(ANGI) ANGI Homeservices - Overview
Sector: Communication Services | Industry: Internet Content & Information | Exchange: NASDAQ (USA) | Market Cap: 296m USD | Total Return: -40.9% in 12m
Industry Rotation: +0.0
Avg Turnover: 5.77M USD
Peers RS (IBD): 4.8
EPS Trend: 69.9%
Qual. Beats: 0
Rev. Trend: -93.9%
Qual. Beats: 0
Warnings
Altman Z'' 0.37 < 1.0 - financial distress zone
Volatile
Tailwinds
No distinct edge detected
Angi Inc. operates a digital marketplace connecting consumers with home service professionals. This business model relies on network effects, where increased participation from both consumers and professionals enhances the platforms value.
The company offers tools for consumers to find, vet, and hire local professionals. It also provides resources like a True Cost Guide for project pricing and a content library for home-related information. The digital marketplace sector has high growth potential due to increasing internet penetration and consumer demand for convenience.
Angi generates revenue through membership subscriptions sold to professionals and by facilitating pre-priced service bookings. It operates internationally through various brands and marketplaces, demonstrating a global expansion strategy. Further research on ValueRay can provide detailed financial metrics and competitive analysis.
- Service professional acquisition costs impact profitability
- Advertising spend influences consumer engagement
- Subscription revenue growth drives financial performance
- Economic downturns reduce home improvement spending
- Regulatory scrutiny on marketplace practices poses risk
| Net Income: 43.8m TTM > 0 and > 6% of Revenue |
| FCF/TA: 0.03 > 0.02 and ΔFCF/TA -3.15 > 1.0 |
| NWC/Revenue: 13.97% < 20% (prev 22.23%; Δ -8.26% < -1%) |
| CFO/TA 0.06 > 3% & CFO 103.4m > Net Income 43.8m |
| Net Debt (194.0m) to EBITDA (126.3m): 1.54 < 3 |
| Current Ratio: 1.65 > 1.5 & < 3 |
| Outstanding Shares: last quarter (46.6m) vs 12m ago -6.33% < -2% |
| Gross Margin: 90.82% > 18% (prev 0.95%; Δ 8.99k% > 0.5%) |
| Asset Turnover: 58.70% > 50% (prev 64.73%; Δ -6.03% > 0%) |
| Interest Coverage Ratio: 3.87 > 6 (EBITDA TTM 126.3m / Interest Expense TTM 20.5m) |
| A: 0.09 (Total Current Assets 366.4m - Total Current Liabilities 222.4m) / Total Assets 1.68b |
| B: -0.09 (Retained Earnings -150.9m / Total Assets 1.68b) |
| C: 0.05 (EBIT TTM 79.2m / Avg Total Assets 1.76b) |
| D: -0.19 (Book Value of Equity -144.4m / Total Liabilities 753.0m) |
| Altman-Z'' Score: 0.37 = B |
| DSRI: 1.04 (Receivables 33.1m/36.7m, Revenue 1.03b/1.19b) |
| GMI: 1.05 (GM 90.82% / 95.14%) |
| AQI: 1.05 (AQ_t 0.72 / AQ_t-1 0.69) |
| SGI: 0.87 (Revenue 1.03b / 1.19b) |
| TATA: -0.04 (NI 43.8m - CFO 103.4m) / TA 1.68b) |
| Beneish M-Score: -3.05 (Cap -4..+1) = AA |
Over the past week, the price has changed by +5.27%, over one month by +0.00%, over three months by -42.71% and over the past year by -40.88%.
