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$AGBA Check out this massive DD . Some hefty partners. Partnership network includes Cigna, Zurich, BOC Life, BlackRock, J.P. Morgan, Allianz, Invesco, Fidelity International, Sun Life, MetLife, Franklin Templeton Investments, Value Partners Group, Schroders, Amundi, FWD Insurance.
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50x FWD PE for 16% growth ain’t pretty But I guess it’s cheap compared to the meme stocks
>They are 95% the same car. They try to sell you that there is something premium there other than some dynamat and foam. > ps, look at the part numbers, The tern NVH clearly means nothing to you, considering you think the only difference between luxury and economy cars is some dynamat. Toyota uses stamped steel suspension components and subframes, Lexus uses cast aluminum. The camry only comes in FWD, the ES is AWD. Toyota uses a CVT, Lexus uses an 8 speed planetary gear. Toyota uses multi-link macpherson struts on all 4 corners, Lexus uses double wishbone in the rear. That's just the ps, stop pretending like you have any idea what you're saying and check the part numbers yourself.
Is Deutsche Bank ($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?
Does no one care that WMT has a 30 FWD PE ratio, higher than Big Tech? Why? How is that acceptable?
I've been in the stock market for 8 years. I lost a ton in 2022 and made it back in 2024. I've owned a hundred different stocks. I've followed even more stocks. The only stock I've ever geniunely felt was fake (meme stocks aside) was Tesla. I've asked 4 times before, but I'm going to ask a 5th time. Does anyone possibly know why Tesla trades where it does, other than due to a short squeeze? How does Tesla literally have a 73 FWD PE ratio?
FWD P/E ratios don't take into account a major recession. They're computed under the assumption of growing earnings, that's why they're lower than TTM P/E ratios. So the fear of a correction isn't misplaced if the presidential administration keeps rolling back international trade to the point where erosion of purchasing power influences consumers' spendings.
The SP500 forward PE a month ago was 23 and today it's 21x or so. Now look at the tech companies that can easily have 20%+ earnings growth potential for years to come and think about all the junk you are buying in the other 490 companies. Meta FWD PE: 24 Google FWD PE: 19 MSFT FWD PE: 25 Amazon FWD PE: 30 Apple FWD PE: 30 NVDA FWD PE: 26 It's certainly not a terrible opportunity and if we go another 5-10% it will be very, very compelling. The thing about the NASDAQ is that it's high beta and tends to sell off heavily but if you can stomach the volatility it actually gives you tons of opportunity to double down for great gains. Sure we might hit 15000 but if we do I'm getting a second mortgage and loading up the boat.
The GPU market for gamers is a little bit like people buying a FWD pick truck. Do you need to haul anything? Not really, but maybe in the future you might need to help a friend move a fridge or something. With GPU, it's the same thing: Do you need CUDA cores ? Not really, but maybe you'll want to dabble in AI one day... So let's get that 5090 to play RollerCoasterTycoon ... you know... just in case.
I disagree, I see it as being fair value considering growth possibilities. Only a 24 FWD P/E but there’s a lot more to my thought process than that.
This company is growing slower in revenue than Google, slower in EPS than Meta, and has lower margins than both… yet trades at 32x FWD PE.
It’s an auto company with the margins of a shitty auto company trading at 100 FWD PE
So fucking cheap 18 FWD PE with $90b of CapEx and R&D. If they cut back to 2021 levels of spend, they’d have $50b extra in FCF every year.
That is what I did Just buy it and hold it. 1. NVDA is only like 30 x FWD PE and S&P is 25 2. The MAG 7 have never done numbers like NVDA 3. AI is here is stay 4. NVDA owns the game and will for the next 7-10 years or more. 5- that are the real deal No FOMO here ** still diversify. Never just own alot of 1 thing Also don’t listen to me or anyone of Reddit or news. Learn from quality books or legends and apply a method that works for you. Buffet made sense - you only need a hand full of companies to make your wealth and time.
