12/24/2024, 05:14 PM UTC
Palantir:这比2021年的泡沫还要糟糕Palantir: This Is Even Worse Than The 2021 Bubble
1. Palantir科技公司目前的市销率高达65倍,在成长型股票中估值过高。2. 尽管收入增长强劲,GAAP利润率良好,但在最乐观的增长情景下,该股票的估值仍不可持续。3. 当前估值提供了高度不对称的下行回报率,因此建议‘强烈卖出’。1. Palantir Technologies Inc. is currently trading at a 65x sales valuation, making it one of the most overvalued stocks among growth peers. 2. Despite strong revenue growth and GAAP profitability, the stock's valuation is unsustainable even under optimistic growth scenarios. 3. The current valuation offers a highly asymmetric return profile to the downside, warranting a 'strong sell' rating.---
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