IAC/InterActiveCorp. (NASDAQ:IAC)

CAPS Rating: 4 out of 5

The Company operates and diversified businesses in sectors being transformed by the Internet, online and offline its mission is to harness the power of interactivity to make daily life easier and more productive for people all over the world.

IAC News and Commentary

Caps

How do you think IAC will perform against the market?

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All Players

372 Outperform
37 Underperform
 

All-Star Players

127 Outperform
7 Underperform
 

Wall Street

19 Outperform
1 Underperform
 

Top IAC Bull/Bear Pitches

The best Bull and Bear pitches based on recency and number of recommendations.

240247479 (< 20)
Submitted March 24, 2014

IAC is controlled by Barry Diller who has a history of creating substantial shareholder value. In the past IAC has spun-out properties such as Expedia (TripAdvisor), HSN, Ticketmaster and others. Today, IAC owns a collection of interesting assets in… More

JackCaps (26.16)
Submitted August 31, 2010

IACI has a slim operating margin that makes it difficult to generate significant profits for the shareholders. There are better buys out there.

IAC VS S&P 500 (SPY)

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Recent Community Commentary

Read the most recent pitches from players about IAC.

Recs

1
Member Avatar 240247479 (< 20) Submitted: 3/24/2014 9:34:23 AM : Outperform Start Price: $70.39 IAC Score: +33.74

IAC is controlled by Barry Diller who has a history of creating substantial shareholder value. In the past IAC has spun-out properties such as Expedia (TripAdvisor), HSN, Ticketmaster and others.

Today, IAC owns a collection of interesting assets in different stages of growth. The two core assets are it's Search & Applications business, which has ~$1.6 billion on sales and ~23% EBITDA margins and its Match business, which has ~$785m in sales and ~33% EBITDA margins. Match, in particular is a highly compelling set of assets that includes Match.com in the US, Meetic in Europe, Tinder, Twoo and OkCupid among other properties. Besides these "developed" assets, IAC owns "developing" assets like Vimeo, the 2nd or 3rd largest video sharing property on the web, HomeAdvisor, Tutor.com, UrponSpoon and a minority stake in Aereo.

IAC has a long track record of buying back stock and the company pays a small dividend. The balance sheet has a net cash position, but the company generates $300m in FCF per year.

The company's collection of assets, each with different growth rates and margins, makes IAC difficult to value on a consolidated basis. It is better to use a sum-of-the-parts (SOTP) approach. In 2016, based on current growth rates, management guidance and other factors, I think the company is worth at least $110 per share.

Look for the company to realize the value of its Match on-line dating properties at some point in the near-to-mid future. The segment might be worth near the current market cap today.

Recs

0
Member Avatar StewpotDrew (< 20) Submitted: 2/27/2014 5:24:22 PM : Outperform Start Price: $74.30 IAC Score: +24.60

Many brands.

Recs

0
Member Avatar Bagbaguin (< 20) Submitted: 7/27/2013 2:07:04 AM : Outperform Start Price: $49.50 IAC Score: +90.59

Internet has that momentum vs cable and this stock will allow you to cut that cable.

Leaderboard

Find the members with the highest scoring picks in IAC.

Score Leader

joelaxon

joelaxon (94.59) Score: +591.49

The Score Leader is the player with the highest score across all their picks in IAC.

Top
Pick
Member Name Member
Rating
Start
Date
Call Time
Frame
Start
Price
Stock
Gain
Index
Gain
Score Commentary
joelaxon 94.59 10/10/2008 Outperform 5Y $13.32 +786.46% +194.97% +591.49 0 Comment
jramsey27 85.61 12/3/2008 Outperform 3Y $13.15 +797.71% +206.85% +590.86 0 Comment
jachello 34.57 9/15/2008 Outperform NS $15.03 +685.28% +110.41% +574.87 0 Comment
bryan3star 94.99 2/6/2009 Outperform NS $13.74 +758.94% +193.26% +565.68 0 Comment
OptionsHouse < 20 9/2/2008 Outperform 3W $15.53 +659.97% +97.80% +562.17 0 Comment
markwilson01 81.46 5/15/2009 Outperform 3Y $14.00 +743.00% +182.07% +560.94 1 Comment
tonysaro < 20 9/8/2008 Outperform 3Y $15.48 +662.70% +104.98% +557.73 0 Comment
StompTheSPX2 95.98 2/2/2009 Outperform NS $13.59 +768.31% +211.42% +556.90 0 Comment
3st1 98.54 1/9/2009 Outperform NS $14.24 +728.75% +178.47% +550.27 0 Comment
Efilnikufecin < 20 9/4/2008 Outperform 3M $15.95 +640.09% +102.94% +537.15 0 Comment

Wall Street

See what the Wall Street professionals think, according to their public statements and filings.

