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Travelzoo (TZOO) Stock Fundamental Analysis & AI Rating 2026

TZOO Nasdaq Services-Advertising DE CIK: 0001133311
Recently Updated • Analysis: Apr 18, 2026 • SEC Data: 2025-12-31
SELL
78% Conf
Pending
Analysis scheduled

📊 TZOO Key Takeaways

Revenue: $91.7M
Net Margin: 5.1%
Free Cash Flow: $5.6M
Current Ratio: 0.68x
Debt/Equity: N/A
EPS: $0.41
AI Rating: SELL with 78% confidence
Travelzoo (TZOO) receives a SELL rating with 78% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $91.7M, net profit margin of 5.1%, Travelzoo demonstrates mixed fundamentals in the Services sector. Below is our complete TZOO stock analysis for 2026.

Is Travelzoo (TZOO) a Good Investment?

Claude

Travelzoo demonstrates strong operational profitability with 80% gross margins and positive 9.3% revenue growth, but this is severely undermined by a critically distressed balance sheet with negative stockholders' equity of -$7.5M and inadequate liquidity (0.68x current ratio). The company's 61% EPS decline despite revenue growth signals deteriorating operational efficiency, and the technical insolvency position creates material financial risk despite positive free cash flow generation.

Why Buy Travelzoo Stock? TZOO Key Strengths

Claude
  • + High gross margin of 80.3% reflecting pricing power and business model quality in digital advertising
  • + Revenue growth of 9.3% YoY demonstrating market demand and business resilience
  • + Positive operating cash flow of $5.7M and free cash flow of $5.6M providing near-term liquidity buffer

TZOO Stock Risks: Travelzoo Investment Risks

Claude
  • ! Negative stockholders' equity of -$7.5M indicates accumulated losses and technical insolvency; liabilities exceed assets by $2.4M
  • ! Current ratio of 0.68x and quick ratio of 0.68x signal liquidity constraints and inability to cover short-term obligations from current assets
  • ! Net income declined 5.6% YoY while EPS collapsed 61.3%, indicating deteriorating profitability despite revenue growth

Key Metrics to Watch

Claude
  • * Stockholders' equity trajectory - must return to positive territory for solvency
  • * Current ratio improvement - needs to exceed 1.0x to ensure adequate liquidity
  • * Net income and EPS trends - whether declines stabilize or accelerate further

Travelzoo (TZOO) Financial Metrics & Key Ratios

Revenue
$91.7M
Net Income
$4.7M
EPS (Diluted)
$0.41
Free Cash Flow
$5.6M
Total Assets
$45.2M
Cash Position
$10.0M

💡 AI Analyst Insight

The current ratio below 1.0x warrants monitoring of short-term liquidity.

TZOO Profit Margin, ROE & Profitability Analysis

Gross Margin 80.3%
Operating Margin 7.5%
Net Margin 5.1%
ROE N/A
ROA 10.4%
FCF Margin 6.1%

TZOO vs Services Sector: How Travelzoo Compares

How Travelzoo compares to Services sector averages

Net Margin
TZOO 5.1%
vs
Sector Avg 10.0%
TZOO Sector
ROE
TZOO 0.0%
vs
Sector Avg 16.0%
TZOO Sector
Current Ratio
TZOO 0.7x
vs
Sector Avg 1.5x
TZOO Sector
Debt/Equity
TZOO 0.0x
vs
Sector Avg 0.7x
TZOO Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is Travelzoo Stock Overvalued? TZOO Valuation Analysis 2026

Based on fundamental analysis, Travelzoo has mixed fundamental signals relative to the Services sector in 2026.

