$Visa (V.US)$$Moelis & Co (MC.US)$ Visa and Mastercard seem to be joined at the hip. Their charts, P/E, forecasts, dividends, etc are similar. Currently down about 15% on Visa so I'm thinking of selling at a loss to offset taxes on some of my gains this year and moving that money temporarily into Mastercard. Then when the new year hits, switch it right back into Visa (I prefer this since it's my payment method of choice).
Moelis & Co股票讨论
2023上半年营收大幅萎缩32.5%,营业利润亏损0.11亿,净利润受所得税返还影响仅亏损0.1亿。
目前市盈率20.8,市盈率TTM升高到84,如果按5年平均净利2.3亿计算,市盈率为12.9,无论按增长还是周期看估值都太高。
营业收入同比增长17%
选择性零售业务增长最强劲
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Visa and Mastercard seem to be joined at the hip. Their charts, P/E, forecasts, dividends, etc are similar. Currently down about 15% on Visa so I'm thinking of selling at a loss to offset taxes on some of my gains this year and moving that money temporarily into Mastercard. Then when the new year hits, switch it right back into Visa (I prefer this since it's my payment method of choice).
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