IAC/InterActiveCorp. (NASDAQ:IACI)

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.

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Member Avatar RossCAP (< 20) Submitted: 3/24/2014 9:34:23 AM : Outperform Start Price: $72.19 IACI Score: -19.40

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.

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Member Avatar StewpotDrew (37.86) Submitted: 2/27/2014 5:24:22 PM : Outperform Start Price: $76.20 IACI Score: -23.98

Many brands.

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Member Avatar Bagbaguin (< 20) Submitted: 7/27/2013 2:07:04 AM : Outperform Start Price: $50.76 IACI Score: +4.85

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

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Member Avatar Windsurfing1 (73.58) Submitted: 5/28/2013 12:41:29 PM : Outperform Start Price: $49.68 IACI Score: +6.22

guess, they did clean up the portfolio to have now a nice set of 2nd and 3rd tier Internet brands.

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Member Avatar nassariuscapTA (47.19) Submitted: 3/13/2013 3:30:34 AM : Outperform Start Price: $42.34 IACI Score: +18.86

lp

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Member Avatar jalalaram333 (< 20) Submitted: 2/13/2013 7:39:13 PM : Outperform Start Price: $41.30 IACI Score: +19.14

Mix TV and internet for a great result.

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Member Avatar Gumpster (98.80) Submitted: 1/24/2013 3:19:05 PM : Outperform Start Price: $38.28 IACI Score: +28.69

Results can be volatile given its participation in so many transforming and emerging businesses, but company has consistently generated strong cash flow -- helped by the stability from the dating business. With knowledgable and connected leadership, company is likely to participate in emerging online business. Some risk that search business can't be maintained, but results in media segment should show improvement as they mature. Option grants are prolific, but judicious share buybacks should be helpful long-term. Recent dip could be a gift to holders for long-term.

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Member Avatar elektrotherapy (79.27) Submitted: 1/22/2013 4:35:58 PM : Outperform Start Price: $40.04 IACI Score: +21.52

they own the interwebs.

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Member Avatar Charlotte49er (78.79) Submitted: 1/20/2013 2:33:02 PM : Outperform Start Price: $40.32 IACI Score: +19.83

Powerful internet giant.

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Member Avatar NikkoTheGreeko (47.33) Submitted: 2/18/2012 3:35:03 PM : Outperform Start Price: $44.03 IACI Score: -3.49

If only for IACI's strong dating website presence, buy this stock ASAP.

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Member Avatar TheCalendar (< 20) Submitted: 1/30/2012 2:34:12 PM : Outperform Start Price: $41.18 IACI Score: +0.12

If IACI does not report bad earnings on Feb 1st, 2012 than it should reach the $50 range in a few weeks.

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Member Avatar cadunce (69.98) Submitted: 4/6/2011 7:27:24 PM : Underperform Start Price: $27.10 IACI Score: -73.52

IACI is like the dumb little sucker with a big bulging wallet and no clue what to spend it on. They bought Garagegames and now a couple years later they are disbanding it. Nice! No innovation, no risk taking, and they are in an industry that is going down the tubes thanks to the collection of morons like they have at IACI. No thanks, I'll short this one.

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Member Avatar JackCaps (24.93) Submitted: 8/31/2010 3:14:19 AM : Underperform Start Price: $23.13 IACI Score: -76.74

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

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Member Avatar dougsowder (59.27) Submitted: 6/2/2010 12:44:11 PM : Outperform Start Price: $22.14 IACI Score: +95.15

Growing market segment. Higher revenue outlook.

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Member Avatar Contralogic (< 20) Submitted: 1/23/2010 11:24:53 AM : Outperform Start Price: $19.56 IACI Score: +132.40

Treat this investment as a low beta, JNJ like firm that can weather any slight sideways or negative movement in the market. Cash rich. High book value ($32/share). Extremely high interest coverage (65+).

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Member Avatar markwilson01 (65.40) Submitted: 5/14/2009 5:43:43 PM : Outperform Start Price: $14.36 IACI Score: +200.35

Tons of cash to make smart purchases during downturn

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Member Avatar LatePlay (< 20) Submitted: 4/23/2009 1:31:10 PM : Outperform Start Price: $15.22 IACI Score: +165.37

Good buy candidate as mentioned here:
http://www.fool.com/investing/high-growth/2009/04/23/win-yahoos-billions.aspx

Not just for YHOO, but also GOOG

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Member Avatar wgradtke (22.50) Submitted: 3/4/2009 12:25:50 PM : Underperform Start Price: $13.85 IACI Score: -160.07

I just hope they get this right this time

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Member Avatar VolatilityChap (95.64) Submitted: 9/4/2008 8:06:49 PM : Outperform Start Price: $16.48 IACI Score: +202.82

LONG, LONG term play.

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Member Avatar LininSHV (88.90) Submitted: 6/2/2008 5:12:03 PM : Outperform Start Price: $26.06 IACI Score: +87.38

Always thought Ask.com was easy to use and remember.

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