How we calculate our Fair Value estimates?:
It's based on historical data, We measure CAGR growth rates for last 9 years, 5 years and 3 years across multiple dimensions
e.g: like revenue, operating income/net income, equity, retained earnings, eps to generate a fair value estimate
Note1: Valuations are purely based on operating characteristics of the business, if they have additional portfolio like minority share, they are not accounted
Note2: e.g.: for Berkshire (BRK-B) - make sure to add market price of equity portfolio per share
Note3: Data used for Valuation calculations are ending fiscal year , Market Price of IBKR was 176.45 first week of Decemeber approx...
Note4: Confidence means how many fundamental drivers, we are seeing which are driving the business, if the number is low our Confidence Rating is LOW and so on
enterprise_value
aka ev
| entry | value |
|---|---|
| ev_2024 | 70.94B |
| ev_3_cagr | -17.7% |
| ev_3_mean | 63.71B |
| ev_3_median | 50.99B |
| ev_3_min | 25.48B |
| ev_5_cagr | -0.5% |
| ev_5_mean | 70.82B |
| ev_5_median | 71.74B |
| ev_5_min | 25.48B |
| ev_9_cagr | -16.7% |
| ev_9_mean | 171.72B |
| ev_9_median | 91.42B |
| ev_9_min | 25.48B |
revenue Stats
| entry | value |
|---|---|
| revenue_2024 | 5.18B |
| revenue_3_cagr | 24.1% |
| revenue_3_mean | 3.83B |
| revenue_3_median | 3.70B |
| revenue_3_min | 2.71B |
| revenue_5_cagr | 15.0% |
| revenue_5_mean | 3.35B |
| revenue_5_median | 2.89B |
| revenue_5_min | 2.22B |
| revenue_9_cagr | 17.1% |
| revenue_9_mean | 2.71B |
| revenue_9_median | 2.47B |
| revenue_9_min | 1.26B |
marketcap Stats
| entry | value |
|---|---|
| marketcap_2024 | 74.55B |
| marketcap_3_cagr | -16.9% |
| marketcap_3_mean | 67.00B |
| marketcap_3_median | 54.66B |
| marketcap_3_min | 28.90B |
| marketcap_5_cagr | -0.2% |
| marketcap_5_mean | 74.18B |
| marketcap_5_median | 74.98B |
| marketcap_5_min | 28.90B |
| marketcap_9_cagr | -16.3% |
| marketcap_9_mean | 174.52B |
| marketcap_9_median | 94.80B |
| marketcap_9_min | 28.90B |
operatingCashflow
aka ocf
| entry | value |
|---|---|
| ocf_2024 | 8.72B |
| ocf_3_cagr | 13.9% |
| ocf_3_mean | 5.78B |
| ocf_3_median | 5.22B |
| ocf_3_min | 3.97B |
| ocf_5_cagr | 26.8% |
| ocf_5_mean | 5.64B |
| ocf_5_median | 5.22B |
| ocf_5_min | 2.67B |
| ocf_9_cagr | 31.8% |
| ocf_9_mean | 3.86B |
| ocf_9_median | 3.32B |
| ocf_9_min | 0.64B |
income::operating
aka oi
| entry | value |
|---|---|
| oi_2024 | 3.69B |
| oi_3_cagr | 27.4% |
| oi_3_mean | 2.64B |
| oi_3_median | 2.53B |
| oi_3_min | 1.79B |
| oi_5_cagr | 26.1% |
| oi_5_mean | 2.16B |
| oi_5_median | 1.89B |
| oi_5_min | 1.16B |
| oi_9_cagr | 26.1% |
| oi_9_mean | 1.64B |
| oi_9_median | 1.23B |
| oi_9_min | 0.46B |
owner_earnings
aka oe
| entry | value |
|---|---|
| oe_2024 | 8.68B |
| oe_3_cagr | 14.1% |
| oe_3_mean | 5.73B |
| oe_3_median | 5.17B |
| oe_3_min | 3.91B |
| oe_5_cagr | 26.9% |
| oe_5_mean | 5.60B |
| oe_5_median | 5.17B |
| oe_5_min | 2.63B |
| oe_9_cagr | 32.2% |
| oe_9_mean | 3.83B |
| oe_9_median | 3.27B |
| oe_9_min | 0.61B |
margin_operatingCashflow
aka ocfm
| entry | value |
|---|---|
| ocfm_2024 | 168.2% |
| ocfm_3_mean | 154.9% |
| ocfm_3_median | 148.8% |
| ocfm_3_min | 104.7% |
| ocfm_5_mean | 181.1% |
| ocfm_5_median | 148.8% |
