Owner Scorecard


← The groupings

An industry chapter · Interactive Media & Platforms

Interactive Media & Platforms

4 members, 4689 to ZD, A to Z by ticker.

Gross profitability
median 21% — gross profit as a share of total assets, each member's median across its readable years; read on 4 of 4 members
Capital intensity
median 3.9% — capital expenditure as a share of revenue, each member's median across its readable years; read on 3 of 4 members
Net cash
1 of the 4 members with a readable debt line hold more cash and short-term investments than total debt

Figures describe the list as a group, from each member's own filed record; they name no member and form no rank. A member missing an input is absent from that median, never counted against the others.

Open anywhere in this chapter

4689 LY Corporation

Revenue is Commerce (42%), Media (36%) and Stragegy (22%).

Owner earnings 2018–2025 ¥32.2B¥108.2B¥207.2B¥179.3B¥214.5B¥209M¥245.5B¥419.9B

Retained capital Paid out ¥455.5B more than it earned over 2018–2025; annual owner earnings grew ¥106.0B.

Balance sheet Modest net debt, ¥12.7B · dividend paid 8 of 8 yrs, cut at least once

4751 CyberAgent

A diversified business; where the profit really comes from, and whether it is earned or bought, is what the segment detail settles.

Owner earnings 2016–2021 ¥25.5B¥18.9B¥24.4B¥8.8B¥32.9B¥105.8B

Retained capital Retained ¥58.3B of earnings over 2016–2021; annual owner earnings grew ¥26.3B, ¥0.45 per ¥1 retained.

Balance sheet Net cash, +¥173.1B · dividend paid 6 of 6 yrs, cut at least once

BMBL Bumble Inc.

Bumble app is a leader in the online dating sector across several countries, including the United States, the United Kingdom, Australia and Canada.

Owner earnings not read

Retained capital not read

Balance sheet Net debt against an operating loss, $413M

ZD Ziff Davis

Ziff Davis, Inc. is a vertically focused digital media and internet company whose portfolio includes leading brands in technology, shopping, gaming and entertainment, health and wellness, connectivity, cybersecurity, and martech.

Owner earnings 2016–2025 $258M$225M$345M$342M$388M$403M$230M$211M$284M$288M

Retained capital Retained $203M of earnings over 2016–2025; annual owner earnings fell $15M, $-0.07 per $1 retained.

Balance sheet Heavy net debt, $841M · buybacks at an average near $15.80 · dividend paid 4 of 10 yrs, cut at least once

The same four lines for every member, in strict ticker order; a figure that could not be read renders as "not read," never as a mark against the record beside it. The header describes the list and names no member; the entries carry no ranking and form no score. What a chapter cannot carry — understanding of the business, and a price — is yours.