130x is the trailing PE, forward PE is 14-15x

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So, 2026's EPS is crucial, with all their financial numbers -曉炎- 給 曉炎 發送悄悄話 曉炎 的博客首頁 (480 bytes) () 11/14/2025 postreply 14:46:06

Bottom line I don’t care what forward PE they have -lionhill- 給 lionhill 發送悄悄話 lionhill 的博客首頁 (0 bytes) () 11/14/2025 postreply 14:53:39

就是不喜歡它所在的行業,Top to bottom view not bottom up -lionhill- 給 lionhill 發送悄悄話 lionhill 的博客首頁 (0 bytes) () 11/14/2025 postreply 14:54:22

Don't care for the sector could be a good reason, agreed! -曉炎- 給 曉炎 發送悄悄話 曉炎 的博客首頁 (0 bytes) () 11/14/2025 postreply 15:10:43

That should be the reason you not considering to invest -曉炎- 給 曉炎 發送悄悄話 曉炎 的博客首頁 (79 bytes) () 11/14/2025 postreply 15:12:18

I also don’t like bottom fishing when there is no strong -lionhill- 給 lionhill 發送悄悄話 lionhill 的博客首頁 (0 bytes) () 11/14/2025 postreply 14:56:46

Case of the future -lionhill- 給 lionhill 發送悄悄話 lionhill 的博客首頁 (0 bytes) () 11/14/2025 postreply 14:57:08

When people mention PE of the company it always refer -lionhill- 給 lionhill 發送悄悄話 lionhill 的博客首頁 (0 bytes) () 11/14/2025 postreply 14:51:57

To trailing PE of the company not forward. -lionhill- 給 lionhill 發送悄悄話 lionhill 的博客首頁 (0 bytes) () 11/14/2025 postreply 14:52:26

However, "Forward PE" is considered a more meaningful -曉炎- 給 曉炎 發送悄悄話 曉炎 的博客首頁 (359 bytes) () 11/14/2025 postreply 15:06:28

True, but RELY is not worth to talk about forward PE -lionhill- 給 lionhill 發送悄悄話 lionhill 的博客首頁 (0 bytes) () 11/14/2025 postreply 15:26:47

Comparing with its peers Upstart and Affirm, sure it's in -曉炎- 給 曉炎 發送悄悄話 曉炎 的博客首頁 (0 bytes) () 11/14/2025 postreply 15:29:20

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