IAC Inc. (IAC)
NASDAQCommunication ServicesInternet Content & InformationSnapshot 2026-09-14
$38.28-2.20%
Close 2026-08-31 · 1-day change
NASDAQCommunication ServicesInternet Content & InformationSnapshot 2026-09-14
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 broken — Revenue decline slows and stabilizes near consensus growth: rev -12.0% vs 5.0%.
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 ValuationModerate volatility — typically moves about 1% a day.
View RiskIAC's growth has to stabilize to justify its current valuation. Revenue declined 12% year over year, missing the 5% target. It trades at 53× P/E versus a peer median of 17×. The market is pricing in more growth than we forecast, indicating expectations look full. If IAC cuts guidance on the next call, that would be a significant negative. The thesis has broken due to a primary pillar failing, as revenue decline slows near consensus growth.
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.
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Compare IAC with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| 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 2026-09-14. 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.
