Deleted User
3Yr
Comment was deleted
@meta ääääääm on the deliveries. So rather turnover.
https://diyinvestor.de/die-graham-formel-ein-einfaches-tool-zur-bewertung-von-wachstumsaktien/
https://diyinvestor.de/die-graham-formel-ein-einfaches-tool-zur-bewertung-von-wachstumsaktien/
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Deleted User
3Yr
Comment was deleted
@snp500 Yes, I agree. Makes no sense to take EPS and then sales CAGR...
Tesla currently has 2 out of 4 factories under construction, which blocks huge amounts of capital. So in the next few years a huge "operating leverage" will be unlocked + many innovations in production (single piece casting, 4680's, more efficient factory layout etc.). This increase in profitability can already be seen in the ROIC, which is approaching the level of a tech company. EPS growth will therefore be higher than sales growth. Software will also make up more of the sales mix😁
And no Daimler is definitely not at eye level, please watch Tesla AI Day video and commentary by Lex Fridman (prof. at MIT for Artificial Intelligence)
Tesla currently has 2 out of 4 factories under construction, which blocks huge amounts of capital. So in the next few years a huge "operating leverage" will be unlocked + many innovations in production (single piece casting, 4680's, more efficient factory layout etc.). This increase in profitability can already be seen in the ROIC, which is approaching the level of a tech company. EPS growth will therefore be higher than sales growth. Software will also make up more of the sales mix😁
And no Daimler is definitely not at eye level, please watch Tesla AI Day video and commentary by Lex Fridman (prof. at MIT for Artificial Intelligence)
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@snp500 @simplemoney I understand the idea, but would that affect the basic thesis? In principle, the margin can still be increased, but the more relevant factor is still sales growth (above all, the factories currently under construction are not everything, many more are planned, which in turn 'blocks capital')
And even if EPS growth should still be higher than sales growth, it will be difficult to maintain the sales forecast.
And even if EPS growth should still be higher than sales growth, it will be difficult to maintain the sales forecast.
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