In short: BUY. ER 14.09%; fwd PE 22.0 vs 32.6 (32.5% under); RDCF 3.8% vs 15.0%. Fair value $87.9 vs $48.35.
In short: BUY, with all three models agreeing. ER 14.09% on 15.0% growth; fwd PE 22.0 against a 32.6 average (32.5% under); RDCF 4.5% required vs 15.0% expected (+10.5pp, eleventh-best in the universe). Fair value $90.9 vs $50.00. Ten-year CAGR 36.6% against a five-year −7.3%.
In short: BUY, and now thirteenth on the reverse-DCF screen. FV $88.2 vs $48.5 = 45.0% under; ER 14.1%; fwd PE 22.0 against 32.6 (32.5% under); RDCF 4.3% required vs 15.0% expected — a 10.7pp margin, the widest of any Buy. The 45.6% ten-year CAGR is the best on the list.
In short: BUY, and the list's best ten-year record: 46.5% a year. FV $81 vs $44.6 = 45.0% under; ER 14.1%; fwd PE 22.0 against 32.6 (32.5% under); RDCF 5.9% vs 15.0% expected — a 9.1pp margin, the widest of any Buy. The five-year CAGR of −13.4% shows where the drawdown sits.
In short: BUY. EPS growth 15.0%, FWD PE 22.0 against a fair exit 20.0, expected return 14.1%, fair value 86.8 against 47.7 = 45.0% undervalued.
In short: BUY. 18.0x forward against a 32.6x five-year average (44.8% under), fair value $81.3 against $37.5 (50.3% under), a 16.1% expected return and +9.1pp of reverse-DCF margin on 15.0% expected growth. Down 25.4% year to date against a 21.4% ten-year CAGR.
In short: BUY. 22.3x forward against a 32.6x average (31.6% under), 15.0% EPS growth for a 14.0% expected return, a $97.3 fair value against $54.25 (44.3% under) and a +5.0pp reverse-DCF margin — cheap on all three. A 25.9% ten-year CAGR against a −1.8% five-year.
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