$AAPL (+0,57 %)
$MSFT (+0,62 %)
$NVDA (-2,46 %)
$AMZN (-0,1 %)
$GOOGL (-0,13 %)
$META (+0,56 %)
$TSLA (-2,92 %)
$AVGO (+0,55 %)
$NFLX (+2,13 %)
$AMD (-1,82 %)
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.
