Jonah’s Growth Stock Deep Dives

Jonah’s Growth Stock Deep Dives

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Jonah’s Growth Stock Deep Dives
Jonah’s Growth Stock Deep Dives
Part 1: Deep dive on Rover ($ROVR)

Part 1: Deep dive on Rover ($ROVR)

Jonah Lupton's avatar
Jonah Lupton
Nov 27, 2023
∙ Paid
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In order to read this entire deep dive on Rover ($ROVR) you’ll need to become a paid subscriber by clicking the button below. If you’re already a paid subscriber than I thank you for your support. Paid subscribers receive 3-4 deep dives per month plus access to my investment portfolio (up +114% YTD), investment models and daily webcasts. [click here to subscribe]


I also run a Stocktwits rooms where I post throughout the day about my investment portfolio (up +114% YTD) and my trading portfolio (up +81% YTD) plus my market commentary, quarterly earnings analysis, analyst upgrades/downgrades, daily webcasts and much more… this is also the best place to chat with me throughout the day. [click here to subscribe]


Here are my other newsletters…

Jonah’s Deep Dives on Large/Mega Caps
We provide 3-4 deep dive writeups per month on large caps and mega caps which are companies with a market capitalization above $10 billion
By Jonah Lupton
Trading the Charts
Trading the Charts is a daily email with my favorite trading setups. You'll get access to my current trading portfolio, buys & sells, position sizes, entry & exit prices, and perhaps even some living trading & charting sessions.
By Jonah Lupton

Rover.com: Book Dog Boarding, Dog Walking and More

Company: Rover

Ticker: (ROVR)

Website: Rover.com

IPO date: August 2021 (through SPAC)

IPO price: $11.67

Current stock price: $8.66

Outstanding shares: 179.43 million

52 week high: $8.69 on November 24, 2023

52 week low: $3.38 on December 28, 2022

ATH: $13.26 on August 4, 2021

Market cap: $1.55 billion

Net cash/debt: $200 million

Enterprise value: $1.35 billion

Headquarters: Seattle, Washington, United States

Number of employees: 500+

Average price target: $7.82 (Yahoo Finance), ranging from $6.75 to $10.00


Investor Relations: https://investors.rover.com

Q3 2023 Earnings Report: https://investors.rover.com/news-releases/news-release-details/rover-reports-third-quarter-2023-financial-results 

Investor Presentation November 2023: https://investors.rover.com/static-files/59657e3d-b076-4751-9e70-c9e18cc02190 


Outline

  1. Introduction [part 1]

  2. Company Background [part 1]

  3. Opportunity [part 1]

  4. Business Model [part 1]

  5. Competitive Advantages [part 1]

  6. Risks [part 1]

  7. Valuation [part 2]

  8. Investment Model [part 2]

  9. Analysts [part 2]

  10. Technicals [part 2]

  11. Conclusion [part 2]

  12. Additional Sources [part 1, 2]

Below the paywall is part 1 of the Rover (ROVR) deep dive plus links to my investment portfolio with holdings & current allocations, investment models and daily webcasts…

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© 2025 Jonah Lupton, Lupton Capital
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