BuzzFeed, Inc.

BuzzFeed, Inc.

BZFD·NASDAQ

$1.45

-5.2%
Communication ServicesInternet Content & Information

BuzzFeed, Inc., a digital media company, provides breaking news, original reporting, entertainment, and videos across the social web to its global audience. It provides BuzzFeed, a go-to authority for entertainment, pop culture, and Internet with articles, lists, quizzes, videos, and original series; BuzzFeed News, a newsroom for young audience; Tasty, a platform for shareable food content; HuffPost, media platform for news, politics, opinion, entertainment, features, and lifestyle content; and Complex Networks that offers culture content of music, food, style, entertainment, and sports. The company also offers As/Is for style, BringMe for travel, Goodful for wellness, and Nifty for DIY. BuzzFeed, Inc. was founded in 2006 and is based in New York, New York.

At a Glance

Live Snapshot
Market Cap$54.54M
EPS-1.5300
P/E Ratio-0.95
Earnings Date08/06/2026

Intrinsic Alpha Methodology

Thesis Lenses

Signal · Driver · Risk

Signal

Medium confidence

Valuation multiple is compressed (P/E -0.9).

Valuation inputs: P/E -0.9, earnings yield N/A, momentum -5.2%.

If multiples stay elevated while momentum fades, downside repricing risk rises.

Driver

High confidence

Return profile is soft (ROE -1.2%, ROIC -9.6%).

Profitability stack: net margin -31.2%, ROE -1.2%, ROIC -9.6%.

Quality deterioration often appears in margins before it shows up in headline EPS.

Risk

High confidence

Downside profile is elevated and scenario stress-testing is essential.

Risk factors: liabilities/assets +73.4%, momentum -5.2%, net margin -31.2%.

Higher leverage with weak momentum and thin margins can amplify drawdown severity.

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BuzzFeed, Inc. Market vs Earnings Trajectory

BZFD · NASDAQ

Loading price and EPS data...

BuzzFeed, Inc.

BuzzFeed, Inc. Fair Value Envelope

BZFD · NASDAQ

Our analysis suggests that BZFD has a fair value of HIDDEN per share in the Base Case projection. With shares currently trading at $1.45, this represents a potential HIDDEN relative to our calculated worth for BuzzFeed, Inc..

Intrinsic Value
Current Price: $1.45
3Y-74.0%
5Y-144.0%
10Y-25.0%
3Y-43.0%
5Y-42.0%
10Y-40.0%
3Y-71.0%
5Y-658.0%
10Y-26.0%
3Y+139.0%
5Y-168.0%
10Y-74.0%
3Y-19.0%
5Y-259.0%
10Y-77.0%
3Y-65.0%
5Y-33.0%
10Y-23.0%
BuzzFeed, Inc.

BuzzFeed, Inc. Profit Bridge

BZFD · NASDAQ
Revenue185.27M
Cost of Goods Sold (125.98M)
Gross Profit59.29M
Operating Expenses (72.39M)
Operating Income-13.11M
Interest Expense (5.71M)
Other Income/Expense-43.84M
Pretax Income-56.95M
Income Tax (386.00K)
Net Income-57.72M
Net Income
-57.72M

Profitability Analysis

Gross Margin

32.0%

Moderate margins typical of competitive industries. Monitor for pricing pressure or rising costs.

Operating Margin

-7.1%

Operating losses indicate the core business is unprofitable. Requires restructuring or revenue growth.

Net Profit Margin

-31.2%

Net losses indicate the company is burning cash. Sustainability depends on path to profitability.

Profitability Insight

Margin squeeze alert: Healthy gross margins but weak operating margins suggest excessive operating expenses. Cost optimization could unlock significant value.

32.00%
Gross Profit Margin
-28%
3Y-26.0%
5Y-43.0%
10Y-29.0%
-7.07%
Operating Profit Margin
-43%
3Y-80.0%
5Y-287.0%
10Y-73.0%
-31.16%
Net Profit Margin
486%
3Y-49.0%
5Y-1069.0%
10Y+23.0%
-116.94%
Return on Equity
1114%
3Y+11.0%
5Y-2148.0%
10Y-
-30.68%
Return on Assets
573%
3Y-19.0%
5Y-929.0%
10Y-
-9.63%
Return on Invested Capital
-30%
3Y-64.0%
5Y-291.0%
10Y-
BZFD

BuzzFeed, Inc. Cash Conversion Engine

BZFD · NASDAQ
Net Income-57.33M
Depreciation & Amortization15.83M
Stock-Based Compensation5.82M
Change in Working Capital-35.65M
Others52.50M
Capital Expenditures-1.96M
Free Cash Flow-20.71M

Cash Flow Quality Analysis

FCF Conversion Rate

36.1%

Weak cash conversion. Significant portion of earnings not converting to cash—review working capital trends and capital intensity.

