Dominant AI Enabler Poised for Sustained Three-Year Outperformance

Published
15 Oct 24
Updated
26 Feb 25
FrugalBull's Fair Value
US$141.38
25.9% overvalued intrinsic discount
26 Feb
US$177.99
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1Y
37.6%
7D
-1.4%

Author's Valuation

US$141.4

25.9% overvalued intrinsic discount

FrugalBull's Fair Value

Shared on26 Feb 25
Fair value Decreased 47%

FrugalBull has increased revenue growth from 23.2% to 30.0%, decreased future PE multiple from 61.0x to 30.0x and increased discount rate from 7.9% to 12.0%.

Shared on12 Nov 24

FrugalBull made no meaningful changes to valuation assumptions.

Shared on05 Nov 24

FrugalBull made no meaningful changes to valuation assumptions.