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SnowballHare Peter Lynch-Inspired Growth Story Score

This model converts a visible company story into testable operating, financial, and valuation evidence.

Scoring inputs

InputWeightTest
Category fit20%Slow Grower, Stalwart, Fast Grower, Cyclical, Turnaround, or Asset Play
Growth evidence20%Units, usage, same-store sales, volume, price, retention, or orders
Unit economics20%Margins, inventory, contribution economics, CAC, and cash conversion
Runway15%Penetration, units, geography, products, saturation, and competition
Valuation versus growth15%Normalized PEG logic and expectations embedded in price
Balance-sheet resilience10%Cash, debt, maturities, leases, dilution, and slowdown survival

Score bands

  • 80–100 — Growth story confirmed: operating evidence and valuation support further research.
  • 65–79 — Needs one more report: one major variable requires confirmation.
  • 45–64 — Popular but risky: product visibility exceeds investment evidence.
  • 0–44 — Story stock: narrative is doing more work than the numbers.

Action matrix

Visible product + rising marginsCompare peers and test whether it is the best category expression.
Visible product + falling marginsDo not chase; growth may be increasingly expensive.
Fast growth + saturationReduce runway score and normalize the terminal growth rate.
Cyclical + peak earningsUse mid-cycle earnings before calculating valuation or PEG.

Worked example

A retailer has 18% revenue growth, 14% unit growth, 4% comparable sales, 28% inventory growth, falling operating margin, and a 36× forward P/E against 15% expected EPS growth. The familiar product does not pass: PEG is 2.4, inventory outruns sales, and unit expansion is not yet producing stronger economics.

Hard invalidation rules

  • The company no longer fits the assigned category.
  • Growth evidence diverges from the company story.
  • Inventory, churn, or customer acquisition costs deteriorate materially.
  • Margin and cash conversion weaken as scale increases.
  • Debt or dilution removes the time required for the story to work.
  • Price embeds a growth rate or runway unsupported by evidence.