Our Elevator Pitch below spells out how radically different our numbers are from the guide and consensus across durations. On out-year earnings, you're looking at a 7x PE – which is way too cheap for a company that should see a positive inflection in growth in the upcoming quarter. There's 300bp of margin upside over the next 3-years, on top of ~10% top line growth. Add on the likely introduction of a dividend, accelerated share repo, and multiple upward revisions from an overly conservative guide, and we think this stock is a 2-year double.
See SIGMA Chart Below
