10 Best Proptech for November 2025
Welcome to the Value Sense Blog, your resource for insights on the stock market! At Value Sense, we focus on intrinsic value tools and offer stock ideas with undervalued companies. Dive into our research products and learn more about our unique approach at valuesense.io
Explore diverse stock ideas covering technology, healthcare, and commodities sectors. Our insights are crafted to help investors spot opportunities in undervalued growth stocks, enhancing potential returns. Visit us to see evaluations and in-depth market research.
Market Overview & Selection Criteria
The current market environment is marked by volatility and sector rotation, with investors seeking both growth and value. This watchlist is designed to highlight companies with strong fundamentals, attractive valuations, and clear catalysts—across technology, real estate, and business services. Our selection criteria emphasize intrinsic value, quality ratings, free cash flow generation, and revenue growth, ensuring a balanced approach to risk and reward. Each stock is analyzed using ValueSense’s proprietary metrics, providing a data-driven foundation for your research.
Featured Stock Analysis
Stock #1: Garmin Ltd. (GRMN)
| Metric | Value |
|---|---|
| Market Cap | $41.2B |
| Quality Rating | 6.8 |
| Intrinsic Value | $192.3 |
| 1Y Return | 8.2% |
| Revenue | $6,943.1M |
| Free Cash Flow | $907.4M |
| Revenue Growth | 16.6% |
| FCF margin | 13.1% |
| Gross margin | 58.7% |
| ROIC | 30.4% |
| Total Debt to Equity | 1.8% |
Investment Thesis
Garmin stands out with a robust $41.2B market cap, a quality rating of 6.8, and an intrinsic value estimate of $192.3. The company has delivered an 8.2% one-year return, supported by $6.9B in revenue and $907.4M in free cash flow. Garmin’s revenue growth of 16.6% and a stellar 30.4% return on invested capital (ROIC) reflect operational excellence. With a gross margin of 58.7% and a modest 1.8% debt-to-equity ratio, Garmin combines growth with financial discipline.
Key Catalysts
- Strong revenue and free cash flow growth
- High ROIC and gross margin
- Minimal leverage, enhancing financial flexibility
- Diversified product portfolio across fitness, marine, aviation, and automotive markets
Risk Factors
- Exposure to cyclical consumer electronics demand
- Intense competition in wearable and navigation tech
- Potential currency headwinds from global operations
Stock #2: Zillow Group, Inc. Class C (Z)
| Metric | Value |
|---|---|
| Market Cap | $18.2B |
| Quality Rating | 5.3 |
| Intrinsic Value | $95.1 |
| 1Y Return | 24.8% |
| Revenue | $2,483.0M |
| Free Cash Flow | $272.0M |
| Revenue Growth | 15.2% |
| FCF margin | 11.0% |
| Gross margin | 74.9% |
| ROIC | (2.5%) |
| Total Debt to Equity | 1.9% |
Investment Thesis
Zillow, with an $18.2B market cap, shows a quality rating of 5.3 and an intrinsic value of $95.1. The stock has surged 24.8% over the past year, driven by $2.5B in revenue and $272M in free cash flow. Revenue growth stands at 15.2%, with an impressive 74.9% gross margin. However, a negative ROIC of -2.5% and a modest 1.9% debt-to-equity ratio highlight both opportunity and caution.
Key Catalysts
- Leading position in online real estate platforms
- Strong gross margin and revenue growth
- Expanding suite of digital tools for home buyers and sellers
Risk Factors
- Negative ROIC raises questions about capital efficiency
- Exposure to housing market cycles
- Regulatory scrutiny in real estate tech
Stock #3: Bentley Systems, Incorporated (BSY)
| Metric | Value |
|---|---|
| Market Cap | $16.0B |
| Quality Rating | 6.8 |
| Intrinsic Value | $36.1 |
| 1Y Return | 5.5% |
| Revenue | $1,419.6M |
| Free Cash Flow | $433.7M |
| Revenue Growth | 10.4% |
| FCF margin | 30.6% |
| Gross margin | 80.6% |
| ROIC | 9.2% |
| Total Debt to Equity | 110.4% |
Investment Thesis
Bentley Systems, valued at $16.0B, earns a quality rating of 6.8 and an intrinsic value of $36.1. The company posted a 5.5% one-year return, $1.4B in revenue, and $433.7M in free cash flow. Revenue growth is 10.4%, with an exceptional 80.6% gross margin and a 30.6% free cash flow margin. ROIC is 9.2%, but a high 110.4% debt-to-equity ratio warrants attention.
