IAC Inc. IAC

Competitive advantage analysis · communication-services

Software & SaaS Specialized
Overall moat score
47/100
Developing

About IAC Inc.

IAC Inc., together with its subsidiaries, operates as a media and internet company worldwide. The company publishes original and engaging digital content in the form of articles, illustrations, and videos and images; and magazines related to women and lifestyle under the media platforms and formats, such as People, Entertainment Weekly, People en Español, Allrecipes, Food & Wine, Simply Recipes, Serious … Full IAC analysis →

Competitive advantage assessment

Key strengths

  • Margins Hold Through Cycles Margin durability is strong (score 0.89), pointing to resilient pricing power.
  • Returns Hold Over Time Return durability is healthy (score 0.99), indicating durable capital efficiency.

Key risks

  • Lumpy Revenue Trajectory Revenue consistency is weak (score 0.30), suggesting demand may be less recurring than peers.
  • Contracted Demand Looks Thin Contracted demand signal is weak (score 0.20), limiting evidence of strong subscription stickiness.

The dashed ring is the peer median. Defense scores are percentile ranks against peers, so 50 is roughly the typical company in this group.

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Pricing Power

Moderate
66

Where IAC ranks in Internet Content & Information

IAC Inc. ranks #40 of 78 scored companies in Internet Content & Information by moat score — the top 51%. The widest moat in the group is Alphabet Inc. (GOOG) at 75/100.

Moat scores for companies ranked near IAC in Internet Content & Information
# Company Moat score Rating
36 Genius Sports Limited GENI 51/100 Moderate
37 Phoenix New Media Limited FENG 49/100 Developing
38 Zedge, Inc. ZDGE 48/100 Developing
39 DouYu International Holdings Li DOYU 48/100 Developing
40 IAC Inc. IAC 47/100 Developing
41 Thryv Holdings, Inc. THRY 46/100 Developing
42 The Beachbody Company, Inc. BODI 46/100 Developing
43 Nebius Group N.V. NBIS 45/100 Developing
44 comScore, Inc. SCOR 45/100 Developing

See every Software & SaaS company ranked by moat score →

How IAC scores on the Software & SaaS Specialized defenses

Pricing Power

Score 66 · 20% of the moat score

In software, pricing power is visible in gross margin: a vendor that has to discount in order to renew gives it up first.

Recurring Revenue Stickiness

Score 25 · 18% of the moat score

Recurring revenue is the model's central claim, and it is a moat only when customers renew and expand without being re-sold each year.

Innovation Engine

Score 31 · 16% of the moat score

Software is competed away rather than depreciated, so a vendor that stops investing loses its category.

Cash Scalability

Score 44 · 18% of the moat score

The test of a software business is whether growth eventually stops consuming cash.

Capital Efficiency

Score 67 · 16% of the moat score

A software platform employs very little capital, so a genuine franchise should produce high returns on it without leverage.

Balance Sheet Resilience

Score 47 · 12% of the moat score

Software companies fund years of customer acquisition before those customers pay back, which makes access to capital a strategic variable rather than a treasury detail.

How each Software & SaaS Specialized defense is measured, in full →

Understanding IAC's moat

What is IAC Inc.'s moat score?

IAC Inc. (IAC) scores 47 out of 100 on the StatsAlpha Moat Map, which rates its competitive advantage as developing. It ranks #40 of 78 scored companies in Internet Content & Information, the top 51%. The score is a weighted composite of 6 competitive defenses, each measured against industry peers of 77 companies in Internet Content & Information. Its strongest defense is Capital Efficiency (67/100) and its weakest is Recurring Revenue Stickiness (25/100).

How does IAC Inc. compare with other Internet Content & Information companies?

IAC Inc. ranks #40 of 78 scored companies in Internet Content & Information by moat score. The widest moat in Internet Content & Information is Alphabet Inc. (GOOG) at 75/100. The companies ranked closest are DouYu International Holdings Li (DOYU) at 48 just above it and Thryv Holdings, Inc. (THRY) at 46 just below it.

How is the moat score calculated?

Each company is scored with an industry-specific template — Software & SaaS Specialized in this case, chosen because the defenses that matter to a bank are not the ones that matter to a software company. Every defense combines several financial signals, and each signal is measured as a percentile against a peer group of 77 companies in Internet Content & Information. The defenses are then weighted to produce the overall score out of 100.

Why is IAC Inc. scored with the Software & SaaS Specialized template?

Software costs almost nothing to reproduce, so the entire economic question is whether customers keep paying. Revenue is a subscription rather than a sale, the cost of winning a customer is paid years before that customer becomes profitable, and margins arrive only if renewals hold. The Software & SaaS template scores retention, reinvestment, and the point at which growth turns into cash.

Which competitive defenses are measured for IAC Inc.?

The Software & SaaS Specialized template measures 6 defenses, and IAC scores: Pricing Power (66), Recurring Revenue Stickiness (25), Innovation Engine (31), Cash Scalability (44), Capital Efficiency (67), Balance Sheet Resilience (47). Each is scored independently as a percentile against peers, so a company can be strong on one and weak on another — the overall score reflects how those defenses are weighted for this industry.

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