12
| Company | Price & Valuation | FV & Narrative | Valuation | Growth | Analyst Target | |
|---|---|---|---|---|---|---|
6758 Sony Group JP¥3,809.00n/aintrinsic discount 10.6%7D 22.4%3M The author hasn't set a fair value for 6758 | ||||||
META Meta Platforms US$585.61n/aintrinsic discount -6.6%7D -4.3%3M The author hasn't set a fair value for META | ||||||
MVIS MicroVision US$0.24n/aintrinsic discount -19.3%7D -63.1%3M The author hasn't set a fair value for MVIS | ||||||
12
| Company | Price & Valuation | FV & Narrative | Valuation | Growth | Analyst Target | |
|---|---|---|---|---|---|---|
ADSK Autodesk 20.5%7D 3.5%3M | US$245.25 n/aintrinsic discount | The author hasn't set a fair value for ADSK | PE 35.4x | E 15.3% | US$313.89 | |
PTC PTC 17.2%7D -3.0%3M | US$132.46 n/aintrinsic discount | The author hasn't set a fair value for PTC | PE 12.3x | E -13.8% | US$174.45 | |
IMMR Immersion 11.7%7D 19.6%3M | US$7.33 n/aintrinsic discount | The author hasn't set a fair value for IMMR | PE 53.8x | S n/a | US$13.50 | |
6758 Sony Group 10.6%7D 22.4%3M | JP¥3,809.00 n/aintrinsic discount | The author hasn't set a fair value for 6758 | PE 21.7x | E 8.4% | JP¥4,686.82 | |
U Unity Software 9.5%7D 21.3%3M | US$32.04 n/aintrinsic discount | The author hasn't set a fair value for U | PS 7.3x | E 76.4% | US$35.72 | |
SNAP Snap 5.8%7D -22.1%3M | US$4.73 n/aintrinsic discount | The author hasn't set a fair value for SNAP | PS 1.3x | E 64.7% | US$7.26 | |
AAPL Apple 3.8%7D 24.6%3M | US$338.19 n/aintrinsic discount | The author hasn't set a fair value for AAPL | PE 40.5x | E 9.1% | US$321.66 | |
RBLX Roblox 1.0%7D -9.3%3M | US$50.13 n/aintrinsic discount | The author hasn't set a fair value for RBLX | PS 6.8x | E 30.9% | US$66.00 | |
META Meta Platforms -6.6%7D -4.3%3M | US$585.61 n/aintrinsic discount | The author hasn't set a fair value for META | PE 21.1x | E 13.8% | US$824.68 | |
VUZI Vuzix -7.0%7D -24.6%3M | US$2.14 n/aintrinsic discount | The author hasn't set a fair value for VUZI | PS 29.2x | S n/a | US$6.00 | |
MVIS MicroVision -19.3%7D -63.1%3M | US$0.24 n/aintrinsic discount | The author hasn't set a fair value for MVIS | PB 2.1x | S n/a | n/a | |
ENVX Enovix -21.4%7D -44.8%3M | US$3.68 n/aintrinsic discount | The author hasn't set a fair value for ENVX | PS 22.8x | E 39.1% | US$12.95 |