Key Catalysts
- Dominant in infrastructure engineering software
- High gross and free cash flow margins
- Recurring revenue from subscription model
Risk Factors
- Elevated leverage
- Niche market exposure
- Competition from larger software providers
Stock #4: AppFolio, Inc. (APPF)
| Metric | Value |
|---|---|
| Market Cap | $9,131.2M |
| Quality Rating | 7.4 |
| Intrinsic Value | $110.4 |
| 1Y Return | 22.4% |
| Revenue | $906.3M |
| Free Cash Flow | $211.6M |
| Revenue Growth | 18.9% |
| FCF margin | 23.4% |
| Gross margin | 62.9% |
| ROIC | 90.2% |
| Total Debt to Equity | 6.9% |
Investment Thesis
AppFolio, with a $9.1B market cap, boasts a quality rating of 7.4 and an intrinsic value of $110.4. The stock returned 22.4% over the past year, with $906.3M in revenue and $211.6M in free cash flow. Revenue growth is 18.9%, free cash flow margin is 23.4%, and ROIC is an outstanding 90.2%. Gross margin is 62.9%, and debt-to-equity is a low 6.9%.
Key Catalysts
- Rapid revenue and free cash flow growth
- Exceptional ROIC
- Leading provider of property management software
Risk Factors
- Valuation may reflect high growth expectations
- Customer concentration in real estate
- Competitive SaaS landscape
Stock #5: Frontdoor, Inc. (FTDR)
| Metric | Value |
|---|---|
| Market Cap | $4,922.5M |
| Quality Rating | 7.8 |
| Intrinsic Value | $59.2 |
| 1Y Return | 33.7% |
| Revenue | $1,965.0M |
| Free Cash Flow | $303.0M |
| Revenue Growth | 8.6% |
| FCF margin | 15.4% |
| Gross margin | 53.9% |
| ROIC | 25.9% |
| Total Debt to Equity | 476.3% |
Investment Thesis
Frontdoor, valued at $4.9B, has a quality rating of 7.8 and an intrinsic value of $59.2. The stock delivered a 33.7% one-year return, $1.97B in revenue, and $303M in free cash flow. Revenue growth is 8.6%, free cash flow margin is 15.4%, and ROIC is 25.9%. Gross margin is 53.9%, but debt-to-equity is high at 476.3%.
Key Catalysts
- Strong free cash flow generation
- High ROIC
- Leading home warranty provider
Risk Factors
- Significant leverage
- Exposure to housing market cycles
- Service quality and reputation risks
Stock #6: Compass, Inc. (COMP)
| Metric | Value |
|---|---|
| Market Cap | $4,281.0M |
| Quality Rating | 5.8 |
| Intrinsic Value | $68.5 |
| 1Y Return | 21.4% |
| Revenue | $6,290.2M |
| Free Cash Flow | $147.0M |
| Revenue Growth | 21.2% |
| FCF margin | 2.3% |
| Gross margin | 16.6% |
| ROIC | (4.1%) |
| Total Debt to Equity | 125.8% |
Investment Thesis
Compass, with a $4.3B market cap, has a quality rating of 5.8 and an intrinsic value of $68.5. The stock returned 21.4% over the past year, with $6.3B in revenue and $147M in free cash flow. Revenue growth is 21.2%, but free cash flow margin is just 2.3% and ROIC is -4.1%. Gross margin is 16.6%, and debt-to-equity is 125.8%.
