IAC Inc. (IAC)
NASDAQCommunication ServicesInternet Content & InformationSnapshot 2026-10-29
NASDAQCommunication ServicesInternet Content & InformationSnapshot 2026-10-29
Research Workspace
Put IAC beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Primary pillar under pressure — Revenue decline slows and stabilizes near consensus growth: Comparison needs review.
View ThesisMiddle-of-the-pack quality for its industry.
View QualityMiddle-of-the-pack management execution.
View ManagementExpectations look high — what the market is pricing in runs ahead of what analysts forecast.
View ValuationRelatively steady — typically moves about 1% a day.
View RiskIAC's case rests on revenue stabilizing after a steep decline. Its latest quarter showed revenue down 12% year over year and an earnings miss. The model puts the next-quarter miss probability at 70%, an elevated risk. No valuation multiple or peer comparison is available in the desk. The thesis pillar is under pressure, though its comparison needs review. Our read is provisional.
Trailing returns as of 2026-08-31. IAC is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 12 analysts currently covering IAC (as of Jun 2026).
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
Continue this research
Compare IAC with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
Compare now without an account. Saving and monitoring require an account.
| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| IAC Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 0 valuation methods, at three horizons. As of 2026-10-29. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Publishing — fair value, gap to price, and forward P/E.
Compare the value case
Put IAC next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Rebranding to 'People Incorporated'
Brand shift aligns with rebranding to 'People Incorporated'.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-08-31. EPS is implied from price ÷ P/E. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Top 25% on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.

Advances: Rebranding to 'People Incorporated'
Brand shift aligns with rebranding objective.

Advances: Rebranding to 'People Incorporated'
Rebranding aligns with management's objective to transition to People Incorporated.

Profit increase supports capital allocation strategy.
Advances: Streamline structure for People Inc. transition
Spin-off sharpens focus aligns with streamlining structure.

Advances: Streamline structure for People Inc. transition
Confirmed spin-off date supports structural transition.
