$AAPL (+0.12%)
$MSFT (+1.16%)
$NVDA (+5.32%)
$AMZN (-0.24%)
$GOOGL (+3.76%)
$META (+0.49%)
$TSLA (+4.57%)
$AVGO (+0.05%)
$NFLX (+1.19%)
$AMD (+5.15%)
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.
