast, positioning itself in the competitive internet content landscape with a $3.43B market cap.

What Is the Investment Thesis for IAC?

IAC/InterActiveCorp presents a mixed investment thesis. The company's diverse portfolio of internet-based businesses offers exposure to multiple growth sectors, including home services, digital content, and online marketplaces. With a market capitalization of $3.43B and a P/E ratio of 78.8, IAC's valuation reflects its profitability, indicated by a 4.9% profit margin and a 64.6% gross margin. Key value drivers include the continued expansion of Angi's marketplace and the growth of its digital content platforms. Upcoming catalysts involve potential acquisitions or strategic partnerships to expand its market reach. However, the company faces risks related to competition in the crowded internet space and the cyclical nature of advertising revenue. The beta of 1.10 suggests slightly higher volatility compared to the market.

Based on FMP financials and quantitative analysis

IAC Key Highlights

Market Cap of $3.43B reflects IAC's significant presence in the media and internet sector.

• P/E Ratio of 78.8 indicates investor expectations for future earnings growth.
• Profit Margin of 4.9% demonstrates IAC's ability to generate profit from its revenue streams.
• Gross Margin of 64.6% highlights the efficiency of IAC's business model in delivering content and services.
• Beta of 1.10 suggests IAC's stock price is slightly more volatile than the overall market.

Who Are IAC's Competitors?

IAC is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.

AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance

What Are IAC's Key Strengths?

Diversified portfolio of internet-based businesses.

• Established brands with strong market recognition.
• Proprietary technology and data analytics capabilities.
• Experienced management team.

What Are IAC's Weaknesses?

Reliance on advertising revenue, which can be cyclical.

• Intense competition in the internet content and marketplace sectors.
• Integration challenges with acquired businesses.
• Exposure to regulatory risks related to data privacy and content moderation.

What Could Drive IAC Stock Higher?

Potential acquisitions or strategic partnerships to expand market reach.

• Continued growth in Angi's marketplace and digital content subscriptions.
• Leveraging data analytics and AI to improve products and services.

What Are the Key Risks for IAC?

Financial-distress signal — its Altman Z-Score of 1.59 sits in the distress zone (elevated bankruptcy risk).

• Rich valuation — a P/E of 78.8 runs well above the Technology sector’s ~34x, leaving little room for a miss.
• Economic downturns impacting advertising spending and consumer demand.
• Cybersecurity threats and data breaches.
• Intense competition in the internet content and marketplace sectors.
• Changing consumer preferences and technological advancements.

What Are the Growth Opportunities for IAC?

• Expansion of Angi's Marketplace: IAC can capitalize on the growing demand for home services by expanding Angi's marketplace. The home services market is estimated to reach $600 billion annually. By enhancing its platform, improving user experience, and increasing the number of service professionals, Angi can capture a larger share of this market. This includes strategic partnerships and targeted marketing campaigns to attract both consumers and professionals.
• Growth in Digital Content Subscriptions: IAC has the opportunity to grow its digital content subscriptions across various verticals, including entertainment, lifestyle, and news. By creating high-quality, engaging content and offering attractive subscription packages, IAC can attract and retain subscribers. This includes investing in original content production and leveraging data analytics to personalize content recommendations.
• Strategic Acquisitions and Partnerships: IAC can pursue strategic acquisitions and partnerships to expand its market reach and diversify its offerings. This includes acquiring complementary businesses in the digital media, online marketplace, and technology sectors. Strategic partnerships can also provide access to new markets and technologies, accelerating growth and enhancing competitiveness.
• Leveraging Data Analytics and AI: IAC can leverage data analytics and artificial intelligence to improve its products, services, and marketing efforts. By analyzing user data, IAC can personalize content recommendations, optimize marketing campaigns, and improve customer experience. This includes investing in data infrastructure and hiring data scientists and AI specialists.
• International Expansion: IAC can expand its operations into new international markets to tap into new sources of revenue and growth. This includes adapting its products and services to meet the needs of local markets and establishing partnerships with local companies. International expansion can also provide access to new talent and technologies.

What Are IAC's Competitive Advantages?

• Diversified portfolio of internet-based businesses reduces reliance on any single revenue stream.
• Established brands like Ask.com and The Daily Beast provide a competitive advantage.
• Angi's marketplace benefits from network effects, attracting more service professionals and consumers.
• Proprietary technology and data analytics capabilities enhance product and service offerings.

What Does IAC Do?

