Ziff Davis, Inc. (JCOM) provides internet services globally, operating through Fax & Martech, Voice, Backup, Security & Consumer Privacy, and Digital Media segments. The company (JCOM) Stock Analysis
For informational purposes only. Not financial advice. Analysis by Sedat ANAK, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.
Ziff Davis, Inc. (JCOM) provides internet services globally, operating through Fax & Martech, Voice, Backup, Security & Consumer Privacy, and Digital Media segments. The company (JCOM) trades at $142.84 with AI Score 49/100 (Grade C). Ziff Davis, Inc.
Price as of Aug 21, 2026 · Last analyzed: May 10, 2026Analyst Coverage for JCOM: JCOM does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage. In the absence of analyst consensus, our AI model evaluates JCOM against Technology peers across nine fundamental dimensions and assigns an underweight signal based on the underlying data.
JCOM: 2/3 scored disciplines lean bullish. Dominant signal: Ken Griffin bullish.
How is this calculated? →Why this analysis is different
- A 9-signal quantitative MoonshotScore built from filings, insider activity, and market data — computed from the numbers, not from opinion.
- 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.
Ziff Davis, Inc. (JCOM) provides internet services globally, operating through Fax & Martech, Voice, Backup, Security & Consumer Privacy, and Digital Media segments. The company (JCOM) Technology Profile & Competitive Position
Ziff Davis, Inc. (JCOM) delivers diverse internet services through its Fax & Martech, Voice, Security, and Digital Media segments. Its cloud services and web properties cater to a wide range of customers, from individual consumers to large enterprises, positioning it as a versatile player in the technology sector.
What Is the Investment Thesis for JCOM?
Ziff Davis, Inc. presents a diversified business model across internet services, with a focus on cloud-based solutions and digital media. The company's strong gross margin of 73.8% indicates efficient operations and pricing power. Growth catalysts include expansion in the digital media segment and increasing demand for cloud-based security and backup services. However, investors may want to evaluate the company's P/E ratio of 33.99, which suggests a premium valuation. Ongoing risks include competition from larger technology companies and the potential for disruption in the rapidly evolving internet services market. The company's beta of 1.03 indicates market correlation.
Based on FMP financials and quantitative analysis
JCOM Key Highlights
Market Cap of $6.75B reflects its established position in the internet services market.
- P/E ratio of 33.99 indicates a premium valuation compared to some industry peers.
- Gross Margin of 73.8% demonstrates strong operational efficiency and pricing power.
- Profit Margin of 3.3% suggests opportunities for improvement in profitability.
- Beta of 1.03 indicates a market correlation.
Who Are JCOM's Competitors?
JCOM is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | AI Score |
|---|---|---|---|---|
| SNDK SanDisk Corp. | $1590.45 | +1.38% | $236B | 99 |
| ALTR Altair Engineering Inc. | $111.85 | +0.00% | $9.63B | 57 |
| NATI National Instruments Corporation | $59.99 | +0.02% | $7.97B | 57 |
| QLYS Qualys, Inc. | $186.68 | -0.69% | $6.57B | 89 |
| DOX Amdocs Limited | $60.90 | +1.15% | $6.55B | 72 |
| HCP HashiCorp, Inc. | $34.78 | +0.00% | $7.11B | 63 |
| KVYO Klaviyo, Inc. | $18.11 | -0.49% | $5.42B | 74 |
| PATH UiPath Inc. | $15.92 | +0.89% | $8.47B | 89 |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are JCOM's Key Strengths?
Diverse portfolio of internet services and web properties.
- Established brands with strong market recognition.
- Scalable cloud-based infrastructure.
- Experienced management team with a track record of successful acquisitions.
What Are JCOM's Weaknesses?
Profit margin of 3.3% suggests opportunities for improvement.
- High P/E ratio indicates a premium valuation.
- Dependence on advertising revenue in the digital media segment.
- Potential for disruption from emerging technologies and competitors.
What Could Drive JCOM Stock Higher?
Launch of new AI-powered security solutions to enhance threat detection capabilities.
- Expansion of the digital media portfolio through strategic acquisitions.
- Increasing adoption of cloud-based backup and disaster recovery services.
- Growth in subscription revenue from online fax and voice services.
What Are the Key Risks for JCOM?
Increased competition from larger technology companies with greater resources.
- Cybersecurity threats and data breaches could damage the company's reputation and result in financial losses.
- Rapid technological advancements could render existing products and services obsolete.
- Economic downturns could reduce advertising spending and impact revenue in the digital media segment.
- Integration challenges associated with strategic acquisitions.
What Are the Growth Opportunities for JCOM?
