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AREN vs ZD vs IAC vs NWSA
Revenue, margins, valuation, and 5-year total return — side by side.
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AREN vs ZD vs IAC vs NWSA — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||||
|---|---|---|---|---|
| Industry | Internet Content & Information | Advertising Agencies | Internet Content & Information | Entertainment |
| Market Cap | $133M | $1.64B | $3.21B | $15.27B |
| Revenue (TTM) | $135M | $1.45B | $2.25B | $9.03B |
| Net Income (TTM) | $125M | $47M | $41M | $1.69B |
| Gross Margin | 50.7% | 77.8% | 64.6% | 34.9% |
| Operating Margin | 30.3% | 13.2% | 1.5% | 7.8% |
| Forward P/E | 4.7x | 7.1x | 109.7x | 25.8x |
| Total Debt | $100M | $892M | $1.43B | $2.94B |
| Cash & Equiv. | $10M | $607M | $960M | $2.40B |
AREN vs ZD vs IAC vs NWSA — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| The Arena Group Hol… (AREN) | 100 | 29.5 | -70.5% |
| Ziff Davis, Inc. (ZD) | 100 | 63.6 | -36.4% |
| IAC InterActive Cor… (IAC) | 100 | 89.3 | -10.7% |
| News Corporation (NWSA) | 100 | 220.7 | +120.7% |
Price return only. Dividends and distributions are not included.
Quick Verdict: AREN vs ZD vs IAC vs NWSA
Each card shows where this stock fits in a portfolio — not just who wins on paper.
AREN carries the broadest edge in this set and is the clearest fit for growth exposure.
- Rev growth 7.1%, EPS growth 191.9%, 3Y rev CAGR -15.2%
- 7.1% revenue growth vs IAC's -37.1%
- Lower P/E (4.7x vs 25.8x)
- 92.6% margin vs IAC's 1.8%
ZD is the clearest fit if your priority is momentum.
- +36.9% vs AREN's -45.3%
IAC is the clearest fit if your priority is sleep-well-at-night and defensive.
- Lower volatility, beta 1.10, Low D/E 29.8%, current ratio 2.75x
- Beta 1.10, current ratio 2.75x
NWSA is the #2 pick in this set and the best alternative if income & stability and long-term compounding is your priority.
- Dividend streak 1 yrs, beta 0.60, yield 1.2%
- 136.5% 10Y total return vs IAC's 347.8%
- Beta 0.60 vs ZD's 1.19, lower leverage
- 1.2% yield; 1-year raise streak; the other 3 pay no meaningful dividend
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 7.1% revenue growth vs IAC's -37.1% | |
| Value | Lower P/E (4.7x vs 25.8x) | |
| Quality / Margins | 92.6% margin vs IAC's 1.8% | |
| Stability / Safety | Beta 0.60 vs ZD's 1.19, lower leverage | |
| Dividends | 1.2% yield; 1-year raise streak; the other 3 pay no meaningful dividend | |
| Momentum (1Y) | +36.9% vs AREN's -45.3% | |
| Efficiency (ROA) | 104.8% ROA vs IAC's 0.6%, ROIC 82.8% vs -1.2% |
AREN vs ZD vs IAC vs NWSA — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
AREN vs ZD vs IAC vs NWSA — Financial Metrics
Side-by-side numbers across 4 stocks — who leads on profitability, valuation, growth, and risk.
Who Leads Where
AREN leads in 3 of 6 categories
NWSA leads 1 • ZD leads 0 • IAC leads 0 • 2 tied
Explore the data ↓Income & Cash Flow (Last 12 Months)
AREN leads this category, winning 3 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
NWSA is the larger business by revenue, generating $9.0B annually — 67.0x AREN's $135M. AREN is the more profitable business, keeping 92.6% of every revenue dollar as net income compared to IAC's 1.8%. On growth, NWSA holds the edge at +8.9% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | ||||
|---|---|---|---|---|
| RevenueTrailing 12 months | $135M | $1.5B | $2.2B | $9.0B |
| EBITDAEarnings before interest/tax | $50M | $420M | $129M | $469M |
| Net IncomeAfter-tax profit | $125M | $47M | $41M | $1.7B |
| Free Cash FlowCash after capex | $30M | $288M | $60M | $572M |
| Gross MarginGross profit ÷ Revenue | +50.7% | +77.8% | +64.6% | +34.9% |
| Operating MarginEBIT ÷ Revenue | +30.3% | +13.2% | +1.5% | +7.8% |
| Net MarginNet income ÷ Revenue | +92.6% | +3.3% | +1.8% | +18.7% |
| FCF MarginFCF ÷ Revenue | +22.5% | +19.8% | +2.7% | +6.3% |
| Rev. Growth (YoY)Latest quarter vs prior year | -22.0% | -1.5% | -25.9% | +8.9% |
| EPS Growth (YoY)Latest quarter vs prior year | -21.4% | -99.3% | +64.8% | +6.1% |
Valuation Metrics
AREN leads this category, winning 3 of 6 comparable metrics.
