Skip to content
Artwork for Deep Values
Deep Values · Yesterday · 22 min

Kaspi Is Worth $0.75 or $97,596? Why the DCF Breaks

Kaspi trades at 8x earnings, yet a textbook DCF says it is worth either $0.75 or $97,596 a share. See why deposit-funded fintechs break free cash flow models, what Q2 2026 really shows, and which valuation methods actually fit. Deep Value Intelligence audits the numbers behind the headlines with a Graham-Dodd / Buffett lens: valuation discipline, cash generation, balance-sheet safety and return on capital. Don't guess. Calculate. • Deep Value Intelligence (multi-agent AI analyst): https://deepvalues.ai • DeepValues for iOS (intrinsic value of any stock): https://apps.apple.com/us/app/deepvalues/id6775568608 • Buffett Indicator for iOS (is the market overheated?): https://apps.apple.com/us/app/buffett-indicator/id6747404614 • Bubble Watch for Android: https://play.google.com/store/apps/details?id=com.luluventures.buffett Podcast & channel • Spotify: https://open.spotify.com/show/4pkWVzv9g4msNzlYLUhnm5 • Apple Podcasts: https://podcasts.apple.com/us/podcast/id1813017485 • YouTube: https://youtube.com/@TheDeepValues Disclaimer: educational and research content only. Not investment advice. Based on public sources that may be revised or interpreted differently. Do your own due diligence. #valueinvesting #stockmarket #WarrenBuffett #investing #DeepValues

0:00-22:37

transcript

No transcript — this publisher did not publish one.

show notes

Kaspi trades at 8x earnings, yet a textbook DCF says it is worth either $0.75 or $97,596 a share. See why deposit-funded fintechs break free cash flow models, what Q2 2026 really shows, and which valuation methods actually fit.


Deep Value Intelligence audits the numbers behind the headlines with a Graham-Dodd / Buffett lens: valuation discipline, cash generation, balance-sheet safety and return on capital.


Don't guess. Calculate.

• Deep Value Intelligence (multi-agent AI analyst): https://deepvalues.ai

• DeepValues for iOS (intrinsic value of any stock): https://apps.apple.com/us/app/deepvalues/id6775568608

• Buffett Indicator for iOS (is the market overheated?): https://apps.apple.com/us/app/buffett-indicator/id6747404614

• Bubble Watch for Android: https://play.google.com/store/apps/details?id=com.luluventures.buffett


Podcast & channel

• Spotify: https://open.spotify.com/show/4pkWVzv9g4msNzlYLUhnm5

• Apple Podcasts: https://podcasts.apple.com/us/podcast/id1813017485

• YouTube: https://youtube.com/@TheDeepValues


Disclaimer: educational and research content only. Not investment advice. Based on public sources that may be revised or interpreted differently. Do your own due diligence.


#valueinvesting #stockmarket #WarrenBuffett #investing #DeepValues

links7