- Expansion in Digital Media: Ziff Davis has a significant opportunity to expand its digital media segment through strategic acquisitions and organic growth. The global digital media market is projected to reach $450 billion by 2026, driven by increasing internet penetration and the growing consumption of online content. By investing in new content formats, such as video and interactive media, and expanding its reach to new geographic markets, Ziff Davis can capitalize on this growth opportunity.
- Cloud-Based Security Solutions: The increasing frequency and sophistication of cyberattacks are driving demand for cloud-based security solutions. Ziff Davis can leverage its VIPRE and Excel Micro brands to offer comprehensive security services to businesses of all sizes. The global cybersecurity market is expected to reach $300 billion by 2027, presenting a substantial growth opportunity for Ziff Davis. Focus on AI-driven threat detection and proactive security measures will be key.
- Growth in Online Backup and Disaster Recovery: With the increasing reliance on digital data, businesses are seeking reliable online backup and disaster recovery solutions. Ziff Davis's KeepItSafe and LiveDrive brands offer comprehensive data protection services. The global data protection market is projected to reach $120 billion by 2028, driven by regulatory compliance requirements and the need to minimize downtime. Offering integrated backup and recovery solutions with enhanced security features will be crucial.
- Strategic Acquisitions: Ziff Davis has a history of growth through strategic acquisitions, and this remains a key growth opportunity. By acquiring complementary businesses in the internet services and digital media sectors, Ziff Davis can expand its product offerings, increase its market share, and gain access to new technologies and customer segments. Identifying and integrating acquisitions effectively will be essential for realizing the full potential of this growth strategy.
- Leveraging AI and Machine Learning: Integrating AI and machine learning technologies across its various segments can significantly enhance Ziff Davis's offerings. From improving threat detection in its security services to personalizing content recommendations in its digital media properties, AI can drive efficiency and improve user experience. The global AI market is expected to reach $500 billion by 2027, and Ziff Davis can leverage this technology to create a competitive advantage.
What Are JCOM's Competitive Advantages?
- Established Brands: Well-known brands such as eFax, PC Mag, and IGN provide a competitive advantage.
- Diverse Portfolio: A wide range of internet services and web properties reduces dependence on any single product or market.
- Scalable Cloud Infrastructure: Cloud-based infrastructure allows for efficient delivery of services and supports growth.
- Strategic Acquisitions: History of successful acquisitions has expanded product offerings and market reach.
What Does JCOM Do?
Ziff Davis, Inc., formerly known as j2 Global Communications, Inc., was founded in 1995 and is headquartered in Los Angeles, California. The company has evolved into a global provider of internet services, operating through three primary segments: Fax and Martech; Voice, Backup, Security, and Consumer Privacy and Protection; and Digital Media. Its Fax and Martech segment offers online fax services under brands like eFax and MyFax, while the Voice segment provides cloud phone and unified communications services through eVoice and Line2. The Backup, Security, and Consumer Privacy segment delivers online backup, disaster recovery, and security solutions under brands such as KeepItSafe and VIPRE. The Digital Media segment operates a portfolio of web properties and applications, including IGN, Mashable, PC Mag, and Speedtest, offering technology, gaming, lifestyle products, news, and commentary. Ziff Davis serves a diverse clientele, including sole proprietors, small to medium-sized businesses, enterprises, and government organizations. The company's strategic focus on cloud-based solutions and digital media has enabled it to maintain a strong presence in the competitive internet services market.
What Products and Services Does JCOM Offer?
- Provides online fax services under brands like eFax and MyFax.
- Offers cloud phone and unified communications services through eVoice and Line2.
- Delivers online backup and disaster recovery solutions under brands such as KeepItSafe and LiveDrive.
- Provides email security, web security, and endpoint protection services under the VIPRE brand.
- Operates a portfolio of web properties and applications, including IGN, Mashable, and PC Mag.
- Offers speed testing for internet and network connections through Speedtest.
- Provides online deals and discounts for consumers through Offers and Black Friday.
- Offers tools and information for healthcare professionals through MedPageToday and Everyday Health.
How Does JCOM Make Money?
- Subscription-based revenue from cloud services such as online fax, voice, and backup solutions.
- Advertising revenue from its portfolio of web properties and applications.
- Licensing revenue from IP licensing services.
- Sales of security software and related services.
What Industry Does JCOM Operate In?
Ziff Davis operates in the dynamic Software - Infrastructure industry, which is characterized by rapid technological advancements and increasing demand for cloud-based solutions. The market is competitive, with established players like ALTR: Altair Engineering Inc. and NATI: National Instruments Corporation, as well as emerging startups. Ziff Davis differentiates itself through its diverse portfolio of internet services and well-known web properties. The industry is expected to continue growing, driven by the increasing adoption of cloud computing, cybersecurity threats, and the demand for digital content.
