$AAPL (+2.1%)
$MSFT (+1.09%)
$NVDA (+3.56%)
$AMZN (+3.28%)
$GOOGL (+3.76%)
$META (+2.51%)
$TSLA (+7.5%)
$AVGO (+0.27%)
$NFLX (-0.19%)
$AMD (+2.19%)
Absolute valuation levels
Above all Microsoft, Nvidia, Google, AMD and Amazon are quoted below their long-term median multiples.
Valuation multiples compared to expected sales growth
If the expected sales growth by analysts over the next 3 years the following picture emerges...
- Per 1% growth, the following appear to be the most important Nvidia, AMD, Google, Meta and Amazon appear the most favorable.
- Apple performs less well here due to its slow growth, but the company is not generally unattractive as an investment, e.g. due to the high buybacks.
- Tesla appears expensive at first glance - however, the forward P/S is currently not excessively high due to the distorted earnings.
- Netflix had a good run and appears somewhat expensive compared to growth, at least on the basis of multiples. The situation is similar for Broadcom.
- Microsoft swims in the midfield.
What do you think of the valuation levels of Mag-7 & Co.
