Stock analysis · Bull Rankings model

DAVE analysis

Dave Inc.Software - Application. Scored on the same transparent model behind the daily rankings.

DAVE
Dave Inc. · Software - Application
FCF$319mC
Rev+59.7%A
D/E1.29C
P/E23.2xB+
PEG0.80A-
68.9Score
$360.30$4.6B
1Y Target$436.58Analyst consensus · 12 analysts
5Y Target$551.18Compound horizon
10Y Target$706.87Long-dated conviction
FCF$319mTTM · 06/26
C
FCF $319m — modest; watch for margin expansion · TTM computed from 4 most-recent quarters (TTM · 06/26).
Rev+59.7%FY YoY
A
Revenue +59.7% — hypergrowth, top decile · Computed from last two annual revenue figures (FY YoY).
D/E1.29
C
D/E 1.29 — more levered than most Technology peers (≈90th pctile)
P/E23.2x
B+
P/E 23.2 — below the Technology median (≈40th pctile)
PEG0.80est.
A-
PEG 0.80 — strong; Lynch's preferred zone · PEG derived: P/E ÷ forward 1-year analyst EPS growth, because this name has no vendor-supplied PEG. Same earnings-growth basis as the reported figure on other rows.

Forward price target — the 1-year figure is the analyst consensus where the stock is covered; the 5- and 10-year figures compound our earnings estimate from there. The DCF below is a separate cross-check on intrinsic value (what it's worth today), not another target.

Quality-growth score · 68.9
Quality42.3
Growth98.6
Value78.4
Why this score
  • Diluting shareholders
Entry · Margin of safety
52-week rangeNear 52-week high
21% off the 12-month high
vs DCF fair value39% belowest. fair value ~$588
What the price assumes: free cash flow compounding at ~2% a year for the next decade — vs the ~25% a year our model projects from current growth and analyst estimates.

Model-generatedGenerated by the Bull Rankings model from this company's reported fundamentals, and checked against the figures shown above.

Why now
DAVE's financial services platform, particularly its ExtraCash and Budget tools, is driving exceptional user adoption and monetization, reflected in a stunning 59.7% FY YoY revenue growth. Our model's Growth pillar score of 100/100 confirms this aggressive expansion, suggesting DAVE is rapidly capturing market share in bridging liquidity gaps for its members. The company's impressive 37.2% profit margin and $320m in TTM free cash flow demonstrate that this growth is highly profitable, setting the stage for sustained compounding as its user base expands.
Moat
Dave Inc.'s competitive edge stems from its integrated financial services platform, which leverages historical bank account data through its Budget tool to proactively identify recurring charges and anticipate upcoming transactions. This deep integration creates high switching costs for members who rely on ExtraCash for discretionary overdrafts and Dave Checking for their primary banking needs, making it difficult for competitors to replicate the holistic financial management experience. The platform's utility in bridging liquidity gaps and finding supplemental work via Side Hustle further embeds DAVE into its users' daily financial lives, fostering loyalty.
Risk
Skeptics will point to DAVE's elevated valuation and the inherent risks of its business model, which our model's weak Quality pillar score of 42/100 highlights, alongside a "Diluting shareholders" caution. Despite strong growth, the company's P/E of 23.5 and PS of 7.7 are demanding for a firm with a high debt-to-equity of 1.32, suggesting vulnerability to rising interest rates or a slowdown in consumer spending. A sustained deceleration in revenue growth below 40% or a material increase in debt without corresponding FCF growth would confirm the bear case.
Horizon
1-3 yr $436.58 (12-analyst consensus) — multiple re-rating thesis requires a catalyst. 5 yr $551.18 at ~9% CAGR — dividend + buyback compounding. 10 yr $706.87 if the moat survives secular pressure.
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.

DAVE vs the Top Picks average

PillarDAVEBook avgDiff
Quality0.420.84-0.42
Growth0.990.84+0.15
Value0.780.78in line

Averaged across the 30 names in today's Top Picks (mean score 81.5). A name can beat these averages and still be absent from the book — it also applies concentration limits.

