Pinterest Inc (PINS) Fair Value & Analysis
Communication Services · US · Market cap $12.5B · ISIN US72352L1061
What is Pinterest Inc really worth?
Pinterest Inc
PINS · US
A solid business, but trading 45% above our fair value of $14.38.
Strengths
Risks
Fair value as of: Sep 1, 2026
From 24 valuation models · updated 4 days ago
Share price −18.5% over the past month.
What runs behind every stock
69 individual criteria per stock, every one traceable See the method →
What matters now
- A high-quality business (quality 70/100), yet the market already pays well above fair value. Quality at a full price, with little margin of safety.
- The price sits above even our optimistic bull case ($17.98). The favourable scenario is already priced in.
Price vs Fair Value (5 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Sep 1, 2026.
How to read this chart
60‑month range $15.42 – $80.29 · fair‑value band $10.79 – $17.98 · the $20.85 price screens above the $14.38 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Sep 1, 2026.
Analysis
Pinterest Inc (PINS) currently trades at $20.85, while our model-based Fair Value estimate is $14.38, implying the stock looks roughly 45.0% overvalued today. The Quality Score stands at 70/100 (solid quality), in the Communication Services sector. Bull case: the DCF Models group reads highest at a median of $29.25 per share, and 8 of the 24 models we run sit above the $20.85 price. Bear case: the Asset-Based group reads lowest at $4.62, and 16 of the 24 models stay below the price. Evidence for this calculation is medium.
Over the trailing twelve months, Pinterest Inc generated revenue of $4.4B at a net margin of 7.6%. Revenue grew 17.8% year over year. It earns a return on equity of 8.9%. The balance sheet holds a net cash position of $707M. Fundamentals as of Sep 1, 2026
Our scenario range runs from $10.79 (bear case) to $17.98 (bull case); at $20.85, the current price sits above that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The last reported earnings sit well below what analysts expect (earnings in transition, for example after write-downs or an earnings dip); whether the stock is cheap or expensive hinges on the expected recovery actually arriving. Read the fair value with that caveat. The share trades about 48% below its 52-week high and 51% above its 52-week low, currently below its 200-day average. For context, the median of 10 Communication Services peers we cover trades at −6% fair-value upside, at −31%, PINS screens richer than that median.
Fair Value models
This estimate rests on fiscal year 2025 figures, and about 8 months have passed since. In that time the company retained roughly $0.3261 per share, which is 2.3 % of the fair value. The fair value deliberately does not add this in: the models value reported figures, not a projection.
Each model estimates fair value its own way; the Fair Value above is the evidence-weighted, family-balanced blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small. Every input is real reported data, nothing guessed.
All 24 models by family
Widest divergence: DCF Models ($29.25) versus Asset-Based ($4.62). Highest evidence: FCF DCF (74).
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Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Sep 1, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 74 · Market factors (momentum, volatility) 29
Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.
All values are scores from 0 to 100 (100 = best against fixed, research-based bands), not percentages. The three market factors (momentum, 52-week proximity, low volatility) are displayed but carry zero weight in the headline number: market sentiment is not a business property.
About the company
Pinterest, Inc. operates as a visual search and discovery platform in the United States, Canada, Europe, and internationally. The company's platform allows people to find ideas, such as recipes, home and style inspiration, and others; and to search, save, and shop the ideas.
Full company description
Pinterest, Inc. operates as a visual search and discovery platform in the United States, Canada, Europe, and internationally. The company's platform allows people to find ideas, such as recipes, home and style inspiration, and others; and to search, save, and shop the ideas. It also provides various advertising products to help advertisers meet users; and ad auction that allows to serve ads to users at relevant moments while optimizing business outcomes for advertisers. The company was formerly known as Cold Brew Labs Inc. and changed its name to Pinterest, Inc. in April 2012. Pinterest, Inc. was incorporated in 2008 and is headquartered in San Francisco, California.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
Pinterest Inc reported revenue of $4.2B in FY2025 versus $2.6B in FY2021, a compound +13.1%/yr. Reported net income was $417M in FY2025, compounding +7.1%/yr from FY2021.
PINS screens 45% overvalued. Compare with Alphabet Inc →
Recent news
External third-party headlines (Yahoo Finance, Reuters and others), not an editorial selection.
- Pinterest’s (PINS) CFO Exit Tests Whether The Growth Story Holds
- Is Pinterest (PINS) Stock a Hidden Winner in the AI-Powered Advertising Boom?
- Pinterest stock falls as CFO Julia Donnelly resigns
- PINS' Growing ARPU Signals Stronger Monetization: Will the Trend Last?
Peer Group
Internet Content & Information · 153 stocks
How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.
Valuation Multiples vs Internet Content & Information median · lower = cheaper
Strength profile in five axes (Snowflake)
Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.
VALUE 0: the price sits above our fair-value range.
Insider activity: 46/100
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
Similar stocks
10 more Internet Content & Information stocks, each showing price versus our Fair Value estimate (as of Sep 1, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| Alphabet Inc GOOGL | $340.65 | $145.14 | −57% |
| Meta Platforms, Inc META | $571.10 | $534.91 | −6% |
| Tencent Holdings 0700 | HK$455.20 | HK$449.03 | −1% |
| Spotify Technology S.A SPOT | $547.51 | $211.87 | −61% |
| Reddit, Inc RDDT | $153.29 | $39.59 | −74% |
| Baidu, Inc 89888 | HK$79.10 | HK$28.84 | −64% |
| Kuaishou Technology, an investment holding company, 81024 | HK$34.50 | HK$63.28 | +83% |
| NAVER Corporation 035420 | 213,500 KRW | 231,585 KRW | +8% |
| Tencent Music Entertainment Group 1698 | HK$35.14 | HK$66.77 | +90% |
| REA Group REA | A$177.42 | A$88.53 | −50% |
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