exit-earnings model with explicit share-count reduction (the standard revenue/margin/PE approach understates PayPal because it ignores the buyback, which is central to this thesis) 1. Revenue FY2030: ~$37.5B (from ~$32B today, ~3.5% CAGR – stabilization only, no reacceleration) 2. Net margin: 15.5% → net income ~$5.8B (cost program partially offsets mix shift) 3. Share count FY2030: ~700M (from ~890M today) Assumes ~5.5% net annual share reduction – deliberately BELOW the current ~9%/yr run-rate. Feasibility check: retiring ~190M shares over 4.5 years costs roughly $3B/yr even at rising prices, well within ~$6.8B annual free cash flow. 4. EPS FY2030: $5.8B / 700M ≈ $8.30 5. Exit multiple: 12x earnings → ~$100 per share in FY2030 (low end of a normal profitable-financial multiple; no premium, zero value assigned to agentic commerce optionality) 6. Discount back 4.5 years at 10% p.a. → fair value today ≈ $65 Every input is conservative on purpose. Kill-switch: if Branded Checkout growth turns negative again, the network is eroding and the thesis is void regardless of this math. Sensitivity: at a 16x exit multiple and the current ~9%/yr buyback pace, the same framework yields ~$85–90. I deliberately anchor on the conservative case.

665

Celsius Holdings

JD009

Community Contributor

From $5M to $2B: Why the 2024 Crash Was the Best Buying Opportunity in Consumer Stocks

A 17-Year Story That Most Investors Only Discovered in the Last Three In 2010, Celsius Holdings (CELH) was generating roughly US$5 million in annual revenue, a forgotten energy drink with niche distribution in Scandinavian gyms and a handful of US health food stores. By the end of 2025, the company had crossed US$2 billion in trailing twelve-month revenue and acquired two major energy drink brands.

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US$55.43

45.6% undervalued

20.00%

Revenue growth p.a.

651

Accenture

Wavefarer

Community Contributor

High-quality global services company facing an AI-driven valuation reset.

Accenture is still a go-to partner for big companies, but investors worry that new AI tools could shrink the need for the people-heavy work it has long sold. The upside comes down to whether it can turn its AI platforms and major tech partnerships into real customer wins faster than spending and staffing pressures bite.

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US$301

55.3% undervalued

See 13 DCF Valuation

154

Mailpac Group

Mailpac Group's Profits are Set to Soar with a 10% Revenue Boost

Operational & Financial Performance Robust revenue growth : Annual revenue surged to J$2.56 billion in 2024, marking a 53% increase year-over-year, boosted significantly by the MyCart Express acquisition and strong holiday demand. [jamaicaobserver.com] , [stockanalysis.com] Margin expansion : Q4 2024 revenue hit J$839 million (up 78.7%), with gross profit climbing to J$423 million (+94%).Read more

JA$2.1

21.4% overvalued

ATSJ_Investments's

Fair Value

Revenue

16.18% p.a.

Profit Margin

10.49%

Future PE

19.25x

Price in 2031

JA$5.12

Sagicor Group Jamaica

Sagicor Group Jamaica's P/E Ratio Predicted to Hit 11.4x by 2025

Sagicor Group Jamaica (SJ) has an estimated intrinsic value of approximately J$59.00–J$61.00 per share for 2025, based on discounted cash flow models and recent analyst reports (SimplyWall.St, GuruFocus). The current market price is typically in the J$50–J$56 range.Read more

JA$59

33.6% undervalued

ATSJ_Investments's

Fair Value

Revenue

25.56% p.a.

Profit Margin

12.63%

Future PE

11.3x

Price in 2030

JA$131.82

Barita Investments

Barita Investments Set to Ride a 26.89% Revenue Growth Wave

Barita Investments is seen as a steady Jamaican financial firm with room to grow as its sales and profits keep climbing, and it keeps paying dividends along the way. The catch is that investors already expect a lot from it, so the next stretch depends on whether that growth actually shows up.Read more

JA$80

14.8% undervalued

ATSJ_Investments's

Fair Value

Revenue

26.89% p.a.

Profit Margin

36.91%

Future PE

29.49x

Price in 2030

JA$256.58

Transjamaican Highway

Transjamaican Highway will ride traffic growth to boost revenues by 5.5%

Company Overview TransJamaican Highway Limited operates Jamaica’s East-West toll road network under a concession agreement extending until 2036, making it a cornerstone infrastructure asset with predictable cash flows tied to toll rates and traffic volumes. Catalysts Traffic Growth: Continued urban development and highway expansions (e.g., Phase 1C) drive traffic volume increases.Read more

JA$2.51

266.5% overvalued

Sean876's

Fair Value

Revenue

5.5% p.a.

Profit Margin

27.5%

Future PE

12x

Price in 2030

JA$4.7

Berger Paints Jamaica

Berger Paints Jamaica set to shine with new manufacturing expansion

Narrative for Berger Paints Jamaica Limited (BRG) Berger Paints Jamaica Limited (BRG) is a leading player in the Jamaican and regional coatings industry, with a strong legacy spanning over 72 years. The company has demonstrated resilience and adaptability through strategic investments, operational improvements, and product innovation.Read more

JA$9.82

44.1% undervalued

Sean876's

Fair Value

Revenue

4.5% p.a.

Profit Margin

5.5%

Future PE

18x

Price in 2029

JA$20.11

Transjamaican Highway

TransJamaican Highway will capitalize on Jamaica's growing tourism sector for consistent revenue

TransJamaican Highway runs the main toll road linking Kingston to key towns, and rising tourism and development along the route keep traffic and toll income moving up. The bigger question is what happens when its operating agreement nears its end—and how refinancing and digital tolling could help in the meantime.Read more