I Found the MOST UNDERVALUED Stocks In the Market Right Now (Amazing Upside!)

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URL YouTube

https://www.youtube.com/watch?v=Xyk6Q3pGOeA

Statut

Analyzed

Demandé Le

May 15, 2026 at 06:00 AM

Performance Globale

-0,46%

Recommandations

UBER BUY
"“our community members have it as a buy.”"
Contexte: “...I mean this is our community members have it as a buy. By the way, guys, let's go to the eight pillars here.”
Prix à la date de publication: $74,69
Prix de clôture du dernier jour: $74,35 (Jul 10, 2026)
Bénéfice/Perte: $-0,34 (-0,46%)
UBER BUY
"“I’m actually going to sell cash secured puts on this... want to buy the company at a lower price at a future date... the stock's currently at 77. I want to buy it at $70.”"
Contexte: “...I'm actually going to sell cash secured puts on this. What I'm doing here is I'm actually going to sit there and want to buy the company at a lower price at a future date... the stock's currently at 77. I want to buy it at $70.”
Prix à la date de publication: $74,69
Prix de clôture du dernier jour: $74,35 (Jul 10, 2026)
Bénéfice/Perte: $-0,34 (-0,46%)

Transcription Complète

Back in February of 2021, Palunteer was sitting at $45 per share. Investors who bought it at that price and held on have done extremely well. Today, I found three stocks that I believe are cheaper than Palunteer was at $45 a share. Businesses with real earnings, real modes, and real reasons to think the market has left an opportunity on the table for all of us. So, stick with me because by the end of this video, you're going to see exactly why these three companies caught my attention. First stock, Airbnb. If you've ever traveled and stayed somewhere other than a hotel, like a beach house or an apartment in the city, maybe a cabin in the mountains, there's a good chance that you use Airbnb to find it. Here's how the business works in one simple sentence. Airbnb connects people who have a space to rent with people who need a place to stay. and it takes a small fee from every booking and it never owns a single property. The business model is extraordinarily powerful because they do not own the properties. So they have very low costs compared to hotel chains. They don't have the real estate holdings, the capital expenditures, the mortgages, any of that stuff. And because they take a fee from every booking regardless of what the property is or where it's located, their revenue scales with demand globally without having to build or buy anything. Now, for those of you who don't know, we do earnings coverage on all of the most popular stocks in the market on our EM Plus channel. I want to give you a few highlights from our most recent coverage on Airbnb. So, here is what their recent Q1 2026 shareholder letter showed us. Revenue grew 18% year-over-year to $2.7 billion, above the high end of their own guidance. Gross booking value was 29.2 2 billion in the quarter, up 19%. Nights booked grew 9% to 156.2 million despite elevated cancellations from the Middle East conflict. Free cash flow was 1.7 billion in a single quarter. And over the last 12 months, Airbnb generated 4.5 billion in free cash flow. They also received initial investment grade ratings from both S&P and Moody's in Q1, a sign of how strong the balance sheet has become. And here's something that jumped out at me from the shareholder letter. In India, first nights booked grew approximately 50% year-over-year. In Brazil, over 20% for the third straight quarter. What's exciting is Airbnb is not a mature business yet. It is still in the early stages of international expansion. And they are buying back stock aggressively as their share prices have fallen. It doesn't necessarily mean that's a good move. We will check that out shortly. but they repurchased $1.1 billion dollars of their own shares in Q1 alone. The share count has dropped roughly 9% since they started buybacks. Management is betting on themselves when they're buying back shares. Now, guys, I personally have five Airbnb luxury houses on my own account. I have I just started it about a year ago, June 1st of last year. I have over 130 reviews. I use Airbnb a lot. Now, the question I have to ask about Airbnb is the same question I ask about every company I own. Do I think the company will be around 10, 20, 30 years from now? Now, Airbnb is a very young company, but they're the first to market essentially. Yes, there's VBO out there, but Airbnb really put it out there and they're the verb. You sit there and say, are you going to Airbnb that? Where are you going to go for your all these things they use it? So, I like that. Do I think it'll be a better business 10, 20, 30 years from now than today? I think the revenue and profit will be higher at that level. So the question becomes, can I pay a reasonable price today for the company? So guys, let's go look at the analytics here. First off, $86 billion market cap. That's the real price of the business. Yes, you're buying a share price. That's a fraction of it, but the real price is 86 billion, guys. They did 4.5 billion in free cash flow last year. 4 billion a year for the last five. They're selling for 19 times free cash flow. And this is what I love. their free cash flow is greater than their net income. Now, I will say this, their net income and free cash flow isn't a lot isn't up a lot over the last five years. So, the last 5-year average is 4 billion, but last year they did 4.6 billion. That's not a lot of growth. Now, guys, another great thing, look at these returns on capital, very high. Well, they don't have much assets. They're just they're an asset light business. What I mean by that is what I said earlier. They don't have to