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US Growth
Watching
34
| Company | Price & Valuation | FV & Narrative | Valuation | Growth | Analyst Target | |
|---|---|---|---|---|---|---|
TEAM Atlassian US$155.24n/aintrinsic discount 37.0%7D 92.0%3M The author hasn't set a fair value for TEAM | ||||||
SPCX Space Exploration Technologies US$146.158.3% overvalued intrinsic discount 27.2%7D n/a3M | ||||||
PLTR Palantir Technologies US$171.04n/aintrinsic discount 8.0%7D 27.9%3M The author hasn't set a fair value for PLTR | ||||||
CRCL Circle Internet Group US$71.28n/aintrinsic discount 12.6%7D -42.5%3M The author hasn't set a fair value for CRCL | ||||||
PATH UiPath US$15.2629.2% undervalued intrinsic discount 10.4%7D 57.8%3M | ||||||
VRT Vertiv Holdings Co US$288.36n/aintrinsic discount 3.7%7D -23.4%3M The author hasn't set a fair value for VRT | ||||||
SPOT Spotify Technology US$489.60n/aintrinsic discount 1.5%7D 13.2%3M The author hasn't set a fair value for SPOT | ||||||
ZM Zoom Communications US$105.13n/aintrinsic discount 4.5%7D 7.0%3M The author hasn't set a fair value for ZM | ||||||
TSM Taiwan Semiconductor Manufacturing US$429.15n/aintrinsic discount 3.7%7D 2.7%3M The author hasn't set a fair value for TSM | ||||||
COIN Coinbase Global US$149.0439.8% undervalued intrinsic discount -0.6%7D -29.7%3M | ||||||
ROK Rockwell Automation US$451.39n/aintrinsic discount 0.3%7D -1.1%3M The author hasn't set a fair value for ROK | ||||||
GM General Motors US$86.76n/aintrinsic discount -2.7%7D 11.6%3M The author hasn't set a fair value for GM | ||||||
MTCH Match Group US$36.58n/aintrinsic discount -4.1%7D 2.4%3M The author hasn't set a fair value for MTCH | ||||||
PYPL PayPal Holdings US$59.20n/aintrinsic discount 2.2%7D 31.4%3M The author hasn't set a fair value for PYPL | ||||||
META Meta Platforms US$578.8516.6% overvalued intrinsic discount -1.7%7D -6.4%3M | ||||||
DIS Walt Disney US$103.2221.5% undervalued intrinsic discount 1.4%7D -2.1%3M | ||||||
PSNY Polestar Automotive Holding UK US$13.72n/aintrinsic discount -6.9%7D -34.3%3M The author hasn't set a fair value for PSNY | ||||||
CNSW.F Constellation Software US$2,190.03n/aintrinsic discount -2.3%7D 19.0%3M The author hasn't set a fair value for CNSW.F | ||||||
AAPL Apple US$302.255.3% undervalued intrinsic discount -2.8%7D 1.4%3M | ||||||
GOOGL Alphabet US$343.54n/aintrinsic discount -5.2%7D -14.3%3M The author hasn't set a fair value for GOOGL |
Watching
34
| Company | Price & Valuation | FV & Narrative | Valuation | Growth | Analyst Target | |
|---|---|---|---|---|---|---|
TEAM Atlassian 37.0%7D 92.0%3M | US$155.24 n/aintrinsic discount | The author hasn't set a fair value for TEAM | PS 6x | E 42.9% | US$188.21 | |
SPCX Space Exploration Technologies 27.2%7D n/a3M | US$146.15 8.3% overvalued intrinsic discount | PB 15.1x | E 62.7% | US$232.44 | ||
ABNB Airbnb 18.1%7D 34.7%3M | US$180.10 n/aintrinsic discount | The author hasn't set a fair value for ABNB | PE 39.5x | E 15.1% | US$173.71 | |
PLTR Palantir Technologies 8.0%7D 27.9%3M | US$171.04 n/aintrinsic discount | The author hasn't set a fair value for PLTR | PE 136.2x | E 32.9% | US$191.68 | |
CRCL Circle Internet Group 12.6%7D -42.5%3M | US$71.28 n/aintrinsic discount | The author hasn't set a fair value for CRCL | PE 40.1x | E 15.8% | US$103.03 | |
U Unity Software 25.5%7D 63.2%3M | US$44.53 n/aintrinsic discount | The author hasn't set a fair value for U | PS 9.7x | E 78.0% | US$47.97 | |
PATH UiPath 10.4%7D 57.8%3M | US$15.26 29.2% undervalued intrinsic discount | PE 24.1x | E 2.0% | US$13.25 | ||
VRT Vertiv Holdings Co 3.7%7D -23.4%3M | US$288.36 n/aintrinsic discount | The author hasn't set a fair value for VRT | PE 64.1x | E 24.2% | US$338.15 | |
