PINS
Pinterest, Inc.Communication ServicesInternet Content & InformationGrowth at a Reasonable Price
$21.00 · 15min delay
β 0.92A steady large-cap growth-at-a-reasonable-price pick trading at a discounted valuation.
52-wk low $13.8452-wk high $39.93
Mkt Cap
$11.76B
P/E
—
PEG
0.36
P/B
2.94
Dividend
—
ROE
8.9%
About the business
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.
Who would buy PINS?
Consensus 34/100 · Mixed · Investors are split.
4 8 3
Endorses
· 3 frameworks- Seth Klarman· Klarman Margin of Safety86/100
FCF Yield > 7% 9.2% clears "> 7.0%".
- Peter Lynch· Lynch GARP83/100
PEG < 1 (growth at a discount) 0.36× clears "< 1.00×".
- Howard Marks· Marks Risk-First83/100
Debt/Equity < 0.5 0.42 clears "< 0.50".
Insider activity · Negative
Insider selling outweighs buying
Strength 60/100
5 insiders sold $2.3M on a discretionary basis. Discretionary selling carries more signal than planned disposals, but insiders sell for many non-thesis reasons (taxes, diversification, life events) — do not over-read it. Over the 6M window, insiders are net buyers by 4,550,004 shares.
In Prism's context
Insider selling is worth flagging but insiders sell for many non-thesis reasons. Read alongside the framework verdict (Weak match).
| Insider | Role | Type | Date | Shares | Avg price | Value | Own |
|---|---|---|---|---|---|---|---|
| BROWN CLAUDE LEONARD | Officer | Open-market sell | May 6, 2026 | 60,983 | $20.77 | $1.27M | Direct |
| RAJARAM GOKUL | Director | Open-market sell | Apr 15, 2026 | 2,100 | $20.00 | $42K | Direct |
| WALCOTT WANJIKU JUANITA | Officer | Award / grant | Apr 10, 2026 | 291,781 | $0.00 | $0 | Direct |
| BRAU DONNELLY JULIA | Chief Financial Officer | Award / grant | Apr 10, 2026 | 408,028 | $0.00 | $0 | Direct |
| MADRIGAL MATTHEW | Chief Technology Officer | Award / grant | Apr 10, 2026 | 678,885 | $0.00 | $0 | Direct |
| READY WILLIAM J | Chief Executive Officer | Award / grant | Apr 10, 2026 | 656,456 | $0.00 | $0 | Direct |
| ACOSTA ANDREA | Officer | Award / grant | Apr 7, 2026 | 147,885 | $0.00 | $0 | Direct |
| RAJARAM GOKUL | Director | Open-market sell | Mar 6, 2026 | 1,050 | $20.00 | $21K | Direct |
| BROWN CLAUDE LEONARD | Officer | Award / grant | Mar 5, 2026 | 1,407,925 | $0.00 | $0 | Direct |
| WALCOTT WANJIKU JUANITA | Officer | Stock Gift at price 0.00 per share. | Feb 24, 2026 | 6,000 | $0.00 | $0 | Direct |
| STEELMAN KECIA | Director | Award / grant | Feb 13, 2026 | 25,940 | $0.00 | $0 | Direct |
| DUCARD MALIK | Officer | Open-market sell | Feb 2, 2026 | 2,293 | $22.06 | $51K | Direct |
| DUCARD MALIK | Officer | Open-market sell | Jan 2, 2026 | 2,293 | $26.18 | $60K | Direct |
| DUCARD MALIK | Officer | Open-market sell | Dec 24, 2025 | 6,000 | $25.86 | $155K | Direct |
| BRAU DONNELLY JULIA | Chief Financial Officer | Open-market sell | Dec 24, 2025 | 22,821 | $25.86 | $590K | Direct |
| WALCOTT WANJIKU JUANITA | Officer | Award / grant | Dec 18, 2025 | 199,536 | $0.00 | $0 | Direct |
| BRAU DONNELLY JULIA | Chief Financial Officer | Award / grant | Dec 18, 2025 | 278,404 | $0.00 | $0 | Direct |
| MADRIGAL MATTHEW | Chief Technology Officer | Award / grant | Dec 18, 2025 | 620,310 | $0.00 | $0 | Direct |
| ACOSTA ANDREA | Officer | Open-market sell | Nov 24, 2025 | 3,759 | $25.00 | $94K | Direct |
| WALCOTT WANJIKU JUANITA | Officer | Stock Gift at price 0.00 per share. | Nov 19, 2025 | 4,200 | $0.00 | $0 | Direct |
Insider activity from Yahoo Finance (quoteSummary: insiderTransactions + netSharePurchaseActivity). Cached 6 hours. · Insiders hold 1.4% of shares outstanding.
