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Catalysts Strong Pricing Power: Consistent improvement in gross margins, rising from mid-15% levels in early years to nearly 19% in recent projections. Historic Revenue Growth: A robust 10-year CAGR of around 6.3% demonstrates steady top-line expansion.

Our updated Discounted Cash Flow (DCF) analysis shows that the fair value of Xiaomi's stock is approximately HKD 56.00 , slightly above its current price of HKD 51.05 (as of March 28, 2025). Xiaomi has been expanding its product offerings, with plans to double the sales of its electric vehicle model SU7 and introduce a new vehicle, the YU7, in 2025.

Our updated Discounted Cash Flow (DCF) analysis indicates that the fair value of NIU Technologies' stock is approximately $5.80 , slightly above its current price of $4.52 (as of March 29, 2025). NIU has posted impressive quarterly results, with a 71.1% year-over-year revenue growth in Q4 2024, totaling 819.2 million RMB.

Our updated Discounted-Cash-Flow (DCF) analysis shows that the fair value of Alibaba's stock is around $155 USD , higher than the current price of $132.43 USD (as of March 29, 2025). In the most recent quarter, Alibaba increased its revenue by 8% to 280.2 billion yuan (approximately $38.38 billion), with a net income of 48.9 billion yuan (approximately $6.71 billion).

Our updated Discounted-Cash-Flow (DCF) analysis shows that the fair value of PayPal’s stock is around $85 USD , significantly higher than the current price of $65.15 USD (as of March 29, 2025). Despite a 4% revenue growth in Q4 2024 to $8.37 billion and an earnings per share (EPS) of $1.11, which exceeded expectations, our calculations suggest that the stock is undervalued.

Intuitive Surgical (ISRG) is a pioneer in robotic-assisted surgery, revolutionizing the medical field with its da Vinci surgical system. Founded in 1995, the company has continuously innovated, making minimally invasive surgery more precise and efficient.

How does Base make money? Base offers software implementation and generation services, they are specialized in SAP.

<<< See also my other Narratives: https://simplywall.st/community/users/3qklxjky >>> My main narrative for ANET: Young company (founded 2004, IPO 2014), disrupting CISCO in the High Speed Switch Market (for Datacenter, Cloud and AI) Very successful introduction of Fast Internet Switches for Brokerage (High Speed Trading) Internet Speed will continuously increase to meet “tactile internet” capabilities (control robots or vehicles over distance (through internet) with nearly no delay) Perfect fit of Arista HW and Arista SW, as known from Apple devices, leads to high customer satisfaction and customer binding I focus also on: More equity than debt. Ratio is at 0%.

<<< See also my other Narratives: https://simplywall.st/community/users/3qklxjky >>> My main narrative for CRWD: · When founder and CEO George Kurtz founded CRWD in 2011, Cybersecurtiy Software, was nothing new, but with several pain points for customers: reduced system performance, updates needed to be installed, for each problem you needed a different software, so you dealt with silos, … · So he build a fully cloud-based platform, named Falcon. It has a modular concept, and customer pays within an abo model only the contracted modules.