IAC/InterActiveCorp, headquartered in New York City, has evolved into a multifaceted media and internet company. Originally known as IAC HOLDINGS, INC., the company's core business revolves around publishing original digital content and operating a digital marketplace. Its content spans various categories, including entertainment, food, home, beauty, travel, health, family, luxury, and fashion, delivered through articles, illustrations, videos, and images. IAC's digital marketplace connects home service professionals with consumers seeking services such as repairing, remodeling, cleaning, landscaping, maintenance, and enhancement, operating under the Angi Ads, Angi Leads, and Angi Services brands. Beyond content and marketplaces, IAC operates a portfolio of websites offering general search services and information. These include Ask.com, a search site featuring contemporary content; Reference.com, providing content across vertical categories; Consumersearch.com, designed to simplify product research; and Shopping.net, a vertical shopping search site. IAC also provides direct-to-consumer downloadable desktop applications. The company's offerings extend to Care.com, an online platform connecting families with caregivers for children, aging parents, pets, and homes. IAC develops and provides subscription mobile applications across communication, language, weather, business, health, and lifestyle verticals. Additionally, IAC operates Bluecrew, a technology-driven staffing platform for flexible W-2 work; Vivian Health, a platform connecting healthcare professionals with job opportunities; The Daily Beast, a news, commentary, culture, and entertainment website; and provides production services for feature films.

What Products and Services Does IAC Offer?

• Publishes original digital content across various categories like entertainment, food, and travel.
• Operates a digital marketplace connecting consumers with home service professionals through Angi.
• Manages websites offering general search services and information, including Ask.com.
• Provides an online platform, Care.com, connecting families with caregivers.
• Develops and offers subscription mobile applications across multiple verticals.
• Operates a technology-driven staffing platform for flexible W-2 work under the Bluecrew name.
• Connects healthcare professionals with job opportunities through Vivian Health.
• Runs The Daily Beast, a website dedicated to news, commentary, culture, and entertainment.

How Does IAC Make Money?

• Advertising revenue from digital content and search services.
• Subscription fees from mobile applications and online platforms like Care.com.
• Transaction fees from Angi's marketplace connecting consumers and service professionals.
• Staffing solutions revenue from Bluecrew.
• Production services for feature films.

What Industry Does IAC Operate In?

IAC/InterActiveCorp operates within the dynamic internet content and information industry. This sector is characterized by rapid technological advancements, evolving consumer preferences, and intense competition. The market is driven by the increasing demand for digital content, online services, and e-commerce solutions. IAC competes with companies like Sphere Entertainment Co. (SPHR) and JOYY Inc. (JOYY), as well as numerous other digital media and marketplace platforms. The industry is experiencing growth in areas such as online advertising, subscription services, and digital marketplaces, presenting both opportunities and challenges for IAC.

Who Are IAC's Key Customers?

• Consumers seeking digital content and information across various categories.
• Homeowners looking for service professionals for home improvement and maintenance.
• Families in need of caregivers for children, aging parents, and pets.
• Businesses seeking flexible staffing solutions.
• Healthcare professionals looking for job opportunities.

Return on equity for IAC/InterActiveCorp stands at 0.9%, a gauge of how efficiently it converts shareholder capital into profit. Return on assets is 0.6%, showing how much profit it generates from its asset base. IAC trades at a trailing price-to-earnings ratio of 78.81, above the Technology sector average of ~34x. Its free cash flow yield is 1.8%, a gauge of the cash the business throws off relative to its market value. A current ratio of 3.69 indicates the company holds enough short-term assets to cover its near-term obligations. Its earnings yield is 1.3%, the inverse of the P/E and a quick read on earnings relative to price.

IAC/InterActiveCorp (IAC) Valuation Context

Valued at $3.43B, IAC is classified as a mid-cap stock.

Company Profile

IAC/InterActiveCorp operates in the Internet Content & Information industry within the Communication Services sector. It is headquartered in New York, US. The company is led by CEO Neil Vogel. IAC has traded publicly since 1993.

IAC/InterActiveCorp's Piotroski F-Score is 6/9, a 9-point checklist of profitability, leverage and efficiency — a middling fundamental profile. Its Altman Z-Score of 1.59 places it in the distress zone, a signal of elevated financial risk.

Wall Street analysts project IAC/InterActiveCorp revenue of about $1.83B for fiscal 2026, with EPS near $5.49. The estimate reflects 8 contributing analysts.

Over the past six months, IAC/InterActiveCorp insiders filed 8 SEC Form 4 transactions — 3 sales and 5 purchases. On net that is roughly 10K shares disposed (about $397K), a signal worth weighing alongside the fundamentals.

IAC Financials

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Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.

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