Computer Storage Devices · SIC 3572

Everpure, Inc.

P

Watch

Latest revenue

$1.05B

as of 2026-05-03

Latest net income

$24.1M

as of 2026-05-03

Net margin

2.3%

as of 2026-05-03

Community sentiment

Where do you think P is heading?

1 month
6 months
12 months
5 years
Sign in free to vote and see community sentiment

Keep private notes on P — thesis, target price, catalysts to watch.

Visible only to you. Never shared. Never used to train AI.

Sign in to add your own notes

P vs S&P 500 · rebased to 100

+74.6% / yr 54.9 pts / yr vs S&P 500(S&P 500 +19.7% / yr) 7.8% total
Compare:

Live market

delayed ≤15 min
$69.99
5.12%
Market cap
$23.27B
Enterprise value
$22.43B
P/E (trailing)
123.6×
Forward P/E
P/B
16.13×
Dividend yield
0.0%
52-wk high
$93.92
52-wk low
$66.24
Beta
Shares out
332.4M

What this company does

AI

Everpure (formerly Pure Storage) builds all-flash enterprise storage hardware and software that unifies data management across on-premises, cloud, and edge environments. It earns revenue from selling flash storage systems and from subscription services like Evergreen//One, which delivers storage-as-a-service with outcome-based SLAs. The company is pivoting from a flash storage vendor toward an AI-era 'Enterprise Data Cloud' platform, anchored by a landmark hyperscaler design win now shipping in volume.

Generated from P's filing dated 2026-03-25

Key risks

AI
  • Hyperscaler concentration: a single major hyperscaler design win drives outsized fiscal 2026/2027 shipments, creating revenue concentration if orders slow.
  • Evergreen//One subscription model leaves Everpure on the hook for hardware upgrades and SLA outcomes, pressuring margins if NAND/QLC costs rise.
  • Execution risk on AI/EDC pivot: success depends on adoption of Fusion, Portworx and Enterprise Data Cloud against entrenched hyperscaler and SSD competitors.

Generated from P's filing dated 2026-03-25

5.3
of 10

ActaClear Score

Neutral
#5 of 6 in Computer Storage Devices
+0.0 · 5d
Profitability·25%
6.7
Growth·15%
10.0
Value·20%
5.3
Quality·20%
Momentum·20%
0.0

Computed from 5 years of SEC fundamentals + latest market data, ranked within Computer Storage Devices (6 peers). 10 = best in industry, 5 = median, 0 = worst. Refreshed Jun 10, 2026.

3.43
Price / FV

Fair value · DCF

Deeply overvalued
~71% downside at this growth
14.3% / yr
-5%30%
Terminal growthWACC 9.8% · 10y forecast
Market-implied growth at today's price: 32.4% / yrfor 10 years, holding WACC 9.8% and terminal 2.5%.
Current price
$72.22
DCF fair value
$21.07
FCF base (last FY)
$188.18M
Net debt
$-692.45M
Methodology + caveats (click to expand)

Method. 10-year forecast of free cash flow, discounted at the company's WACC, with a Gordon-growth terminal at year 10. FCF is proxied by last fiscal-year net income (proper FCF needs CFO − CapEx by year, which we don't store yet). Beta defaults to 1.0 when not reported.

Why DCF is fragile. Treat the output as a thinking aid, not a verdict. Honest weaknesses of any DCF:

  • Growth is the dominant assumption. No one can foresee 10 years of growth — small changes in the slider can double or halve fair value. The reverse-DCF readout above tells you what the market is implicitly assuming; ask yourself whether that's realistic before trusting either number.
  • Terminal value dominates. In most DCFs, 60-80% of the answer comes from the terminal-value calculation — i.e., everything AFTER year 10. A 0.5pp change in terminal growth, or in WACC, can swing fair value by 20-30%.
  • WACC is itself a guess. We use a textbook CAPM cost of equity (Rf 4.3%, MRP 5.5%, β from the quote) plus a 6% pretax cost of debt — none of these are the company's actual marginal financing cost.
  • No moat / disruption modelling. The model assumes the company keeps earning whatever it earns today, compounding cleanly. Competitive shifts, regulatory action, and technology disruption can invalidate the forecast overnight.
  • Net income ≠ free cash flow. For capex-heavy names (semis, telcos) net income overstates distributable cash. For low-capex names (software) it understates. Both reduce the precision of the FV figure.
  • Reflexivity. A high stock price often becomes a self-fulfilling prophecy via better hiring, financing, and customer trust. DCF can't see this.

Take the DCF, the reverse-DCF implied growth, the historical multiples, and the community sentiment together. When they agree, conviction. When they disagree, the disagreement is the most informative thing on the page.