1Y Target$61.26Near-term target
5Y Target$76.63Compound horizon
10Y Target$112.64Long-dated conviction
FCF$121mTTM · 02/26CFCF $121m — modest; watch for margin expansion · TTM computed from 4 most-recent quarters (TTM · 02/26).
Rev+18.8%TTM YoYB+Revenue +18.8% — above sector median, healthy trajectory
D/E0.34B+D/E 0.34 — healthy leverage, well below danger zone
P/E24.4xBP/E 24.4 — moderate premium, defensible with growth
PEG——PEG not meaningful — earnings growth negative or data unavailable
Why now
Software - Application · market cap $1.5b. Down 25% from 52-week high of $63.36 — deep drawdown territory. Revenue growing +19%, comfortably above the S&P median. 5 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $61.26 (implying +29% upside).
Moat
Net margin 18% beats the market median by a meaningful margin — the company is keeping more of every revenue dollar than the average S&P constituent. ROE 31% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which. FCF converts 198% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
AI-native re-pricing — GPT-class models are compressing the cost of features that took years to build; the moat thesis depends on owning the workflow, not just the feature set.
Horizon
1-3 yr $61.26 (5-analyst consensus) — fundamentals + valuation re-rating. 5 yr $76.63 at ~10% CAGR — compounding case rests on the competitive position widening. 10 yr $112.64 if current growth sustains into durable earnings power.
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