The analysis discusses Fiverr and Upwork, focusing on their revenue growth since 2017 and the impact of tailwinds from both the supply and demand sides. Revenue has increased more than 3x and investors are concerned about the threat of AI lowering valuations. Investors are now seeing revenue for Upwork at 773 million, and Fiver is seeing revenue at 419 million. Operating profit margins, and return on invested capital is noted. A DCF fair value for FVRR is $54.62, compared to a current price of $22.18. And $21.65 compared to $14.09 for UPWK. With debt at 457 million, that lowered the weighted average of the two to 9.93. At the same time, Upwork's weighted average cost of capital is 11.74%, because of a smaller debt. Both Upwork and Fiver are a Buy