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EPS just ain’t what it used to be. Now, a lot of good investments are not currently profitable but show a path to profitability. FWD-PE is a much better indicator than PE for value/growth, but it still only looks ahead 1 year. You now have to evaluate a companies core method of generating FCF, their debt obligations, run rate, cash runway, etc. Palantir was not profitable when they IPOd, neither was $AVAV and hundreds of other companies that turned out to be good investments. Is Figma a good long term investment? I don’t think so, but their EPS doesn’t factor into that belief for me at all.
There are concerns about growth with the China licenses. Coupled with FWD P/E expensive at 40x. This is asking for perfect execution. Plus the hedging dynamics around $250 strike price with a lot of open interest
IBM guidance was for 3-5% constant currency growth. Trades at 35x FWD PE.
MSFT FWD PE trending down to 20... hard not to see this being a great investment over the next few years, decades. Question is, do you think they are foolishly spending all of their earnings on unprofitable datacenters, or will they yield a huge profit in the future from all of this capex? Markets don't like uncertainty.
MSFT getting ridiculously cheap here at 23-24 FWD P/E which is close as hell to the 2022 Feb lows of 22....might BACK UP THE TRUCK tomorrow
My opinion is 50/50 and be happy. MUU (in my opinion, more stable, but really, maybe not) and SNXX (in my opinion more possble gains, but really, maybe not) will be good about equally. Don't need to be greedy. Micron has more clarity and looks safer because of historical ER data showing more shit and their "fixed" pricing on HBM, but of course, DDR5/LPDDR/NAND pricing increasing. SNDK they are much smaller cap, and they go from neg. trailing PE to low FWD PE (don't just read shit, calculate the PE yourself, and extrapolate memory pricing increases from known and very possible future price rises). You will come to the conclusion that their FWD PE about equal at 9 - 12 - depends how you want to price in pricing increases and approximate quarterly pricing increases.
you need to look at the FWD PE
FWD PE is only just now entering a reasonable range.
It’s FWD PE is 8. It’s valuation is 1/3 of the S&P 500 lmao
I think software in general has been out of favor, add in some competition from CRM and the draw down makes sense. Valuation wise, looks fairly compelling. FWD PE of 27 with a PEG of 1.4 is getting intriguing, but I am not familiar with their product enough to know if they have a real strong foothold or if the competition fears are real.
Started looking into $ITT. Wouldn't consider it undervalued, but rather fairly valued at TTM PE of 30, FWD PE of 24 at a PEG of 1.93. As of last earnings debt-equity is 0.41 and current ratio is 1.52 which I would consider a strong position on the balance sheet. Acquisition of SPX Flow will expand its products from motion absorption components (brake pads, shock absorbers, etc.) to fluid control (centrifugal and positive displacement pumps).
Dude just read the ERs and breakdown of sales, and understand doesnt matter NVDA AMD GOOGLE, they all buying memory and huge amounts, and this only gets worse 26Q3 when MVDA release GB400 and AMD MI450 and why they need HBM4 memory. Also HBM350 sold out, sk hynix raised prices with Samsung for HBM memory, MU did not announce how much they hiked but they followed suite. Just invest in it dude you put in 5k if thats what you invest in a bet. Do your research and consider that low risk, predictable outcomes is so nice, with good chances of upswing. Again, if you dont know how to gauage/compare companies and ERs, stick to the basics: - PE - FWD PE - Operating margins - PEG
Lets just say this. Lets see end of each week for MU. And see where it goes to Mar, next ER. To be transparent, I have about 550k USD in MUU (yes I buy leveraged 2x etf when I can), the bulk (80%) of my current portfolio as I sold out HOOX and SOFX between aug to sept, converted 50% of my holdings in HK Hynix (German ADR) and Kioxia (Japanese stock market) to MUU. My early bets up 350%, bought more during the dip in Nov and pre-Dec 17. MU is the most fundamentally strong moving forward 2 ERs with the only NVDA being stronger, and maybe AVGO. PE 25 with FWD PE 8-11 (depending on analyst). If yoy know the details of their next ER guidance, its pretty much gauranteed, also only being able to supply 50 to 66% of customer orders, you will understand why their operating margins hitting 60%+ and will be this margin until at least 26Q3. Consumer market for ram is a good indicator of the seriousness, just look up memory prices, and the expected price increase of pcs, mobile estimated tp be at least 8% due to RAM prices. Sky Hynix internal memo states this shortfall will continue to 2028, with Taiwanese memory sellers stating until at least 2027. Yoy gotta be really special type of smart to talk bs and not know anything of the subject topic. Just put 50k in MUU, even now you'll probably get at least 40-70% before next ER. Low risk, good gains (not as good as aug-nov) and predictable outcomes, without the risk of Mike Burry trashing NVDA (I hold some NVDA from when I bought $60 bucks but only about 80k, keeping because if I sell, my rax will go crazy this year). Literally yoy keep yapping and you have NO CLUE what you are talking about. Look at the last 2 ERs. And understand the market before stating stupid numbers like 180.
