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QuantumScape

An amazing opportunity to potentially get a 100 bagger

DA
davidlsander
davidlsander
Invested
Community Contributor
Published
09 Jul 25
Updated
21 Oct 25
n/a
n/a
davidlsander's Fair Value
n/a
1Y
151.0%
7D
2.7%
Loading
1Y
151.0%
7D
2.7%

You can edit this narrative until Oct 22 7:30 AM. Then, changes will post as Updates.

Author's Valuation

US$2549.8% undervalued intrinsic discount

davidlsander's Fair Value

Narrative
Updates4

Shared on 21 Oct 25

QuantumScape ($QS) has reached an important milestone today. We anticipate a critical update detailing the progress of their solid-state battery technology and any potential disclosures concerning their new OEM partner.
Read more

Shared on 12 Sep 25

Of course. Here is a glowing bullish narrative for QuantumScape, incorporating the likelihood of Honda as the unnamed OEM partner.
Read more

Shared on 04 Aug 25

Why Goldman's $3 Target on QuantumScape Misses the Forest for the Trees The recent reiteration of a "sell" rating on QuantumScape (NYSE: QS) by Goldman Sachs sent a predictable chill through the market. Citing execution risks and a long road to profitability, their $3 price target paints a bleak picture.
Read more

Shared on 03 Aug 25

Project Chimera: Deducing QuantumScape's New Japanese OEM Partner I. Executive Summary Final Verdict: Our analysis concludes with high probability that Honda Motor Co., Ltd.
Read more
davidlsander'sFair Value
US$25
49.8% undervalued intrinsic discount
Future estimation in
PastFuture-1b020182020202220242025202620282030Revenue US$0Earnings US$0
Current revenue growth rate
72.78%
Auto Components revenue growth rate
0.26%
Risk Level (Discount Rate)
Our default considers factors like the company's size, volatility, profitablity and country of operation.
%
0
Decrease
Increase
Current discount rate
8.13%
Calculation
US$1.46b
Earnings '30
x
19.20x
PE Ratio '30
=
US$28.05b
Market Cap '30
US$28.05b
Market Cap '30
/
793.88m
No. shares '30
=
US$35.34
Share Price '30
US$35.34 Share Price '30
Discounted to 2025 @ 7.17% p.a.
=
US$25.00
Fair Value '25
Level 5, 320 Pitt Street, Sydney
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