The Motley Fool Discussion Boards

Previous Page

Investing/Strategies / New Paradigm Investing

URL:  https://boards.fool.com/ticker-ttm-rev-m-ev-m-rev-growth-evs-fevs-34079535.aspx

Subject:  Re: Let's Refine the P/S Discussion Date:  12/8/2018  8:23 AM
Author:  dumaflotchie Number:  106414 of 115735


Ticker TTM Rev (m) EV (m) Rev Growth EV/S FEV/S
ANET 2,020 16,978 27% 8.4 6.6
AYX 182 3,646 49% 20.0 13.4
ESTC 212 4,904 60% 23.1 14.5
MDB 216 4,512 66% 20.9 12.6
NEWR 413 4,737 31% 11.5 8.8
NTNX 1,160 7,557 13% 6.5 5.8
NVDA 12,420 90,042 -7% 7.2 7.8
OKTA 362 6,811 53% 18.8 12.3
PSTG 1,180 4,112 32% 3.5 2.6
PVTL 582 4,569 27% 7.9 6.2
SHOP 952 15,727 55% 16.5 10.7
SQ 1405 24,506 59% 17.4 11.0
TLND 190 1,218 38% 6.4 4.6
TTD 419.5 5,776 50% 13.8 9.2
TWLO 561 8,831 68% 15.7 9.4
WIX 558 4,323 37% 7.7 5.7
ZS 214 4,938 43% 23.1 16.1


Ok, I refined table as of closing yesterday and just used the market cap on all for ease of tracking.

Does anyone want to stake the claim that a portfolio of ZS, MDB, ESTC, OKTA and AYX will outperform another portfolio of similar revenue growth but lower valuation over the next 3 years?

The alternative portfolio would likely be SHOP, SQ, TTD, NTNX (accepting software growth) since these stocks have similar revenue growth but lower valuations and sit in that middle tier.
Copyright 1996-2019 trademark and the "Fool" logo is a trademark of The Motley Fool, Inc. Contact Us