Every financial website in the world shows TTM at 10.x and FWD at 20ish but you can read so I guess I’ll take your word for it
It was still a smart move IMO. Its like investors think that they will make the GDP of some countries P/E of 425 FWD P/E of 333 Better off buying and holding wendys
Nope - you're right. Investor sentiment is tanking. AI spend and revenue are accelerating. These opportunities do not come up too often. Not just Nebius. Nvidia at a FWD PE around 22 now.. Costco 40+, WMT 35+
Google back at 30 PE trailing and 26 FWD. Guessing this is somehow related to the Amazon OpenAI news because it’s always the reason for sudden dumps. I buy daily calls every time this happens and it’s usually treated me well.
They are kind of cheap used compared to something like a Civic Type R. Maybe Im crazy but Id rather have a sorted FWD car than AWD. Torque vectoring AWD is cool but when you're not on the power it's still a rickshaw. Might as well save the weight
I’ve begun to build a position at these levels. Currently at about 20% of a “full” position. FWD PEG looks attractive
Probably selling off due to the rotation of money out of the AI trade after Oracle’s earnings. It’s exactly what NVDA did after a blowout earnings as well. Also, Broadcom isn’t cheap. AVGO’s fwd PE is about 42x at $387 a share. Nvidia’s FWD PE at $180 a share is 24-25x.
Broadcom is a stock I will never understand. 60x FWD for 28% growth is just not that attractive. Nvidia is growing faster. TSMC is growing faster. Both half as expensive with better margins.
If MSFT and AMZN at 28 FWD PE sounds like a bubble, you need to re-evaluate your risk tolerance. Blah blah blah depreciation... these are the smartest companies in the world. Don't assume you're more knowledgeable about data centers than they are!
It’s a dip from the $212 it was trading at a few weeks back. And it hit $212 with forward guidance of China revenue being $0. Let’s do some calculations. At $189, this is still a great place to buy. At $189 Nvidia’s forward PE is currently 25-26x, second lowest of all the Mag7. Still reasonable even without the China revenue. NVDA’s Chinese revenue in 2024 was $10.3B NVDA’s Chinese revenue in 2025 was $17.1B Let’s assume $20B in additional China revenue next year as a rough estimate. If $20B of Chinese revenue is added to forward guidance, that would put NVDA trading at a forward PE of 17.1x. If you add $25B new revenue then NVDA’s FWD PE would be 15.8. At $30B the fwd PE becomes 14.7. You can expect anywhere from $20-$30B in yearly Chinese revenue IMO. If we count that revenue, NVDA is literally dirt cheap rn, anywhere from 14.7-17.1 FWD PE. Analysts are going to have to completely change their price targets and this should break through $200 very soon.
Haha. You are looking at the TTM P/E, not the FWD. Simple misunderstanding but again, it seems like you have an ego or a point to prove over something I have no idea about. But to say Seeking Alpha's P/E is based on random people writing an article is ridiculous. Yes I see random articles written by "analysts", but that wasnt the talking point. Enjoy your day!
Doesn't CRM have like a 18 PE FWD?
Pretty good for 26x FWD PE. It’s not a growth stock in valuation anymore. 12% rev in guidance
PYPL FWD pe' based on projected nominal growth of 13% over the next 5 years. 2026 = 9.83 2030 = 6
WMT is moving to Nasdaq. That's worth another +10P/E(FWD)
1) FWD P/E 2) FWD EPS Growth 3) Cash:Debt Ratio
This is a once in a generation industrial revolution thematic bull run in AI. You're right, butttt Micron also trades a sub market FWD multiple (even after the run its had), whereas as NBIS was at 70X 2025 *Revenue* at its peak. NBIS
CRMD easiest bet of my life. FWD P/E of 4 for a biotech! Buy and win with me!
