How do the Mag-7 compare with the Four Horsemen in valuation

来源: lionhill 于 2025-07-14 12:24:59 [] [博客] [旧帖] [给我悄悄话] 阅读数 : (3183 bytes)

For those unfamiliar with the term “Four Horsemen,” it refers to the four stocks that led the Internet boom of the 1990s—#Dell, #Cisco, #Microsoft, and #Intel. Much like today’s Mag-7, these stocks accounted for nearly 30% of the market cap at their peak.

 

This chart compares the valuation multiples of the Mag-7 with those of the Four Horsemen. The Mag-7 still trade at significantly lower levels. Forward #P/E for #growth #stocks are also well below the peaks of the late 1990s.

 

 

所有跟帖： 

• 是否贵要用数据说话，这是part of my research -lionhill- ♂ 给 lionhill 发送悄悄话 lionhill 的博客首页 (0 bytes) () 07/14/2025 postreply 12:38:08

• One of my accounts today, little extended -lionhill- ♂ 给 lionhill 发送悄悄话 lionhill 的博客首页 (82 bytes) () 07/14/2025 postreply 12:42:32

• why? -BrightLine- ♂ 给 BrightLine 发送悄悄话 BrightLine 的博客首页 (0 bytes) () 07/14/2025 postreply 12:42:57

• Up too much? -lionhill- ♂ 给 lionhill 发送悄悄话 lionhill 的博客首页 (0 bytes) () 07/14/2025 postreply 12:43:27

• which stock? Leap of CRCL? -BrightLine- ♂ 给 BrightLine 发送悄悄话 BrightLine 的博客首页 (0 bytes) () 07/14/2025 postreply 12:44:45

• 有PLTR和CRCL leaps和一些个股 -lionhill- ♂ 给 lionhill 发送悄悄话 lionhill 的博客首页 (0 bytes) () 07/14/2025 postreply 12:45:42

• Mag7 are not creating a new Dot-Com Bubble～～～ -华灜- ♀ 给 华灜 发送悄悄话 华灜 的博客首页 (0 bytes) () 07/14/2025 postreply 12:41:38

• 华灜MM不仅多才多艺，股市投资也很沉稳老练。 -越挫越勇2- ♂ 给 越挫越勇2 发送悄悄话 (0 bytes) () 07/14/2025 postreply 13:02:53

• Thx Xiaoyong! Let’s be happy together and make money～ ～～ -华灜- ♀ 给 华灜 发送悄悄话 华灜 的博客首页 (0 bytes) () 07/14/2025 postreply 13:21:58

• 个股的目前数据和预测并不可靠，迷信会吃亏的，因为数据会随经济和市场改变而突然改变，等散户知道都太迟，指数数据相对可靠一些 -trimtip- ♂ 给 trimtip 发送悄悄话 (0 bytes) () 07/14/2025 postreply 12:43:28

• 不是普通个股，市场龙头，指数重仓 -lionhill- ♂ 给 lionhill 发送悄悄话 lionhill 的博客首页 (0 bytes) () 07/14/2025 postreply 12:45:01

• 多谢分享。你很有大局观，目光远大，内核坚定，赞！ -HappyWed- ♀ 给 HappyWed 发送悄悄话 (0 bytes) () 07/14/2025 postreply 13:22:18

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