Net 6M: +4,550,004 sh
Price history
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Drag across the chart to select a custom period — all analysis below refocuses to that window.
What this means: A notable drawdown — worth re-reading the framework verdicts below with the cheaper price in mind.
What would PINS do to your portfolio?
Add Pinterest, Inc. at a hypothetical weight and Prism recalculates your whole book:
Risk metrics
Sharpe, Sortino, volatility, max drawdown, beta — before and after.
Sector concentration
How much this shifts your top sector weight and overall diversification.
Archetype tilt
Whether this leans your book more toward Quality, Value, Growth, Deep Value, Income, or Momentum.
PINS is currently tagged:Growth at a Reasonable PriceWeak match (34/100)
Portfolio analytics are part of the member experience.
Sign in to run this simulationProbabilistic recommendation· rec-v1.0.0-2026-04
Pinterest, Inc. · PINS
PINS: 54% estimated probability of outperforming over the next 12M window. 0 of 6 signal families negative (medium confidence). Main risk to monitor: Net insider selling ($46.3M).
Outperform prob.
54%
vs S&P 500 · 12M
Expected return
-8.8% → +27.2%
mid +9.2% / yr
Downside (p20)
-11.1%
stress -22.2%
Data quality
93/100
Excellent
Prism Score
Probabilistic research output, not financial advice. Prism recommendations are based on available data, historical relationships, and model assumptions. They do not guarantee future returns. Conduct independent due diligence before any investment decision.
Backtested and similar-setup statistics may be affected by survivorship bias, look-ahead bias, overfitting, transaction costs, liquidity constraints, and data limitations. Probability estimates are anchored heuristics — not validated forecasts — until the walk-forward backtest pipeline is in place.
Prism Score
Composite 68/100. Strongest contribution from valuation; weakest from quality.
Composite
68
/ 100
Deep valueval.
85/ 100
P/B 2.94× · FCF yield 9.2%
Margin of safetyval.
52/ 100
8% above fair value
Bull · base · bear scenarios
Three plausible paths over a 5-year horizon.
Indicative only. Probabilities are model-implied weights for stress-testing — not forecasts.
Bull
~20%$25.21
+3.7% / yr (5y)
A turnaround takes hold: margin recovers toward peer averages, revenue stabilises, and the market re-prices the asset value rather than the running earnings.
Drivers
- • Margin expands by 200–400 bps from -3%
- • Stranded asset value crystallises
- • Multiple re-rates one full turn higher
Base
~45%$19.39
-1.6% / yr (5y)
No deterioration, no surprise re-acceleration. -3% operating margin and 18% top-line growth chug along; the multiple slowly converges to the central fair-value estimate.
Global value comparison
Pinterest, Inc. vs sector medians — GCC, MENA, and Global ex-US.
Sector: Communication Services. MENA-aware investors can sanity-check whether the US name is offering value relative to regional peers.
| Metric | PINS | GCC median | MENA median | Global ex-US |
|---|---|---|---|---|
| P/E (TTM) | — | 14.2× | — | 13.5× |
| P/B | 2.94× | 2.10× | — | 2.00× |
| Dividend yield | — | 4.40% | — | 4.00% |
| ROE | 8.9% |
Earnings reaction explainer
PINS missed materially — -23.7% below consensus.
Reported EPS $0.27 vs $0.35 expected — a material miss. The bar of the next two prints will be lower, but the multiple that was bid up to today's level usually does not survive an unexplained shortfall this size. Trailing operating margin: -3.3%.
- Quality investorsNegative
A material miss is incompatible with a quality-compounder narrative until proven otherwise. Two more prints needed before that label is restored.
- Growth investorsNegative
Multiple compression typically follows. The risk is not the miss itself, it's that consensus needs to re-rate forward estimates lower.
- Value investorsNegative
Even cheap stocks get cheaper after this kind of print — wait for capitulation rather than catching the falling knife.
News & events
Next earnings
Mon, May 4 · consensus EPS $0.35 · last actual $0.27
Key Metrics at a Glance
P/E Ratio (TTM)
N/A
PEG Ratio
0.36
P/B Ratio
2.94
EPS Growth
N/A
Revenue Growth
17.8%
Debt / Equity
0.42
Net Cash / Share
$0.19
Return on Equity
8.9%
Gross Margin
79.9%
Operating Margin
-3.3%
FCF / Share
$2.24
Current Ratio
4.23