Definitely had a massive move after great quarter, but anyone considering FlowServe (FLS) at these levels? The big hangover IMO was the asbestos liability...major player in flow control/measure particularly in the nuclear and process plant space. FWD PE: 17.8 PEG: 0.91 (a bit deflated due to massive beat)
What's incredible about this sell off is that the "tax" they "paid" wasn't even cash, they just wrote off future credits and will now be paying a lot less in the foreseeable future. An absolute blockbuster of a quarter, their best ever in terms of revenue, profit, and fcf. FWD pe is now sub 20, feels like a great spot to take, options aside, just buying shares.
51x FWD PE for 22% growth? Google gives me 22x FWD PE for 20% growth.
FWD P/E is under 30. Very cheap for 50% growth.
Profitability increases every quarter. For fiscal year 2025, DKNG reaffirmed revenue guidance of $6.2 billion to $6.4 billion and adjusted EBITDA in the range of $800 million to $900 million. Most of the cash burn is from high promo rate in newly legal states to acquire customers that they view as sticky. Profitability in mature states is much better. Most analysts estimate FWD PE around 16x.
Looks really expensive after hours 40x FWD PE for an air conditioner company. The moment the AI bubble turns, the demand goes away and that backlog gets annihilated. Great tertiary stock in the AI bubble though.
I'm not talking about race cars at all though. Top tier race cars are and always will be RWD because your alternatives are FWD which has understeer issues and AWD which saps more power than RWD and RWD can be mastered with enough skill. I'm talking about street+track day cars, which you will drive tired/hungover/whatever might make you not want to concentrate, in which case a FWD car is better because it's much harder to lose control of the car.
Look, I'm not arguing about the fact that RWD will be quicker. It will. But FWD is easier to drive in weird conditions, and you will find yourself tired in weird conditions at least sometimes. Gas on understeer, gas off slight oversteer. That's it. And an LSD (yes, front wheel drive FSDs exist, like stock on the MK2 Focus) helps.
hey, stop complaining about my fwd performance cars. I'd love a MK2 Focus RS. FWD is great for street driving with occasional track days because it's more predictable than RWD. Yes it's going to be a bit slower on the track but it's better for driving on street in the rain or snow in times when you're too tired to manage an RWD car in iffy conditions.
One of the fastest FWD drive cars on the Nurburgring but sure get an old ass Nissan Z that hasn't been updated in 10 years lol.
IBM is trading at 40x FWD PE with ~4.5% revenue growth in Q2 earnings. Just say Quantum or AI and see your stock rip higher
PEG is also fine Best predictor of future returns is FWD PEG.
Nike I guess is the only over priced apparel company to issue soft guidance and not tank. lol FWD PE of 42x
Good call OP. Declining revenues. Flat vehicle sales. Declining profitability. Increasing shares outstanding. 40% SBC. 177x FWD PE. 0.3% FCF Yield. 6% profit margins. BUT, Elon said they will be worth $6T and he will create humanoid robots and eventually have a (driverless) robotaxi network ... maybe, once they get the tech figured out. What could go wrong?
Trading at 45x FWD earnings with ~20% growth
You are wrong. LULU P/E both TTM and FWD is \~13.4. Sector median is HIGHER at a TTM 20.56 PE and FWD PE of 19.70. Lulu presents tremendous value. It should be considered a growth stock. Growing company expanding internationally rapidly. 3 YR revenue growth averages around 47% in China and 35% for the rest of the world.
There are multiple valuation methods people use. EBITDA/PE/FCF Yield and the list goes on. Can use NTM or NTM+12 etc … but ultimately most valuations are benchmarked against peers in the industry. So for example if you want to value Quanta Services some ways you can look at it is select a valuation method or a combination if you like. Look at its historical NTM FWD EV/EBITDA vs peers. Determine if it deserves a premium and assign accordingly. If you are using a combination you can use 50% EVEBITDA 50%P/E or do triple combination wtv u like. But bottom line it’s a “feel” that’s substantiated using some data most of the time
P/E is based on net income (doesn't include CapEx), while CapEx is a cash flow item. CapEx-driven depreciation does lower net income, but Amazon has a 20% higher depreciation expense for TTM compared to a 60% higher CapEx. and, in turn, can affect the P/E ratio, it's not the full story. P/E (No CapEx Impact): AMZN @ 34.53 GOOGL @ 21.51 FCF/Yield (CapEx Impact) AMZN @ 0.55% FCF Yield GOOGL @ 2.7% FCF Yield Even if AMZN cut CapEx by nearly 40% just to match GOOGL's, it would still return only a 2.2% FCF/Yield. Regardless of the CapEx spent, its meaningless without resulting in a meanwhile increase in Revenue and Net Income. If AMZN could simply "choose to make more revenue" that would change things, but I don't think that's the case. On a Revenue Growth basis, Google's sitting at 12.65% (FWD) and 13.13 (YoY) versus Amazon's 10.64% (FWD) and 10.87% (YoY) respectively. The only valuation argument for Amazon that makes sense (and it definitely would for some) is on a muti-year growth roadmap (Zoox, Satellite, Pharmacy), but I think the same (if not stronger) argument can be made for Google when it comes to untapped revenue sources (Waymo, Gemini, Verily).
