2Mo·

Not the same: Forward P/S ratio of 16 selected tech growth stocks

Revenue Forward 3Y CAGR and Forward P/S Ratio (sorted in ascending order)

Hims & Hers: 31.9% / 3.4x $HIMS (+8,3 %)

Spotify: 14.9% / 5.6x $SPOT (+4,37 %)

Airbnb: 10.4% / 6.8x $ABNB (+0,51 %)

Roblox: 19.4% / 7.3x $RBLX

Robinhood: 17.0% / 10.6x $HOOD (+3,45 %)

The Trade Desk: 19,4% / 11,1x $TTD (+0,27 %)

Fortinet: 14.4% / 11.5x $FTNT (-1,06 %)

Shopify: 22.6% / 11.9x $SHOP (-0,16 %)

Palo Alto Networks: 14.7% / 12.2x $PANW (+4,01 %)

ServiceNow: 19.5% / 13.4x $NOW

Duolingo: 26.7% / 13.7x $DUOL

Axon Enterprise: 20.9% / 15.5x $AXON (+2,93 %)

Crowdstrike: 22.5% / 17.2x $CRWD (+2,43 %)

Cloudflare: 27.2% / 20.9x $NET (+0,28 %)

Palantir: 30.8% / 52.6 $PLTR (+7,32 %)

Palantir and Hims & Hers are not the same...

Even if Palantir increases its sales by an ambitious 30% every year over the next 10 years and achieves a free cash flow margin of 45% (!), the current share price is still >20% above fair value (assumption: 3% terminal growth, 8% discount rate) - even though the share has already corrected by >30%.

Your opinion?

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6 Commentaires

Daniel@RomanGorilla

2Mo

$RBLX? The games website? Why exactly this one?

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The W.

@thewolfofallstreetz

3Mo·

Hims & Hers: Still "cheap" after a strong run?

Hims & Hers $HIMS (+8,3 %) has recently had a strong run:

Performance YTD: +140%

Performance 1 year: +553%

Currently Hims & Hers $HIMS (+8,3 %) with a price / sales ratio of 10,6x with an expected annual sales growth of >50% for the next 2 years.

Here you can see the ratio for other selected companies with expected double-digit sales growth for the next few years:

Tesla $TSLA (-2,92 %) 11.7x (17% sales CAGR next 2 years)

ServiceNow $NOW : 18,5x (19%)

Shopify $SHOP (-0,16 %): 18,7x (22%)

Robinhood $HOOD (+3,45 %) : 19,6x (16%)

Intuitive Surgical $ISRG (-0,67 %) : 25,4x (15%)

Axon Enterprise $AXON (+2,93 %) : 26,9x (28%)

Duolingo $DUOL : 27,6x (35%)

Crowdstrike $CRWD (+2,43 %) : 29,7x (25%)

Palantir $PLTR (+7,32 %) : 94,7x (29%)

The comparison is, of course, a bit of a stretch, but it is still interesting to see how Hims & Hers $HIMS (+8,3 %) stands relative to other companies.

What do you think?

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21 Commentaires