Freight Technologies sees FY25 revenue $20M-$23M
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Yahoo
17 minutes ago
- Yahoo
Global-E Online Ltd. (NASDAQ:GLBE) Shares Could Be 26% Below Their Intrinsic Value Estimate
Using the 2 Stage Free Cash Flow to Equity, Global-E Online fair value estimate is US$45.08 Global-E Online's US$33.54 share price signals that it might be 26% undervalued Analyst price target for GLBE is US$46.74, which is 3.7% above our fair value estimate In this article we are going to estimate the intrinsic value of Global-E Online Ltd. (NASDAQ:GLBE) by projecting its future cash flows and then discounting them to today's value. The Discounted Cash Flow (DCF) model is the tool we will apply to do this. Believe it or not, it's not too difficult to follow, as you'll see from our example! We would caution that there are many ways of valuing a company and, like the DCF, each technique has advantages and disadvantages in certain scenarios. If you still have some burning questions about this type of valuation, take a look at the Simply Wall St analysis model. This technology could replace computers: discover the 20 stocks are working to make quantum computing a reality. We use what is known as a 2-stage model, which simply means we have two different periods of growth rates for the company's cash flows. Generally the first stage is higher growth, and the second stage is a lower growth phase. To begin with, we have to get estimates of the next ten years of cash flows. Where possible we use analyst estimates, but when these aren't available we extrapolate the previous free cash flow (FCF) from the last estimate or reported value. We assume companies with shrinking free cash flow will slow their rate of shrinkage, and that companies with growing free cash flow will see their growth rate slow, over this period. We do this to reflect that growth tends to slow more in the early years than it does in later years. A DCF is all about the idea that a dollar in the future is less valuable than a dollar today, so we discount the value of these future cash flows to their estimated value in today's dollars: 2025 2026 2027 2028 2029 2030 2031 2032 2033 2034 Levered FCF ($, Millions) US$188.4m US$256.4m US$381.3m US$476.4m US$563.8m US$641.1m US$708.4m US$766.7m US$817.6m US$862.8m Growth Rate Estimate Source Analyst x3 Analyst x4 Analyst x2 Est @ 24.95% Est @ 18.35% Est @ 13.72% Est @ 10.49% Est @ 8.22% Est @ 6.64% Est @ 5.53% Present Value ($, Millions) Discounted @ 10% US$171 US$211 US$285 US$322 US$346 US$357 US$358 US$351 US$340 US$325 ("Est" = FCF growth rate estimated by Simply Wall St)Present Value of 10-year Cash Flow (PVCF) = US$3.1b The second stage is also known as Terminal Value, this is the business's cash flow after the first stage. For a number of reasons a very conservative growth rate is used that cannot exceed that of a country's GDP growth. In this case we have used the 5-year average of the 10-year government bond yield (2.9%) to estimate future growth. In the same way as with the 10-year 'growth' period, we discount future cash flows to today's value, using a cost of equity of 10%. Terminal Value (TV)= FCF2034 × (1 + g) ÷ (r – g) = US$863m× (1 + 2.9%) ÷ (10%– 2.9%) = US$12b Present Value of Terminal Value (PVTV)= TV / (1 + r)10= US$12b÷ ( 1 + 10%)10= US$4.6b The total value, or equity value, is then the sum of the present value of the future cash flows, which in this case is US$7.7b. In the final step we divide the equity value by the number of shares outstanding. Compared to the current share price of US$33.5, the company appears a touch undervalued at a 26% discount to where the stock price trades currently. Valuations are imprecise instruments though, rather like a telescope - move a few degrees and end up in a different galaxy. Do keep this in mind. We would point out that the most important inputs to a discounted cash flow are the discount rate and of course the actual cash flows. If you don't agree with these result, have a go at the calculation yourself and play with the assumptions. The DCF also does not consider the possible cyclicality of an industry, or a company's future capital requirements, so it does not give a full picture of a company's potential performance. Given that we are looking at Global-E Online as potential shareholders, the cost of equity is used as the discount rate, rather than the cost of capital (or weighted average cost of capital, WACC) which accounts for debt. In this calculation we've used 10%, which is based on a levered beta of 1.131. Beta is a measure of a stock's volatility, compared to the market as a whole. We get our beta from the industry average beta of globally comparable companies, with an imposed limit between 0.8 and 2.0, which is a reasonable range for a stable business. See our latest analysis for Global-E Online Valuation is only one side of the coin in terms of building your investment thesis, and it ideally won't be the sole piece of analysis you scrutinize for a company. It's not possible to obtain a foolproof valuation with a DCF model. Preferably you'd apply different