Valuation Metrics
At 1.1x trailing earnings, AREN trades at a 97% valuation discount to ZD's 37.7x P/E. On an enterprise value basis, ZD's 4.4x EV/EBITDA is more attractive than IAC's 14.3x.
| Metric | ||||
|---|---|---|---|---|
| Market CapShares × price | $133M | $1.6B | $3.2B | $15.3B |
| Enterprise ValueMkt cap + debt − cash | $223M | $1.9B | $3.7B | $15.8B |
| Trailing P/EPrice ÷ TTM EPS | 1.06x | 37.66x | -32.42x | 13.06x |
| Forward P/EPrice ÷ next-FY EPS est. | 4.73x | 7.10x | 109.69x | 25.75x |
| PEG RatioP/E ÷ EPS growth rate | — | — | — | — |
| EV / EBITDAEnterprise value multiple | 4.48x | 4.45x | 14.30x | 11.17x |
| Price / SalesMarket cap ÷ Revenue | 0.99x | 1.13x | 1.34x | 1.81x |
| Price / BookPrice ÷ Book value/share | — | 1.02x | 0.70x | 1.64x |
| Price / FCFMarket cap ÷ FCF | 3.39x | 5.69x | 71.54x | 21.00x |
Profitability & Efficiency
AREN leads this category, winning 6 of 9 comparable metrics.
Profitability & Efficiency
NWSA delivers a 18.1% return on equity — every $100 of shareholder capital generates $18 in annual profit, vs $1 for IAC. IAC carries lower financial leverage with a 0.30x debt-to-equity ratio, signaling a more conservative balance sheet compared to ZD's 0.51x. On the Piotroski fundamental quality scale (0–9), AREN scores 7/9 vs IAC's 5/9, reflecting strong financial health.
| Metric | ||||
|---|---|---|---|---|
| ROE (TTM)Return on equity | — | +2.6% | +0.9% | +18.1% |
| ROA (TTM)Return on assets | +104.8% | +1.3% | +0.6% | +10.9% |
| ROICReturn on invested capital | +82.8% | +7.2% | -1.2% | +6.8% |
| ROCEReturn on capital employed | +91.0% | +7.6% | -1.3% | +7.2% |
| Piotroski ScoreFundamental quality 0–9 | 7 | 5 | 5 | 7 |
| Debt / EquityFinancial leverage | — | 0.51x | 0.30x | 0.31x |
| Net DebtTotal debt minus cash | $90M | $285M | $466M | $537M |
| Cash & Equiv.Liquid assets | $10M | $607M | $960M | $2.4B |
| Total DebtShort + long-term debt | $100M | $892M | $1.4B | $2.9B |
| Interest CoverageEBIT ÷ Interest expense | 3.58x | 2.19x | 4.84x | 127.43x |
Total Returns (Dividends Reinvested)
NWSA leads this category, winning 3 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in NWSA five years ago would be worth $10,219 today (with dividends reinvested), compared to $1,510 for AREN. Over the past 12 months, ZD leads with a +36.9% total return vs AREN's -45.3%. The 3-year compound annual growth rate (CAGR) favors NWSA at 17.3% vs ZD's -12.9% — a key indicator of consistent wealth creation.
| Metric | ||||
|---|---|---|---|---|
| YTD ReturnYear-to-date | -29.4% | +27.4% | +10.5% | +3.6% |
| 1-Year ReturnPast 12 months | -45.3% | +36.9% | +22.1% | -3.3% |
| 3-Year ReturnCumulative with dividends | -30.4% | -33.9% | -2.9% | +61.3% |
| 5-Year ReturnCumulative with dividends | -84.9% | -59.2% | -67.3% | +2.2% |
| 10-Year ReturnCumulative with dividends | -20.7% | -13.7% | +347.8% | +136.5% |
| CAGR (3Y)Annualised 3-year return | -11.4% | -12.9% | -1.0% | +17.3% |
Risk & Volatility
Evenly matched — IAC and NWSA each lead in 1 of 2 comparable metrics.
Risk & Volatility
NWSA is the less volatile stock with a 0.60 beta — it tends to amplify market swings less than ZD's 1.19 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. IAC currently trades 94.2% from its 52-week high vs AREN's 27.8% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ||||
|---|---|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 1.10x | 1.19x | 1.10x | 0.60x |
| 52-Week HighHighest price in past year | $10.05 | $50.55 | $45.78 | $31.61 |
| 52-Week LowLowest price in past year | $1.72 | $22.45 | $29.56 | $22.20 |
| % of 52W HighCurrent price vs 52-week peak | +27.8% | +85.7% | +94.2% | +85.5% |
| RSI (14)Momentum oscillator 0–100 | 63.0 | 43.7 | 48.1 | 58.3 |
| Avg Volume (50D)Average daily shares traded | 77K | 1.0M | 1.1M | 4.1M |
Analyst Outlook
Evenly matched — AREN and NWSA each lead in 1 of 1 comparable metric.
