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AndrewHabib
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Bullish on ADT - Current price is worse than perpetual (5%) revenue decline
ADT faces real pressure from debt and big shareholders selling, but the market may be overlooking how steady its customer payments can be. New products aimed at DIY homeowners and partnerships tied to big names like Google and an insurer could help it win younger customers and keep people from leaving.Read more
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US$8.21
9.3% undervalued intrinsic discount
Fair Value
Rev g -5%→-5% · EBIT 22→20% · tax 28% · term g -5.0% · β 1.019 · 10y explicit
NuScale Power will achieve impressive revenue growth if Entra1 can deliver
The detailed relationships between Fluor, ENTRA1, and NuScale SMR demonstrate a transition from traditional corporate stewardship to a modern, asset-light, developer-led model. Fluor provided the foundational stability but is now fully monetizing its investment, leaving NuScale to navigate the commercial market with ENTRA1 as its primary engine for growth.Read more
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US$13.53
26.9% undervalued intrinsic discount
Fair Value
Profit Margin
10%
Future PE
27x
Price in 2036
US$36.53