Business Overview Key Metrics Total: 9.5/17 +2✅✅ Projected Operating Margin: 65.63% +0 ⚠️ Projected 5-Year Revenue CAGR: 9.43% +2 ✅✅ Last 5-Year ROIC: 39.70% +1 ✅ Estimated Cost of Capital: 6.26% (lower than ROIC) -1 ❌ Last 5-Year Shares Outstanding CAGR: +0.15% +1 ✅ Projected 5-Year EPS CAGR: 12.38% +1 ✅ Projected 5-Year Dividend CAGR: 12.50% +1.5 ✅ Estimated Debt Rating: Aa3 +2 ✅✅ Morningstar Moat: Wide +0 ⚠️ Morningstar Uncertainty: Medium Business Valuation To calculate the intrinsic value of the company I'll use multiple methods: Discounted Cash Flows (DCF) - Intrinsic value is estimated by projecting its free cash flows over the next 10 years and discounting them to present value using the estimated cost of capital ; EPS Growth - the fair value is estimated by projected the Earnings Per Share CAGR for the next 5 Years and then, given its current and historic values of PE, come up with a PE for the 5th Year. This will give us its price 5 Years from now using the formula: Price = EPS x PE that we then discount using the estimated cost of capital; Historical P/E - we assume mean reversion to the historical P/E values; Historical EV/EBITDA - we assume mean reversion to the historical EV/EBITDA values.Read more

Business Overview Key Metrics Total: 4/17 +1 ✅ Projected Operating Margin: 18.84% +0 ⚠️ Projected 5-Year Revenue CAGR: 4.73% +2 ✅✅ Last 5-Year ROIC: 45.98% +1 ✅ Estimated Cost of Capital: 7.18% (lower than ROIC) +1 ✅ Last 5-Year Shares Outstanding CAGR: -2.51% -1 ❌ Projected 5-Year EPS CAGR: 6.92% (lower than 10%) +0 ⚠️ Projected 5-Year Dividend CAGR: N/A +2 ✅✅ Estimated Debt Rating: Aaa -1 ❌ Morningstar Moat: Narrow -1 ❌ Morningstar Uncertainty: High Business Valuation To calculate the intrinsic value of the company I'll use multiple methods: Discounted Cash Flows (DCF) - Intrinsic value is estimated by projecting its free cash flows over the next 10 years and discounting them to present value using the estimated cost of capital ; EPS Growth - the fair value is estimated by projected the Earnings Per Share CAGR for the next 5 Years and then, given its current and historic values of PE, come up with a PE for the 5th Year. This will give us its price 5 Years from now using the formula: Price = EPS x PE that we then discount using the estimated cost of capital; Historical EV/EBITDA - we assume mean reversion to the historical EV/EBITDA values; Historical P/E - we assume mean reversion to the historical P/E values; Historical P/S - we assume mean reversion to the historical P/S values.Read more

️✈️ Business Overview Key Metrics Total: 2/17 +1 ✅ Projected Operating Margin: 12.99% +0 ⚠️ Projected 5-Year Revenue CAGR: 1.50% +0 ⚠️ Last 5-Year ROIC: 9.72% +1 ✅ Estimated Cost of Capital: 7.04% (less than ROIC) +1 ✅ Last 5-Year Shares Outstanding CAGR: -0.40% -1 ❌ Projected 5-Year EPS CAGR: 8.00% (given the ease of manipulating earnings metrics, sub-10% growth warrants caution) +0 ⚠️ Projected 5-Year Dividend CAGR: 5.42% +1 ✅ Moody's Rating: A3 -1 ❌ Morningstar Moat: Narrow +0 ⚠️ Morningstar Uncertainty: Medium Vinci operates with solid margins above 10%, with good capital allocation given its ROIC higher than the estimated cost of capital. The company shows modest revenue and EPS growth , and its Narrow moat within a cyclical industry warrants some caution for the next couple of years.Read more

Business Overview Key Metrics Total: 10.5/17 +2 ✅✅ Projected Operating Margin: 25.34% +0 ⚠️ Projected 5-Year Revenue CAGR: 7.30% +1 ✅ Last 5-Year ROIC: 12.40% +1 ✅ Estimated Cost of Capital: 6.98% (lower than ROIC) +1 ✅ Last 5-Year Shares Outstanding CAGR: -0.30% +1 ✅ Projected 5-Year EPS CAGR: 17.34% +1 ✅ Projected 5-Year Dividend CAGR: 12.78% +1.5 ✅ Estimated Debt Rating: Aa3 +2 ✅✅ Morningstar Moat: Wide +0 ⚠️ Morningstar Uncertainty: Medium LVMH is a "status symbol". This is shown on its high operating margin and wide moat but also on its "modest" yet solid revenue growth , given that these type of companies choose to trade their brand status by lower revenue growth, that's not a bug but a feature.Read more