own real estate. They're just an intermediary charging basically a marketing fee, guys. But look at this gross profit is 83%. Every dollar they bring in 83 cents of it. So what this we'll go to the bottom line. What this tells me is that as they grow and scale their profit should jump up. What's interesting though is their 5year profit margin is 26% their one year is 20%. So it is down. That explains this this net income number being very flat. So understand that is very very important. Now let's go to our eight pillars here guys. It's seven checks and the one X is the PE ratio which I'm fine with because the free cash flow is really what matters to me more. So I'm looking at this going I kind of like this. Shares outstanding are down, high returns on capital, cash flow, every debt is low. This is looking good. And guys, an often overlooked element of the of companies is their debt levels. This is very very good. If we have a recession, this is the kind of company that can withstand that because they're heavily relying on travel and travel will take a hit during a recession. Now guys, I want to remind you if this feels overwhelming and you're new to this, you're not alone. If you've been watching us for a while and it's still a little confusing, stick with it. I'm here to simplify all of this. And the way I'm going to do that is all of these key metrics are available in a free PDF. Click the description in the link in the description below or in our first pin comment and we will send you this key metric PDF. That way we can be speaking the same language. And trust me when I say if you understand these metrics, you are going to be light years ahead of everybody else in terms of investing. You're going to understand what the true metrics of the business are. So let's go see what analysts think about this company. Well guys, they basically have profit earnings per share doubling in the next four years from $5 to $10 per share and revenue growth not as high as I would expected 14 billion to 20 billion which is 12 a.5 10 9 a.5 9.5 and a little over 9% revenue growth but guys with that high gross margin of 82% they can really they don't need a lot of revenue growth to really drive the profit. So, we have a little bit of a story. We have a little bit of the numbers. What I always recommend people do is go to your stock analyzer tool early on. See if it's worth spending any more time on. You have a little bit of information. You're going to put it in here into a stock analyzer to determine if it's worth any more time. So, I did a 10-year analysis. I did 5, 8, and 11% revenue growth. I did profit of 30, 35, and 40% because look at this free cash flow margin. It is very high. Okay, so I'm going to focus on free cash flow here at those high numbers. Now, what PE, what price to free cash flow would I apply to this company 10 years from now? Well, guys, the average in the market is 15 or 16 over long periods of time, but you should apply a higher pre PE or price to free cash flow if it's a good company. Guys, high returns on capital. They basically own that market right now. It's still early, but I look at this saying, this seems like a premium business to me, but it's still in its infancy. So, I'm doing 16, 19, and 22. You'll see on companies like Microsoft and Google, I'm doing 20 to 27, depending on what level I'm at. So, clearly, it's still a good company, but I'm not going to put up that level quite yet. And then finally, my 9% no margin of safety return. This is not the the return I want. For me personally, I want a much higher return than you probably want, but this is where you put that number in. I'm trying to figure out what is this company worth. So I hit the analyze button. Guys, I have a low price of 115, high price of 301, middle price of 188. So guys, this says that based on my numbers above, you're looking about a 13% discounted cash flow return if my middle assumptions occur. So for me, if I'm you, spend some time taking a look and see if it fits your criteria. Now, before we go to stock number two, I want to remind everybody. The title has probably changed 87 times since we've posted this video. Don't take the title literally. We're playing the YouTube game. We're trying to get you in to then teach you the process that'll make you a better investor. Stock number two, another very interesting company and one that a guy by the name of Bill Aman has a big share of, Uber. Everyone in this world knows Uber. You open the car, the app, a car shows up. But here's what most people do not know. Uber is actually two massive businesses in one. The first is ride sharing. The second is food delivery through Uber Eats and both of them are growing extremely fast. So let me give you the numbers straight from their first quarter 2026 earnings report which just came out. Uber completed, ready for this one, guys? 3.6 billion trips in the first quarter. That is 3.6 6 billion individual rides and deliveries in a single quarter up 20% from the same time last year. Guys, this is a $ 160 billion business that grew 20% year-over-year. Gross bookings, which is the total dollar value of everything moving through their platform, hit 53.7 billion in that first quarter. Free cash flow, which we all know is the lifeblood of the business, was 2.3 billion in that single quarter. These are not the numbers of a struggling business. These are the numbers of a business that's firing on all cylinders. The CEO said something really important on their earnings call. Uber 1, which is their subscription membership, now has 50 million members. And guys, those Uber 1 members are driving half of all gross bookings on the platform. Think about what that means. Half of Uber's entire