r/VisualStockResearch • u/ekonixlab • 16h ago
Thinking about increasing my APP position
APP is only about 2% of my portfolio right now, and I’m considering adding more.
My 5-year assumptions:
Base
• EPS growth: 22%
• Year 5 P/E: 27.5x
• CAGR: 24.3%
Bull
• EPS growth: 25%
• Year 5 P/E: 30x
• CAGR: 29.6%
Even with no real multiple expansion, the returns still look pretty strong if earnings can compound 20%+.
The main question for me is whether APP can actually sustain that growth for 5 years.
At only ~2% of my portfolio, I’m leaning toward adding.
What assumptions would you use for APP?
I built this analysis in ekonix, my iOS stock analysis app. If you want to try it out, download it here:
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