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ASML logo
ASML Holding
IN
Investingwilly
Investingwilly
Community Contributor

Why Now is the Time to buy ASML

What Does ASML Do? ASML Holding N.V. is a Dutch company and the world’s only supplier of extreme ultraviolet (EUV) lithography machines —a critical technology used to produce the world’s most advanced computer chips.
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US$1.00k
FV
28.9% undervalued intrinsic discount
15.17%
Revenue growth p.a.
31users have liked this narrative
6users have commented on this narrative
87users have followed this narrative
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BUACEMENT logo
BUA Cement
WA
WaneInvestmentHouse
WaneInvestmentHouse
Community Contributor

BUA Cement Plc Q2/H1 result– Strong Margin Resilience Amid Cost Pressures

Summary: BUA Cement delivered a stellar financial performance in H1 2025, with revenue rising 59.4% YoY to ₦580.3 billion and PAT surging over 428% YoY to ₦180.9 billion. This growth reflects pricing power, improved volume uptake, and operational efficiency.
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₦115.00
FV
52.2% overvalued intrinsic discount
4.23%
Revenue growth p.a.
0users have liked this narrative
7users have commented on this narrative
13users have followed this narrative
10 days ago author updated this narrative
MNDY logo
monday.com
SW
SwissSimon
Community Contributor

monday Check

DCF based on current analyst estimates of FCF Using my standard discount rate of 15% Terminal Price to FCF value of 30
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US$182.25
FV
35.7% overvalued intrinsic discount
22.00%
Revenue growth p.a.
0users have liked this narrative
0users have commented on this narrative
1users have followed this narrative
15 days ago author updated this narrative
VNT logo
Vantea SMART
SW
SwissSimon
Community Contributor

Vantea Check

DCF based on current analyst estimates of FCF Using my standard discount rate of 15% Terminal Price to FCF value of 20
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€1.59
FV
27.4% undervalued intrinsic discount
1.20%
Revenue growth p.a.
0users have liked this narrative
0users have commented on this narrative
1users have followed this narrative
16 days ago author updated this narrative
IIIV logo
i3 Verticals
SW
SwissSimon
Community Contributor

i3 Quick Check

DCF based on current analyst estimates of FCF Using my standard discount rate of 15% Terminal Price to FCF value of 20
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US$25.65
FV
11.1% overvalued intrinsic discount
0%
Revenue growth p.a.
0users have liked this narrative
0users have commented on this narrative
1users have followed this narrative
16 days ago author updated this narrative
QTWO logo
Q2 Holdings
SW
SwissSimon
Community Contributor

Q2 Quick Check

DCF based on current analyst estimates of FCF Using my standard discount rate of 15% Terminal Price to FCF value of 25
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US$48.51
FV
53.8% overvalued intrinsic discount
10.28%
Revenue growth p.a.
0users have liked this narrative
0users have commented on this narrative
1users have followed this narrative
16 days ago author updated this narrative
IDN logo
Intellicheck
SW
SwissSimon
Community Contributor

Intellicheck Quick Check

DCF based on current analyst estimates of FCF, but defensively extrapolated to +5 years instead of +3 years Using my standard discount rate of 15% Terminal PE of 20
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US$2.25
FV
122.2% overvalued intrinsic discount
8.00%
Revenue growth p.a.
0users have liked this narrative
0users have commented on this narrative
1users have followed this narrative
19 days ago author updated this narrative
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Radware
SW
SwissSimon
Community Contributor

Radware Quick Check

DCF based on current analyst estimates of FCF Using my standard discount rate of 15% Terminal Price to FCF value of 20
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US$14.53
FV
71.0% overvalued intrinsic discount
3.00%
Revenue growth p.a.
0users have liked this narrative
0users have commented on this narrative
1users have followed this narrative
16 days ago author updated this narrative
AVPT logo
AvePoint
SW
SwissSimon
Community Contributor

AvePoint Check

DCF based on current analyst estimates of FCF Using my standard discount rate of 15% Terminal PE of 25
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US$4.27
FV
309.8% overvalued intrinsic discount
9.00%
Revenue growth p.a.
0users have liked this narrative
0users have commented on this narrative
1users have followed this narrative
16 days ago author updated this narrative
NCNO logo
nCino
SW
SwissSimon
Community Contributor

nCino Check

DCF based on current analyst estimates of FCF Using my standard discount rate of 15% Terminal PE of 25
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US$17.51
FV
53.5% overvalued intrinsic discount
5.00%
Revenue growth p.a.
0users have liked this narrative
0users have commented on this narrative
1users have followed this narrative
16 days ago author updated this narrative