business is now coming from loyal paying subscribers who are going to use Uber regularly. That is an incredibly sticky customer base. So, why is the stock down from its highs? Fear. The market is worried that autonomous vehicles will eventually replace Uber drivers and cup Uber out entirely. But here's the thing. Uber is not ignoring autonomous vehicles. They are partnering with AV companies to run their robo taxis on Uber's platform. The app, the demand, the customer relationships, those do not go away when the car drives itself. Uber's platform could very well become far more valuable, not less. and they're betting on that by continuing significant share repurchases each and every quarter. So guys, this is exactly why I'm teaching on YouTube because what several things, one of which is nobody even talks about share repurchases being done at the right price. I feel like Airbnb is doing that and Uber might be as well if we look at the numbers and see it make sense. We're here to teach a different way of thinking, not the normal lemming. It's a great story. A great story becomes a bad investment if you pay the wrong price. So this is a $160 billion market cap business which is the price generated 9 billion in free cash flow last year 4 and a.5 billion over the last 5 years which is greater than their net income. It is currently selling for 16 times free cash flow guys return on capital is not great 8.4% but it's getting better. Their 5-year average was actually negative so it's getting better and they have about $30 billion in debt which is okay because their free cash flow is so high. Gross profit margin is 41%. Remember Airbnb was 82%. So Airbnb is about double. But I mean look at this growth. 16% a year for the last three years, 38% a year for the last five. Profit margin has gone from 6 and a half% to 16%. I mean this is our community members have it as a buy. By the way, guys, let's go to the eight pillars here. Not as attractive, but doesn't mean you shouldn't look into it. high PE on the five-year, high on price of free cash flow on the five-year, but their free cash flow and net income is very much higher than it was five years ago. So, I'm not even worried about these return on invested capital is negative, but it's looking like it's getting better. And shares outstanding are actually up, but that's reverse course. And they're now buying back shares. So, you see how these eight pillars tell a story, but the story isn't lining up with what's going on now because things have changed for the company. So guys, now let's take a look at what the analysts think about all the fear going out there. So guys, they do have 350 per share going to 620 in terms of earnings per share with some stagnation here from just 2028 to 2030. Even with that though, they still have revenue growth of 12%, 14 1/2, 12, 9 1/2, 8 1/2. Still some ample revenue growth. But the robot taxis are something to sit there and look at and say, "Hey, is Uber going to be left in the lurch by Whimo, which is already doing very well in terms of how many rides they're doing and the quality of those rides." All right, guys. So, let's go to our stock analyzer tool. Let me pull up Uber. And the last time I did it in our software. So, guys, again, I did a 10-year analysis. I did 6, 9, and 14% revenue growth. I did 18 22 and 26% profit and free cash flow. Now PE I did 18 22 and 26 and my 9% desired return. I hit the analyze button. Now guys, most people don't fail at investing because they lack information. They fail because they freeze because the stakes feel way too high. The market feels unpredictable and every decision feels like it could be the wrong permanent decision. That anxiety, guys, it is going to cost you far more than bad trades ever could. But one thing I've realized is whenever I have fear, it means I'm not understanding something. Fear creates costly mistakes. Imagine knowing the right price to pay for a stock based on your own assumptions about the future, not someone else's guesses. Imagine having eight clear pillars that will tell you the story of any business, so you always know the next right question to ask. Imagine a screener that quietly watches the market for you so you can sit back and wait with confidence until the right price arrives. That is what exactly what we built at Everything Money. I built this for myself years ago and now everyone else is using it. A place where clarity will replace confusion. Where your next step feels obvious instead of overwhelming and where you're never making decisions in isolation. You're going to drastically decrease your second guessing. you're going to start trusting more of your numbers and your instincts on what to ask because they'll finally be backed by the right tools and the right people inside of our community. This isn't just about growing your money, guys. It's about becoming someone who's in control of their own financial future. So, the question I ask is, what's that worth to you? So, here's what I want you to do right now. Is it worth a dollar a day? If so, start our 7-day trial. It's only seven bucks. So, click the link in the description below or in our first pin comment and you'll get full access today. Run whatever stock you've been thinking about buying. See what the numbers actually tell you before you spend a single dollar or a single extra minute on it. So, guys, again, I hit the analyze button on Uber and this is why it's interesting. I have a low price of 100, high price of 350, middle price of 176. Based on my middle assumptions, it is a 20% return. Guys, I know what I'm going to do right here. I'm actually going to sell cash secured puts on this. What I'm doing here is I'm actually going to sit