2Mon
P/E ratio too high
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2Mon
@FYBSTRD What P/E ratio would be appropriate in your view?
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2Mon
@Money-Man The share is out of the question for me for this reason there is no target P/E ratio for me. Why Him & Hers with a P/E ratio of 80 when I can have a Microsoft or Alphabeth that are cheaper and have been delivering for years? Hims & Hers is everything but not cheap, imo
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In my opinion, you can't / shouldn't put the P/E ratio on the golden scale for such high-growth stocks ✌🏻
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•2Mon
@Anderle You're right about that. But where exactly is the moat? I really haven't looked into the UN much, but if I'm reading this right they sell prescription drugs online (probably with counseling), among other things. Why shouldn't a fat cat like CVS or Amazon do the same in the future? In my opinion, the P/E ratio is too high because there is no moat at the same time. Take a look at Oatly, which has grown without end, and today there is milk from every manufacturer. But as I said, I have not studied the UN in depth and what I have said is just my opinion. Hopefully I'm wrong and all those who have invested will soon have a tenfold increase in their portfolio, I hope so
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@FYBSTRD The other providers are already doing this to some extent. However, the market for telemedicine is growing dramatically, especially in the next ten years due to the ageing society. There is enough room for several providers to grow. On the subject of moats: A moat can also simply be the brand itself (Coca Cola always comes to mind here as an example --> does Coca Cola have better cola than other providers? No! In a blind tasting on the street, 90 percent cannot identify Coca Cola from various colas, yet they are the leader in this segment because the bottle simply says "Coca Cola".
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•@FYBSTRD And on the subject of P/E ratios. You're right, but not really. The P/E ratio looks astronomically high (currently 220). But a company that has just reached break-even three quarters ago and is growing extremely fast cannot be valued with a P/E ratio. You now have EPS of around 7 cents for the last 4 quarters combined. In the next quarter alone, I expect earnings of around 8 cents per share. If that happens, the P/E ratio would suddenly be just 100, and we're only talking about a single quarter ... If this accelerates even further in the quarters thereafter, then good night
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•2Mon
@Leipziger_Jung I'll keep my fingers crossed for you
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@FYBSTRD Theoretically, the future P/E ratio is not really high with the same growth, regardless of whether it should be used for valuation or not. Of course it is now at around 80 and in 2026 we will be at 30-35, unless it turns out even better. But that is precisely the opportunity and the risk.
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@BamBamInvest How do you arrive at a current P/E ratio of 80? It's currently over 200, or are you assuming that by the end of the year?
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@Leipziger_Jung look at all the good financial sites or do the math, don't use getquin as a benchmark here. If you can open it:
https://at.marketscreener.com/kurs/aktie/HIMS-HERS-HEALTH-INC-109987976/finanzen/
https://at.marketscreener.com/kurs/aktie/HIMS-HERS-HEALTH-INC-109987976/finanzen/
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