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    Updated 2025 Q4 stock fair value $329.8. Salesforce has traded down 3% since it reported earnings last Wednesday, likely due to the revenue miss and weaker than expected FY2026 revenue guidance. Personally, I’m ...
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    Updated BN 2024 Q4 stock fair value $67.18. BN reported Q4 distributable earnings before realization (DE) increased to $1.498 billion, up 24% from $1.21 billion reported last year. The DE per share for the full year 2024 was $3.07, up 15% from $2.66 in 2023. This gives BN a P/DE ratio of only...
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    GOOGL 2024 Q4 stock fair value $243.66. Google reported Q4 revenue of $96.5 billion and EPS of $2.15, growing 12% and 31% compared to a year before. Shares have traded down about...
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    Updated BN 2024 Q3 stock fair value $79 (CA$111.05). BN reported $3.78 per share distributable earnings for the past 12 months, up 20% compared to a year ago. Note that this amount is in USD, which represents an earnings yield of...
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    Updated CSU 2024 Q3 stock fair value CA$4,517. reported 20% revenue growth compared to a year ago. I’m continuously impressed by how the company is able to maintain this growth rate despite their sheer size....
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    META 2024 Q3 stock fair value $557.64. Meta’s family of apps continue impressive growth on top of an already enormous user base, with daily active people growing another 5% YoY to 3.29 billion...
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    GOOGL 2024 Q3 stock fair value $173. Google shares jumped 6% after reporting significant growth in revenue and EPS. I still remember how “experts” were saying Google is losing steam because of ChatGPT, regulation and competition from rivals...
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    Updated 2025 Q2 stock fair value $299. Salesforce’s recent earnings report revealed 20% free cash flow (FCF) and 8% revenue growth YoY. FCF per share continues to increase, up 50% from last year to...
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    EQB stock 2024 Q3 stock fair value estimation is CA$107. EQB reported 15% YoY revenue growth. However EPS declined 1% YoY due to the elevated PCL, mainly from losses in equipment financing loans. The good news is that the PCL has decreased from 22.2 million to 19.6 million...
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    Updated CSU 2024 Q2 stock fair value CA$4,427. Constellation Software reported strong Q2 earnings, with revenue and free cash flow (FCF) for the past 6 months grew by 22% and 34% respectfully compared to the previous year. While the majority of this growth....
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    Updated BN 2024 Q2 stock fair value CA$77. BN reported a great Q2 earnings with its asset management arm grew to $1 trillion AUM, with fee bearing capital grew 17% to $514 billion. TTM Distributable earnings before realization grew 8%...
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    CNR 2024 Q2 stock fair value estimation CA$164.34. CNR reported Q2 revenues of C$4.3 billion and EPS of C$1.84, an increase of 7% and 5%. The EPS growth is slower than expected due to looming strike. Here are some main issues...
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    Updated 2024 Q2 stock fair value $88.98 (conservatively valued). EQB reported 20% YoY revenue growth, 7% EPS growth, and increased dividends by 22%. The estimated value of the stock is calculated using the following conditions...
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    Updated CSU 2024 Q1 stock fair value CA$3816, this is lower due to slower free cash flow grwoth. Constellation software reported 23% revenue increase for Q1 2024, with 3% organic growth in their software businesses, however free cashflow is flat YoY at $446 million....
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    Updated BN 2024 Q1 stock fair value CA$66. Brookfield Corp reported 10% distributable earnings growth, much slower than the companys own projection of 20%+ expected growth. Considering the challenging economic environment, I think this is acceptable and the company is on track to deliver more growth considering...
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    AMZN 2024 Q1 stock fair value $224. Amazon reported 13% YoY sales for Q1 2024, both of its operating cashflow and net income has exploded, up more than 100% compared to a year ago, indicating impressive margin improvements...
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    GOOGL 2024 Q1 stock fair value $184.2. Alphabet Inc, parent company of Google reported Q1 revenue of $80.539 billion, a 15% increase YoY. EPS grew an impressive 60% from a year before to $1.89...
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    CNR 2024 Q1 stock fair value estimation CA$166. Canadian National Railway reported revenue of C$4.2 billion, a decline of 1%, and EPS of C$1.72 per share, a decline of 5%. Running a 5 year DCF calculation...
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