1Y Target$22.33Near-term target
5Y Target$17.81Compound horizon
10Y Target$26.18Long-dated conviction
FCF$168mTTM · 12/25CFCF $168m — modest; watch for margin expansion · TTM computed from 4 most-recent quarters (TTM · 12/25).
Rev+68.7%TTM YoYARevenue +68.7% — hypergrowth, top decile
D/E0.41B+D/E 0.41 — healthy leverage, well below danger zone
P/E6.6xAP/E 6.6 — deep value; well below S&P median (~20x)
PEG——PEG not meaningful — earnings growth negative or data unavailable
Why now
Software - Infrastructure · market cap $1.4b. Down 45% from 52-week high of $19.95 — deep drawdown territory. Revenue growing +69% — in hypergrowth territory. 9 sell-side analysts publish a mean 1-yr target of $22.33 (implying +102% upside).
Moat
ROE 40% — 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
Down 45% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up. 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 $22.33 (9-analyst consensus) — fundamentals + valuation re-rating. 5 yr $17.81 at ~10% CAGR — compounding case rests on the competitive position widening. 10 yr $26.18 if current growth sustains into durable earnings power.
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