12/04/2024, 01:00 AM UTC
Palantir：路漫漫其修远兮Palantir: Long Way Down
1. Palantir科技公司目前交易于极高的估值，前向销售市盈率为57倍，市值超过1500亿美元，尽管收入增长温和。2. 公司基本面正在改善，但当前的估值不可持续，如果增长停滞或预测失误，将面临重大风险。3. 多重扩张推动了最近的增长，但与Snowflake和Zoom的比较表明，估值可能严重缩水。未来几年，投资者面临微薄回报或重大损失的风险。1. Palantir Technologies Inc. is trading at an extremely high valuation, with a forward sales multiple of 57x and a market cap over $150 billion despite modest revenue growth. 2. The company's fundamentals are improving, but the current valuation is unsustainable, posing significant risk if growth stalls or estimates are missed. 3. Multiple expansion has driven recent gains, but comparisons to Snowflake and Zoom suggest potential for severe valuation contraction. Investors face the risk of minimal returns or substantial losses over the coming years.---
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