Trend
+0.8 over 47 daily scores
From 68.1 (Jun 22) → 68.9 (now)

One point per daily model run. The range autoscales, so a flat-looking line can still hide 1–2 point moves — read the From → To values for the actual range.

Analyst estimate revisions

30-day change+3.3%
90-day change+6.4%
Forward EPS estimate$21.98

Over the last 90 days, what analysts expect DAVE to earn is materially higher (+6.4%). The estimate is derived from price and forward P/E captured at the same instant, so a moving share price does not move this number — only a changed forecast does.

A rising estimate means expectations are improving, not that the price has failed to keep up — and estimates get cut as readily as they get raised. It is not part of the Bull Rankings score. Biggest movers across the market →

Shares to buy
5
Position size
$1,801
3.6% of portfolio
Stop price
$270.22
25% below $360.30
$ at risk if stopped
$450.37
budget $500.00 · 1% of portfolio

Math only — share count is floor(portfolio × risk% ÷ (price × stop%)). Doesn't account for commissions, slippage, gap risk, or position-correlation across your book. Inputs persist locally; never sent to the server. Not investment advice.

Latest DAVE developments

Recent headlines from across the financial press · updated daily. Links open the source.

Dave Inc. (DAVE): score, valuation & FAQ

Dave Inc. (DAVE) is a Software - Application company that scores 68.9 out of 100 on the Bull Rankings quality-growth model — a solid, above-average reading. The score blends three pillars — quality (durable returns, healthy margins, low leverage), growth (revenue and earnings), and value (valuation versus sector peers) — into one number, refreshed daily; it is a screen, not a buy recommendation.

Its strongest graded signals are Rev (A), PEG (A-) and P/E (B+). On valuation, DAVE sits about 39% below our discounted-cash-flow fair value (a margin of safety) — the current price implies roughly 2% annual free-cash-flow growth over the next decade.

Is DAVE a good stock to buy?

Bull Rankings scores DAVE 68.9 out of 100 on its quality-growth model, which is a solid, above-average reading. That is driven by Rev (A), PEG (A-) and P/E (B+). A score is a quantitative screen of Dave Inc.'s fundamentals, not personalised financial advice — weigh it against your own time horizon and risk tolerance, and read the risk factors below before acting.

Why does DAVE score 68.9 on Bull Rankings?

The quality-growth score blends three pillars — quality (returns on capital, margins, leverage, earnings quality), growth (revenue and earnings expansion), and value (valuation versus sector peers). DAVE earns its highest marks on Rev (A), PEG (A-) and P/E (B+). Each pillar is graded against sector-aware thresholds, then combined into the single 0–100 score.

Is DAVE overvalued or undervalued?

Based on $360.30, DAVE sits about 39% below our discounted-cash-flow fair value (a margin of safety) — the current price implies roughly 2% annual free-cash-flow growth over the next decade. It trades at a 23.2x P/E (graded B+). Discounted-cash-flow estimates are sensitive to growth and discount-rate assumptions, so treat this as a cross-check, not a price target.

What are the main risks of investing in DAVE?

Skeptics will point to DAVE's elevated valuation and the inherent risks of its business model, which our model's weak Quality pillar score of 42/100 highlights, alongside a "Diluting shareholders" caution. Despite strong growth, the company's P/E of 23.5 and PS of 7.7 are demanding for a firm with a high debt-to-equity of 1.32, suggesting vulnerability to rising interest rates or a slowdown in consumer spending. A sustained deceleration in revenue growth below 40% or a material increase in debt without corresponding FCF growth would confirm the bear case.

New to these metrics? The guides explain free cash flow, how the score works, and more in the learn hub — or run another name through the screener.

Bull Rankings is an automated fundamentals screen for research and education. It is not investment advice, and nothing here is a recommendation to buy or sell any security. Do your own research and consider consulting a licensed financial advisor.

More Software stocks by score

All Technology rankings →

Analyze another ticker →