room for higher margins

Published
01 Apr 24
Updated
30 Jun 25
mschoen25's Fair Value
US$268.71
54.5% undervalued intrinsic discount
30 Jun
US$122.17
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1Y
-7.7%
7D
1.8%

Author's Valuation

US$268.7

54.5% undervalued intrinsic discount

mschoen25's Fair Value

Shared on30 Jun 25
Fair value Decreased 24%

mschoen25 has decreased revenue growth from 13.9% to 3.0%, decreased profit margin from 6.0% to 4.0%, increased future PE multiple from 17.0x to 20.0x, decreased discount rate from 7.0% to 6.0% and decreased shares outstanding growth rate from 0.1% to -0.0%.

Shared on12 May 25
Fair value Increased 166%

mschoen25 has increased revenue growth from -1.0% to 13.9%, increased profit margin from 4.0% to 6.0%, increased future PE multiple from 11.0x to 17.0x and decreased discount rate from 12.0% to 7.0%.

Shared on03 Apr 25
Fair value Decreased 5.55%

mschoen25 made no meaningful changes to valuation assumptions.

Shared on28 Mar 25
Fair value Decreased 17%

mschoen25 has decreased profit margin from 6.0% to 4.0%.

Shared on26 Mar 25
Fair value Increased 30%

mschoen25 has decreased profit margin from 7.0% to 6.0% and increased future PE multiple from 8.0x to 11.0x.

Shared on25 Mar 25
Fair value Decreased 12%

mschoen25 has decreased profit margin from 8.0% to 7.0%.

Shared on24 Mar 25
Fair value Decreased 77%

mschoen25 has decreased revenue growth from 4.0% to -1.0%, decreased profit margin from 12.0% to 8.0%, decreased future PE multiple from 11.0x to 8.0x and increased discount rate from 5.0% to 11.0%.

Shared on21 Nov 24
Fair value Increased 118%

mschoen25 has increased revenue growth from 1.0% to 4.0% and increased profit margin from 6.0% to 12.0%.

Shared on07 Nov 24
Fair value Increased 78%

mschoen25 made no meaningful changes to valuation assumptions.