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![JonahLupton Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::14579415.png) Jonah Lupton [@JonahLupton](/creator/twitter/JonahLupton) on x 566.6K followers
Created: 2025-07-18 18:09:34 UTC

$CELH revs only look like XX% CAGR over next X years because of the big non-organic addition from Alani Nu this year, I think 15-20% organic revenue CAGR over next X years is more realistic depending on international growth and upsell with AlaniNu into existing distribution network. 

With the addition of Alani Nu, $CELH is now trading at 4.5x NTM revs versus $MNST at 7.0x NTM revs with $CELH + Alani growing organically 3x faster than $MNST 

Either $CELH multiple needs to go higher or $MNST multiple needs to go lower.

In full disclosure I'm long $CELH and short $MNST for this reason


XXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1946271141792027102/c:line.svg)

**Related Topics**
[celh](/topic/celh)
[$celh](/topic/$celh)
[$mnst](/topic/$mnst)
[stocks consumer defensive](/topic/stocks-consumer-defensive)

[Post Link](https://x.com/JonahLupton/status/1946271141792027102)