cases and assumptions and see how they would impact the company's valuation. If a company grows at a different rate, or if its cost of equity or risk free rate changes sharply, the output can look very different. Can we work out why the company is trading at a discount to intrinsic value? For Global-E Online, there are three further aspects you should further research: Financial Health: Does GLBE have a healthy balance sheet? Take a look at our free balance sheet analysis with six simple checks on key factors like leverage and risk. Future Earnings: How does GLBE's growth rate compare to its peers and the wider market? Dig deeper into the analyst consensus number for the upcoming years by interacting with our free analyst growth expectation chart. Other Solid Businesses: Low debt, high returns on equity and good past performance are fundamental to a strong business. Why not explore our interactive list of stocks with solid business fundamentals to see if there are other companies you may not have considered! PS. Simply Wall St updates its DCF calculation for every American stock every day, so if you want to find the intrinsic value of any other stock just search here. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Forbes
20 minutes ago
- Forbes
The Genius Of Amazon's 'Value For Money' AI Reviews
The Genius of Amazon's 'Value for Money' AI Reviews Amazon has struck a rich marketing vein with its AI-generated summaries of product reviews, a feature the company first introduced in 2023 and appears to have become ubiquitous. To relieve shoppers of having to slog through endless screens of individual product reviews (Amazon reported more than 1.5 billion submitted in 2022), it now posts a short paragraph at the top of the list that distills all the blather into a few generalizations. For example, the AI blurb for a product with more than 120,000 reviews and averaging 4.6 stars: 'Customers find this electric toothbrush to be a premium product that delivers thorough cleaning with its scrubbing action and leaves teeth feeling polished and fresh. They appreciate its four different settings and consider it good value for money.' Review summaries can also be brutal. For a particular waffle iron that earned an average of 4.2 stars, the AI blurb nevertheless mentions: 'While the appliance makes great waffles and grilled sandwiches, customers report issues with heat control, taking a long time to heat up, and experiencing breakage problems, particularly with the thin plastic base.' The summary for a popular brand of casual shoe: 'Value for money opinions are divided, with some considering them a great buy while others say they're not worth the price tag.' The concept of value for money has been around for decades, largely used in the government sector to discuss policies and budgets for programs such as public housing, to gauge efficiency and effectiveness. Governments want to know, for example, if underwriting affordable housing will reduce social safety-net costs. Value for money suddenly gained traction in the consumer sector this year, and has become a frequent mention in the AI blurbs on Amazon. A Google Trends search finds a huge spike in mentions began in February, a month in which consumer confidence collapsed and grassroots movements like 'No Buy 2025' encouraged spending boycotts. In the consumer economy, value for money is hard to define because it is personal. But it is becoming a big deal, especially in the U.S. where tariff uncertainty has fanned renewed inflation fears, housing remains unaffordable, and shoppers have loaded themselves up with debt. According to a recent McKinsey & Company report, State of the Consumer 2025, 'Consumers are redefining what value means to them.' Consumer-facing companies that aren't paying attention do so at their peril. Brand loyalty is losing power and more-value-for-the-price is becoming an expectation. Look what happened to Starbucks a year ago after consecutive quarters of disappointing results, same-store sales, and earnings. As we noted here at the time, Bloomberg reported that the company 'is bleeding customers who no longer want to shell out for high-priced coffee drinks.' One of the big winners in a value-for-money economy has been Aldi, the quirky grocery store chain we covered here recently. The surge in sales of private label goods versus national brands is driving up profit margins at major retailers and changing how they market the value-for-money message. Value for money is here to stay. A recent report by accounting giant Deloitte, based on a deep data dive, found that, 'Today, 4 in 10 Americans are value seekers—defined as surveyed consumers who exhibit three or more cost-conscious, deal-driven, or convenience-sacrificing behaviors each month across grocery/retail, restaurants, leisure travel, and automotive.' Consumers in 2025 are no longer just looking for deals. With the proliferation of competing promotions that lack real urgency, for retailers every day needs to be 'prime day.' And because shoppers are heavily influenced by reviews, a 'good value for money' mention on Amazon is marketing gold.
