TRAVELZOO
TZOO · Services-Advertising · 10.3M shares · +3%/yr ↑ shares · EDGAR filings ↗
Net buyback after stock comp: $17M (gross $19M, SBC $2M)
Reference price $5.43 · est. market cap ~$56M — last insider purchase, 2026-02-24 (estimated from the dated SEC Form 4 price × shares outstanding — not a live quote)
Grade
B78gen composite 70pct→79; size cap 78 (scale $10M)
Notable findings
- Exec changeRecent 8-K item 5.02 8-K ↗
- Fund exitedNotable fund(s) exited this quarter: VANGUARD GROUP INC
- Weak liquidityCurrent ratio 0.68 (<1)
- Notable holderHeld by 4 notable fund(s): RENAISSANCE TECHNOLOGIES LLC, GOLDMAN SACHS GROUP INC, STATE STREET CORP +1 more (as of 2026-03-31)
Quarterly revenue
Last 4 quarters · from SEC filings.
Key metrics
Gross margin
80.3%
Operating margin
7.5%
Net margin
5.1%
Return on equity
-62.5%
Return on assets
10.4%
Revenue growth (QoQ)
4.9%
Net-income growth
-65.4%
Current ratio
0.7×
Free cash flow
$6M
EBITDA
$7M
Tangible book value
-$20M
Cash & investments
$10M
Stock comp / revenue
1.6%
Leadership & compensation
| Name | Role | Latest total comp |
|---|---|---|
| BARTEL HOLGER | Global Chief Executive Officer | — |
| Ciocca Christina Sindoni | General Counsel | — |
Officers & directors from SEC filings (Form 4 + DEF 14A proxy); compensation is the latest reported fiscal year.
Insider transactions · last 6 months
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| 2026-02-24 | BARTEL HOLGER | Buy | 40K | $5.43 |
| 2026-02-23 | BARTEL HOLGER | Buy | 100K | $5.49 |
| 2026-02-20 | BARTEL HOLGER | Buy | 60K | $5.18 |
All non-derivative Form 4 activity (SEC), newest first.
Notable events (8-K)
| Date | Items | |
|---|---|---|
| 2026-04-23 | ResultsReg FDExhibits | filing ↗ |
| 2026-04-20 | Exec/director changeShareholder vote | filing ↗ |
| 2026-02-19 | ResultsReg FDExhibits | filing ↗ |
| 2025-10-28 | ResultsReg FDExhibits | filing ↗ |
| 2025-07-23 | ResultsReg FDExhibits | filing ↗ |
| 2025-06-04 | Shareholder vote | filing ↗ |
| 2025-04-29 | ResultsReg FDExhibits | filing ↗ |
| 2025-02-25 | ResultsReg FDExhibits | filing ↗ |
Recent filings
| Form | Filed | Period | Accession |
|---|---|---|---|
| 10-Q | 2026-05-14 | 2026-03-31 | 0001133311-26-000012 ↗ |
| 8-K | 2026-04-23 | 2026-04-23 | 0001133311-26-000009 ↗ |
| 8-K | 2026-04-20 | 2026-04-20 | 0001133311-26-000007 ↗ |
| 10-K | 2026-03-11 | 2025-12-31 | 0001133311-26-000005 ↗ |
| DEF 14A | 2026-03-11 | 2026-04-20 | 0001140361-26-009029 ↗ |
| 8-K | 2026-02-19 | 2026-02-19 | 0001133311-26-000002 ↗ |
| 10-Q | 2025-11-10 | 2025-09-30 | 0001133311-25-000020 ↗ |
| 8-K | 2025-10-28 | 2025-10-28 | 0001133311-25-000018 ↗ |
| 10-Q | 2025-08-12 | 2025-06-30 | 0001133311-25-000016 ↗ |
| 8-K | 2025-07-23 | 2025-07-23 | 0001133311-25-000013 ↗ |
| 8-K | 2025-06-04 | 2025-06-04 | 0001628280-25-029275 ↗ |
| 10-Q | 2025-05-13 | 2025-03-31 | 0001628280-25-024964 ↗ |