Who Are JCOM's Key Customers?
- Sole proprietors and small to medium-sized businesses.
- Enterprises and government organizations.
- Consumers seeking online deals and discounts.
- Healthcare professionals seeking tools and information.
Ziff Davis, Inc. (JCOM) provides internet services globally, operating through Fax & Martech, Voice, Backup, Security & Consumer Privacy, and Digital Media segments. The company Financial Trajectory
Ziff Davis, Inc. (JCOM) provides internet services globally, operating through Fax & Martech, Voice, Backup, Security & Consumer Privacy, and Digital Media segments. The company (JCOM) reported $286.7M in revenue for Q2 2026, reflecting 7.1% growth compared to the prior quarter. The company recorded net income of $624.5M, with diluted EPS of $16.90. Quarter-over-quarter revenue has been mixed, typical for a mid-cap company operating in Technology. Across the four most recent quarters, JCOM averaged $4.36 in diluted EPS.
Company Profile
Ziff Davis, Inc. (JCOM) provides internet services globally, operating through Fax & Martech, Voice, Backup, Security & Consumer Privacy, and Digital Media segments. The company operates in the Software - Infrastructure industry within the Technology sector. It is headquartered in Los Angeles, US. The company is led by CEO Vivek Shah. JCOM has traded publicly since 1982.
How Ziff Davis, Inc. (JCOM) provides internet services globally, operating through Fax & Martech, Voice, Backup, Security & Consumer Privacy, and Digital Media segments. The company Is Valued
Ziff Davis, Inc. (JCOM) provides internet services globally, operating through Fax & Martech, Voice, Backup, Security & Consumer Privacy, and Digital Media segments. The company carries a market capitalization of $6.75B, placing it in the mid-cap category. Relative to its peer group, JCOM's quantitative score of 49/100 is below the peer average of 75/100.
Key Financial Metrics
Return on equity for Ziff Davis, Inc. (JCOM) provides internet services globally, operating through Fax & Martech, Voice, Backup, Security & Consumer Privacy, and Digital Media segments. The company stands at 2.6%, a gauge of how efficiently it converts shareholder capital into profit. Return on assets is 1.3%, showing how much profit it generates from its asset base. JCOM trades at a trailing price-to-earnings ratio of 43.69, above the Technology sector average of ~34x. Its free cash flow yield is 14.9%, a gauge of the cash the business throws off relative to its market value. A current ratio of 1.66 indicates the company holds enough short-term assets to cover its near-term obligations. Its earnings yield is 2.3%, the inverse of the P/E and a quick read on earnings relative to price.
Financial Health
Ziff Davis, Inc. (JCOM) provides internet services globally, operating through Fax & Martech, Voice, Backup, Security & Consumer Privacy, and Digital Media segments. The company's Piotroski F-Score is 7/9, a 9-point checklist of profitability, leverage and efficiency — signaling solid underlying fundamentals. Its Altman Z-Score of 4.17 places it in the safe zone, indicating low near-term bankruptcy risk.
Earnings Track Record
Ziff Davis, Inc. (JCOM) provides internet services globally, operating through Fax & Martech, Voice, Backup, Security & Consumer Privacy, and Digital Media segments. The company has beaten Wall Street's EPS estimate in 6 of its last 8 reported quarters — a consistent record of delivering on expectations. Reported results have landed about 11.9% above estimates on average.
JCOM Financials
Fundamental Snapshot
Based on FMP financials and quantitative analysis · FY 2025
Bull Case vs Bear Case
Bull Case
- JCOM's diverse segments offer resilience against market volatility. Think of it as having multiple streams of income – if one dips, others can compensate.
- Insider activity suggests confidence in the company's long-term prospects. It's like the management team putting their money where their mouth is.
- Community sentiment leans positive, indicating a belief in JCOM's strategic direction. Positive buzz can attract more investors.
- JCOM's focus on digital media positions it well for continued growth in the evolving online landscape. They're riding the wave of digital transformation.
Bear Case
- Market perception of JCOM is somewhat lukewarm, with some investors seeing limited short-term upside. It's like the stock is in a waiting game.
- Recent developments suggest increased competition in JCOM's core markets. More players mean a smaller piece of the pie.
- Bearish community views highlight concerns about JCOM's ability to maintain its growth trajectory. Skepticism can create downward pressure.
