We keep score.
The Street
$209
mean target · 20 analysts
9 buy · 10 hold · 1 sell
The gap
+551%
their target vs our price
The council
refuses
to price it — the too-hard pile
not at this pricering = their mean · sage tick = our price · ink diamond = today ($179)
They see +551%. We see a full price. Someone is wrong. The scoreboard below remembers.
Their numbers via Yahoo Finance. Never an input to ours.
today $669 · ours refused · street $828
Why so wide: this business earns 27% on its capital. The Street extrapolates that; our math fades it toward an ordinary 9%. Most of the gap is that one assumption.
Resolved · Street
0
no call is 90 days old yet
Resolved · Council
0
same clock, same rules
Pending
15
first results 2026-10-08
A call resolves 90 days after the disagreement. Every call is timestamped — nobody edits history.
CTAS · called 07-10
90 days left
META · called 07-10
90 days left
DUOL · called 07-10
90 days left
CPRT · called 07-10
90 days left
…and 11 more. All pending. Nobody wins yet.
Scoreboards: almost — the tension board · the NO-ledger
Analyst consensus via Yahoo Finance, shown for contrast. It is never an input to the council's math. Research & education only — not investment advice.
today $127 · ours refused · street $106
Why so wide: this business earns 35% on its capital. The Street extrapolates that; our math fades it toward an ordinary 9%. Most of the gap is that one assumption.
today $27.73 · ours refused · street $40.90
Why so wide: this business earns 23% on its capital. The Street extrapolates that; our math fades it toward an ordinary 9%. Most of the gap is that one assumption.
today $56.28 · ours refused · street $50.38
Why so wide: this business earns 37% on its capital. The Street extrapolates that; our math fades it toward an ordinary 9%. Most of the gap is that one assumption.
today $150 · ours refused · street $184
Why so wide: this business earns 27% on its capital. The Street extrapolates that; our math fades it toward an ordinary 9%. Most of the gap is that one assumption.
Gaps compare their mean target to our fair value — the strict estimate, not the lower entry trigger the garage tracks. Not advice.
Full honesty: an external audit argues our fade is TOO harsh on elite compounders. A re-derived model (v8) is entering a shadow trial next to this one — the 90-day receipts will judge both. We publish the fight either way.