> I mean, sometimes things are just easy like that. Agree. Sometimes. Not often, though. > Meta at 7 time FWD p/e was fucking obvious too, same for JPM at 5 PE lol. Now this is where I disagree. The sentiment on every social media outlet, especially this one, was overwhelmingly bearish on META, all the way down to the double digits. Users were fleeing the platforms… Facebook and IG are dead… the company is headed towards obsolescence. Heard it non stop. There were very few (public) bulls at that level. But boy were they right!
I mean, sometimes things are just easy like that. Meta at 7 time FWD p/e was fucking obvious too, same for JPM at 5 PE lol.
Value is critical — my primary observation here is that we’re still talking about earnings multiples, whether looking at Nvidia, Micron, or ASML, let alone the hyperscalers. Usually in bubbles, we start talking about “eyeballs“ and user metrics. Personally, I’m not buying anything that isn’t being measured in terms of earnings. For example, example, look at the forward PEs of: Nvidia: 26.7 ASML: 29.54 AMAT: 16.75 TSM: 17.30 AVGO: 31.1 These are not low multiples, but they’re not bubble like valuations that are likely to drop by 90% or even 75%. Compare this to Cisco’s peak FWD PE of 131 and even Costco’s PE today at 55. I’m not arguing that money can’t be lost at these levels. In addition to macro factors, I’m concerned what would happen if say, the build out slows down and Nvidia can no longer justify at 26.7 forward PE. If you think the build out continues on track, however, these multiples are almost justifiable.
Your IQ is embarrassing. FWD PE is dependent on earnings guidance. Guidance tends to increase when companies grow. This is why NVDA had a FWD PE of 200 and now it’s at 28 
Think the price now is pretty attractive. I'm bullish on their new CEO, who has 32 years of experience at Nike while their last CEO was an outside hire. They are clearly making marketing a huge priority with their Super Bowl ad and Air Jordan banned campaign. While marketing wouldn't usually excite me, it's been a major benefit to Nike historically. I would also take the risk of investing in the most recognizable sportswear brand. They'll have a much easier time regaining customers who stopped wearing them, especially since they are so widely available in retail and e-commerce. FWD PE is 29, which feels a little high but not crazy expensive.
yet Google has the lowest PE / FWD PE
2013 here. FWD. Limited. Love that thing. Had it since day 1. Talk about reliable. Bought it and a new Volvo S60 T6 same year for 35000 each. Both have low mileage. The Highlander is still worth about 15-18k. The Volvo is worth 7-9k. You just can’t beat the low depreciation on Toyotas.
That's what happens when a stock is run up to 100x FWD PE and never catches up to it.
Good point, I figured they would both be lower after today's sell off but Morningstar hasn't updated yet. Absolutely insane that GOOG has a FWD P/E below the SP500, I already own 400+ shares with substantial LTCG and am considering buying more
That’s not indication of being overvalued. It is indication of one being competitive in AI and the other not so much. Just a comparison of FWD P/E would reveal who is actually overvalued. There is no argument to be had.
FWD PE will probably be around 20 tomorrow after the bloody open, kinda wild for a company that is growing top and bottom lines by double digits along w all the side bets, Waymo, Gemini, Willow, Deepmind, etc YouTube alone generated $10B+ in ads, I believe 2025 GOOGL will be the most profitable company in the world, outside of the (imo exaggerated) legislative risk I don't see why it isn't a part of the $3T club
GOOGL \[12%\] & AAPL \[5%\] are some of my heavier holdings I love GOOGL stock & believe people are overstating risks by the DOJ --> personally feel it's the most undervalued relative to MAG7 \[SOTP valuation\] especially with how TSLA is being valued --> the WAYMO valuation that's being applied makes 0 sense to me considering they have more people riding today than anyone. On the flip side, I've never met a single person who uses Google Pay. Long on GOOGL but for diff. reasons \[YT, Waymo, Search AI Integration\]. I think GOOGL will lose the payment battle. Now AAPL --> one of the best companies on earth. Problem is it's also overvalued \[32x FWD earnings\]. People do use Apple Pay, but most people I know \[obviously not empirical\] drastically prefer Venmo, Cash App, Zelle in that order. Zelle is a great play by the banks --> I have exposure to that via C/BAC I think in this market there will be multiple winners --> it's not necessarily a binary winner takes all situation.
