Last Tuesday, InterActiveCorp
Basically, I think the split is an elegant solution to the company's main drawback: its outward complexity.
Prior to the announcement, IAC's stock had been beaten down from its highs of around $35 per share just last year into the $20 to $25 per share range, where it had been trading for the past several months. The main culprits were a disappointing second-quarter report (see InterActive Panic?) coupled with an exceptionally complex collection of mostly unrelated businesses (see InterActive Complications), including Expedia, Ticketmaster, Home Shopping Network, Lending Tree, and some online dating services. And as a result, the stock was relatively cheap at an enterprise value in a range around 15 times annual free cash flow of just under $1 billion.
IAC probably could have gone on buying back its stock at those levels. However, in a letter to shareholders, IAC CEO Barry Diller suggested that Expedia would be more competitive as a stand-alone online travel business. That's an arena where the company competes with others such as acquisition-happy Cendant
The contention that InterActive may be "giving up" on Expedia is also erroneous, as the Expedia being let go is not the same Expedia the company acquired in 2001. It's IAC's travel segment in its entirety that is being separated, not just Expedia. The travel segment also includes Hotels.com and Hotwire. Altogether, the new Expedia accounts for only about 30% of IAC's revenues but more than half of the company's operating income before amortization (OIBA).
In my mind, last week's announcement represents a logical separation of a leading online travel operation from what is more of an investment business. As a result, both IAC and Expedia will be simpler and more transparent to investors, answering shareholders' complaints. The real question now is whether the investor feels strongly enough about either IAC or Expedia, individually, to keep either or both companies following their separation.
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Fool contributor Jeff Hwang owns shares of InterActive Corp.