1Y Target$440.42Near-term target
5Y Target$616.78Compound horizon
10Y Target$906.63Long-dated conviction
FCF$64.4bTTM · 03/26AFCF $64.4b — top-tier cash generation, rarefied air · TTM computed from 4 most-recent quarters (TTM · 03/26).
Rev+17.5%TTM YoYB+Revenue +17.5% — above sector median, healthy trajectory · TTM YoY from trailing-4-quarter revenue sum vs prior 4 quarters.
D/E0.11totalA-D/E 0.11 — conservative leverage, strong balance sheet · 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/E29.0xC+P/E 29.0 — elevated; requires sustained growth to justify
PEG1.66proxyC+PEG 1.66 — modest premium; above fair value · PEG proxy: P/E ÷ revenue growth % (true PEG requires forward EPS estimates, not in Finnhub free tier).
Why now
Media · market cap $4.6T. 6% off the 52-week high of $408.61. Revenue growing +17%, comfortably above the S&P median.
Moat
Net margin 38% is exceptional — pricing-power territory rare outside premium software, branded staples, and specialty pharma. ROE 39% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which. $4.6T market cap places it among the largest companies in the sector — distribution, R&D, and customer-acquisition costs amortize across a base peers can't replicate.
Risk
P/S 11.0x embeds aggressive forward growth — disappointing top-line guidance would compress the multiple hard.
Horizon
1-3 yr $440.42 (structural (no analyst coverage)) — fundamentals + valuation re-rating. 5 yr $616.78 at ~10% CAGR — compounding case rests on the competitive position widening. 10 yr $906.63 if current growth sustains into durable earnings power.
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