Do we think MSFT is a buy here? Currently at 40 PE, FWD PE at 32. Has had a lackluster year compared to MAG7
It trades at 32 times FWD earnings. It’s an expensive stock but not the most absurdly over valued out there by a long shot.
# **TLDR** --- **Ticker:** CRSR **Direction:** Up **Prognosis:** Buy Calls (author holds Feb/Mar calls) **Reasoning:** Logitech's unexpectedly strong gaming sales and the upcoming Nvidia RTX 5070 release suggest a potential gaming upgrade cycle. Google Trends shows high search interest for gaming PCs and Corsair products. Despite low current expectations (analyst target price of $8.67 and FWD P/E of 11.3x), Corsair's holiday sales crushed forecasts. Author believes Corsair will beat expectations when they report on 2/12. **Author's Position:** Long CRSR shares and Feb/Mar calls. **Disclaimer:** NFA, DYOR.
Meta has similar FWD PE and similar margins without as much competitive threat
30k for a bZ4X is a price I can stomach, but the MSRP for AWD is 55k CAD, or 50k for the FWD (since Toronto doesn't need AWD) Even with the 2025 price reduction and rebates, it's still not dipping that far into the 30s
But what about the humanoid robots that don't have a product market fit, their electric vehicles which don't drive themselves, and their fierce overseas competition? 100+ FWD PE seems like a steal!
Anyone want more of that 150 FWD PE auto company with 8% margins after regulatory credits (which Tan Man is removing)?
High price doesnt mean bubble, what means bubble is high valuation according to current price and expected future cash flow. It is measured by different kind of multiples compared to history, industry in the past and to the future. If you have SP500 that usually trade at around 15-18 P/E and it suddenly trades at 28 its hard for me to think "this time is different. Sure you can add a bit of premium for current situation, but not that much. Same goes for p/FCF, price to sales and TTM and FWD. What i mean that we are in the bubble i meant USA market which for me means SP500 or nasdaq. That doesnt mean all companies are overvalued. Its never worked like that. Google is kinda fine, but if you look at Apple, Nvidia, TESLA, Palantir etc. the amount of growth they would have to have for next decade to justify current price is highly unlikely ( said very politely) and considering how much precentage of index those companies represent, we could have Index drop even when most companies will not drop.. That doesnt mean we have to drop 30 precent. But the potentional for upside is not there atleast not statisticly. If you want to see more of this data watch one of the latest videos of Daniel Pronk, he goes through all the data, most of them are near 2000 bubble. Which is conserning atleast for me.
Nooo….They’re gonna make the Z and GTR FWD if this goes through. 😭
I wonder if Adobe will go and buy some smaller companies that specialize in multimedia creation or related. They got plenty of cash and a pretty low debt/equity ratio, which means if they want to expand their production lines, they can. In this new GenAI era you can't just rely on incremental improvements on products that have been here for a decade, if not 2 decades. They have also not been doing well particularly in the mobile market, where the mainstream customers are. That said, I will hold their stocks given a FWD PE of 23 and earning growth of 11% YoY with 50% profit margin.
Doordash is another stock to short when the market cools down , even if they make $160mil per quarter next fiscal year like they did in Q3 2024 , they will have a FWD P/E of 110+
11 times sales is perfectly normal for a company with 50% margins. FWD PE is 23.
This company is growing slower than Nvidia, forecasts slower growth, has lower margins, and is less of a monopoly… yet has a higher FWD PE in 2025 and 2026. I’m selling it to buy more Nvidia tomorrow.
>You really want to pay 60 FWD PE for a company making $0 of net income on 98% of their business (Retail)? The alternative is making like 2% on 100% of their business. Retail has very low profit margins. Is it worth it a PE of 60, that's a different story, but the fact they "made $0 on 98% of their business" just shows you don't seem to understand the retail business model. If you rephrased your statement as "You really want to pay 60 FWD PE for a retail company", that's a fair statement.
