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US Growth
Watching
34
| Company | Price & Valuation | FV & Narrative | Valuation | Growth | Analyst Target | |
|---|---|---|---|---|---|---|
VRT Vertiv Holdings Co US$293.84n/aintrinsic discount 7.9%7D -20.8%3M The author hasn't set a fair value for VRT | ||||||
CRCL Circle Internet Group US$71.60n/aintrinsic discount 7.4%7D -37.2%3M The author hasn't set a fair value for CRCL | ||||||
PATH UiPath US$16.0125.7% undervalued intrinsic discount 6.4%7D 55.9%3M | ||||||
SPCX Space Exploration Technologies US$140.003.7% overvalued intrinsic discount 5.2%7D n/a3M | ||||||
SPOT Spotify Technology US$512.82n/aintrinsic discount 5.1%7D 17.4%3M The author hasn't set a fair value for SPOT | ||||||
PYPL PayPal Holdings US$61.66n/aintrinsic discount 4.4%7D 38.8%3M The author hasn't set a fair value for PYPL | ||||||
ROK Rockwell Automation US$449.37n/aintrinsic discount 1.9%7D 0.1%3M The author hasn't set a fair value for ROK | ||||||
DIS Walt Disney US$106.8518.7% undervalued intrinsic discount 1.8%7D 4.0%3M | ||||||
TSM Taiwan Semiconductor Manufacturing US$426.35n/aintrinsic discount 1.5%7D 5.4%3M The author hasn't set a fair value for TSM | ||||||
ZM Zoom Communications US$105.96n/aintrinsic discount 1.4%7D 5.8%3M The author hasn't set a fair value for ZM | ||||||
PLTR Palantir Technologies US$174.04n/aintrinsic discount 1.2%7D 29.9%3M The author hasn't set a fair value for PLTR | ||||||
PSNY Polestar Automotive Holding UK US$14.25n/aintrinsic discount 0.1%7D -34.8%3M The author hasn't set a fair value for PSNY | ||||||
META Meta Platforms US$589.8518.8% overvalued intrinsic discount -0.4%7D -4.0%3M | ||||||
MSFT Microsoft US$495.40n/aintrinsic discount -0.9%7D 17.4%3M The author hasn't set a fair value for MSFT | ||||||
GM General Motors US$86.77n/aintrinsic discount -0.9%7D 15.9%3M The author hasn't set a fair value for GM | ||||||
AAPL Apple US$305.934.1% undervalued intrinsic discount -2.4%7D 1.9%3M | ||||||
GOOGL Alphabet US$345.90n/aintrinsic discount -2.4%7D -12.8%3M The author hasn't set a fair value for GOOGL | ||||||
COIN Coinbase Global US$148.4740.0% undervalued intrinsic discount -3.3%7D -24.0%3M | ||||||
CNSW.F Constellation Software US$2,228.99n/aintrinsic discount -3.7%7D 17.3%3M The author hasn't set a fair value for CNSW.F |
Watching
34
| Company | Price & Valuation | FV & Narrative | Valuation | Growth | Analyst Target | |
|---|---|---|---|---|---|---|
TEAM Atlassian 8.8%7D 85.5%3M | US$162.22 n/aintrinsic discount | The author hasn't set a fair value for TEAM | PS 6.3x | E 42.9% | US$187.93 | |
VRT Vertiv Holdings Co 7.9%7D -20.8%3M | US$293.84 n/aintrinsic discount | The author hasn't set a fair value for VRT | PE 65.3x | E 24.2% | US$338.15 | |
U Unity Software 7.6%7D 70.3%3M | US$46.25 n/aintrinsic discount | The author hasn't set a fair value for U | PS 10x | E 78.0% | US$47.97 | |
CRCL Circle Internet Group 7.4%7D -37.2%3M | US$71.60 n/aintrinsic discount | The author hasn't set a fair value for CRCL | PE 40.3x | E 15.8% | US$103.03 | |
PATH UiPath 6.4%7D 55.9%3M | US$16.01 25.7% undervalued intrinsic discount | PE 25.3x | E 2.0% | US$13.44 | ||
NFLX Netflix 5.4%7D -10.2%3M | US$78.16 n/aintrinsic discount | The author hasn't set a fair value for NFLX | PE 23.8x | E 11.4% | US$94.04 | |
SPCX Space Exploration Technologies 5.2%7D n/a3M | US$140.00 3.7% overvalued intrinsic discount | PB 14.5x | E 62.7% | US$227.00 | ||
SPOT Spotify Technology 5.1%7D 17.4%3M | US$512.82 n/aintrinsic discount | The author hasn't set a fair value for SPOT | PE 27.3x | E 10.7% | US$609.52 | |
XYZ Block 4.9%7D 17.8%3M | US$82.88 n/aintrinsic discount | The author hasn't set a fair value for XYZ | PE 139.4x | E 46.6% | US$97.98 | |
