What would be the best way to value a company like Peloton? I ran a DCF and got a pretty reasonable price target, average to slightly above analyst estimates. Peloton's earnings and FCF were positive for the first time in FY20, so the cash flows make up a decent portion of the value rather than terminal value. Also, CCA using Nautilus and Lululemon (Mirror). How would you value this company? Any feedback is appreciated, thanks!
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“..got a pretty reasonable price target, average to slightly above analyst estimates”
This says it all.
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