Yahoo
34 minutes ago
- Yahoo
Primo Brands Announces Date for Second Quarter 2025 Earnings Release and Conference Call
TAMPA, FL and STAMFORD, CT, July 1, 2025 /CNW/ - Primo Brands Corporation (NYSE: PRMB) ("Primo Brands" or the "Company"), today announced that the Company will release its second quarter ended June 30, 2025 financial results before the markets open on Thursday, August 7, 2025. Primo Brands will host a conference call, to be simultaneously webcast, on Thursday, August 7, 2025 at 10:00 a.m. ET. A question-and-answer session will follow management's presentation. To participate, please call the following numbers: Details for the Earnings Conference Call: Date: August 7, 2025Time: 10:00 a.m. ETNorth America Dial-in: (888) 510-2154International Dial-in: (437) 900-0527Conference ID: 91812Webcast Link: Webcast for Second Quarter 2025 Earnings Conference Call: A live audio webcast will be available through the Company's website at The webcast will be recorded and archived for playback on the investor relations section of the website following the event. About Primo Brands Corporation Primo Brands is a leading North American branded beverage company focused on healthy hydration, delivering responsibly sourced diversified offerings across products, formats, channels, price points, and consumer occasions, distributed in every U.S. state and Canada. Primo Brands has a comprehensive portfolio of highly recognizable and conveniently packaged branded water and beverages distributed across more than 200,000 retail outlets, including established "billion-dollar brands" Poland Spring® and Pure Life®, premium brands like Saratoga® and Mountain Valley®, regional leaders such as Arrowhead®, Deer Park®, Ice Mountain®, Ozarka®, and Zephyrhills®, purified brands including Primo Water® and Sparkletts®, and flavored and enhanced brands like Splash Refresher™ and AC+ION®. These product offerings are sold directly across retail channels, including mass, food, convenience, natural, drug, wholesale, distributors, and home improvement, as well as food service accounts in North America. Primo Brands also has extensive direct-to-consumer offerings with its industry-leading line-up of innovative water dispensers, which create consumer connectivity through recurring purchases across its Direct Delivery, Exchange and Refill offerings. Through Direct Delivery, Primo Brands delivers responsibly sourced hydration solutions direct to home and business customers. Through Exchange, consumers can visit approximately 26,500 retail locations and purchase a pre-filled, multi-use bottle of water that can be exchanged after use for a discount on the next purchase. Through its Refill offering, consumers have the option to refill empty multi-use bottles at approximately 23,500 self-service refill stations. Primo Brands also offers water filtration units for home and business customers across North America. Primo Brands is a leader in reusable beverage packaging, helping to reduce waste through its multi-serve bottles and innovative brand packaging portfolio, which includes recycled plastic, aluminum, and glass. Primo Brands has a portfolio of over 90 springs and actively manages water resources to help assure a steady supply of quality, safe drinking water today and in the future. Primo Brands also helps conserve over 28,000 acres of land across the U.S. and Canada. Primo Brands is proud to partner with the International Bottled Water Association ("IBWA") in North America, which supports strict adherence to safety, quality, sanitation, and regulatory standards for the benefit of consumer protection. Primo Brands is committed to supporting the communities it serves, investing in local and national programs and delivering hydration solutions following natural disasters and other local community challenges. Primo Brands employs more than 13,000 associates with dual headquarters in Tampa, Florida, and Stamford, Connecticut. For more information, please visit View original content to download multimedia: SOURCE Primo Brands Corporation. View original content to download multimedia: Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
