JCOM

J2 Global Inc.

TMT


Presented:02/04/2020
Price:$98.18
Cap:$4.78B
Current Price:$46.37
Cap:$2.07B

Presented

Date02/04/2020
Price$98.18
Market Cap$4.78B
Ent Value$5.61B
P/E Ratio33.19x
Book Value$22.79
Div Yield1.85%
Shares O/S48.73M
Ave Daily Vol440,927
Short Int12.89%

Current

Price$46.37
Market Cap$2.07B
J2 Global, Inc. is a holding company, which engages in the provision of Internet services. It operates through the following segments: Business Cloud Services and Digital Media. The Business Cloud Services segment offers online fax, virtual phone system, unified communications, online backup, customer relationship management, intellectual property licensing, global network operations, and customer support. The Digital Media segment includes display and video advertising, performance marketing, web properties, and licensing activities. The company was founded by Jaye Muller and John F. Rieley in December 1995 and is headquartered in Los Angeles, CA.

Please note, this is an update to j2 Global Inc (JCOM) – Long, which was first published on 1/21/2014.
Publicly traded companies mentioned herein: j2 Global Inc (JCOM)

Highlights

The presenter remains long shares of j2 Global Inc (JCOM), which provides online fax services, among other internet services. The company is a “serial acquirer” with a strong management team and an impressive long-term track record of compounded returns. Shares are trading at ~$95, or ~12x consensus 2019 FCF. As JCOM continues to grow, the presenter sees upside to share prices. 

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Idea Discussion

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