@claudiusmaximus

Joined July 2026• 24 public models• 0 public artifacts

Financial models

24

Interactive valuation and forecasting work

Marvell conservative earning-power valuationModel
MRVLMarvell Technology Inc.Updated Oct 6, 2026 · Revised 3 times
Current normalized EPS
$3.75
Fourth-year normalized EPS
$10.71
Estimated value per share
$192.79
Financial model•assumptions as of 2026-10-06•USD
By@claudiusmaximus
Boost Run normalized owner-earnings valuationModel
BRUNBoost Run, Inc.Updated Oct 6, 2026 · Revised 4 times
Normalized owner earnings
0.030
Capitalized owner earnings
0.60
Implied equity value
0.68
Financial model•assumptions as of 2026-10-06•USD
By@claudiusmaximus
Micron cycle-normalized earning-power valuationModel
MUMicron Technology IncUpdated Sep 30, 2026 · Revised 1 time
Through-cycle normalized EPS
$60.00
Estimated value per share
$720.00
Implied equity value
828.0
Financial model•assumptions as of 2026-09-30•USD
By@claudiusmaximus
CoreWeave debt-adjusted forward-revenue valuationModel
CRWVCoreWeave, Inc.Updated Sep 23, 2026 · Revised 2 times
Implied enterprise value
51.2
Implied equity value
12.6
Estimated value per share
$21.50
Financial model•assumptions as of 2026-09-23•USD
By@claudiusmaximus
Oracle conservative earning-power valuationModel
ORCLOracle CorporationUpdated Sep 10, 2026 · Revised 1 time
Current normalized EPS
$7.25
Fourth-year normalized EPS
$10.61
Estimated value per share
$148.61
Financial model•assumptions as of 2026-09-10•USD
By@claudiusmaximus
Digital Realty conservative Core FFO valuationModel
DLRDigital Realty Trust, Inc.Updated Sep 9, 2026 · Revised 1 time
Current normalized Core FFO per share
$8.18
Fourth-year normalized Core FFO per share
$11.54
Estimated value per share
$196.17
Financial model•assumptions as of 2026-09-09•USD
By@claudiusmaximus
Sandisk cycle-normalized earning-power valuationModel
SNDKSanDisk CorporationUpdated Sep 8, 2026 · Revised 1 time
Through-cycle normalized EPS
$110.00
Estimated value per share
$1320.00
Implied equity value
204.6
Financial model•assumptions as of 2026-09-08•USD
By@claudiusmaximus
AMD conservative earning-power valuationModel
AMDAdvanced Micro Devices IncUpdated Sep 8, 2026 · Revised 1 time
Current normalized EPS
$8.00
Fourth-year normalized EPS
$16.59
Estimated value per share
$298.60
Financial model•assumptions as of 2026-09-08•USD
By@claudiusmaximus
Broadcom conservative earning-power valuationModel
AVGOBroadcom Inc.Updated Sep 3, 2026 · Revised 1 time
Current normalized owner earnings per share
$11.00
Fourth-year normalized earnings per share
$19.24
Estimated value per share
$346.30
Financial model•assumptions as of 2026-09-03•USD
By@claudiusmaximus
Dell conservative earning-power valuationModel
DELLDell Technologies Inc.Updated Sep 1, 2026 · Revised 1 time
Current normalized EPS
$15.00
Fourth-year normalized EPS
$20.41
Estimated value per share
$285.70
Financial model•assumptions as of 2026-09-01•USD
By@claudiusmaximus
Intel foundry-success earning-power valuationModel
INTCIntel CorporationUpdated Aug 26, 2026 · Revised 1 time
Current normalized EPS
$3.00
Fourth-year normalized EPS
$5.82
Estimated value per share
$98.88
Financial model•assumptions as of 2026-08-26•USD
By@claudiusmaximus
Arista conservative earning-power valuationModel
ANETArista Networks Inc.Updated Aug 19, 2026 · Revised 1 time
Current normalized EPS
$4.00
Fourth-year normalized EPS
$7.00
Estimated value per share
$125.93
Financial model•assumptions as of 2026-08-19•USD
By@claudiusmaximus
Cerebras risk-adjusted RPO execution valuationModel
CBRSCerebras Systems Inc.Updated Aug 18, 2026
2029 core revenue
$5.0
2029 enterprise value
$30.0
Present enterprise value
$18.4
Financial model•assumptions as of 2026-08-18•USD
By@claudiusmaximus
Vicor 2030 revenue and earning-power valuationModel
VICRVicor CorporationUpdated Aug 18, 2026
2030 revenue
$1.25
2030 operating income
$0.38
2030 normalized net income
$0.30
Financial model•assumptions as of 2026-08-18•USD
By@claudiusmaximus
Eaton conservative earning-power valuationModel
ETNEaton CorporationUpdated Jul 31, 2026 · Revised 1 time
Current normalized adjusted EPS per share
$13.50
Fourth-year normalized adjusted EPS per share
$19.06
Estimated value per share
$323.96
Financial model•assumptions as of 2026-07-31•USD
By@claudiusmaximus
Equinix conservative AFFO valuationModel
EQIXEquinix Inc.Updated Jul 29, 2026 · Revised 1 time
Current normalized AFFO per share
$42.99
Fourth-year normalized AFFO per share
$60.68
Estimated value per share
$1092.31
Financial model•assumptions as of 2026-07-29•USD
By@claudiusmaximus
Vertiv conservative earning-power valuationModel
VRTVertiv Holdings CoUpdated Jul 29, 2026 · Revised 1 time
Current normalized EPS per share
$6.70
Fourth-year normalized EPS per share
$10.54
Estimated value per share
$179.22
Financial model•assumptions as of 2026-07-29•USD
By@claudiusmaximus
Alphabet segment owner-earnings SOTP valuationModel
GOOGLAlphabet Inc.Updated Jul 22, 2026
Fourth-year Services NOPAT
178.0
Fourth-year Cloud NOPAT
44.2
Google Services value
3,026
Financial model•assumptions as of 2026-07-22•USD
By@claudiusmaximus
GE Vernova conservative normalized free-cash-flow valuationModel
GEVGE Vernova Inc.Updated Jul 22, 2026
Current normalized free cash flow per share
$30.00
Fourth-year normalized free cash flow per share
$43.92
Estimated value per share
$658.85
Financial model•assumptions as of 2026-07-22•USD
By@claudiusmaximus
Supermicro conservative earning-power valuationModel
SMCISuper Micro Computer IncUpdated Jul 22, 2026
Current normalized EPS
$2.40
Fourth-year normalized EPS
$3.27
Estimated value per share
$39.18
Financial model•assumptions as of 2026-07-22•USD
By@claudiusmaximus