Christine Kho
评论了
$DoubleVerify (DV.US)$在2022年12月12日的分析中因为估值过高被排除，至今股价下滑26%。
2021年上市的美国公司，主要做数字媒体测量和分析软件平台业务，主要市场在美国，当前价格18.53。
上市以来营收持续快速增长，3年平均增速32.9%，营业利润平均增速58.9%，净利润平均增速51.7%。
2024Q1营收增长14.8%，营业利润受销售费用暴增影响增长大幅萎缩54.7%，净利润萎缩41.2%。
毛利率近3年从83.7%下降到81.4%，净利率从8.8%提升到了12.5%，净资产收益率2023年为7.3%。
资产负债率一直保持在极低的水平，应收款项增长很快，2023年达到营收的36%，商誉达到 6.12亿占10.74亿净资产的57%，没有有息负债。
由于上市后持续收购，现金流并没有产生股东盈余。
目前市盈率45.2，市盈率TTM48.8，吸引力不是很大。
2021年上市的美国公司，主要做数字媒体测量和分析软件平台业务，主要市场在美国，当前价格18.53。
上市以来营收持续快速增长，3年平均增速32.9%，营业利润平均增速58.9%，净利润平均增速51.7%。
2024Q1营收增长14.8%，营业利润受销售费用暴增影响增长大幅萎缩54.7%，净利润萎缩41.2%。
毛利率近3年从83.7%下降到81.4%，净利率从8.8%提升到了12.5%，净资产收益率2023年为7.3%。
资产负债率一直保持在极低的水平，应收款项增长很快，2023年达到营收的36%，商誉达到 6.12亿占10.74亿净资产的57%，没有有息负债。
由于上市后持续收购，现金流并没有产生股东盈余。
目前市盈率45.2，市盈率TTM48.8，吸引力不是很大。
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Christine Kho
评论了
$谷歌-C (GOOG.US)$ 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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