Yeah, EV only PE could be at risk if TSAL growth slow

來源: 三心三意 於 2024-11-04 07:35:19 [] [舊帖] [給我悄悄話] 閱讀數 : (388 bytes)
回答: I think the PE of 32 and 50 is a bit high for 2029 由 aloevera 於 2024-11-03 23:15:57

But EV+RoboTaxi PE will be at least 50 in 2029 if TSLA can grow at the level described here, because I think TSLA's actual performance will be higher than this if RoboTaxi rollout is successful and 2029 and beyond should see accelerated growth.

Wall street would give such company at least PEG of 1.25 (if you are not familiar with PEG concept, you can ask ChatGPT)

所有跟帖： 

• I am ok with PEG, the RoboTaxi growth is doable after 2029 -aloevera- ♀ 給 aloevera 發送悄悄話 (124 bytes) () 11/04/2024 postreply 09:18:16

• Actually, forward NVDA growth is slowing down dramatically -三心三意- ♂ 給 三心三意 發送悄悄話 (94 bytes) () 11/04/2024 postreply 11:48:39

• I remember your model assumes about 52% growth, while mine -aloevera- ♀ 給 aloevera 發送悄悄話 (178 bytes) () 11/04/2024 postreply 14:50:35

• NVDA growth in 2025 still very good. Risky after 2025 -三心三意- ♂ 給 三心三意 發送悄悄話 (0 bytes) () 11/04/2024 postreply 20:41:00

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