OwnerMind Build, challenge, and preserve your own investment case. Saved just now
OwnerMind structures your thinking. It does not give a verdict.
Company
FLWS
Assessment
FLWS — Jul 2026
Status
Active
Data as of
7/28/2026
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Build thesisCapture evidence, assumptions, and counter-work.
Decision memoExport a user-owned record when gates pass.
DETAILED ANALYSIS

Compound, quality, and valuation

Build the operating case in layers. Every index exposes its user ratings, weights, and separate confidence.

VALUATION EXTENSION

Intrinsic value and assumptions

Yours, not ours. The app runs the arithmetic and holds you to what you typed. It does not publish a fair value, a target, or a price it thinks you should pay.

DESIGNED This tab’s live content was still not observable in the second capture, the one taken with FLWS loaded — the two sibling tabs rendered and this one did not. Everything above this bar (context bar, page header, description, Save analysis, the four tab names) is verbatim from the app and now matches the populated capture. Everything below is designed, not captured. The figures in it are placeholders chosen to make the arithmetic legible; they are not FLWS market data and must be checked against the real screen before any of it is treated as product truth.
Reverse-DCFom-calc-v3Placeholder figuresImplied, not recommended
Every number in this panel is a placeholder for legibility, not FLWS market data. The shape of the screen is the proposal; the figures are not.
11.4%
annual free-cash-flow growth for ten years, then 3% terminal — what the price on the tape requires.
6% 11.4% · EOD price context, 28 Jul 2026 18%
What the price implies What your inputs compound to — 10.7% implied growth → price
Do you believe that? OwnerMind holds no opinion on 11.4%. It is arithmetic run backwards out of a price you did not set, and it is neither a fair value nor a target. The journal will put the same question to you again in six months, with your answer today attached.
You answered on 26 Jul 2026. Recorded, not acted on.
Your assumptionsYou type these
Free-cash-flow growth, years 1–5
Free-cash-flow growth, years 6–10
Terminal growth, year 11 onward
Discount rate
Who owns what: you own every input on this panel — the app suggests no defaults, carries no house assumptions, and will not fill a field you leave empty. It does the arithmetic, shows its working (om-calc-v3), and stamps the date. Changing one number changes the model and nothing else; your judgement stays yours.
Scenario consistencyQuestions, not corrections
YOUR INPUTSTen-year growth sits above your discount rateYou compound at 12.0% then 9.5% while charging 9.0% for time. Through the second half of the model each year of waiting adds value faster than you price it. Is that deliberate?
YOUR INPUTSYour model and the price disagree by 0.7 pointsYour two growth rates compound to 10.7% a year over the decade. The price on the tape asks for 11.4%. Which of the two would you rather revisit?
YOUR INPUTSThe fade is gentle for a business you filed as seasonal250 bps of decay across ten years, in a business your First Pass filed under seasonal and discretionary. What would have to hold for the fade to be that shallow?
YOUR INPUTSFour assumptions, and the Financial Data Room holds two factsYour growth rates run off a free-cash-flow figure the room derives from FY 2025 revenue and FCF margin. Capital expenditure and cash from operations are both source gaps for FLWS. That is not an error — it is how thin the base under these four numbers currently is.
Four questions, no answers. The app compares your inputs with each other and reports where they pull in different directions. It will not adjust a field, propose a “correct” set, or treat tension as an error — deliberate tension is a legitimate view, held on purpose.
Margin of safetyPlaceholder figuresA buffer you set

How much room you require between your own estimate and the price you would pay. This is your discipline, not a calculation of what FLWS is worth — OwnerMind does not hold a value for FLWS to discount from.

Your estimate of intrinsic value, per share
5.25
your estimate of 7.00, less the 25% buffer you asked for. The EOD price context sits beside it, from the Finnhub record in the data room.
Both numbers here are yours. You supplied the estimate, you set the buffer, and the app performed one subtraction it can show you line by line: 7.00 − 25% = 5.25. That figure is not a fair value, not a target price and not an entry signal — it is your own rule written down where you cannot quietly move it later. The app has no view on whether 7.00 is a sensible estimate, and the gap between your rule and the tape is a fact, not an instruction.
RULE Nothing on this screen is a valuation by OwnerMind. No target price, no fair value, no buy or sell, no position size. Every figure above is either a fact from the filings, a number you typed, or arithmetic on the two — and each one is dated and attributed to you.