Player Name Player
Rating
Start
Date
Call Time
Frame
Start
Price
Stock
Gain
S&P
Gain
Score End Date Commentary
TrackUltraLong < 20 1/23/2013 Outperform NS $39.05 +202.31% +67.26% +135.05 1 Comment
trackbenchmark 99.61 5/3/2012 Outperform NS $47.88 +146.52% +77.74% +68.78 0 Comment
TrackJimCramer 84.79 3/7/2012 Outperform 3W $43.70 +170.09% +83.83% +86.26 0 Comment
TrackJHoenig < 20 12/9/2011 Outperform 3W $38.85 +203.80% +99.14% +104.66 0 Comment
TrackGoldmanSach 75.88 10/20/2011 Outperform 5Y $37.60 +213.96% +105.03% +108.93 1 Comment
TrackMorganJos 77.54 10/10/2011 Outperform NS $37.05 +218.56% +109.97% +108.59 0 Comment
TrackBarclaysCap 91.66 9/16/2011 Outperform NS $38.45 +207.03% +105.23% +101.80 0 Comment
TrackGoldmanSach 75.88 1/15/2010 Outperform 5Y $21.45 +36.27% +13.85% +22.42 1/18/2011 @ $29.23 1 Comment
TrackWedbush 86.75 10/20/2009 Outperform NS $17.79 +563.68% +126.87% +436.81 0 Comment
TrackOppenheimer 70.87 9/26/2009 Outperform NS $19.26 +512.88% +138.06% +374.82 0 Comment
TrackUBS 93.44 7/30/2009 Outperform NS $18.32 +26.80% +17.13% +9.67 3/22/2010 @ $23.23 0 Comment
TrackStifel 94.61 7/27/2009 Outperform NS $17.31 +581.81% +156.04% +425.77 0 Comment
TrackCreditSuiss 91.67 6/5/2009 Outperform NS $15.14 +679.52% +163.87% +515.64 0 Comment
TrackCanaccord 63.02 3/26/2009 Outperform NS $14.43 +718.09% +206.44% +511.65 0 Comment
TrackArgus 91.21 10/22/2008 Underperform NS $14.65 +705.67% +174.43% -531.24 0 Comment
TrackBarclaysCap 91.66 10/7/2008 Outperform NS $16.95 -16.11% -20.90% +4.79 12/4/2008 @ $14.22 0 Comment
TrackKaufmanBros 94.23 10/3/2008 Outperform NS $15.72 +651.00% +120.50% +530.50 0 Comment
TrackRBCCapMkts 88.19 9/17/2008 Outperform NS $15.40 +666.37% +115.03% +551.35 0 Comment
TrackSoros 88.32 3/31/2008 Outperform NS $23.88 +394.32% +96.01% +298.31 1 Comment
TrackScottBleier < 20 1/18/2008 Outperform 3M $29.54 +50.15% +4.90% +45.25 11/9/2012 @ $44.36 0 Comment
TrackPiperJaff 86.84 11/29/2007 Outperform NS $32.77 +260.20% +78.24% +181.96 0 Comment
TrackLehmanBros < 20 11/1/2007 Outperform NS $37.25 +33.14% -9.93% +43.07 4/17/2012 @ $49.60 0 Comment
TrackWWeitz 98.20 9/30/2007 Outperform NS $34.13 +245.88% +71.28% +174.59 5 Comments
TrackBillMiller 73.22 9/30/2007 Outperform NS $36.80 -54.05% -40.16% -13.89 11/7/2008 @ $16.91 2 Comments
TrackStifel 94.61 7/23/2007 Outperform NS $66.50 -20.48% -10.22% -10.26 2/4/2008 @ $52.88 0 Comment
TrackJimCramer 84.79 5/31/2007 Underperform 3W $42.68 +9.81% -11.50% -21.31 3/7/2012 @ $46.87 0 Comment
TrackMichaelSivy 98.25 3/20/2007 Outperform 1Y $43.18 +173.37% +87.07% +86.30 0 Comment
TrackDeutscheSec 90.04 11/1/2006 Outperform NS $36.81 +220.69% +91.55% +129.14 0 Comment
TrackJimCramer 84.79 8/8/2006 Outperform 3W $51.10 +35.42% +20.09% +15.33 6/1/2007 @ $69.20 0 Comment
TrackJimCramer 84.79 6/9/2006 Underperform 3W $48.58 +5.19% +1.53% -3.66 8/8/2006 @ $51.10 0 Comment

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