I can grasp that you're going to baghold. I know what I am talking about. You ignoring the TTM to praise the FWD in the bubbliest of bubbles is all I need to know about your prowess and acumen. 🤡🌎
3500 shares RIDING DEEEEEEEEEEEEP :) $GOOGL $GOOG news RECAP FOR THE DAY. SOME BULLISH SHIT There is HUGE options flow coming for $210 September calls. So expected the share price to be $220+ end of august for value from theta. I have a 3500 shares riding this to $250 - will get a Rerate to 25x FWD P/E :) The perplexity $35b offer was nothing but a publicity stunt. They got eyes on them and then just launched a new product for US market. The CEO is a shaddy dude with a Ego problems. Google just announced a new $9B data center investment in PA which will keep the prez happy + has pixel event. New AI phone, New AI watches, New AI glassess coming soon. The failure of GPT 5 launch also drove HUGE traffic to gemini :) make that what you want.
$GOOGL $GOOG news RECAP FOR THE DAY. SOME BULLISH SHIT There is HUGE options flow coming for $210 September calls. So expected the share price to be $220+ end of august for value from theta. I have a 3500 shares riding this to $250 - will get a Rerate to 25x FWD P/E :) The perplexity $35b offer was nothing but a publicity stunt. They got eyes on them and then just launched a new product for US market. The CEO is a shaddy dude with a Ego problems. Google just announced a new $9B data center investment in PA which will keep the prez happy + has pixel event. New AI phone, New AI watches, New AI glassess coming soon. The failure of GPT 5 launch also drove HUGE traffic to gemini :) make that what you want.
$GOOGL $GOOG news RECAP FOR THE DAY. SOME BULLISH SHIT There is HUGE options flow coming for $210 September calls. So expected the share price to be $220+ end of august for value from theta. I have a 3500 shares riding this to $250 - will get a Rerate to 25x FWD P/E :) The perplexity $35b offer was nothing but a publicity stunt. They got eyes on them and then just launched a new product for US market. The CEO is a shaddy dude with a Ego problems. Google just announced a new $9B data center investment in PA which will keep the prez happy + has pixel event. New AI phone, New AI watches, New AI glassess coming soon. The failure of GPT 5 launch also drove HUGE traffic to gemini :) make that what you want.
Baby street bets. But you bout to be RICH :) There is HUGE options flow coming for $210 September calls. So expected the share price to be $220+ end of august for value from theta. I have a 3500 shares riding this to $250 - will get a Rerate to 25x FWD P/E :) The perplexity $35b offer was nothing but a publicity stunt. They got eyes on them and then just launched a new product for US market. The CEO is a shaddy dude with a Ego problems. Google just announced a new $9B data center investment in PA which will keep the prez happy + has pixel event. New AI phone, New AI watches, New AI glassess coming soon. The failure of GPT 5 launch also drove HUGE traffic to gemini :) make that what you want.
AMD at $360? er... GPU might be interesting but you do realize the x86 market is seriously challenged right... RIGHT?! AMD is at 41 FWD PE. Maybe by 2027 will be at 23 PE. So best-case, if anything lines up and they execute better than EVER, they might... maybe get to $340. That assumes the market doesn't go tits up into a recession - which it likely will. If it does, sure the fed will drop interest rates. Maybe 1-2% points. That's going to be 15-30% increase in TLT value. Meanwhile you're $640k AMD call goes poof, and you make maybe 300k on your 1M TLT. I admire your braverly but you're math seems seriously off.
