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![VenkatP1359 Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1525457281059540993.png) VenkatP [@VenkatP1359](/creator/twitter/VenkatP1359) on x 1127 followers
Created: 2025-07-20 14:48:51 UTC

I think it is not fair to compare $OPEN to $CVNA as they belong to different sectors IMHO

Let’s compare with $Z & $RDFN both base and bull case scenarios 

Base Case Modeling (3.5× EV/Rev):
In a realistic base case, $OPEN does $5.75B in 2025 rev and earns a 3.5× EV/rev multiple, leading to a $20.1B EV. After subtracting $1.2B net debt, that’s an $18.9B market cap — or ~$26/share vs $XXXX today. 
$Z at 3.5× its $2.6B rev = $9.1B EV, +$2.5B net cash = $11.6B market cap = ~$49.50/share (roughly fair value now). $RDFN at 3.5× its $1.3B rev = $4.55B EV, –$250M debt = $4.3B equity, or ~$37/share — a potential 5× from current levels. Base case = solid asymmetry if execution improves.

Bull Case Modeling (5× EV/Rev):
If these platforms prove profitability and get re-rated, the upside is explosive. $OPEN at 5× EV/rev = $28.75B EV – $1.2B debt = $27.55B market cap, or ~$38/share — a potential 17× return
$Z hits $13B EV at 5× rev, add $2.5B net cash = $15.5B cap, or ~$66/share. $RDFN at 5× = $6.5B EV – $250M debt = $6.25B equity = ~$54/share, up 8×. 

In this scenario, $OPEN is the moonshot, $RDFN is the deep value turnaround, and $Z is your core platform compounder with durable upside.

Base case $XX vs Bull case $XX provided  no stock dilutions like stock offering or other gimmicks by $OPEN


XXXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1946945405977075989/c:line.svg)

**Related Topics**
[market cap](/topic/market-cap)
[$26share](/topic/$26share)
[$189b](/topic/$189b)
[debt](/topic/debt)
[$12b](/topic/$12b)
[$201b](/topic/$201b)
[$575b](/topic/$575b)
[$rdfn](/topic/$rdfn)

[Post Link](https://x.com/VenkatP1359/status/1946945405977075989)

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VenkatP1359 Avatar VenkatP @VenkatP1359 on x 1127 followers Created: 2025-07-20 14:48:51 UTC

I think it is not fair to compare $OPEN to $CVNA as they belong to different sectors IMHO

Let’s compare with $Z & $RDFN both base and bull case scenarios

Base Case Modeling (3.5× EV/Rev): In a realistic base case, $OPEN does $5.75B in 2025 rev and earns a 3.5× EV/rev multiple, leading to a $20.1B EV. After subtracting $1.2B net debt, that’s an $18.9B market cap — or ~$26/share vs $XXXX today. $Z at 3.5× its $2.6B rev = $9.1B EV, +$2.5B net cash = $11.6B market cap = ~$49.50/share (roughly fair value now). $RDFN at 3.5× its $1.3B rev = $4.55B EV, –$250M debt = $4.3B equity, or ~$37/share — a potential 5× from current levels. Base case = solid asymmetry if execution improves.

Bull Case Modeling (5× EV/Rev): If these platforms prove profitability and get re-rated, the upside is explosive. $OPEN at 5× EV/rev = $28.75B EV – $1.2B debt = $27.55B market cap, or ~$38/share — a potential 17× return $Z hits $13B EV at 5× rev, add $2.5B net cash = $15.5B cap, or ~$66/share. $RDFN at 5× = $6.5B EV – $250M debt = $6.25B equity = ~$54/share, up 8×.

In this scenario, $OPEN is the moonshot, $RDFN is the deep value turnaround, and $Z is your core platform compounder with durable upside.

Base case $XX vs Bull case $XX provided no stock dilutions like stock offering or other gimmicks by $OPEN

XXXXXX engagements

Engagements Line Chart

Related Topics market cap $26share $189b debt $12b $201b $575b $rdfn

Post Link

post/tweet::1946945405977075989
/post/tweet::1946945405977075989