| ocfm_5_min | 103.3% |
| ocfm_9_mean | 134.2% |
| ocfm_9_median | 104.0% |
| ocfm_9_min | 43.0% |
margin_income::operating
aka opm
| entry | value |
|---|---|
| opm_2024 | 71.3% |
| opm_3_mean | 68.2% |
| opm_3_median | 68.3% |
| opm_3_min | 65.2% |
| opm_5_mean | 62.4% |
| opm_5_median | 65.5% |
| opm_5_min | 44.8% |
| opm_9_mean | 56.8% |
| opm_9_median | 55.5% |
| opm_9_min | 36.5% |
margin_owner_earnings
aka oem
| entry | value |
|---|---|
| oem_2024 | 167.3% |
| oem_3_mean | 153.4% |
| oem_3_median | 147.4% |
| oem_3_min | 103.6% |
| oem_5_mean | 179.6% |
| oem_5_median | 147.4% |
| oem_5_min | 102.1% |
| oem_9_mean | 132.8% |
| oem_9_median | 102.8% |
| oem_9_min | 41.4% |
roic Stats
| entry | value |
|---|---|
| roic_2024 | inf |
| roic_3_mean | inf |
| roic_3_median | inf |
| roic_3_min | inf |
| roic_5_mean | inf |
| roic_5_median | inf |
| roic_5_min | inf |
| roic_9_mean | inf |
| roic_9_median | inf |
| roic_9_min | inf |
roic_cash Stats
| entry | value |
|---|---|
| roic_cash_2024 | 4922.7% |
| roic_cash_3_mean | 3910.4% |
| roic_cash_3_median | 4318.6% |
| roic_cash_3_min | 2081.8% |
| roic_cash_5_mean | 3341.4% |
| roic_cash_5_median | 3199.4% |
| roic_cash_5_min | 2081.8% |
| roic_cash_9_mean | 3040.6% |
| roic_cash_9_median | 2550.7% |
| roic_cash_9_min | 1804.1% |
roa Stats
| entry | value |
|---|---|
| roa_2024 | 2.9% |
| roa_3_mean | 2.3% |
| roa_3_median | 2.3% |
| roa_3_min | 1.8% |
| roa_5_mean | 2.1% |
| roa_5_median | 1.9% |
| roa_5_min | 1.8% |
| roa_9_mean | 1.9% |
| roa_9_median | 1.9% |
| roa_9_min | 1.1% |
roa_goodwill Stats
| entry | value |
|---|---|
| roa_goodwill_2024 | 2.9% |
| roa_goodwill_3_mean | 2.3% |
| roa_goodwill_3_median | 2.3% |
| roa_goodwill_3_min | 1.8% |
| roa_goodwill_5_mean | 2.1% |
| roa_goodwill_5_median | 1.9% |
| roa_goodwill_5_min | 1.8% |
| roa_goodwill_9_mean | 1.9% |
| roa_goodwill_9_median | 1.9% |
| roa_goodwill_9_min | 1.1% |
roce Stats
| entry | value |
|---|---|
| roce_2024 | 26.2% |
| roce_3_mean | 75.5% |
| roce_3_median | 84.4% |
| roce_3_min | 26.2% |
| roce_5_mean | 79.5% |
| roce_5_median | 86.0% |
| roce_5_min | 26.2% |
| roce_9_mean | 83.0% |
| roce_9_median | 87.3% |
| roce_9_min | 26.2% |
roe Stats
| entry | value |
|---|---|
| roe_2024 | 26.3% |
| roe_3_mean | 77.3% |
| roe_3_median | 87.5% |
| roe_3_min | 26.3% |
| roe_5_mean | 81.0% |
| roe_5_median | 88.4% |
| roe_5_min | 26.3% |
| roe_9_mean | 85.1% |
| roe_9_median | 89.2% |
| roe_9_min | 26.3% |
roic_operatingCashflow
aka roic_ocf
| entry | value |
|---|---|
| roic_ocf_2024 | inf |
| roic_ocf_3_mean | inf |
| roic_ocf_3_median | inf |
| roic_ocf_3_min | inf |
| roic_ocf_5_mean | inf |
| roic_ocf_5_median | inf |
| roic_ocf_5_min | inf |
| roic_ocf_9_mean | inf |
| roic_ocf_9_median | inf |
| roic_ocf_9_min | inf |
roa_operatingCashflow
aka roa_ocf
| entry | value |
|---|---|
| roa_ocf_2024 | 6.8% |
| roa_ocf_3_mean | 5.1% |
| roa_ocf_3_median | 5.0% |
| roa_ocf_3_min | 3.6% |
| roa_ocf_5_mean | 6.0% |
| roa_ocf_5_median | 5.3% |
| roa_ocf_5_min | 3.6% |
| roa_ocf_9_mean | 4.5% |
| roa_ocf_9_median | 3.9% |
| roa_ocf_9_min | 1.3% |
roce_operatingCashflow
aka roce_ocf
| entry | value |
|---|---|
| roce_ocf_2024 | 61.9% |
| roce_ocf_3_mean | 167.3% |
| roce_ocf_3_median | 161.2% |