P/E (TTM) is not really relevant. P/E (FWD) and PEG are somewhat relevant but depends on the quality of future earnings estimates.
| Ticker | Net Income Margin | FWD PE | | ------ | ----------------- | ------ | | AAPL | 22.8% | 25.16 | | MSFT | 36.1% | 34.33 | | AMZN | 9.3% | 37.43 | | COST | 2.9% | 47.13 | | WMT | 3% | 35.88 | | SBUX | 10.4% | 24.94 |
It's up 15% in the last 5 days and over 100% in the past 3 months, it already went brother. FWD PE of 45 now lol.
I don't even know about that. FWD PE is now 43 which is higher than NVDAs. AMD always sandbags earnings and guidance. This thing is only called advanced destroyer because it always falls after earnings. Other than that it's performance the past 5/10 years has been solid.
Because they are trading at 80x FWD PE Is ~18% growth that great?
This the the audio recording of him saying that as the owner of Miss Teen USA, he would help himself to their changing room while they were undressed. FWD to .50 and play https://youtu.be/iFaQL_kv_QY?si=tT-TatnaYPheCPkB
Strong results And yet it trades at 80x FWD PE… Is there any alpha for investors?
Somehow this company has 30x FWD PE while Google has 18x. Just look at the financials. 8% vs 12%. 25% margin versus 40% margin. It makes no sense unless you expect imminent collapse of Google Search, which has been talked about for 3+ years now
GEV is a stock I cannot understand 7% revenue growth, 9% earnings growth, and a nice 12% order growth… FWD PE at 87 and P/sales at 28. Sure the AI boom helps them… but the valuation means they are MORE EXPENSIVE than NVDA on P/sales.
GOOGL still trades at 19.7x FWD PE today And if you care, 12x FWD EBIDTA… It’s 12% down from January level, despite ~7% higher earnings than the same time in January.
50x FWD PE for 16% growth ain’t pretty But I guess it’s cheap compared to the meme stocks
>They are 95% the same car. They try to sell you that there is something premium there other than some dynamat and foam. > ps, look at the part numbers, The tern NVH clearly means nothing to you, considering you think the only difference between luxury and economy cars is some dynamat. Toyota uses stamped steel suspension components and subframes, Lexus uses cast aluminum. The camry only comes in FWD, the ES is AWD. Toyota uses a CVT, Lexus uses an 8 speed planetary gear. Toyota uses multi-link macpherson struts on all 4 corners, Lexus uses double wishbone in the rear. That's just the ps, stop pretending like you have any idea what you're saying and check the part numbers yourself.
Is Deutsche Bank ($DB) a good choice? Recent earnings reports have been looking great and the valuation on a FWD PE basis is much lower than peers like JPM and HSBC. Am I missing something?
I believe investors broadly undervalue the financial leverage of Big Tech. Amazon is the best example of this financial engineering capability. Amazon net margin is ~5%. Decent for a retailer but not great for big tech. Why is it worth $2 trillion? The answer is because Amazon invests $100bn annually into CapEx. Datacenters, warehouses, machines, automation, and then corporate investments. On one hand, Amazon needs to invest to continue competing with Walmart and CostCo and other Big Tech datacenters. On the other hand, Amazon has boosted CapEx from $50bn in 2021 to $100bn in 2025, despite only 30% revenue growth during that time. Does that mean the investment is generating less return? No. It’s investment today for domination for decades to come. If Amazon runs into a slowdown in Retail Demand or AI Cloud Demand, then Amazon can cut CapEx down to a lower optimal level more aligned with historical norm as a share of total revenue. Assuming they returned to 2021 levels in 2026, that would immediately add $40bn+ to FCF and EPS, making the company trade at 15x FWD PE.
It’s an absolutely massively overvalued stock Same for GEV. The growth and margin doesn’t justify a 100 FWD PE
NFLX FWD 2026 is 41x FWD 12 months is 50x. Which is a much more common metric most analysts use. Why are you citing 2026 forecasts?
150 FWD PE for a growth company that’s not growing
IBM forecasts 4% constant currency revenue growth in Q2 2025… trades at 30 FWD PE. More than Meta!
I heavily agree with you. Sezzle seems so generic and copy-paste especially their “investor’s presentation”. I was especially attracted to their financials though. Revenue growth (YoY) of 92% and Revenue growth (FWD) of 52%. PEG GAAP of 0.08 and PEG NON-GAAP of 0.21. EBIT Margin of 55%
Wait for tomorrow 40x FWD PE when it’s guiding for 20% revenue growth YoY is pretty expensive. Nvidia is guiding for 65% revenue growth YoY at 30x FWD PE. Nvidia also has higher margins
AVGO guiding to 20.5% revenue growth YoY and trading at 40x FWD PE. Meanwhile Nvidia guided to 50% YoY and trades at 28x FWD PE. Why?