- Insider activity, while generally positive, shows some selling, which could indicate a lack of complete conviction. It's not a red flag, but worth noting.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
Recent Quarterly Results
| Quarter | Revenue | Net Income | EPS |
|---|---|---|---|
| Q2 2026 | $287M | $624M | $16.90 |
| Q1 2026 | $268M | $22M | $0.59 |
| Q4 2025 | $407M | $59M | $0.06 |
| Q3 2025 | $364M | -$4M | -$0.09 |
Based on FMP financials and quantitative analysis
JCOM Latest News
No recent news available for JCOM.
JCOM Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for JCOM.
Price Targets
Wall Street price target analysis for JCOM.
JCOM MoonshotScore
What does this score mean?
The MoonshotScore rates JCOM 0-100 on quantitative fundamentals — growth, financial health, valuation, momentum, and risk.
Leadership: Vivek Shah
CEO
Vivek Shah is the CEO of Ziff Davis, Inc. He has a strong background in digital media and technology, with extensive experience in leading and growing online businesses. Prior to joining Ziff Davis, he held leadership positions at various media and technology companies. His expertise includes digital strategy, business development, and operational management. He is known for his focus on innovation and driving growth through strategic acquisitions and partnerships.
Track Record: Under Vivek Shah's leadership, Ziff Davis has expanded its portfolio of internet services and web properties through strategic acquisitions and organic growth. He has overseen the company's transition to a more diversified business model, with a greater emphasis on cloud-based solutions and digital media. Key milestones include the acquisition of several leading digital media brands and the expansion of the company's security and backup services.
Ziff Davis, Inc. (JCOM) provides internet services globally, operating through Fax & Martech, Voice, Backup, Security & Consumer Privacy, and Digital Media segments. The company Technology Stock: Key Questions Answered
What does the AI Score mean for JCOM?
JCOM holds an AI Score of 49/100 (Grade: C). This is an educational research signal, not a buy or sell recommendation. Ziff Davis, Inc. provides internet services globally, operating through various segments including Fax & Martech, Voice, Backup, Security & Consumer Privacy, and Digital Media. The company offers a …
What does Ziff Davis, Inc. do?
Ziff Davis, Inc. is a global provider of internet services, operating through three segments: Fax and Martech; Voice, Backup, Security, and Consumer Privacy and Protection; and Digital Media. The company offers a diverse portfolio of cloud services, including online fax, voice, backup, and security solutions.
What do analysts say about JCOM stock?
Analyst consensus on JCOM stock is mixed, with some analysts highlighting the company's diversified business model and growth opportunities in the digital media and cloud services segments. Key valuation metrics include the P/E ratio of 33.99 and the gross margin of 73.8%.
What are the main risks for JCOM?
The main risks for JCOM include increased competition from larger technology companies, cybersecurity threats and data breaches, rapid technological advancements, economic downturns, and integration challenges associated with strategic acquisitions. Intense competition could lead to price wars and reduced market share. Cybersecurity threats could damage the company's reputation and result in financial losses.
How does Ziff Davis, Inc. generate revenue from its technology products?
Ziff Davis, Inc. generates revenue from its technology products primarily through subscription-based models for its cloud services, including online fax, voice, backup, and security solutions. These recurring revenue streams provide a stable and predictable income base. Additionally, the company generates revenue through the sale of security software and related services.
How does Ziff Davis, Inc. invest in research and development?
Ziff Davis, Inc. invests in research and development to enhance its existing product offerings and develop new technologies. While specific R&D spending as a percentage of revenue is not available, the company focuses on key innovation areas such as AI-powered security solutions, cloud-based backup and disaster recovery services, and personalized content recommendations for its digital media properties.
What are the key factors to evaluate for JCOM?
Ziff Davis, Inc. (JCOM) provides internet services globally, operating through Fax & Martech, Voice, Backup, Security & Consumer Privacy, and Digital Media segments. The company (JCOM) holds an AI score of 49/100 (low). Not financial advice.
How frequently does JCOM data refresh on this page?
JCOM's price was last updated on Aug 21, 2026 and refreshes on page view during U.S. market hours — it is not a real-time exchange feed. Fundamentals update after quarterly filings; the MoonshotScore recalculates nightly; news aggregates continuously.
What has driven JCOM's recent stock price performance?
Ziff Davis, Inc. (JCOM) provides internet services globally, operating through Fax & Martech, Voice, Backup, Security & Consumer Privacy, and Digital Media segments. The company (JCOM) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Diverse portfolio of internet services and web properties. See the News tab for the latest drivers. Past performance does not predict future results.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
Data provided for informational purposes only.
- Financial data is based on publicly available information.
- Analyst consensus is a general summary and may not reflect all individual opinions.
- Risk assessment is based on current market conditions and may change over time.