Professional
Added to YB: 2025-09-24
Pitch date: 2025-08-31
PINS [bullish]
Pinterest, Inc.
-27.52%
current return
Author Info
No bio for this author
Company Info
Pinterest, Inc. operates as a visual search and discovery platform in the United States, Canada, Europe, and internationally.
Market Cap
$16.9B
Pitch Price
$35.86
Price Target
N/A
Dividend
N/A
EV/EBITDA
42.20
P/E
8.67
EV/Sales
3.55
Sector
Interactive Media and Services
Category
growth
Lakehouse Global Growth Fund New Portfolio Holding: Pinterest, Inc.
PINS (new position): Visual discovery platform w/ 578M MAUs, 67% female, 40% Gen-Z. High commercial intent - 50% US users shop vs competitors. New CEO Bill Ready (ex-Google) driving monetization via performance ads. Performance+ AI suite cuts campaign time 50%, lowers cost/action. Top advertisers spending 5-10% budgets on platform vs 1% digital ad market share. 18x P/E, 10%+ cash/market cap = attractive risk/reward.
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