Travelzoo (TZOO)
NASDAQCommunication ServicesInternet Content & InformationSnapshot 2026-09-04
NASDAQCommunication ServicesInternet Content & InformationSnapshot 2026-09-04
QuarterlyIQ Insights · TZOO
Price, fair value, and the multiples that frame it on the same time axis. Scroll over the price chart to zoom.
Daily closes. Earnings/event dots inline.
A consensus fair price across 5 valuation methods, at three horizons. As of 2026-09-04. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
We take the 12-month fair value above and grade our own number — how the market prices this name versus what we'd justify, and where the two diverge.
At $6.25, TZOO's earnings are too small for P/E to mean much; on sales it trades at 69× p/e (5.2× the 13× p/e peer median). At a normal multiple the price implies ~76% near-term growth vs our ~11% forecast. That gap is an optionality premium a financial-multiple model can't price — our $3.56 fair value covers only the as-is business, low confidence. Not investment advice.
One valuation read at a 12-month horizon, plus how price compares to peers and the company's own history.
Score 100 = cheapest in the cohort, 0 = richest. Bars are filled left-to-right based on the peer-relative score (or PEG/self-history where shown).
Each method's implied share price per horizon. Provisional rows use a projected (historical-CAGR) growth input rather than analyst or management guidance.
| Method | Horizon | Est. price | Multiple | Per-share input | EPS source | Confidence |
|---|---|---|---|---|---|---|
| Peer EV/EBITDA | 12M | $6.21 | 3.5 | 1.64 | TTM | high |
| Peer P/FCF | 12M | $3.56 | 11.4 | 0.31 | TTM | high |
| Peer P/E | 12M | $1.20 | 13.4 | 0.09 | TTM | high |
| Peer P/S | 12M | $8.72 | 1.0 | 8.93 | TTM | high |
| triangulated | 12M |
A “consensus-then vs. actual-now” overlay is on the way — what our valuation estimate said on a past date versus where the price actually landed.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
A long-thesis check that carries the widest uncertainty of the three horizons.
Below average on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Flags: expensive valuation, weak execution quality. Capped at elevated by the Mania regime.
For similar setups historically (n=2,301): about 43% saw a 20%+ drawdown, and roughly 77% of those did not recover within the year. These are historical base rates for the cohort, not a forecast of this stock.
Looks more expensive than peers.
Self-history needs ~20 months of data.
Trailing four: 2025-Q2, 2025-Q3, 2026-Q1, 2026-Q2
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
| $1.21 |
| 13.4 |
| 0.09 |
| Triangulated |
| high |
| Peer P/E | 3Y | $16.58 | 13.4 | 1.24 | Hist. CAGR(prov.) | medium |
| Peer P/S | 3Y | $12.07 | 1.0 | 12.37 | Analyst | medium |
| Peer P/E | 5Y | $20.49 | 13.4 | 1.53 | Hist. CAGR(prov.) | medium |
| Peer P/S | 5Y | $14.92 | 1.0 | 15.29 | Analyst | medium |