Spotify at $583: Great Business, But Priced for Perfection?
Deep Values: Value Investing Deep Dives · Oct 23, 2026 · 21:40
Deep Values: Value Investing Deep Dives
Deep Values: Value Investing Deep Dives · Oct 23, 2026 · 21:40
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We put Spotify's Q3 2026 numbers through a Graham-Dodd and Buffett audit: a record 33% gross margin, $3.46B in trailing free cash flow, no funded debt, and a two-stage DCF range from $345 to $601 per share. With shares near $583, we show what the market already prices in and how far that sits from a 30% margin of safety on conservative assumptions.
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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.
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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.
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Episodes: Deep Values: Value Investing Deep Dives
