[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.]  VenkatP [@VenkatP1359](/creator/twitter/VenkatP1359) on x 1126 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  **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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VenkatP @VenkatP1359 on x 1126 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
Related Topics market cap $26share $189b debt $12b $201b $575b $rdfn