What Priced In shows you
- Market view and Custom analysis — the market’s assumptions, or a scenario of your own.
- Summary figures — the implied P/E, the horizon, and the revenue and net-income growth today’s price requires, with how likely that growth looks.
- Revenue Expectations — reported revenue extended into the implied forecast, with the market’s revenue thesis and the peer comparison.
- Net Income Expectations — the implied earnings path against history, with the earnings thesis and the exit multiple.
- Snapshots — earlier readings, to see how expectations have shifted as the price moved.
Where to find it
Open the company, then select Priced In under its name in the left-hand navigation.Using Priced In
Read what’s priced in today
Market view opens by default. Start with the summary figures at the top: Implied LTM P/E, the Market-implied horizon, and the Revenue CAGR and Net income CAGR the price requires. A bar under each growth figure shows how likely it looks. A high implied P/E and a long horizon mean the market is underwriting a lot. In Revenue Expectations and Net Income Expectations, compare the forecast part of each chart with the company’s history. Growth well above what it has done before is a large bet. Hover the Market thesis, Comparison to peers, Earnings thesis and Exit multiple forecast notes for Read in analyst, and select one for the fuller explanation in the Analyst.See how expectations have moved
Use Previous snapshot and Next snapshot, or Choose snapshot date to pick a date from the calendar. Only dates with a snapshot can be selected. The top bar shows the Price then and how far it is from today’s price, so you can see what the market assumed at that price.Test your own view
- Switch to Custom analysis.
- Choose Custom price target or Target IRR, enter your number, and pick the Time period the thesis plays out in.
- Select Calculate. A full analysis runs, which can take up to about a minute.