How fast would Google need to lose Search income for it to be worth 15x FWD PE? Even if you deleted Search, wouldn’t a company growing high margin business of ~$200bn at 25% be worth around $1.5 trillion?
Can someone honestly explain how low Google’s valuation can go? Today it’s 15x FWD PE. It just printed 38% EPS growth. Even if it slowly loses the 50% of revenue from Search (despite just growing in Q1 by 8%), it still has 50% more of the company’s revenue in rapidly growing YouTube, Cloud, YouTube TV, Android, and Waymo. At what point does it just get too cheap? The $80bn net income Search business is practically trading at negative valuation at this point.
Actually, it would be the exact same returns. Meta traded at 17x FWD PE in 2022. Google trades at the exact same level today.
38x FWD PE when their guidance is for 18% annual revenue growth in Q2? That’s more expensive than Nvidia, which only has 15% China revenue exposure.
NVDA adds more revenue in DC than AMD does in their entire fiscal year i can't imagine why they have a higher FWD, and it's pretty likely AMD is gonna miss earnings analyst expectations given their questionable DC growth with meh margins
Why not the company growing 12% with 36% margins and a FWD PE ratio of 16?
Anyone able to explain Costco? I’ve been confused since it was $800 last year. A measly 8% revenue growth, 3% net income growth, and a falling margin of 2.5%. How is that worth 62 FWD PE?
FWD revenue note, its $8B light due to export controls. 18% more sales expected if those controls went away. If Trump removes or changes those controls it could be the catalyst for a big move up.
But why is it up so much? 8% revenue growth, 12% net income growth. Is that worth 60 FWD PE?
PLTR is by far the hottest stock in the market. As long as PLTR PE to FWD PE stays the same I will continue to buy on days PLTR drops 5 percent
It trades at 14.9 FWD PE today and 16.8 trailing. Effectively 25% discount to S&P500. This is when you DON’T sell.
I don't think US equities rally to another ATH until trade war has been solved or at least have more certainty about tariffs; according to the current FWD P/E, US equities look slightly overvalued, but not as they were back before liberation day (most of companies' guidance have improved during 1Q'25 but mentioned their uncertainty abut trade conditions). It's hard to imagine another GFC will come sooner than latter as the past 3 years companies have been on de-leveraging proces (stock buy backs, debt repayments, etc.) That's why general speaking, households and companies financial health is relatively fine. For me, stock will trade lateral with some volatility for the rest of 2025
I think at $400 the gap in valuations (PE, FWD, PEG) has pretty much closed with its peers. UNH did also mention that most of its higher costs are addressable and they are glad they found them early. I think a lot has to do with them pulling back on claims denials given the scrutiny and they’ll probably go back to being more stringent. They’ve commanded a more premium valuation given they are the most diversified business also owning Optum. I expect this to recover but crazy it was near $600 at one point and now it’s here.
TSLA P/E (TTM) 156.68 , P/E (FWD) 181.33 , like I said I guess I will short it when the forward P/E is 420
16.5 FWD PE… 19.5 Trailing PE. 14% revenue growth… 40% margins
A growth company with a FWD P/E of 101.8x with no growth doesn’t have this priced in 😂
Probably because the E part of the FWD is not correct or incorrectly forecasted (ie LLY will wipe them out)
Totally agree on IAG. Their new mine in Canada is just coming up to full production and will be the third largest in Canada. On top of that, it is highly automated and will be a low cost production operation. At $3,300/oz gold price, earnings in 2026 is ~$2.50/share with $1.2B of FCF. At a $7.83 share price, it trades at about 3x FWD P/E with a $4.5B market cap. Hugely undervalued. If it revalues to a normal valuation of other gold miners at 15x earnings, the share price is likely worth upper $30/share. IMO, I think gold will exceed $4,000/oz by the end of 2025 if Trump keeps up his tariff fantasies. IAG has a lot of upside.
Earnings season is here mate. Meta and google will crush earnings and be trading at 15-18 FWD PE… Market will rally because there is no reason not to.
Without Tariffs SPY is now quite reasonably valued on FWD P/E. It’s going to go down once we know how low Earnings needs to be adjusted.
You mean the lowest FWD PEs since 2018?