CapEx Intensity

-10.4%

Asset-light business model. Low capital requirements leave more cash available for shareholders and growth investments.

FCF Growth Trend

+38.1%

Strong FCF growth demonstrates improving cash generation and business momentum. Positive signal for sustainability.

Working Capital Impact

-$35.65M

Significant working capital drain. Growth may be consuming cash through inventory buildup or receivables extension—monitor closely.

Cash Flow Quality Insight

Working capital strain: Significant cash tied up in operations. Monitor receivables collection, inventory turns, and payment terms to optimize cash conversion cycle.

bzfd

BuzzFeed, Inc. Funding & Solvency Profile

BZFD · NASDAQ
Cash & Cash Equivalents6.85M
Net Receivables30.26M
Inventory0.00
Other Current Assets34.06M
Total Current Assets71 M
Property, Plant & Equipment22.90M
Goodwill & Intangible Assets22.96M
Long-Term Investments0.00
Other Non-Current Assets52.07M
Total Non-Current Assets75 M
Total Assets
169.11M

Financial Health Analysis

Current Ratio

0.78x

Warning: Liquidity concerns. Current assets may not be sufficient to cover short-term obligations.

Debt-to-Equity Ratio

3.60x

High financial leverage. Heavy reliance on debt may indicate increased financial risk and potential solvency concerns.

Working Capital

-19504000

Negative working capital indicates short-term liabilities exceed short-term assets—potential liquidity stress.

Asset Composition

42% Current

Balanced asset mix between current and non-current assets, typical of many stable businesses.

Financial Health Insight

Financial stress indicators: Both liquidity and leverage metrics raise concerns. The company may face challenges meeting obligations and should focus on strengthening its balance sheet.

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BuzzFeed, Inc. Street Expectations Map

BZFD · NASDAQ

Wall Street analysts project that BZFD stock may decline over the coming 12 months. The consensus 1-year price target stands at 1.00, with estimates ranging from a low of 1.00 to a high of 1.00.

Lowest Target
1.00
-31.03%
Consensus Target
1.00
-31.03%
Highest Target
1.00
-31.03%

The consensus 1-year price target stands at 1.00, with estimates ranging from a low of 1.00 to a high of 1.00.

Analyst Consensus Analysis

Upside Potential

-31.0%

Significant downside risk. Stock trading well above analyst consensus suggests elevated valuation concerns and potential correction.

Analyst Agreement

0.0% spread

High analyst agreement. Narrow target range indicates strong consensus on valuation, suggesting clear investment thesis and predictable outlook.

Risk-Reward Profile

1.00x

Balanced risk-reward. Upside and downside potential relatively symmetric. Suitable for moderate risk tolerance with conviction in thesis.

Analyst Conviction

Low

Bearish or uncertain outlook. Limited upside or poor consensus suggests challenges ahead or fundamental concerns.

Market Sentiment Insight

Consensus overvaluation: Analysts agree the stock is richly valued with limited upside. Consider booking profits or defensive positioning unless you have contrarian conviction in unrecognized catalysts.

bzfd

BuzzFeed, Inc. Insider Positioning

BZFD · NASDAQ

During the last 12 months, insiders have sold $815K worth of BZFD shares, with no buying activity reported.

3 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

3-6 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

6-9 Months

Bought

0

0.00

Sold

255.3K

510.39K

Net Activity

-510K

-$510K

9-12 Months

Bought

0

0.00

Sold

143.8K

304.43K

Net Activity

-304K

-$304K

Top Buyers

No buying activity

Top Sellers

1
RA

Rothstein Adam

Director

150.0K shares1 transactions

$301K

2
AA

Acharia Angela

Director

150.7K shares5 transactions

$292K

3
JJSI

Johnson John S. Iii

Other: Member Of 10% Group

50.0K shares1 transactions

$122K

4
RJL

Rolle Janet L

Director

48.4K shares2 transactions

$100K

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $815K net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.00:1

Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.

Insider Participation

High Selling

4 insider sellers vs. 0 buyers. Widespread selling across multiple insiders may signal concerns.

No Dividend Yield Data

BZFD has not reported any dividend yield values in the available annual periods.

 

bzfd Dividend History

BZFD
10Y CAGR +0%
Latest $0
Annual $0
Stable dividend payments
Last Period: +0%