DM Sector Summary Report 5-13-09
Weekly Internet/Digital Media Sector Summary Week of May 18th, 2009 Industry Stock Market Valuation Internet / Digital Media Last 12 Months Last 3 Months 110 180 100 170 69% 160 90 150 80 -23% 140 40% -31% 33% 70 -33% 130 32% -36% -38% 120 18% 60 -39% 15% 13% 110 -48% 50 100 40 90 30 80 05/16/08 07/07/08 08/29/08 10/20/08 12/12/08 02/02/09 03/27/09 05/19/09 02/18/0903/02/09 03/13/09 03/27/09 04/10/09 04/23/09 05/06/09 05/19/09 (1) (2) (3) NASDAQ Search / Online Advertising eCommerce Internet Content (4) (5) (6) Publishers Diversified Marketing Media Conglomerates Notes: 1) Search/Online Advertising Composite includes: MSFT, GOOG, YHOO, IACI, VCLK, MCHX, INSP, LOOK, MIVA, BLNX. 2) eCommerce Composite includes: AMZN, EBAY, CPRT, EXPE, PCLN, SHOU, NFLX, GSIC, FLWS, OSTK, STMP, DSCM, ALOY, TZOO, ABTL, VPRT, NILE, LINTA. 3) Internet Content Composite includes: BIDU, WBMD, RNWK, KNOT, NAPS, TSCM, DIET, SCOR, WWWW, UNTD, MOVE, DHX, MWW, EHTH, SFLY, RATE, TTGT, INET. 4) Publishers Composite includes: PSO, MMB-FR, WPO, GCI, UBM-GB, NYT, SSP, TRI, NWS.A, RHD. 5) Diversified Marketing Composite includes: EFX, ACXM, HHS, IUSA, VCI, WPP, OMC, PIG, PUB, AGS, HAV, MDCA. 6) Media Conglomerates Composite includes: DIS, TWX, SNE, VIA.B, CBS, MVL, LGF, PLA, EXPN, CMCSA, DISCA. Public Company Valuations - Media & Internet Financial Metrics $MM, Except Per Share Data Stock LTM EPS Price Price Range Equity Net Aggregate AV / Revenue AV / EBITDA Price / EPS Long Term Revenue Growth 5/19/09 Low High Value Debt Value CY 09E CY 010E CY 09E CY 010E CY 09E CY 010E Growth PEG 010E/09E Y/Y MRQ Search / Online Advertising Microsoft Corp.
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