Key Catalysts
- Rapid revenue growth
- Leading real estate technology platform
- Scalable business model
Risk Factors
- Negative ROIC
- Thin free cash flow margins
- High leverage
Stock #7: WillScot Holdings Corporation (WSC)
| Metric | Value |
|---|---|
| Market Cap | $3,968.7M |
| Quality Rating | 6.4 |
| Intrinsic Value | $21.4 |
| 1Y Return | -34.2% |
| Revenue | $2,352.6M |
| Free Cash Flow | $429.5M |
| Revenue Growth | (2.3%) |
| FCF margin | 18.3% |
| Gross margin | 52.3% |
| ROIC | 8.2% |
| Total Debt to Equity | 382.8% |
Investment Thesis
WillScot, valued at $4.0B, has a quality rating of 6.4 and an intrinsic value of $21.4. The stock declined 34.2% over the past year, with $2.4B in revenue and $429.5M in free cash flow. Revenue growth is -2.3%, but free cash flow margin is 18.3% and ROIC is 8.2%. Gross margin is 52.3%, and debt-to-equity is 382.8%.
Key Catalysts
- Strong free cash flow generation
- Leading modular space and storage provider
- High gross margin
Risk Factors
- Negative revenue growth
- High leverage
- Cyclical exposure to construction and energy
Stock #8: The RealReal, Inc. (REAL)
| Metric | Value |
|---|---|
| Market Cap | $3,481.2M |
| Quality Rating | 4.9 |
| Intrinsic Value | $1.1 |
| 1Y Return | 321.0% |
| Revenue | $637.0M |
| Free Cash Flow | ($23.1M) |
| Revenue Growth | 12.7% |
| FCF margin | (3.6%) |
| Gross margin | 74.6% |
| ROIC | (20.7%) |
| Total Debt to Equity | (169.5%) |
Investment Thesis
The RealReal, with a $3.5B market cap, has a quality rating of 4.9 and an intrinsic value of $1.1. The stock surged 321.0% over the past year, with $637M in revenue but -$23.1M in free cash flow. Revenue growth is 12.7%, free cash flow margin is -3.6%, and ROIC is -20.7%. Gross margin is 74.6%, and debt-to-equity is -169.5%.
Key Catalysts
- Rapid revenue growth
- High gross margin
- Leading luxury resale platform
Risk Factors
- Negative free cash flow and ROIC
- High leverage (negative equity)
- Operational challenges in authentication and logistics
Stock #9: EverCommerce Inc. (EVCM)
| Metric | Value |
|---|---|
| Market Cap | $2,116.3M |
| Quality Rating | 6.1 |
| Intrinsic Value | $22.3 |
| 1Y Return | 10.2% |
| Revenue | $641.5M |
| Free Cash Flow | $131.5M |
| Revenue Growth | (7.2%) |
| FCF margin | 20.5% |
| Gross margin | 70.2% |
| ROIC | 2.7% |
| Total Debt to Equity | 72.7% |
Investment Thesis
EverCommerce, valued at $2.1B, has a quality rating of 6.1 and an intrinsic value of $22.3. The stock returned 10.2% over the past year, with $641.5M in revenue and $131.5M in free cash flow. Revenue growth is -7.2%, but free cash flow margin is 20.5% and ROIC is 2.7%. Gross margin is 70.2%, and debt-to-equity is 72.7%.
