"It's far better to buy a wonderful company at a fair price than a fair company at a wonderful price."
— Warren Buffett
Click any pillar label to read Buffett's full reasoning. Drag sliders to stress-test the analysis.
Moatwhy
4/10
Namesilo Technologies operates in Technology with limited structural differentiation. Competition is possible without significant barriers. The business competes on service, relationships, or price rather than structural advantage. Buffett would require a meaningful discount to intrinsic value to compensate for the absence of a durable moat.
Managementwhy
4/10
Management quality at Namesilo Technologies is adequate but uninspiring. Insider ownership may be limited, the capital allocation track record is mixed, or leadership is unproven in Technology. Buffett is acutely sensitive to management quality in small companies where the CEO is the company. The discount to IV must compensate for this uncertainty.
Financialswhy
5/10
Namesilo Technologies's financials show meaningful weaknesses. This may include significant debt, inconsistent cash flow, or a history of equity raises. The Technology sector often requires capital intensity that limits true owner earnings. Buffett would discount the apparent earnings significantly and examine the cash flow statement rigorously.
Predictabilitywhy
6/10
Namesilo Technologies's earnings have moderate predictability. Recurring revenue or contract backlog provides some visibility, but the business is not immune to economic shocks, commodity cycles, or project timing variance. Buffett would apply a wider scenario range and require a larger margin of safety to compensate for earnings uncertainty.
Margin of safetywhy
6/10
Namesilo Technologies trades at a reasonable discount to intrinsic value — not a screaming bargain, but attractive for a quality business. The margin of safety is sufficient for a patient 3-5 year investor. Buffett: 'Price is what you pay. Value is what you get.' At these levels, the investor pays a fair price for a good business rather than a dear price for an average one.
Radar chart — adjust sliders above to update
Composite: 5.0/10 • Verdict: Watch
Owner earnings bridge
Buffett's real number: Net income + D&A − Maintenance capex ± Working capital. Figures are indicative estimates from pillar scores — verify against company filings.
Estimated net income+$2.00M est.
Add: depreciation & amortisation+$0.28M
Less: maintenance capex-$0.34M
Less: minority interest adj.-$0.16M
Owner earnings~$1.70M
Owner earnings per share (est. 47.4M shares)$0.036/share
Price / OE at buy price C$0.2010x
Interactive DCF — adjust assumptions
Owner earnings ($M)$1.7M
Annual growth rate8%
Discount rate9%
Stock price (CAD $)$0.20
Intrinsic value per share
—
Calculating...
Bear case
—
Stress scenario
OE halved, 0% growth, 6x earnings
Base case
—
Most likely path
Current OE, 8% growth, 10x earnings
Bull case
—
Upside scenario
OE +50%, 15% growth, 14x earnings
Financial trend chart
Revenue (est.)Earnings (est.)
Investment thesis
Domain registration platform; recurring renewal revenue; profitable niche operator.
Primary risk
GoDaddy and Namecheap competition; commoditizing domain pricing
Buffett's lens on each pillar
Moat (4/10)
Namesilo Technologies operates in Technology with limited structural differentiation. Competition is possible without significant barriers. The business competes on service, relationships, or price rather than structural advantage. Buffett would require a meaningful discount to intrinsic value to co...
Management (4/10)
Management quality at Namesilo Technologies is adequate but uninspiring. Insider ownership may be limited, the capital allocation track record is mixed, or leadership is unproven in Technology. Buffett is acutely sensitive to management quality in small companies where the CEO is the company. The di...
Financials (5/10)
Namesilo Technologies's financials show meaningful weaknesses. This may include significant debt, inconsistent cash flow, or a history of equity raises. The Technology sector often requires capital intensity that limits true owner earnings. Buffett would discount the apparent earnings significan...
Predictability (6/10)
Namesilo Technologies's earnings have moderate predictability. Recurring revenue or contract backlog provides some visibility, but the business is not immune to economic shocks, commodity cycles, or project timing variance. Buffett would apply a wider scenario range and require a larger margin o...
Margin of safety (6/10)
Namesilo Technologies trades at a reasonable discount to intrinsic value — not a screaming bargain, but attractive for a quality business. The margin of safety is sufficient for a patient 3-5 year investor. Buffett: 'Price is what you pay. Value is what you get.' At these levels, the investo...
Final verdict: Watch
Target buy price: C$0.20 — 25% margin of safety on base-case intrinsic value.
Overall score: 5/10.
No current dividend.
Overall score: 5/10.
No current dividend.
Verdict
Buffett / Munger
Watch
5/10
Composite score
Target buy price
C$0.20
25% MoS on base-case intrinsic value
Checklist
DividendNo
Moat4/10
Mgmt4/10
Financials5/10
Predictability6/10
Margin of safety6/10
Pillar bars
Moat4
Mgmt4
Fin5
Pred6
MoS6