Tech Valuation Review [Lite] (Aug 2025)

What this contains

A comparable multi-company review using one consistent framework for four public tech names.

Tickers covered

• Palantir ($PLTR) — AI/data platforms; premium multiples.
• Chegg ($CHGG) — online education; distressed multiples vs steady cash flows.
• IonQ ($IONQ) — early quantum; years from monetisation; extreme EV/Revenue.
• StoneCo ($STNE) — Brazil fintech; improving profitability.

Per-company slides

• Snapshot (business, verdict, key metrics)
• Consensus revenue (table + chart, dated)
• Valuation table (NPV/EV, shares, equity value/share, implied upside/downside)
• Valuation narrative (methodology, rationale, conclusion)
• Disclaimer

Assumption policy (applies across names)

GAAP-based analysis; discount rate tied to current base rate + size/market overlays; terminal (maturity) growth –1%.

Why this pack

Same template across all four so you can compare assumptions in a straightforward manner.

Policy

Educational research only. Not investment advice. 7-day refund if not useful.