Could be ripe for margins

Published
26 May 25
Updated
12 Aug 25
mehtomate's Fair Value
US$253.86
31.4% undervalued intrinsic discount
12 Aug
US$174.13
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1Y
-32.8%
7D
-30.3%

Author's Valuation

US$253.9

31.4% undervalued intrinsic discount

mehtomate's Fair Value

Shared on12 Aug 25
Fair value Decreased 22%

Earnings related; revenue growth dropping but company executes well still. Possibility to spawn new businesses and products still exist and not accounted by market.

Shared on30 Jul 25

mehtomate made no meaningful changes to valuation assumptions.

Shared on25 Jul 25
Fair value Decreased 10.00%

mehtomate made no meaningful changes to valuation assumptions.

Shared on17 Jul 25
Fair value Increased 7.14%

mehtomate made no meaningful changes to valuation assumptions.

Shared on23 Jun 25
Fair value Decreased 2.84%

mehtomate made no meaningful changes to valuation assumptions.

Shared on10 Jun 25
Fair value Decreased 5.09%

mehtomate has decreased profit margin from 40.0% to 35.0%.

Shared on08 Jun 25
Fair value Increased 8.11%

mehtomate has decreased revenue growth from 25.0% to 22.0%, increased profit margin from 35.0% to 40.0% and decreased future PE multiple from 35.0x to 30.0x.