1Y Target$21.23Near-term target
5Y Target$18.40Compound horizon
10Y Target$23.49Long-dated conviction
FCF$681mTTM · 03/26C+FCF $681m — respectable but not differentiating · TTM computed from 4 most-recent quarters (TTM · 03/26).
Rev+7.6%TTM YoYBRevenue +7.6% — at or above S&P median
D/E0.01AD/E 0.01 — essentially debt-free, pristine balance sheet
P/E13.0xB+P/E 13.0 — at or below S&P median, reasonable
PEG0.18APEG 0.18 — exceptional; paying well under fair value for growth
Why now
Internet Content & Information · market cap $6.2b. Down 46% from 52-week high of $25.26 — deep drawdown territory. PEG 0.18 — paying under fair value for the growth rate. 21 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $21.23 (implying +54% upside).
Moat
Net margin 40% is exceptional — pricing-power territory rare outside premium software, branded staples, and specialty pharma. ROE 18% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately. FCF converts 137% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Down 46% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up.
Horizon
1-3 yr $21.23 (21-analyst consensus) — multiple re-rating thesis requires a catalyst. 5 yr $18.40 at ~6% CAGR — dividend + buyback compounding. 10 yr $23.49 if the moat survives secular pressure.
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