Christine Kho
commented on
$DoubleVerify (DV.US)$In the analysis of December 12, 2022, the stock price has fallen 26% since it was ruled out due to excessive valuations.
The US company listed in 2021 is mainly in the digital media measurement and analysis software platform business. The main market is in the US, and the current price is 18.53.
Since listing, revenue has continued to grow rapidly, with a 3-year average growth rate of 32.9%, an average growth rate of 58.9% in operating profit, and an average growth rate of 51.7% in net profit.
2024Q1 revenue increased by 14.8%, operating profit shrank sharply by 54.7% due to the sharp increase in sales expenses, and net profit shrank by 41.2%.
The gross margin fell from 83.7% to 81.4% in the past 3 years, the net margin increased from 8.8% to 12.5%, and the return on net assets was 7.3% in 2023.
The balance ratio has remained extremely low. Accounts receivable have grown rapidly, reaching 36% of revenue in 2023, goodwill reaching 612 million, accounting for 57% of the net assets of 1,074 million dollars, and no interest-bearing liabilities.
Cash flow did not generate shareholder surpluses due to continued acquisitions after listing.
Currently, the price-earnings ratio is 45.2 and the price-earnings ratio is TTM48.8, which is not very attractive.
The US company listed in 2021 is mainly in the digital media measurement and analysis software platform business. The main market is in the US, and the current price is 18.53.
Since listing, revenue has continued to grow rapidly, with a 3-year average growth rate of 32.9%, an average growth rate of 58.9% in operating profit, and an average growth rate of 51.7% in net profit.
2024Q1 revenue increased by 14.8%, operating profit shrank sharply by 54.7% due to the sharp increase in sales expenses, and net profit shrank by 41.2%.
The gross margin fell from 83.7% to 81.4% in the past 3 years, the net margin increased from 8.8% to 12.5%, and the return on net assets was 7.3% in 2023.
The balance ratio has remained extremely low. Accounts receivable have grown rapidly, reaching 36% of revenue in 2023, goodwill reaching 612 million, accounting for 57% of the net assets of 1,074 million dollars, and no interest-bearing liabilities.
Cash flow did not generate shareholder surpluses due to continued acquisitions after listing.
Currently, the price-earnings ratio is 45.2 and the price-earnings ratio is TTM48.8, which is not very attractive.
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$Enphase Energy (ENPH.US)$ home base solar is dead! it's a systemic scam!
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Christine Kho
commented on
$Alphabet-C (GOOG.US)$ I suggest everyone here turn on CNBC right now because the CEO of perplexity is going to be on for those of you that don't know what it is that is going to be the Achilles heel of alphabet. if you've ever used perplexity it is 100% transparent in terms of the answer you don't spend your time having to search and filter through nonsense like you do on Google it gives you the answer that you are seeking in a millisecond. and perplexity is the demise of alphabet.
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