1Y Target$252.42Near-term target
5Y Target$353.51Compound horizon
10Y Target$519.64Long-dated conviction
FCF$412mTTM · 01/26CFCF $412m — modest; watch for margin expansion · TTM computed from 4 most-recent quarters (TTM · 01/26).
Rev+22.9%TTM YoYA-Revenue +22.9% — strong growth, well above S&P median (~7%) · TTM YoY from trailing-4-quarter revenue sum vs prior 4 quarters.
D/E0.93totalBD/E 0.93 — at market average, manageable · Total D/E computed from balance sheet (short-term + long-term debt + lease obligations) ÷ stockholders equity. More accurate than native field, which often uses long-term debt only.
P/E33.8xC+P/E 33.8 — elevated; requires sustained growth to justify
PEG1.48proxyBPEG 1.48 — acceptable premium for growth · PEG proxy: P/E ÷ revenue growth % (true PEG requires forward EPS estimates, not in Finnhub free tier).
Why now
Retail · market cap $12.1b. 13% off the 52-week high of $251.63. Revenue growing +23%, comfortably above the S&P median.
Moat
ROE 18% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately.
Risk
Trailing P/E 34x sits well above the S&P median (~20x) — multiple compression is a real risk if revenue growth decelerates.
Horizon
1-3 yr $252.42 (structural (no analyst coverage)) — fundamentals + valuation re-rating. 5 yr $353.51 at ~10% CAGR — compounding case rests on the competitive position widening. 10 yr $519.64 if current growth sustains into durable earnings power.
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