| roce_ocf_3_min | 61.9% |
| roce_ocf_5_mean | 237.3% |
| roce_ocf_5_median | 184.5% |
| roce_ocf_5_min | 61.9% |
| roce_ocf_9_mean | 190.3% |
| roce_ocf_9_median | 161.2% |
| roce_ocf_9_min | 61.9% |
roe_operatingCashflow
aka roe_ocf
| entry | value |
|---|---|
| roe_ocf_2024 | 62.0% |
| roe_ocf_3_mean | 172.4% |
| roe_ocf_3_median | 162.6% |
| roe_ocf_3_min | 62.0% |
| roe_ocf_5_mean | 242.2% |
| roe_ocf_5_median | 186.8% |
| roe_ocf_5_min | 62.0% |
| roe_ocf_9_mean | 194.7% |
| roe_ocf_9_median | 162.6% |
| roe_ocf_9_min | 62.0% |
evtoebitda Stats
| entry | value |
|---|---|
| evToEbitda_2024 | 18.86 |
| evToEbitda_3_mean | 27.63 |
| evToEbitda_3_median | 15.62 |
| evToEbitda_3_min | 9.91 |
| evToEbitda_5_mean | 41.12 |
| evToEbitda_5_median | 39.96 |
| evToEbitda_5_min | 9.91 |
| evToEbitda_9_mean | 197.18 |
| evToEbitda_9_median | 69.57 |
| evToEbitda_9_min | 9.91 |
pb Stats
| entry | value |
|---|---|
| pb_2024 | 4.49 |
| pb_3_mean | 17.82 |
| pb_3_median | 7.32 |
| pb_3_min | 2.47 |
| pb_5_mean | 29.23 |
| pb_5_median | 31.04 |
| pb_5_min | 2.47 |
| pb_9_mean | 147.99 |
| pb_9_median | 53.16 |
| pb_9_min | 2.47 |
pe Stats
| entry | value |
|---|---|
| pe_2024 | 21.88 |
| pe_3_mean | 32.31 |
| pe_3_median | 18.79 |
| pe_3_min | 12.36 |
| pe_5_mean | 47.46 |
| pe_5_median | 45.56 |
| pe_5_min | 12.36 |
| pe_9_mean | 236.94 |
| pe_9_median | 78.71 |
| pe_9_min | 12.36 |
pfcf Stats
| entry | value |
|---|---|
| pfcf_2024 | 8.59 |
| pfcf_3_mean | 11.51 |
| pfcf_3_median | 8.16 |
| pfcf_3_min | 7.41 |
| pfcf_5_mean | 14.64 |
| pfcf_5_median | 10.64 |
| pfcf_5_min | 7.41 |
| pfcf_9_mean | 168.65 |
| pfcf_9_median | 25.70 |
| pfcf_9_min | 7.41 |
pocf Stats
| entry | value |
|---|---|
| pocf_2024 | 8.55 |
| pocf_3_mean | 11.37 |
| pocf_3_median | 8.10 |
| pocf_3_min | 7.28 |
| pocf_5_mean | 14.40 |
| pocf_5_median | 10.58 |
| pocf_5_min | 7.28 |
| pocf_9_mean | 162.69 |
| pocf_9_median | 25.15 |
| pocf_9_min | 7.28 |
ps Stats
| entry | value |
|---|---|
| ps_2024 | 14.38 |
| ps_3_mean | 19.91 |
| ps_3_median | 11.90 |
| ps_3_min | 8.01 |
| ps_5_mean | 25.79 |
| ps_5_median | 21.80 |
| ps_5_min | 8.01 |
| ps_9_mean | 97.39 |
| ps_9_median | 41.50 |
| ps_9_min | 8.01 |
yield_owner_earnings
aka yield_oe
| entry | value |
|---|---|
| yield_oe_2024 | inf |
| yield_oe_3_mean | inf |
| yield_oe_3_median | inf |
| yield_oe_3_min | inf |
| yield_oe_5_mean | inf |
| yield_oe_5_median | inf |
| yield_oe_5_min | inf |
| yield_oe_9_mean | inf |
| yield_oe_9_median | inf |
| yield_oe_9_min | inf |
yield_operatingCashflow
aka yield_ocf
| entry | value |
|---|---|
| yield_ocf_2024 | 12.3% |
| yield_ocf_3_mean | 11.8% |
| yield_ocf_3_median | 13.5% |
| yield_ocf_3_min | 4.6% |
| yield_ocf_5_mean | 9.8% |
| yield_ocf_5_median | 10.3% |
| yield_ocf_5_min | 3.7% |
| yield_ocf_9_mean | 6.2% |
| yield_ocf_9_median | 4.2% |
| yield_ocf_9_min | 0.2% |
yield_income::operating
aka yield_oi
| entry | value |
|---|---|
| yield_oi_2024 | 5.2% |
| yield_oi_3_mean | 6.1% |
| yield_oi_3_median | 6.5% |
| yield_oi_3_min | 1.4% |
| yield_oi_5_mean | 4.5% |
| yield_oi_5_median | 3.4% |
| yield_oi_5_min | 1.3% |
| yield_oi_9_mean | 2.9% |
| yield_oi_9_median | 1.4% |
| yield_oi_9_min | 0.1% |
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