INTC Intel -0.1%7D -12.9%3M | US$100.95 n/aintrinsic discount | The author hasn't set a fair value for INTC | PS 9.3x | E 59.1% | US$114.88 | |
SBUX Starbucks 2.3%7D 2.0%3M | US$108.49 n/aintrinsic discount | The author hasn't set a fair value for SBUX | PE 62.4x | E 22.9% | US$112.23 | |
SPOT Spotify Technology 1.5%7D 13.2%3M | US$489.60 n/aintrinsic discount | The author hasn't set a fair value for SPOT | PE 26.2x | E 10.6% | US$607.11 | |
ZM Zoom Communications 4.5%7D 7.0%3M | US$105.13 n/aintrinsic discount | The author hasn't set a fair value for ZM | PE 14.9x | E -11.0% | US$115.00 | |
NFLX Netflix 0.01%7D -14.6%3M | US$74.21 n/aintrinsic discount | The author hasn't set a fair value for NFLX | PE 22.6x | E 11.4% | US$94.04 | |
TSM Taiwan Semiconductor Manufacturing 3.7%7D 2.7%3M | US$429.15 n/aintrinsic discount | The author hasn't set a fair value for TSM | PE 28.3x | E 21.4% | US$558.27 | |
NVDA NVIDIA 2.2%7D -4.9%3M | US$224.09 n/aintrinsic discount | The author hasn't set a fair value for NVDA | PE 34x | E 22.8% | US$302.83 | |
CRM Salesforce 0.2%7D 15.4%3M | US$193.32 n/aintrinsic discount | The author hasn't set a fair value for CRM | PE 19.7x | E 10.0% | US$242.29 | |
XYZ Block -7.0%7D 9.4%3M | US$78.28 n/aintrinsic discount | The author hasn't set a fair value for XYZ | PE 131.7x | E 46.3% | US$97.60 | |
COIN Coinbase Global -0.6%7D -29.7%3M | US$149.04 39.8% undervalued intrinsic discount | PS 6.5x | E 70.1% | US$195.52 | ||
ROK Rockwell Automation 0.3%7D -1.1%3M | US$451.39 n/aintrinsic discount | The author hasn't set a fair value for ROK | PE 41.8x | E 11.8% | US$477.67 | |
ADSK Autodesk 3.9%7D 6.7%3M | US$249.51 n/aintrinsic discount | The author hasn't set a fair value for ADSK | PE 36x | E 15.2% | US$312.75 | |
GM General Motors -2.7%7D 11.6%3M | US$86.76 n/aintrinsic discount | The author hasn't set a fair value for GM | PE 41x | E 27.5% | US$100.04 | |
MTCH Match Group -4.1%7D 2.4%3M | US$36.58 n/aintrinsic discount | The author hasn't set a fair value for MTCH | PE 11.9x | E 7.8% | US$41.81 | |
PYPL PayPal Holdings 2.2%7D 31.4%3M | US$59.20 n/aintrinsic discount | The author hasn't set a fair value for PYPL | PE 10.3x | E -0.5% | US$59.16 | |
META Meta Platforms -1.7%7D -6.4%3M | US$578.85 16.6% overvalued intrinsic discount | PE 21.7x | E 14.2% | US$754.14 | ||
PTC PTC 6.1%7D 5.8%3M | US$147.99 n/aintrinsic discount | The author hasn't set a fair value for PTC | PE 13.1x | E -14.2% | US$173.35 | |
DIS Walt Disney 1.4%7D -2.1%3M | US$103.22 21.5% undervalued intrinsic discount | PE 20.7x | E 12.7% | US$127.72 | ||
MSFT Microsoft 1.0%7D 20.3%3M | US$492.43 n/aintrinsic discount | The author hasn't set a fair value for MSFT | PE 27.3x | E 14.2% | US$567.20 | |
ADBE Adobe -0.2%7D 9.2%3M | US$258.75 n/aintrinsic discount | The author hasn't set a fair value for ADBE | PE 14.2x | E 9.3% | US$269.61 | |
PSNY Polestar Automotive Holding UK -6.9%7D -34.3%3M | US$13.72 n/aintrinsic discount | The author hasn't set a fair value for PSNY | PS 0.7x | E 17.8% | US$17.50 | |
CNSW.F Constellation Software -2.3%7D 19.0%3M | US$2,190.03 n/aintrinsic discount | The author hasn't set a fair value for CNSW.F | PE 62.9x | E 10.0% | US$2,815.52 | |
CROX Crocs -4.9%7D 34.4%3M | US$130.61 n/aintrinsic discount | The author hasn't set a fair value for CROX | PE 10.6x | E 6.3% | US$138.25 | |
NKE NIKE -4.6%7D -3.6%3M | US$40.51 n/aintrinsic discount | The author hasn't set a fair value for NKE | PE 19.3x | E 8.8% | US$50.66 | |
AAPL Apple -2.8%7D 1.4%3M | US$302.25 5.3% undervalued intrinsic discount | PE 34.2x | E 7.3% | US$322.28 | ||
GOOGL Alphabet -5.2%7D -14.3%3M | US$343.54 n/aintrinsic discount | The author hasn't set a fair value for GOOGL | PE 17.2x | E -0.8% | US$428.04 |