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US Growth
Watching
34
| Company | Price & Valuation | FV & Narrative | Valuation | Growth | Analyst Target | |
|---|---|---|---|---|---|---|
CRCL Circle Internet Group US$75.38n/aintrinsic discount 19.1%7D -33.9%3M The author hasn't set a fair value for CRCL | ||||||
TEAM Atlassian US$165.98n/aintrinsic discount 50.7%7D 89.8%3M The author hasn't set a fair value for TEAM | ||||||
PATH UiPath US$16.6822.6% undervalued intrinsic discount 19.1%7D 62.4%3M | ||||||
SPCX Space Exploration Technologies US$141.294.7% overvalued intrinsic discount 22.9%7D n/a3M | ||||||
VRT Vertiv Holdings Co US$287.07n/aintrinsic discount 4.3%7D -22.6%3M The author hasn't set a fair value for VRT | ||||||
ZM Zoom Communications US$109.84n/aintrinsic discount 8.4%7D 9.7%3M The author hasn't set a fair value for ZM | ||||||
PLTR Palantir Technologies US$179.01n/aintrinsic discount 14.8%7D 33.6%3M The author hasn't set a fair value for PLTR | ||||||
PYPL PayPal Holdings US$60.59n/aintrinsic discount 1.4%7D 36.4%3M The author hasn't set a fair value for PYPL | ||||||
TSM Taiwan Semiconductor Manufacturing US$430.49n/aintrinsic discount 2.9%7D 6.5%3M The author hasn't set a fair value for TSM | ||||||
SPOT Spotify Technology US$498.24n/aintrinsic discount 4.9%7D 14.0%3M The author hasn't set a fair value for SPOT | ||||||
ROK Rockwell Automation US$445.51n/aintrinsic discount 0.8%7D -0.7%3M The author hasn't set a fair value for ROK | ||||||
META Meta Platforms US$594.9719.8% overvalued intrinsic discount 0.9%7D -3.1%3M | ||||||
COIN Coinbase Global US$153.9037.8% undervalued intrinsic discount 5.8%7D -21.3%3M | ||||||
DIS Walt Disney US$104.8020.3% undervalued intrinsic discount 0.1%7D 2.0%3M | ||||||
MSFT Microsoft US$496.88n/aintrinsic discount -0.6%7D 17.8%3M The author hasn't set a fair value for MSFT | ||||||
CNSW.F Constellation Software US$2,276.00n/aintrinsic discount 0.6%7D 19.8%3M The author hasn't set a fair value for CNSW.F | ||||||
GM General Motors US$86.39n/aintrinsic discount -0.6%7D 15.4%3M The author hasn't set a fair value for GM | ||||||
GOOGL Alphabet US$346.36n/aintrinsic discount -3.2%7D -12.7%3M The author hasn't set a fair value for GOOGL | ||||||
AAPL Apple US$305.264.3% undervalued intrinsic discount -2.3%7D 1.7%3M | ||||||
PSNY Polestar Automotive Holding UK US$13.79n/aintrinsic discount -0.8%7D -36.9%3M The author hasn't set a fair value for PSNY |
Watching
34
| Company | Price & Valuation | FV & Narrative | Valuation | Growth | Analyst Target | |
|---|---|---|---|---|---|---|
CRCL Circle Internet Group 19.1%7D -33.9%3M | US$75.38 n/aintrinsic discount | The author hasn't set a fair value for CRCL | PE 42.4x | E 15.8% | US$103.03 | |
TEAM Atlassian 50.7%7D 89.8%3M | US$165.98 n/aintrinsic discount | The author hasn't set a fair value for TEAM | PS 6.4x | E 42.9% | US$187.93 | |
PATH UiPath 19.1%7D 62.4%3M | US$16.68 22.6% undervalued intrinsic discount | PE 26.4x | E 2.0% | US$13.25 | ||
U Unity Software 12.2%7D 68.6%3M | US$45.79 n/aintrinsic discount | The author hasn't set a fair value for U | PS 9.9x | E 78.0% | US$47.97 | |
SPCX Space Exploration Technologies 22.9%7D n/a3M | US$141.29 4.7% overvalued intrinsic discount | PB 14.6x | E 62.7% | US$232.44 | ||
NFLX Netflix 6.2%7D -10.1%3M | US$78.24 n/aintrinsic discount | The author hasn't set a fair value for NFLX | PE 23.9x | E 11.4% | US$94.04 | |
VRT Vertiv Holdings Co 4.3%7D -22.6%3M | US$287.07 n/aintrinsic discount | The author hasn't set a fair value for VRT | PE 63.8x | E 24.2% | US$338.15 | |
XYZ Block 5.2%7D 18.1%3M | US$83.09 n/aintrinsic discount | The author hasn't set a fair value for XYZ | PE 139.8x | E 46.6% | US$97.98 | |
