[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

[@Bycus31](/creator/twitter/Bycus31)
"@DimitryNakhla I noticed that even if some companies look cheap compared to historical they are still expensive based on DFCF. Take $TDG . The FCF Margin in the past 5y is 19.2%. Even if we assume a Rev increase of 8.7%/yr at XXXX% FCF margin and a Term Multiple of XX the fair value is 493$"  
[X Link](https://x.com/Bycus31/status/1979443015312720234) [@Bycus31](/creator/x/Bycus31) 2025-10-18T07:02Z XX followers, XXX engagements


"@DimitryNakhla On the other side if I do the same calc for $INTU the analysts expect a Rev growth per year of approx. XX% on average. The FCF margin in the past X years was 31%. If we do the DFCF calculation the fair value is approx 785$ at a Terminal Multiple of 21"  
[X Link](https://x.com/Bycus31/status/1979443941893157078) [@Bycus31](/creator/x/Bycus31) 2025-10-18T07:06Z XX followers, XX engagements


"@DimitryNakhla My point is that $TDG seems expensive while $INTU is at a very good price but I wouldn't be able to put them on the same list with 'quality companies at fair value'. $TDG looks like $FICO to me before the bigdrop. Not saying it will drop but I can't justify the price with DFCF"  
[X Link](https://x.com/Bycus31/status/1979444537425637721) [@Bycus31](/creator/x/Bycus31) 2025-10-18T07:08Z XX followers, XX engagements