1Y Target$100.77Near-term target
5Y Target$147.43Compound horizon
10Y Target$216.71Long-dated conviction
FCF$1.5bTTM · 03/26C+FCF $1.5b — respectable but not differentiating · TTM computed from 4 most-recent quarters (TTM · 03/26).
Rev+31.3%TTM YoYARevenue +31.3% — hypergrowth, top decile
D/E0.12A-D/E 0.12 — conservative leverage, strong balance sheet
P/E7.8xAP/E 7.8 — deep value; well below S&P median (~20x)
PEG——PEG not meaningful — earnings growth negative or data unavailable
Why now
Software - Infrastructure · market cap $17.4b. 8% off the 52-week high of $99.20. Revenue growing +31% — in hypergrowth territory. 7 sell-side analysts rate this a Buy with a mean 1-yr target of $100.77 (implying +10% upside).
Moat
Net margin 25% sits well above the S&P median (~11%) — suggests structural pricing advantage or cost discipline competitors can't quickly close. ROE 47% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which. Software economics — recurring revenue, embedded customer workflows, and high gross margin all compound the moat once a base account is won. Switching costs are the lever.
Risk
Software — competitive moat is durable until it isn't; watch net revenue retention, gross margin trends, and any new market entrant with a fundamentally lower price point.
Horizon
1-3 yr $100.77 (7-analyst consensus) — fundamentals + valuation re-rating. 5 yr $147.43 at ~10% CAGR — compounding case rests on the competitive position widening. 10 yr $216.71 if current growth sustains into durable earnings power.
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