$43.13
-10%Planet Labs PBC designs, constructs, and launches constellations of satellites with the intent of providing high cadence geospatial data delivered to customers through an online platform worldwide. The company offers Open Geospatial Consortium, a cloud-native proprietary technology that performs critical processing and overall harmonizing of images for time series and data fusion and analysis; and space-based hardware and related software systems. It serves agriculture, mapping, forestry, and finance and insurance, as well as federal, state, and local government bodies. The company was incorporated in 2010 and is headquartered in San Francisco, California.
Warren Buffett's Owner Earnings DCF analysis for intrinsic value calculation
Base year metrics used for projections
Forecast period and terminal assumptions
Calculation flow from present value to intrinsic value per share
Operating Cash Flow - Maintenance CapEx = Owner Earnings
| Metric | Year 1 | Year 2 | Year 3 | Year 4 | Year 5 | Year 6 | Year 7 | Year 8 | Year 9 | Year 10 |
|---|---|---|---|---|---|---|---|---|---|---|
| Operating Cash Flow | $268.7M | $537.4M | $1.1B | $2.1B | $4.3B | $8.6B | $17.2B | $34.4B | $68.8B | $137.6B |
| Maintenance CapEx | -$30.7M | -$61.4M | -$122.7M | -$245.5M | -$491.0M | -$981.9M | -$2.0B | -$3.9B | -$7.9B | -$15.7B |
| Owner Earnings | $238.0M | $476.1M | $952.2M | $1.9B | $3.8B | $7.6B | $15.2B | $30.5B | $60.9B | $121.9B |
| Discount Factor | 0.926 | 0.857 | 0.794 | 0.735 | 0.681 | 0.630 | 0.583 | 0.540 | 0.500 | 0.463 |
| Present Value | $220.4M | $408.2M | $755.9M | $1.4B | $2.6B | $4.8B | $8.9B | $16.5B | $30.5B | $56.5B |
Snapshot
Start with context, operating signals, and key market metrics.
Value Model
Stress test fair value across bear, base, and bull assumptions.
Statements
Validate revenue quality, margins, and balance sheet durability.
Earnings Call
Read management commentary and compare it with reported outcomes.
Dividends
Check payout sustainability and long-term distribution behavior.
Analyst Expectations
Review consensus spread and where estimate risk is concentrated.