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Salesforce, Inc.
Enterprise Software
18 Sections Included
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Same 18-section structure every time. Preview any report for free. If it helps you think more clearly, it's worth $20.
Salesforce
Is Salesforce a high-quality business on sale, or one whose best days are being priced out by bundling and slower growth?
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Freight never stops moving — but what has to change for Werner to actually earn its market valuation?
Read ReportSymbotic
A scalable robotics platform or a very talented systems integrator? The valuation depends on which one wins.
Read ReportHere's exactly what you get.
No filler. No fluff. Eighteen sections, each one answering a specific question about the company.
Executive Summary
The whole thesis on one page. Business description, valuation hinge, intrinsic value range, and decision frame — read this if you read nothing else.
The Business in Plain English
What the company does, who pays them, and why those customers stick around. No jargon.
Growth Catalysts
What changes in the next 12–24 months? Product launches, market expansion, margin inflections — and whether the numbers support the story.
Peer Competitive Context
Side-by-side comparison tables showing how this company stacks up against its closest competitors on the metrics that matter.
The Numbers That Matter
A few key financial levers — not a data firehose. Revenue trends, FCF margins, and capital allocation, with every figure sourced.
What the Market Is Pricing In
Reverse DCF: we work backward from today's stock price to show you exactly what growth the market expects. Then you decide if that's realistic.
Valuation Approach
Intrinsic value as a range, not a single number. Bear, base, and bull — with every assumption listed so you can challenge any one of them.
Bear / Base / Bull Scenarios
Three specific price targets. Each one spells out "what must be true" for that scenario to play out. You pick the one you believe.
Sensitivity Analysis
Heatmap tables showing how the valuation shifts when you change growth rates and margins. See exactly where the model is brittle.
Sanity Checks
Cross-referencing our model against multiples, historical ranges, and analyst consensus. We don't let the DCF lie to you.
Real Risks
Not drama risks. Model risks (spreadsheet could be wrong), business risks (company could stumble), and narrative risks (we could be telling the wrong story).
Decision Frame
Not a buy/sell call. Three perspectives — considering buying, already own, or passing — plus specific "watch items" that signal when the thesis breaks.
One-Page Cheat Sheet
Every key number on one page: current price, intrinsic value, bear/base/bull range, and the metrics that drive each scenario.
Glossary & Financial Trends
Plain-English definitions for every term we use, plus charts showing multi-year financial trends so you can see the trajectory.
What we mean by research.
You've read stock research that sounded smart and turned out to be wrong. Usually the problem isn't bad data — it's that nobody challenged the assumptions before they were published.
Ours works differently. Every assumption goes through rounds of structured debate. Every number gets challenged by a process designed to find the weakness. If a margin estimate can't survive scrutiny, it gets revised. If a growth projection doesn't hold up against the data, it gets cut.
When we analyzed Salesforce, an early estimate pegged operating margins at 33%. But stock-based compensation was quietly eating six points of that — and one round of the process caught it. The report landed at 27%. That's the difference between a number that sounds right and a number that is right.
We'd rather cut a confident-sounding number than publish one that can't defend itself.
What you read is what survived. Nothing more, nothing less.
One report. Twenty dollars.
No subscriptions. No tiers. No recurring charges. Buy one report, read it, and decide if you want another.
Fundamental Stock Report
- 18 sections — read it in 30 minutes
- Bear / Base / Bull scenarios with specific price targets
- Reverse DCF showing what the market already expects
- Sensitivity heatmaps so you see where the model breaks
- One-page cheat sheet + glossary for quick reference
- Every source cited — check our work yourself
- PDF emailed to you, yours to keep
Questions we hear most.
No. Each report ends with a Decision Frame — not a recommendation. You get three perspectives depending on whether you're considering buying, already own it, or passing. Plus specific signals that tell you when the thesis is intact and when it's broken. You make the call.
The reports are written in plain English on purpose. Every financial term is defined the first time it appears, and there's a glossary at the end. If you can read a newspaper, you can read these.
Yes. The reports on our homepage are free to read in full. Open one, read it, and decide if it's worth $20 for the next company you're researching.
We go back 5 to 10 years to understand the trends, pull in everything through the latest quarterly filings and earnings calls, and then look forward — modeling where the business is headed and what has to be true for each scenario to play out. You get the full picture: where the company has been, where it is now, and where it's going.
That's most of our business. Pick any publicly traded company, and we'll deliver a full report to your email within 48 hours. Same 18 sections, same rigor. $20.
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