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Xero
KI
KiwiInvest
Community Contributor
Xero will multiply its profitability with a 25% net profit margin
Increasing subscriber numbers alongside increasing ARPU yields 20% annual revenue growth as more and more businesses turn to cloud based accounting solutions with strong integrations and eventual AI features to run their businesses. Xero has high scalability of its products, with current gross margin of ~88%.
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AU$398.60
FV
55.3% undervalued
intrinsic discount
20.00%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
1
users have commented on this narrative
7
users have followed this narrative
6 months ago
author updated this narrative
ReadyTech Holdings
AN
AnalystHighTarget
Consensus Narrative from 7 Analysts
Digital Transformation And Cloud Migration Will Drive Lasting Sector Expansion
Key Takeaways Accelerating deal flow, cloud migration, and AI-driven automation are set to fuel outperformance through multi-year revenue and earnings growth across core sectors. CouncilWise integration drives higher customer retention and referenceability, strengthening ReadyTech's SaaS business model and unlocking recurring high-margin revenue streams.
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AU$4.50
FV
47.8% undervalued
intrinsic discount
13.99%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
New
narrative
Objective
AN
AnalystLowTarget
Consensus Narrative from 8 Analysts
Stiff Regulatory Hurdles And Fierce Global Competition Will Weaken Profitability
Key Takeaways Increased regulation, economic fragility, and reliance on government contracts threaten revenue stability, earnings growth, and margins. Heightened competition and geopolitical barriers may erode pricing power and limit international expansion and diversification.
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AU$7.60
FV
145.9% overvalued
intrinsic discount
5.24%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
New
narrative
Pureprofile
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
US And UK Expansion Will Unlock New AI Opportunities
Key Takeaways Strategic expansion into global markets and technology-led innovations are positioning Pureprofile for significant revenue growth and improved operational efficiency. Successful restructuring and new partnerships are enhancing revenue streams, profitability, and investor appeal, supporting sustainable growth and increased cash flow.
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AU$0.12
FV
59.2% undervalued
intrinsic discount
14.30%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
13
users have followed this narrative
3 days ago
author updated this narrative
Life360
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Family Super App Will Expand Global Reach With Tile Integration
Key Takeaways Expansion into international markets and strategic partnerships are expected to drive significant revenue growth and enhance brand visibility. Integration of innovative products and advancements in advertising platform are anticipated to create new revenue streams and optimize net margins.
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AU$33.94
FV
12.5% overvalued
intrinsic discount
21.39%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
36
users have followed this narrative
3 days ago
author updated this narrative
Appen
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
LLM And Generative AI Projects Will Secure A Bright Future
Key Takeaways Strong growth in generative AI projects and strategic positioning in key markets imply significant revenue expansion and diversified income sources. Operational efficiencies and cost reductions improve profitability and net margins, aligning with strategic expansion efforts in China and the U.S. Dependency on large contracts and short-term projects alongside low-margin growth in China and variable AI market dynamics pose risks to stable revenue and margins.
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AU$1.84
FV
33.7% undervalued
intrinsic discount
9.34%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
30
users have followed this narrative
3 days ago
author updated this narrative
Janison Education Group
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
NSW Education Contract And AI Investment Will Improve Efficiency
Key Takeaways Strategic investments in AI technology and executive appointments aim to boost operational efficiency, product innovation, and long-term revenue growth. Expansion in customer pipelines and key contracts provide promising avenues for top-line growth and improved profitability.
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AU$0.27
FV
41.6% undervalued
intrinsic discount
3.83%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
5
users have followed this narrative
3 days ago
author updated this narrative
Envirosuite
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
A 32% Investment Will Drive Cautious Mining And Aviation Advances
Key Takeaways Investment from Hitachi Construction Machinery signals optimism for industry partnerships and growth, particularly within the mining sector, enhancing market presence and opportunities. Focus on aviation and carbon optimization is aligned with sustainability trends, presenting significant revenue growth potential by capitalizing on industry movements towards net-zero commitments.
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AU$0.059
FV
46.9% overvalued
intrinsic discount
11.27%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
7
users have followed this narrative
3 days ago
author updated this narrative
Catapult Group International
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
American Football Sideline Video And New Algorithms Will Unlock Markets
Key Takeaways Strong revenue growth driven by cross-selling, innovative product introductions, and entry into new verticals and markets. High customer retention and operating leverage highlight stable revenue stream and significant growth potential in emerging women's sports market.
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AU$6.62
FV
3.5% undervalued
intrinsic discount
16.15%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
25
users have followed this narrative
3 days ago
author updated this narrative
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