> You really want to pay 60 FWD PE for a company making $0 of net income on 98% of their business (Retail)? Not for me. I only own indirectly through ETFs. You don’t buy a stock for how many pennies they made on this transaction or that transaction. You buy it so you can receive the 50% rise this year and the 100% rise over two years. Also, the disqualification logic of low profit margin on groceries would mean Visa and MasterCard are terrible stocks since they get 0% of the product margin. All they have to survive on is a mere 1-1.5% of every dollar spent on earth. /s
Yeah I have no clue either. They vastly overpaid for Canva. Then got righteously knocked out of it and paid $2n as a breakup fee Now Canva is slowly eating their lunch via AI. But 23 FWD PE… 50% margin… 10% 2025 growth forecast on conservative guidance? Juicy to me. They just need to partner with Google or OpenAI and bring out cutting edge AI editing software alongside some kind of super subscription to Veo and Sora.
Almost all net income from memberships… Of which they just raised the fee for the first time in 5 years and won’t raise again for a few more years You really want to pay 60 FWD PE for a company making $0 of net income on 98% of their business (Retail)? Not for me.
What’s hilarious is this has 0 applicability to the stock in next decade, but the whole reason it’s trading at 20 FWD PE is because of near-term concerns. So is a semi-functioning product for 2034+ really that meaningful to the stock? I hope so.
8% rev growth, 8% projected rev growth, 30% margin… 40 FWD PE. Meanwhile Google and Meta at 14% and 15% Rev growth with 35% margins… 20 FWD PEs. I cannot explain why so many investors consider these companies futures so drastically differently.
A lot comes from the dip back in April / May when it was super undervalued. I’m a dividend growth investor and it’s quite literally the pinnacle of that… predictable growth, predictable and rising income, and there’s not a whole lot of downside. All supported by consistent FCF growth. I believe it’s projected to be trading at a 2028 FWD P/E of 15 or something crazy low for the type of premium company they are, really just solid on almost all metrics. Visa is my second largest, you get the gist of the dividend growth thing I’m sure.
QCOM with that typical AI PE.. 17 TTM 12 FWD wtf is this shit
Just divide stock price by whatever future eps guidance. $13/.68=19.11 FWD PE
Not only that, but a 95th percentile stock market in terms of FWD P/E lol
EPS growth 10% and FWD p/e ratio of 36 and people creaming their short asking for a 10% jump. We're definitely in a bubble lol.
SMCI PE 16.91 , P/E (FWD) 10 I'll take the bet
>Meaning the greater the ratio, the less the profit from the company. >A few examples >Ratio of 10? 10% profts >Ratio of 5? 20% >Ratio of 20? 5% This is confusing to me but maybe it's just semantics? Because while in itself, yes 1/10 = 10% EY, 1/5 = 20% EY, etc, but when using PE as a comparative ratio, I don't think higher necessarily means less profit? Such as Company ABC has PE of 40 (say stock price is $200 and EPS is $5), And Company XYZ has PE of 25 (say price is $100, EPS $4). And suppose they both have 1M shares, so ABC has $5M in earnings and XYZ $4M. ABC has both a higher PE and higher earnings. Wouldn't this just indicate that investors are willing to pay more per dollar of earnings for ABC stock, likely on the expectation of higher future earnings growth (or perhaps lower risk, etc) ? Tbh, this always confuses me when someone references something like the current PE vs FWD PE forecast (say 25 vs 30), and they make some kind of assessment of the company based on that, but how can you when you don't know what they're implying is responsible for the increase to 30? (Numerator or Denominator or both). Anyhow, on topic: NKE vs ADDY is a juggernaut after a quick glance at their metrics. NKE 5Y growth estimate is ~5% and ADDY is ~173%. NKE profit margin ~10% , ADDY ~1% Anecdotally, I've never worn Nikes and am Adidas diehard, and recently went to order a pair and was shocked at how expensive Sambas are all of a sudden. $142?! What! Maybe World Cup fever still simmering? I'll show myself out.. cheers
Even with 5% stock jump, EPS is up so much that FWD PE is around 18 right now. Company is growing 15% with net income rising 35%.