there and want to buy the company at a lower price at a future date. So, let's go to June 12th and let's say I want to buy this company is stock's currently at 77. I want to buy it at $70. Somebody's going to pay me $89 per share to buy this company at $70 a share on June 12th. If it's below $70 a share, I still pay 70. But no matter what happens, whether it's below or above, I keep the 89. And if I do this over and over every single month, my annualized return on my cash is 14.6%. So, that was a lot thrown at you, but the bottom line is, if you've never heard of this, I'm being paid to wait to buy a company I want at a lower price. How amazing is that? Now, I'm not telling you to go copy me. You should never copy me, but I want you to understand the process of what I'm doing. I'm being patient and and waiting for the right price and being paid along for that right price. Now, guys, our third stock for today's video, Mastercard. And if you don't know what Mastercard does, here is the simplest explanation possible. Every time you swipe, every time you tap, or you click to pay for something, whether you're buying groceries, booking a flight, or ordering food online, there is a network out there that makes that payment happen instantly and securely. Mastercard is one of the biggest owners of one of those networks. They do not lend you money. They do not issue your credit card. The bank does that. Mastercard just sits in the middle of the transaction and collects a small fee every single time money moves across their network. Now think about how many times money moves every day around the world. Billions and billions and billions of times. Every restaurant, every store, every online purchase, every international wire. Mastercard has 3.7 billion cards issued worldwide running on their network as we speak. In the first quarter of this year alone, they processed $2.7 trillion in total volume. That is $2.7 trillion moving through their network in a single quarter. And guess what? They take a small piece of that every single time. Now, here's what makes Mastercard one of the most durable businesses ever built. They do not take on credit risk. When someone does not pay their credit card bill, that's the bank's problem, not Mastercards. Mastercard just keeps collecting fees whether the economy is good or bad. Mastercard reported earnings recently and here are some highlights. First, crossber volume, which is money moving between countries and where Mastercard earns a higher fee, grew 13%. Net revenue grew 16% to 8.4 billion. Net income on that 8.4 billion after taxes was $3.9 billion in that one quarter. And they bought back $4 billion of their own stock. The business prints money in good times and in bad times. With that kind of margin, it is hard for them to lose money. And yet, Mastercard has pulled back significantly from its highs. The market's nervous about economic slowdowns, consumer spending, and tariff uncertainty. But here's what I come keep coming back to. As long as people keep buying things, as long as the world gets wealthier, Mastercard will keep making money. I don't know what's going to happen year to year, but if I think about 10, 20, 30 years from now and I think about Mastercard, I think that is going to be a much larger business then. So, it takes me back to my third question. Can I pay a reasonable price? The stock is the market cap is $445 billion. They generated 17.3 billion in free cash flow last year. 12.24 as the average for the last five years. They're selling for 25 times free cash flow, which is a lot, but look at their price to earnings growth ratio is a lot lower. The closer it gets to one or below one, it means it's selling for a reasonable price because you should pay a premium for a fast growing business, guys. Gross profit of 78% and remember that bottom line profit about 45%. This thing is awesome. A little bit of acquisitions, but not a ton compared to their market cap or free cash flow. only $7 billion total over the last five years and they still saw mid teen double-digit growth in their business revenue. That is incredible. So, let's go see what the eight pillars show. All right, we're here like these a lot of these tech companies. High PE, high price of free cash flow. Everything else is a check. Guys, look at this return on capital 58%. That's incredible capital like business. is they're just collecting fees every single second. It's incredible. Buying back shares. So, let's pull up the stock analyzer tool. Pull up Mastercard. I have not done it in a while. 10-year analysis 694% revenue growth. Profit margin. I did 38 42 and 46. Guys, I did this two years ago. Look how much better their numbers are. I'm going to adjust this. I'm going to go with 40, 44, and 48. PE 17, 20, and 23. I'm wondering if I did this lower because of Visa just being the absolute dominant force. Should you put Visa and Mastercard at the same PE? I don't know. This is a judgment call, but I feel comfortable at 1720 and 23. And again, my 9% desired return. The stock's currently at $500 per share. Hit the analyze button. I have a low price of 315, high price of $860, middle price of $4.85. So, for me, guys, I'm going to hold steady here, but I'm going to add it to my watch list at $400 per share. This does not mean that I'm buying at $400 a share. It means the software is going to tell me, Paul, come back and take a look at this and run your numbers and see if it's interesting. So, guys, if you enjoy today's video and want to see our full detailed Palunteer analysis that just came out recently, where we ran through our complete process and find out what it's actually worth to me, click right here to watch the video. Thank you for your time.