ZM Zoom Communications 8.4%7D 9.7%3M | US$109.84 n/aintrinsic discount | The author hasn't set a fair value for ZM | PE 15.6x | E -11.0% | US$115.00 | |
CRM Salesforce 7.8%7D 16.1%3M | US$201.37 n/aintrinsic discount | The author hasn't set a fair value for CRM | PE 20.6x | E 10.0% | US$242.43 | |
PTC PTC 4.2%7D 8.4%3M | US$153.89 n/aintrinsic discount | The author hasn't set a fair value for PTC | PE 13.6x | E -14.2% | US$173.35 | |
PLTR Palantir Technologies 14.8%7D 33.6%3M | US$179.01 n/aintrinsic discount | The author hasn't set a fair value for PLTR | PE 142.6x | E 32.9% | US$191.68 | |
ABNB Airbnb 22.1%7D 39.4%3M | US$185.13 n/aintrinsic discount | The author hasn't set a fair value for ABNB | PE 40.6x | E 15.1% | US$174.73 | |
ADSK Autodesk 6.4%7D 9.0%3M | US$257.96 n/aintrinsic discount | The author hasn't set a fair value for ADSK | PE 37.2x | E 15.2% | US$312.75 | |
INTC Intel 4.8%7D -3.9%3M | US$104.56 n/aintrinsic discount | The author hasn't set a fair value for INTC | PS 9.6x | E 58.6% | US$114.88 | |
SBUX Starbucks 3.2%7D 1.6%3M | US$108.55 n/aintrinsic discount | The author hasn't set a fair value for SBUX | PE 62.4x | E 22.9% | US$112.23 | |
PYPL PayPal Holdings 1.4%7D 36.4%3M | US$60.59 n/aintrinsic discount | The author hasn't set a fair value for PYPL | PE 10.6x | E -0.5% | US$59.16 | |
TSM Taiwan Semiconductor Manufacturing 2.9%7D 6.5%3M | US$430.49 n/aintrinsic discount | The author hasn't set a fair value for TSM | PE 28.5x | E 21.4% | US$555.41 | |
SPOT Spotify Technology 4.9%7D 14.0%3M | US$498.24 n/aintrinsic discount | The author hasn't set a fair value for SPOT | PE 26.6x | E 10.6% | US$607.07 | |
ADBE Adobe 3.9%7D 9.2%3M | US$270.49 n/aintrinsic discount | The author hasn't set a fair value for ADBE | PE 14.9x | E 9.3% | US$269.61 | |
ROK Rockwell Automation 0.8%7D -0.7%3M | US$445.51 n/aintrinsic discount | The author hasn't set a fair value for ROK | PE 41.3x | E 11.8% | US$477.67 | |
NVDA NVIDIA 2.9%7D -0.009%3M | US$225.30 n/aintrinsic discount | The author hasn't set a fair value for NVDA | PE 34.2x | E 22.8% | US$302.83 | |
META Meta Platforms 0.9%7D -3.1%3M | US$594.97 19.8% overvalued intrinsic discount | PE 22.3x | E 14.2% | US$754.14 | ||
COIN Coinbase Global 5.8%7D -21.3%3M | US$153.90 37.8% undervalued intrinsic discount | PS 6.7x | E 70.1% | US$195.52 | ||
MTCH Match Group 1.8%7D 5.3%3M | US$37.28 n/aintrinsic discount | The author hasn't set a fair value for MTCH | PE 12.1x | E 7.7% | US$41.81 | |
DIS Walt Disney 0.1%7D 2.0%3M | US$104.80 20.3% undervalued intrinsic discount | PE 21x | E 12.7% | US$127.72 | ||
MSFT Microsoft -0.6%7D 17.8%3M | US$496.88 n/aintrinsic discount | The author hasn't set a fair value for MSFT | PE 27.6x | E 14.2% | US$569.56 | |
CNSW.F Constellation Software 0.6%7D 19.8%3M | US$2,276.00 n/aintrinsic discount | The author hasn't set a fair value for CNSW.F | PE 50.1x | E 14.9% | US$2,849.86 | |
NKE NIKE -1.8%7D -1.6%3M | US$41.23 n/aintrinsic discount | The author hasn't set a fair value for NKE | PE 19.7x | E 8.8% | US$50.66 | |
GM General Motors -0.6%7D 15.4%3M | US$86.39 n/aintrinsic discount | The author hasn't set a fair value for GM | PE 40.8x | E 27.5% | US$100.04 | |
GOOGL Alphabet -3.2%7D -12.7%3M | US$346.36 n/aintrinsic discount | The author hasn't set a fair value for GOOGL | PE 17.4x | E -0.8% | US$428.04 | |
AAPL Apple -2.3%7D 1.7%3M | US$305.26 4.3% undervalued intrinsic discount | PE 34.6x | E 7.3% | US$322.28 | ||
CROX Crocs -1.2%7D 39.6%3M | US$132.56 n/aintrinsic discount | The author hasn't set a fair value for CROX | PE 10.7x | E 6.3% | US$138.25 | |
PSNY Polestar Automotive Holding UK -0.8%7D -36.9%3M | US$13.79 n/aintrinsic discount | The author hasn't set a fair value for PSNY | PS 0.7x | E 17.8% | US$17.50 |