Revenue Forward 3Y CAGR and Forward P/S Ratio (sorted in ascending order)
Hims & Hers: 31.9% / 3.4x $HIMS (-7,4%)
Spotify: 14.9% / 5.6x $SPOT (-7,91%)
Airbnb: 10.4% / 6.8x $ABNB (-5,44%)
Roblox: 19.4% / 7.3x $RBLX
Robinhood: 17.0% / 10.6x $HOOD (-10,16%)
The Trade Desk: 19,4% / 11,1x $TTD (-4,07%)
Fortinet: 14.4% / 11.5x $FTNT (-3,88%)
Shopify: 22.6% / 11.9x $SHOP (-8,58%)
Palo Alto Networks: 14.7% / 12.2x $PANW (-5,45%)
ServiceNow: 19.5% / 13.4x $NOW
Duolingo: 26.7% / 13.7x $DUOL
Axon Enterprise: 20.9% / 15.5x $AXON (-6,72%)
Crowdstrike: 22.5% / 17.2x $CRWD (-6,41%)
Cloudflare: 27.2% / 20.9x $NET (-8,28%)
Palantir: 30.8% / 52.6 $PLTR (-10,22%)
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?
