FIVN
I brought FIVN today at $19.73, as it was one of my favorite off that list RESEARCHER59 provided a couple of days back as well. Granted I could of waited because with my 2025 timing skills seem to still be intact in 2026. I have a great skill at catching a falling knife these days. Anyways without further ado here is what I like.
1) FIVN is very cheap given it's excellent growth trading at under 7x 2025 estimates, and about 6x 2026 estimates. I see no reason why these guys can't trade at a 12-15x multiple given there consistent growth, even at 12 times 2026 estimates we are looking at $38 FV which is essentially just about a double from here hence why I really like this one.
2) FIVN Track record of Adjusted EPS growth is outstanding.
FY 25 Estimate $2.92-2.96
FY 24 $2.47
FY 23 $2.05
FY 22 $1.50
FY 21 $1.16
FY 20 $0.99
FY 19 $0.82
3) FIVN Track record of Revenue Growth is also showing a good proven track record of revenue growth over the years as well.
(In Millions)
FY 25 Estimate 1,143.5M-1,149.5M
FY 24 1,041.9M
FY 23 910.5M
FY 22 778.8M
FY 21 609.6M
FY 20 434.9M
FY 19 328.0M
4) FIVN also offers a solid balance sheet with almost $8 in cash and marketable securities so that is yet another plus for it as well.
Conclusion: I think FIVN is very attractive at current levels and I will continue to buy on weakness. Than again I still got the touch on how to catch a falling knife apparently. All is just my opinion, and I could always be wrong though.
AI
