My Trading Journal 未分類 Clubhouse 相關股:(API)

Clubhouse 相關股:(API)


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相對估值: 被嚴重低估?相對估值: 被嚴重低估?

  相對估值: 被嚴重低估的wix? Wix vs Shopify 市值: Shopify:47.9B Wix:6.7B Shopify的市值是Wix的7倍 在Wix的文章解釋過,為什麼要看銷售收入: 2018銷售收入: Shopify: 1073.23M Wix: 603.7M Shopify的銷售收入只有Wix的1.77倍 預測2019銷售收入: Shopify: 1.6B 增長84.5% Wix:762M  增長49.6% 再看毛利率: Shopify:55.58% Wix:75.83% 在相對估值中,愈高的毛利率及增長率應該配有較高的市銷率。這道理用於市盈率也是同樣,愈高的ROE及增長率,值得配有更高的市盈率。 Wix有更多的毛利率,但較低的增長率。 市銷率: Shopify:

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