PYPL PayPal Holdings 4.4%7D 38.8%3M | US$61.66 n/aintrinsic discount | The author hasn't set a fair value for PYPL | PE 10.8x | E -0.5% | US$59.16 | |
ABNB Airbnb 3.4%7D 38.5%3M | US$184.06 n/aintrinsic discount | The author hasn't set a fair value for ABNB | PE 40.3x | E 15.1% | US$174.73 | |
SBUX Starbucks 2.0%7D 0.8%3M | US$107.69 n/aintrinsic discount | The author hasn't set a fair value for SBUX | PE 61.9x | E 22.8% | US$112.23 | |
ROK Rockwell Automation 1.9%7D 0.1%3M | US$449.37 n/aintrinsic discount | The author hasn't set a fair value for ROK | PE 41.6x | E 11.8% | US$477.67 | |
MTCH Match Group 1.9%7D 7.2%3M | US$37.95 n/aintrinsic discount | The author hasn't set a fair value for MTCH | PE 12.3x | E 7.7% | US$41.81 | |
DIS Walt Disney 1.8%7D 4.0%3M | US$106.85 18.7% undervalued intrinsic discount | PE 21.5x | E 12.7% | US$127.72 | ||
CRM Salesforce 1.8%7D 13.1%3M | US$196.21 n/aintrinsic discount | The author hasn't set a fair value for CRM | PE 20x | E 10.0% | US$242.43 | |
TSM Taiwan Semiconductor Manufacturing 1.5%7D 5.4%3M | US$426.35 n/aintrinsic discount | The author hasn't set a fair value for TSM | PE 28x | E 21.4% | US$568.69 | |
ZM Zoom Communications 1.4%7D 5.8%3M | US$105.96 n/aintrinsic discount | The author hasn't set a fair value for ZM | PE 15x | E -11.0% | US$115.00 | |
PTC PTC 1.4%7D 5.5%3M | US$149.75 n/aintrinsic discount | The author hasn't set a fair value for PTC | PE 13.3x | E -14.2% | US$173.35 | |
PLTR Palantir Technologies 1.2%7D 29.9%3M | US$174.04 n/aintrinsic discount | The author hasn't set a fair value for PLTR | PE 138.6x | E 32.9% | US$191.68 | |
ADSK Autodesk 1.0%7D 6.4%3M | US$251.66 n/aintrinsic discount | The author hasn't set a fair value for ADSK | PE 36.3x | E 15.2% | US$312.75 | |
INTC Intel 0.8%7D -5.8%3M | US$102.50 n/aintrinsic discount | The author hasn't set a fair value for INTC | PS 9.4x | E 58.6% | US$114.88 | |
NVDA NVIDIA 0.5%7D -0.07%3M | US$225.16 n/aintrinsic discount | The author hasn't set a fair value for NVDA | PE 34.2x | E 22.9% | US$302.83 | |
PSNY Polestar Automotive Holding UK 0.1%7D -34.8%3M | US$14.25 n/aintrinsic discount | The author hasn't set a fair value for PSNY | PS 0.7x | E 17.8% | US$17.50 | |
META Meta Platforms -0.4%7D -4.0%3M | US$589.85 18.8% overvalued intrinsic discount | PE 22.1x | E 14.2% | US$754.14 | ||
ADBE Adobe -0.4%7D 6.6%3M | US$264.02 n/aintrinsic discount | The author hasn't set a fair value for ADBE | PE 14.5x | E 9.4% | US$269.72 | |
MSFT Microsoft -0.9%7D 17.4%3M | US$495.40 n/aintrinsic discount | The author hasn't set a fair value for MSFT | PE 27.5x | E 14.2% | US$569.56 | |
GM General Motors -0.9%7D 15.9%3M | US$86.77 n/aintrinsic discount | The author hasn't set a fair value for GM | PE 41x | E 27.5% | US$100.04 | |
NKE NIKE -2.3%7D -2.7%3M | US$40.73 n/aintrinsic discount | The author hasn't set a fair value for NKE | PE 19.4x | E 8.8% | US$50.66 | |
AAPL Apple -2.4%7D 1.9%3M | US$305.93 4.1% undervalued intrinsic discount | PE 34.6x | E 7.3% | US$322.28 | ||
GOOGL Alphabet -2.4%7D -12.8%3M | US$345.90 n/aintrinsic discount | The author hasn't set a fair value for GOOGL | PE 17.3x | E -0.8% | US$427.52 | |
COIN Coinbase Global -3.3%7D -24.0%3M | US$148.47 40.0% undervalued intrinsic discount | PS 6.5x | E 70.1% | US$195.52 | ||
CROX Crocs -3.6%7D 38.7%3M | US$131.72 n/aintrinsic discount | The author hasn't set a fair value for CROX | PE 10.6x | E 6.3% | US$138.25 | |
CNSW.F Constellation Software -3.7%7D 17.3%3M | US$2,228.99 n/aintrinsic discount | The author hasn't set a fair value for CNSW.F | PE 49.1x | E 14.9% | US$2,857.41 |