Business Overview Key Metrics Total: 7/17 +1 ✅ Projected Operating Margin: 13.65% +0 ⚠️ Projected 5-Year Revenue CAGR: 5.88% +1 ✅ Last 5-Year ROIC: 18.60% +1 ✅ Estimated Cost of Capital: 11.54% (less than ROIC) +1 ✅ Last 5-Year Shares Outstanding CAGR: -1.28% +1 ✅ Projected 5-Year EPS CAGR: 16.37% +0 ⚠️ Projected 5-Year Dividend CAGR: 9.13% +1 ✅ Moody's Rating: A2 +2 ✅✅ Morningstar Moat: Wide -1 ❌ Morningstar Uncertainty: High Nike runs with a solid operating margin above the ~10% mark showing it still has some competitive advantage over competitors even with the maturity of its business and a highly competitive industry. Despite currently having revenue growth below the economy growth rate, its projections point to a slightly higher than economy growth rate of ~5-6% over the next couple of years.Read more

🩺 Business Overview Key Metrics Total: -3/17 +1 ✅ Projected Operating Margin: 12.62% +1 ✅ Projected 5-Year Revenue CAGR: 12.64% -2 ❌❌ Last 5-Year ROIC: -18.95% -2 ❌❌ Estimated Cost of Capital: 7.70% (greater than ROIC) -1 ❌ Last 5-Year Shares Outstanding CAGR: +8.43% +2 ✅✅ Projected 5-Year EPS CAGR: 27.08% +0 ⚠️ Projected 5-Year Dividend CAGR: N/A +2 ✅✅ Estimated Debt Rating: Aaa -2 ❌❌ Morningstar Moat: None -2 ❌❌ Morningstar Uncertainty: Very High Hims & Hers Health is a high growth company, being currently on a rapid expansion of its business. This has some advantages like the projected stellar growth of both revenue and EPS but it will also normally represent the dillution of shares to support it and the negative ROIC (lower than the cost of capital) that it should be regularized during the next couple of years.Read more

Business Overview Key Metrics Total: 1/17 +2 ✅ Projected Operating Margin: 45.47% +0 ⚠️ Projected 5-Year Revenue CAGR: 4.70% +0 ⚠️ Last 5-Year ROIC: 2.52% -2 ❌❌ Estimated Cost of Capital: 7.18% (higher than ROIC) -1 ❌ Last 5-Year Shares Outstanding CAGR: 12.11% +1 ✅ Projected 5-Year EPS CAGR: 11.68% +0 ⚠️ Projected 5-Year Dividend CAGR: 3.46% +1 ✅ Moody's Rating: A3 -2 ❌❌ Morningstar Moat: None +2 ✅✅ Morningstar Uncertainty: Low Realty Income is a reliable dividend payer. It's true that its growing its dividend at a rate a little below or a the economy growth rate ~3%, but its low uncertainty makes this company a safe bet for every dividend investor.Read more

⚡ Business Overview Key Metrics Total: 10.5/17 +2 ✅✅ Projected Operating Margin: 70.08% +1 ✅ Projected 5-Year Revenue CAGR: 10.21% +2 ✅✅ Last 5-Year ROIC: 88.23% +1 ✅ Estimated Cost of Capital: 10.21% (lower than ROIC) +1 ✅ Last 5-Year Shares Outstanding CAGR: -0.84% +2 ✅✅ Projected 5-Year EPS CAGR: 23.93% (given the easiness of manipulation of these values, below 10% warrants caution) +0 ⚠️ Projected 5-Year Dividend CAGR: 7.72% +1.5 ✅ Moody's Debt Rating: Aa1 +2 ✅✅ Morningstar Moat: Wide -2 ❌❌ Morningstar Uncertainty: Very High Nvidia is currently at the forefront of AI. This shows on its stellar operating margins driven by its wide moat and competitive advantages.Read more

⚖️ Business Overview Key Metrics Total: 10/17 +2 ✅ Projected Operating Margin: 26.18% +0 ⚠️ Projected 5-Year Revenue CAGR: 6.13% +2 ✅✅ Last 5-Year ROIC: 26.15% +1 ✅ Estimated Cost of Capital: 6.92% (less than ROIC) +1 ✅ Last 5-Year Shares Outstanding CAGR: -3.00% -1 ❌ Projected 5-Year EPS CAGR: 7.94% (given the ease of manipulating earnings metrics, sub-10% growth warrants caution) +0 ⚠️ Projected 5-Year Dividend CAGR: 7.57% +1 ✅ Moody's Rating: A3 +2 ✅✅ Morningstar Moat: Wide +2 ✅✅ Morningstar Uncertainty: Low Wolters Kluwer in my opinion, despite the overall market narrative, is not that exposed to disruption by AI as some of its technological counterparts, given its business segments overall need for security, consistency and reliance. I see AI being used by the company to improves its operating margins over time and not depreciating them.Read more