Analyst Outlook
Analyst consensus: AREN as "Buy", ZD as "Buy", IAC as "Buy", NWSA as "Buy". Consensus price targets imply 258.4% upside for AREN (target: $10) vs -0.7% for ZD (target: $43). NWSA is the only dividend payer here at 1.20% yield — a key consideration for income-focused portfolios.
| Metric | ||||
|---|---|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Buy | Buy | Buy |
| Price TargetConsensus 12-month target | $10.00 | $43.00 | $49.17 | $32.40 |
| # AnalystsCovering analysts | 2 | 13 | 33 | 28 |
| Dividend YieldAnnual dividend ÷ price | — | — | — | +1.2% |
| Dividend StreakConsecutive years of raises | 1 | 0 | — | 1 |
| Dividend / ShareAnnual DPS | — | — | — | $0.32 |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | +10.6% | +9.8% | +1.0% |
AREN leads in 3 of 6 categories (Income & Cash Flow, Valuation Metrics). NWSA leads in 1 (Total Returns). 2 tied.
AREN vs ZD vs IAC vs NWSA: Key Questions Answered
10 questions · data-driven answers · updated daily
01Is AREN or ZD or IAC or NWSA a better buy right now?
For growth investors, The Arena Group Holdings, Inc.
(AREN) is the stronger pick with 7. 1% revenue growth year-over-year, versus -37. 1% for IAC InterActive Corp. (IAC). The Arena Group Holdings, Inc. (AREN) offers the better valuation at 1. 1x trailing P/E (4. 7x forward), making it the more compelling value choice. Analysts rate The Arena Group Holdings, Inc. (AREN) a "Buy" — based on 2 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which has the better valuation — AREN or ZD or IAC or NWSA?
On trailing P/E, The Arena Group Holdings, Inc.
(AREN) is the cheapest at 1. 1x versus Ziff Davis, Inc. at 37. 7x. On forward P/E, The Arena Group Holdings, Inc. is actually cheaper at 4. 7x.
03Which is the better long-term investment — AREN or ZD or IAC or NWSA?
Over the past 5 years, News Corporation (NWSA) delivered a total return of +2.
2%, compared to -84. 9% for The Arena Group Holdings, Inc. (AREN). Over 10 years, the gap is even starker: IAC returned +347. 8% versus AREN's -20. 7%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — AREN or ZD or IAC or NWSA?
By beta (market sensitivity over 5 years), News Corporation (NWSA) is the lower-risk stock at 0.
60β versus Ziff Davis, Inc. 's 1. 19β — meaning ZD is approximately 99% more volatile than NWSA relative to the S&P 500. On balance sheet safety, IAC InterActive Corp. (IAC) carries a lower debt/equity ratio of 30% versus 51% for Ziff Davis, Inc. — giving it more financial flexibility in a downturn.
05Which is growing faster — AREN or ZD or IAC or NWSA?
By revenue growth (latest reported year), The Arena Group Holdings, Inc.
(AREN) is pulling ahead at 7. 1% versus -37. 1% for IAC InterActive Corp. (IAC). On earnings-per-share growth, the picture is similar: News Corporation grew EPS 350. 0% year-over-year, compared to -19. 0% for Ziff Davis, Inc.. Over a 3-year CAGR, ZD leads at 1. 4% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.
06Which has better profit margins — AREN or ZD or IAC or NWSA?
The Arena Group Holdings, Inc.
(AREN) is the more profitable company, earning 92. 6% net margin versus -4. 3% for IAC InterActive Corp. — meaning it keeps 92. 6% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: AREN leads at 30. 3% versus -4. 1% for IAC. At the gross margin level — before operating expenses — NWSA leads at 100. 0%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
07Is AREN or ZD or IAC or NWSA more undervalued right now?
On forward earnings alone, The Arena Group Holdings, Inc.
(AREN) trades at 4. 7x forward P/E versus 109. 7x for IAC InterActive Corp. — 105. 0x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for AREN: 258. 4% to $10. 00.
08Which pays a better dividend — AREN or ZD or IAC or NWSA?
In this comparison, NWSA (1.
2% yield) pays a dividend. AREN, ZD, IAC do not pay a meaningful dividend and should not be held primarily for income.
09Is AREN or ZD or IAC or NWSA better for a retirement portfolio?
For long-horizon retirement investors, News Corporation (NWSA) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0.
60), 1. 2% yield, +136. 5% 10Y return). Both have compounded well over 10 years (NWSA: +136. 5%, ZD: -13. 7%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
10What are the main differences between AREN and ZD and IAC and NWSA?
These companies operate in different sectors (AREN (Communication Services) and ZD (Communication Services) and IAC (Technology) and NWSA (Communication Services)), which means they face different economic cycles, regulatory environments, and macro sensitivities — making direct comparison nuanced.
In terms of investment character: AREN is a small-cap deep-value stock; ZD is a small-cap quality compounder stock; IAC is a small-cap quality compounder stock; NWSA is a mid-cap deep-value stock. NWSA pays a dividend while AREN, ZD, IAC do not, making them suitable for different income and tax situations. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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