Return on Equity
N/A
Sector avg: 16%
Net Profit Margin
5.1%
Sector avg: 10%
Revenue Growth
N/A
Year-over-year
Debt/Equity
N/A
Sector avg: 0.7x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

Travelzoo Balance Sheet: TZOO Debt, Cash & Liquidity

Current Ratio
0.68x
Quick Ratio
0.68x
Debt/Equity
N/A
Debt/Assets
105.4%
Interest Coverage
767.11x
Long-term Debt
$6.8M

TZOO Revenue & Earnings Growth: 5-Year Financial Trend

TZOO 5-year financial data: Year 2021: Revenue $62.7M, Net Income -$13.4M, EPS $-1.18. Year 2022: Revenue $70.6M, Net Income $911.0K, EPS $0.07. Year 2023: Revenue $84.5M, Net Income $6.6M, EPS $0.53. Year 2024: Revenue $84.5M, Net Income $12.4M, EPS $0.83. Year 2025: Revenue $91.7M, Net Income $13.6M, EPS $1.06.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Travelzoo's revenue has grown significantly by 46% over the 5-year period, indicating strong business expansion. The most recent EPS of $1.06 reflects profitable operations.

TZOO Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
6.1%
Free cash flow / Revenue

TZOO Quarterly Earnings & Performance

Quarterly financial performance data for Travelzoo including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2025 $20.1M $150.0K $0.01
Q2 2025 $21.1M $1.4M $0.12
Q1 2025 $22.0M $3.2M $0.26
Q3 2024 $20.1M $2.3M $0.16
Q2 2024 $21.1M $2.6M $0.17
Q1 2024 $21.6M $3.7M $0.23
Q3 2023 $15.8M $795.0K $0.06
Q2 2023 $17.7M $1.0M $0.08

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

Travelzoo Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$5.7M
Cash generated from operations
Stock Buybacks
$13.0M
Shares repurchased (TTM)
Capital Expenditures
$65.0K
Investment in assets
Dividends
None
No dividend program

TZOO SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for Travelzoo (CIK: 0001133311)

📋 Recent SEC Filings

Date Form Document Action
Mar 11, 2026 DEF 14A ny20063337x1_def14a.htm View →
Mar 11, 2026 10-K tzoo-20251231.htm View →
Feb 24, 2026 4 xslF345X05/wk-form4_1771969491.xml View →
Feb 19, 2026 8-K tzoo-20260219.htm View →
Dec 29, 2025 4 xslF345X05/wk-form4_1767017713.xml View →

Frequently Asked Questions about TZOO

What is the AI rating for TZOO?

Travelzoo (TZOO) has an AI rating of SELL with 78% confidence, based on fundamental analysis of SEC EDGAR filings.

What are TZOO's key strengths?

Claude: High gross margin of 80.3% reflecting pricing power and business model quality in digital advertising. Revenue growth of 9.3% YoY demonstrating market demand and business resilience.

What are the risks of investing in TZOO?

Claude: Negative stockholders' equity of -$7.5M indicates accumulated losses and technical insolvency; liabilities exceed assets by $2.4M. Current ratio of 0.68x and quick ratio of 0.68x signal liquidity constraints and inability to cover short-term obligations from current assets.

What is TZOO's revenue and growth?

Travelzoo reported revenue of $91.7M.

Does TZOO pay dividends?

Travelzoo does not currently pay dividends.

Where can I find TZOO SEC filings?

Official SEC filings for Travelzoo (CIK: 0001133311) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is TZOO's EPS?

Travelzoo has a diluted EPS of $0.41.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is TZOO a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, Travelzoo has a SELL rating with 78% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is TZOO stock overvalued or undervalued?

Valuation metrics for TZOO: ROE of N/A (sector avg: 16%), net margin of 5.1% (sector avg: 10%). Compare these metrics with sector averages to assess valuation.

Should I buy TZOO stock in 2026?

Our dual AI analysis gives Travelzoo a combined SELL rating for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is TZOO's free cash flow?

Travelzoo's operating cash flow is $5.7M, with capital expenditures of $65.0K. FCF margin is 6.1%.

How does TZOO compare to other Services stocks?

Vs Services sector averages: Net margin 5.1% (avg: 10%), ROE N/A (avg: 16%), current ratio 0.68 (avg: 1.5).

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Apr 18, 2026 | Data as of: 2025-12-31 | Powered by Claude AI