Key Catalysts
- Strong free cash flow margin
- High gross margin
- Diversified SaaS portfolio
Risk Factors
- Negative revenue growth
- Moderate leverage
- Integration risks from acquisitions
Stock #10: Soho House & Co Inc. (SHCO)
| Metric | Value |
|---|---|
| Market Cap | $1,731.9M |
| Quality Rating | 5.2 |
| Intrinsic Value | $9.8 |
| 1Y Return | 67.6% |
| Revenue | $1,248.2M |
| Free Cash Flow | $8,024.0K |
| Revenue Growth | 7.6% |
| FCF margin | 0.6% |
| Gross margin | 8.4% |
| ROIC | 2.1% |
| Total Debt to Equity | (871.0%) |
Investment Thesis
Soho House, with a $1.7B market cap, has a quality rating of 5.2 and an intrinsic value of $9.8. The stock returned 67.6% over the past year, with $1.2B in revenue and $8M in free cash flow. Revenue growth is 7.6%, free cash flow margin is 0.6%, and ROIC is 2.1%. Gross margin is 8.4%, and debt-to-equity is -871.0%.
Key Catalysts
- Rapid stock price appreciation
- Global lifestyle brand
- Membership-driven revenue model
Risk Factors
- Minimal free cash flow
- Negative equity (high leverage)
- Exposure to discretionary consumer spending
Portfolio Diversification Insights
This watchlist spans technology (Garmin, AppFolio), real estate services (Zillow, Compass, The RealReal), business services (Frontdoor, WillScot, EverCommerce), and lifestyle (Soho House). Such diversification helps mitigate sector-specific risks while capturing growth across multiple industries. High-quality picks like Garmin and AppFolio offer stability and growth, while turnaround stories like The RealReal and Soho House provide higher-risk, higher-reward potential. Investors should consider their risk tolerance and time horizon when constructing a portfolio with these ideas.
Market Timing & Entry Strategies
Given current market volatility, a dollar-cost averaging approach may be prudent for entering these positions. Focus on stocks trading below intrinsic value with strong free cash flow and manageable leverage. Monitor macroeconomic indicators, sector trends, and company-specific catalysts. Avoid chasing short-term momentum, especially in names with high debt or negative cash flow.
Explore More Investment Opportunities
For investors seeking undervalued companies with high fundamental quality, our analytics team provides curated stock lists:
📌 50 Undervalued Stocks (Best overall value plays for 2025)
📌 50 Undervalued Dividend Stocks (For income-focused investors)
📌 50 Undervalued Growth Stocks (High-growth potential with strong fundamentals)
🔍 Check out these stocks on the Value Sense platform for free!
More Articles You Might Like
- How VKTX (Viking Therapeutics) Makes Money in 2025: A Deep-Dive With Income Statement
- How NET (Cloudflare) Makes Money in 2025: A Deep-Dive With Income Statement
- How MASS (908 Devices) Makes Money in 2025: A Deep-Dive With Income Statement
- How CRVO (CervoMed) Makes Money in 2025: A Deep-Dive With Income Statement
- How GILD (Gilead Sciences) Makes Money in 2025: A Deep-Dive With Income Statement
FAQ Section
How were these stocks selected?
Stocks were chosen based on ValueSense’s intrinsic value metrics, quality ratings, revenue and free cash flow growth, and sector diversification. Each company demonstrates either strong fundamentals, turnaround potential, or unique market positioning.
What's the best stock from this list?
While “best” depends on individual goals, Garmin (GRMN) and AppFolio (APPF) stand out for their combination of growth, profitability, and financial health. However, investors should conduct their own due diligence.
Should I buy all these stocks or diversify?
Diversification is key to managing risk. Consider blending high-quality growers with select turnaround stories, but avoid over-concentration in any single stock or sector.
What are the biggest risks with these picks?
Risks include sector cyclicality, high leverage (e.g., Frontdoor, WillScot, Soho House), negative cash flow (The RealReal), and integration challenges (EverCommerce). Always assess both upside potential and downside risks.
When is the best time to invest in these stocks?
Market timing is challenging. Focus on valuation, company-specific catalysts, and your own investment horizon. Consider gradual entry during periods of market weakness or after positive earnings surprises.
This article is for educational purposes only and not investment advice. Always perform your own research or consult a financial advisor before making investment decisions. For more in-depth analysis, visit ValueSense and explore our full suite of research tools.