- StrongBuy: 3
- Buy: 1
- Hold: 6
- Sell: 0
- StrongSell: 0
| Analysts Target Price | 14.3 | 93.4% |
P/E Forward = 2.9682
P/S = 0.2868
P/B = 0.2962
P/EG = 117.6
Revenue TTM = 1.03b USD
EBIT TTM = 79.2m USD
EBITDA TTM = 126.3m USD
Long Term Debt = 497.7m USD (from longTermDebt, last quarter)
Short Term Debt = unknown (none)
Debt = 497.7m USD (from shortLongTermDebtTotal, last quarter)
Net Debt = 194.0m USD (from netDebt column, last quarter)
Enterprise Value = 489.5m USD (295.6m + Debt 497.7m - CCE 303.7m)
Interest Coverage Ratio = 3.87 (Ebit TTM 79.2m / Interest Expense TTM 20.5m)
EV/FCF = 11.18x (Enterprise Value 489.5m / FCF TTM 43.8m)
FCF Yield = 8.94% (FCF TTM 43.8m / Enterprise Value 489.5m)
FCF Margin = 4.25% (FCF TTM 43.8m / Revenue TTM 1.03b)
Net Margin = 4.25% (Net Income TTM 43.8m / Revenue TTM 1.03b)
Gross Margin = 90.82% ((Revenue TTM 1.03b - Cost of Revenue TTM 94.6m) / Revenue TTM)
Gross Margin QoQ = 76.77% (prev none%)
Tobins Q-Ratio = 0.29 (Enterprise Value 489.5m / Total Assets 1.68b)
Interest Expense / Debt = 1.07% (Interest Expense 5.30m / Debt 497.7m)
Taxrate = 29.90% (18.7m / 62.5m)
NOPAT = 55.5m (EBIT 79.2m * (1 - 29.90%))
Current Ratio = 1.65 (Total Current Assets 366.4m / Total Current Liabilities 222.4m)
Debt / Equity = 0.54 (Debt 497.7m / totalStockholderEquity, last quarter 927.4m)
Debt / EBITDA = 1.54 (Net Debt 194.0m / EBITDA 126.3m)
Debt / FCF = 4.43 (Net Debt 194.0m / FCF TTM 43.8m)
Total Stockholder Equity = 993.2m (last 4 quarters mean from totalStockholderEquity)
RoA = 2.50% (Net Income 43.8m / Total Assets 1.68b)
RoE = 4.41% (Net Income TTM 43.8m / Total Stockholder Equity 993.2m)
RoCE = 5.31% (EBIT 79.2m / Capital Employed (Equity 993.2m + L.T.Debt 497.7m))
RoIC = 3.72% (NOPAT 55.5m / Invested Capital 1.49b)
WACC = 4.03% (E(295.6m)/V(793.2m) * Re(9.56%) + D(497.7m)/V(793.2m) * Rd(1.07%) * (1-Tc(0.30)))
Discount Rate = 9.56% (= CAPM, Blume Beta Adj.)
Shares Correlation 3-Years: -100.0 | Cagr: -69.59%
[DCF] Terminal Value 82.44% ; FCFF base≈68.5m ; Y1≈49.8m ; Y5≈27.9m
[DCF] Fair Price = 16.85 (EV 869.5m - Net Debt 194.0m = Equity 675.6m / Shares 40.1m; r=6.0% [WACC]; 5y FCF grow -32.16% → 3.0% )
EPS Correlation: 69.87 | EPS CAGR: 14.70% | SUE: -0.61 | # QB: 0
Revenue Correlation: -93.94 | Revenue CAGR: -14.65% | SUE: -0.11 | # QB: 0
EPS next Quarter (2026-06-30): EPS=0.42 | Chg7d=+0.067 | Chg30d=+0.054 | Revisions Net=+2 | Analysts=4
EPS current Year (2026-12-31): EPS=0.90 | Chg7d=-0.607 | Chg30d=-0.563 | Revisions Net=-2 | Growth EPS=-4.6% | Growth Revenue=+1.3%
EPS next Year (2027-12-31): EPS=1.40 | Chg7d=-0.265 | Chg30d=-0.089 | Revisions Net=-2 | Growth EPS=+55.8% | Growth Revenue=+3.9%
[Analyst] Revisions Ratio: +1.00 (2 Up / 0 Down within 30d for Next Quarter)
[Growth] Implied Growth Rate = -4.2% (Discount Rate 9.6% - Earnings Yield 13.7%)
[Growth] Growth Spread = +3.8% (Analyst -0.3% - Implied -4.2%)