130x is the trailing PE, forward PE is 14-15x

来源: 晓炎 于 2025-11-14 14:45:39 [] [博客] [旧帖] [给我悄悄话] 阅读数 : (0 bytes)

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• So, 2026's EPS is crucial, with all their financial numbers -晓炎- ♀ 给 晓炎 发送悄悄话 晓炎 的博客首页 (480 bytes) () 11/14/2025 postreply 14:46:06

• Bottom line I don’t care what forward PE they have -lionhill- ♂ 给 lionhill 发送悄悄话 lionhill 的博客首页 (0 bytes) () 11/14/2025 postreply 14:53:39

• 就是不喜欢它所在的行业，Top to bottom view not bottom up -lionhill- ♂ 给 lionhill 发送悄悄话 lionhill 的博客首页 (0 bytes) () 11/14/2025 postreply 14:54:22

• Don't care for the sector could be a good reason, agreed! -晓炎- ♀ 给 晓炎 发送悄悄话 晓炎 的博客首页 (0 bytes) () 11/14/2025 postreply 15:10:43

• That should be the reason you not considering to invest -晓炎- ♀ 给 晓炎 发送悄悄话 晓炎 的博客首页 (79 bytes) () 11/14/2025 postreply 15:12:18

• I also don’t like bottom fishing when there is no strong -lionhill- ♂ 给 lionhill 发送悄悄话 lionhill 的博客首页 (0 bytes) () 11/14/2025 postreply 14:56:46

• Case of the future -lionhill- ♂ 给 lionhill 发送悄悄话 lionhill 的博客首页 (0 bytes) () 11/14/2025 postreply 14:57:08

• When people mention PE of the company it always refer -lionhill- ♂ 给 lionhill 发送悄悄话 lionhill 的博客首页 (0 bytes) () 11/14/2025 postreply 14:51:57

• To trailing PE of the company not forward. -lionhill- ♂ 给 lionhill 发送悄悄话 lionhill 的博客首页 (0 bytes) () 11/14/2025 postreply 14:52:26

• However, "Forward PE" is considered a more meaningful -晓炎- ♀ 给 晓炎 发送悄悄话 晓炎 的博客首页 (359 bytes) () 11/14/2025 postreply 15:06:28

• True, but RELY is not worth to talk about forward PE -lionhill- ♂ 给 lionhill 发送悄悄话 lionhill 的博客首页 (0 bytes) () 11/14/2025 postreply 15:26:47

• Comparing with its peers Upstart and Affirm, sure it's in -晓炎- ♀ 给 晓炎 发送悄悄话 晓炎 的博客首页 (0 bytes) () 11/14/2025 postreply 15:29:20

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