(这一段是copy来的)
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Why Could MRVL Be a Winner?
- Annual revenue growth of 20.9% over the last five years was superb and indicates its market share increased during this cycle
- Sales outlook for the upcoming 12 months calls for 20.1% growth, an acceleration from its two-year trend
- Operating profits increased over the last five years as the company gained some leverage on its fixed costs and became more efficient
At $93.74 per share, Marvell Technology trades at 30.6x forward P/E.
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另外有分析师指出,到2030年EPS大概翻4倍。如果这个PE hold住,那到2030年可以看到股价到300~400 之间。
(股价本身不便宜了。不过在这个动不动PE4位数的时代,算是良心价。)
最后,MRVL算是风口浪尖之上的行业,据说Softbank一直想买。不过如果我是CEO/董事会,除非出高价(比如120B之类),否则不会卖。