5J·

Is the stock exchange more transparent than a supermarket?

Hello my dears,

Investors like to take the P/E ratio as the price of a share for profitable shares.


P/E ratio: The P/E ratio, the price/earnings ratio, is a profitability ratio that is calculated as part of the stock analysis. The P/E ratio expresses the multiple of the annual profit at which a share is valued on the stock exchange.


Alternatively, the KCV is also used


KCV: The KCV (price/cash flow ratio) describes the relationship between the price of a share and the cash flow per share. The share price is divided by the cash flow per share. The interpretation is comparable to that of a P/E ratio (price/earnings ratio).


Using the example of my last purchase $CAMX (-1,8 %) Camurus

we can clearly see how the price (P/E ratio) will/has been reduced by 2027.

From 78.32 last year to the current 47.03

(Since the stock market almost always prices in the future, I am using the 3-year performance here, which was 203%).

This shows how well the price reduction is reflected in the performance (demand).


As in the supermarket, a price reduction also increases demand. Unless the product is not convincing, has expired or has other weaknesses.


In contrast to the supermarket, however, we have the advantage on the stock exchange that price reductions / price increases are more transparent over the next few years.

The difference on the stock market, however, is that we buy the product well before the price reduction. This is because we are making a bet on rising prices. Assuming that the price reduction will have an impact on performance.

(As we have seen in the example of Camurus).

We leave the product where the price will rise over the next few years on the shelf.


As the price (P/E ratio) of Camurus will be reduced to 16.05 by 2027, I bought the product. On the assumption that the price cuts will have an impact on demand (performance/price).


However, additional price reductions can always occur. This happens due to events such as: bad quarterly figures, bad news, 🍊 etc.

Such special offers are often an opportunity to buy more.


As a rule, falling prices (P/E ratios) are caused by rising profits. And rising prices logically come from falling profits.


This is one reason why I mainly invest in growth stocks.


That sounds as if the stock market is actually quite simple. And growth stocks are a guarantee for rising prices.


But it's not quite that simple.

Because the đŸ»blues are on every corner.


My dears,

I look forward to your feedback and additions.

Have I forgotten anything?


@EpsEra

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3 Commentaires

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First of all, thank you for the nice gesture of mentioning me in your post. Your post is top notch, clear, understandable and well thought out. Really a great approach that I can recommend to any buy and hold investor as one of the main criteria to consider. Thank you for this important advice. How do you see it, is the P/E ratio primarily an entry criterion for you?
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@EpsEra
I also always look at the chart and the distance to the 200-day line
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@Tenbagger2024
Very good, you're a fox in the business 😜 It's also on my to-do list.
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