Thayer Ventures Acquisition Corporation II (TVAI)
Financial Services · NGM
Fundamentals
Valuation and ratings
Thayer Ventures Acquisition Corporation II trades at USD10.36, which is 60% above the USD4.14 our discounted cash flow model puts on the business. On that measure it screens as expensive, which is not the same as saying it will fall.
Our moat model scores it 5 out of 100, which is little in the way of a moat. A moat is a structural reason competitors cannot take the profits away, and it matters more to a long holding period than any single quarter's numbers do.
It changes hands at 41.4 times earnings. Be careful reading that in isolation: for a cyclical business a low P/E arrives at the top of the cycle, when profits are peaking and about to fall, which is exactly when the shares look cheapest and are not.
About Thayer Ventures Acquisition Corporation II
Thayer Ventures Acquisition Corporation II does not have significant operations. It intends to effect a merger, share exchange, asset acquisition, share purchase, reorganization, or similar business combination with one or more businesses. The company was incorporated in 2024 and is based in Valencia, California.
Common questions
Is Thayer Ventures Acquisition Corporation II (TVAI) undervalued?
Against our discounted cash flow estimate of USD4.14, TVAI at USD10.36 is 60% above fair value. That is one model's answer, not a recommendation, and most of a DCF's output sits in a terminal value nobody can forecast.
What is TVAI's P/E ratio?
TVAI trades at 41.4 times earnings. A low P/E is not automatically cheap: on a cyclical company it is usually a warning that earnings are at a peak.
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Data from company filings, exchange quotes and SEC EDGAR 13F disclosures. Quotes are delayed. Metrics we do not have are left out rather than estimated. Educational information, not financial advice.