Organic Revenue GrowthThe F2025 guide for organic revenue growth is decelerating from F2024 levels by approximately 100 bps, though the extent of the deceleration is not as extreme as investors had feared.
Risk/RewardValuation still matters and risk/reward becomes more balanced when even the most bullish investors can't justify premium.
ValuationShares trade at a record high PE, record relative PE, record EBITDA, and a record PEG.