Discounting Cash Flows @Discashflows
Value companies with simple, transparent, and fully editable valuation models. Not financial advice. discountingcashflows.com Global Joined August 2021-
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Adobe DCF Analysis Fair value $284 vs price $273.71 (~+3.8% Undervalued) Assumes: + 10% revenue growth for 5 years + 32% EBIT margin. Looks close to fairly valued. Model used: discountingcashflows.com/share/1gabebc3…
$ADBE earnings today. Revenue keeps trending higher, reaching $6.19B last quarter. Growth has normalized but still holds around ~10% YoY. Adobe said last quarter AI-influenced ARR now exceeds 1/3 of its business. Can it keep the momentum going?
ADBE revenue mix: ~75% Digital Media (Photoshop/Illustrator/Premiere/Firefly) ~24% Digital Experience (enterprise marketing + CX) ~1% Print & Publishing (legacy) Both digital media and digital experience have been steadily growing.
$PATH Q4 EARNINGS • Revenue $481M vs Est. $465M • EPS $0.30 vs Est. $0.25 • Net Retention Rate 107% • ARR $1.85B (+11% YoY) • Net new ARR: $70M FY27 Guidance • Revenue $1.76B vs Est. $1.74B Announces new $500M stock repurchase authorization.
$PATH earnings today (Mar 11) Estimates: Revenue: $464.8M EPS: $0.26 Our chart shows revenue is growing rapidly 📈 Do you think UiPath will beat expectations?
Happy 2026! 🥳 You can now build and analyze models using Quarterly data in the Model Builder. 1. Go to: discountingcashflows.com/model-builder/ 2. Add a Table or Chart component. 3. In the top-right corner, use the Annual / Quarterly dropdown. 4. Select Quarterly to compute and visualize quarterly data.
🚀 Model Builder is Now Live! Log in with your account and explore: discountingcashflows.com/model-builder/ 🎄We’ve also prepared a special Christmas offer. Check it out! discountingcashflows.com/subscriptions/ As always, we appreciate your support throughout the year, and we’d love to hear your feedback! ❤️
🚀 Model Builder is Now Available in Beta! Drag, drop, compute, forecast, visualize… all through an intuitive interface. Log in with your account and explore the Model Builder: discountingcashflows-beta.com/model-builder/ Watch the full demo walkthrough on YouTube: youtu.be/PCZ8Xbjr6bY
Key takeaways: • Expected FCF CAGR: ~12.68% • Expected Revenue CAGR: ~15.66% What stock should we analyze next? Drop your suggestions 👇 We do not own any shares of $DUOL at the time of writing this post, and this is not financial advice. Please invest at your own risk.
Let’s do a reverse DCF analysis for $DUOL Company Snapshot: - Premarket stock down ~21% to $205 - Revenue growth is expected to slow down - Focus shifting to free user benefits & engagement - Investing in long-term user base growth over near-term monetization #Earnings
Scenario 1 – Low OCF Margin (30%): • Revenue in 5 Years: $1.86B (CAGR 19.94%) • FCF in 5 Years: $502.7M (CAGR 12.96%) ▶️Full analysis: discountingcashflows.com/share/df344fg3… Scenario 2 – Average OCF Margin (35%): • Revenue in 5 Years: $1.55B (CAGR 15.66%) • FCF in 5 Years: $496.7M (CAGR 12.68%) ▶️ Full analysis: discountingcashflows.com/share/1aa22gg3… Scenario 3 – High OCF Margin (40%): • Revenue in 5 Years: $1.3B (CAGR 12.09%) • FCF in 5 Years: $490.7M (CAGR 12.41%) ▶️ Full analysis: discountingcashflows.com/share/fc4bebdf…
🎁 Special Offer – Ends Oct 15, 2025 Get 15% off at checkout: • DCF15MONTHLY – Monthly: 15% off for first 2 months • DCF15ANNUAL – Annual: 15% off once Already subscribed? Apply a code here: discountingcashflows.com/billing/
📊 Over the last 10 years: - Operating Margins: 7–9% - Revenue Growth: 5–15% - CapEx: ~1% 💰 DCF Expected Returns: - Worst: 7.12% (low growth) - Avg: 11.22% (steady growth) - Best: 16.7% (high growth) 💡 Takeaway: $UNH is a high-margin, consistent-growth, low-CapEx healthcare giant. At $300, with Berkshire’s $1.6B vote of confidence, the risk/reward looks compelling for long-term investors.
🚨 Is $UNH still worth buying at $300? - Berkshire Hathaway ( $BRKB ) just acquired $1.6B of UnitedHealth Group shares. - The stock is down ~50% from ~$600 since April after reports of a Medicare fraud investigation. Let’s run a reverse DCF analysis. 👇
💰 We've just launched our affiliate program — earn 40% commission for up to 2 years! Learn more: discountingcashflows.com/affiliate-prog…
@Investingcom From the megacaps, most probably $GOOG
Key takeaways: • Expected FCF CAGR: ~128% • Expected Revenue CAGR: ~119%–144% What stock should we analyze next? Drop your suggestions 👇 To determine the revenue CAGR we applied the 'Solve for Assumption' feature.
Let’s do a reverse DCF analysis for $PLTR to see the compounded annual growth rates being priced in. Company Snapshot: • Rapid revenue growth within the past 3 years • Significant shift from losses to positive cash flow • Margins continue to improve #StockMarket #Investing
Scenario 1 – Low OCF Margin (30%): • Revenue in 5 Years: $249 B (CAGR 144.2%) • FCF in 5 Years: $72.2 B (CAGR 129.2%) ▶️Full analysis: discountingcashflows.com/share/aacdb2bg… Scenario 2 – Average OCF Margin (40%): • Revenue in 5 Years: $183.2 B (CAGR 129.7%) • FCF in 5 Years: $71.5 B (CAGR 128.7%) ▶️ Full analysis: discountingcashflows.com/share/b2c1d1d2… Scenario 3 – High OCF Margin (50%): • Revenue in 5 Years: $144.5 B (CAGR 119.0%) • FCF in 5 Years: $70.8 B (CAGR 128.3%) ▶️ Full analysis: discountingcashflows.com/share/b41ebc3b…
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