70 FWD P/E according to Yahoo Finance, but here's the thing... that's based on a collection of analyst estimates and we know that those are trash. So why would you depend on that number? Trailing P/E is 60 and they will be growing next year and the following year and have a sizable command of the BEV market, which will grow to overtake most of the automotive market.
Can't talk for OP but got some input on this myself. AI does not generate even close to the revenue being projected from AI software and such. The only ones making money on it are the shovel sellers (NVDA and co). Companies such as Microsoft, anthropic and openAI are operating at massive losses per customer as the cost of all the compute going into these GAI models are way higher than what they bring in in subscription revenue. Companies such as Google, meta and ADBE have already stated that they are not seeing the revenue growth which was projected come from their AI initiatives, and have forecasted that out several years from now effectively delaying the projected AI revenue. Lack of groundbreaking innovation: yes making videos, music and memes, and using chatGPT as your personal psychologist with a single prompt is cool and all, but matter of fact is its a major money furnace as the demand just wouldn't be there for these services if they were priced at a level where the software provider would be making money. Also I don't believe GAI will ever turn into general AI as the largest models have already consumed the entire internet for training and there simply is almost no more data to pull from (and no using AI to generate data is not a solution here contrary to popular belief) Last but least we have asinine valuations in most things remotely related to AI. Companies such as AMD and PLTR trading at 50x+ FWD PEs with the 'AI growth' just never materializing. Whole thing smells like a bubble to me for these reasons to mention some.
$GOOG narrative was $META 2021. Such negative sentiment. And a misunderstanding on how search will continue to evolve. You can CHATGPT all day, but they have no business model. NONE. They will burn billions before profits, if even that. This is such a contra indicator for $GOOG. The more that people who don’t know shit about financial performance and the FWD PE being like 17/18 for a confirmed MONOPOLISTIC business… I don’t know what else can scream BUY. I’m going to add another $100k before year end. I hope earnings disappoints so I can a nice average price entry.
Also another holding (0.5%) forgot to list it - do love that it's a monopoly in aiding future chips at \~21x FWD Earnings so def seems like a good buy to hold onto but prefer AVGO/NVDA/(or even AMD) tbh just bc I have more familiarity with the others.
Sure! Just keep in mind even with the new low guidance the company trades as a lithography monopoly during the AI boom at roughly 20X FWD PE. They have no debt and buy back 4% of shares annually.
FWD PE is based on estimates that will be revised downward after the news today. Also your math looks wrong. Ave EPS estimate for 2025 WAS $32. But it was a wide range from $25 to $37. Peak EPS was $20.59 in 2023. So 2025 EPS will be on the low end of the range I noted. At $25 EPS it’s a 29 PE. That EPS estimate maybe too high with the amount of uncertainty noted in the news today.
Tbf even with lower guidance it now trade at 18 FWD. I bought at $720 because of that.
TTM EPS is 250, FWD EPS is 120. Take that info however you want. I’d sell to close the position instead of exercising because of this.
It is my favorite stock I don't buy because it is too expensive But now that I have a child. They have the best diapers by far Best dish soap. Best detergent. Best tissues. Then Braun,Oral B, Evax, Olay... I'd love to see them be FWD PE of 18 or 20
Values from Y! Finance. When you're trading 10x PE from other automakers you are under much more increased scrutiny. Stellantis - 2.75 FWD PE Ford - 5.43 FWD PE GM - 4.59 FWD PE Toyota - 7.59 FWD PE Tesla - 87.72 FWD PE
The problem with emerging markets are shit economic policies, Inflation and sometimes higher valuation. Brazil is currently crazy cheap, for instance, some small caps O&G Companies are trading below 2 FWD P/E, granted they have operational risks, but still… The Bovespa Index is trading at 7,5 FWD P/E The problem is that the country is run by the same people that led us to our worst financial crisis ever in 2015/16. Not only ran by the same people, but they are doing the same economic policies and setting free everyone that was sentenced to prison because of corruption.
Just keep buying calls for the short term, recession will be a slow burn until everything turns to shit. 2025 will be a shit year for stocks. SPY more than 1 standard deviation up from it’s historic average FWD PE and every single economic indicator pointing towards a recession by next year.