Part 1: Deep dive on Rover ($ROVR)
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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
Introduction [part 1]
Company Background [part 1]
Opportunity [part 1]
Business Model [part 1]
Competitive Advantages [part 1]
Risks [part 1]
Valuation [part 2]
Investment Model [part 2]
Analysts [part 2]
Technicals [part 2]
Conclusion [part 2]
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…