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Sometimes we just want to look at charts... this will be the first in a series of just that. Today we observe (note, I didn't write analyze) two giants in 3-D printing: DDD and SSYS.
One phenomenon that I do note is that while other MOMO stocks are growing revenue, 'everything else' is not really moving. In these stocks, note how quickly book value is rising. That's real value in the stock price, not some valuation multiplier whatever statistic that is in vogue.
Disclosure: I am long SSYS
For full reports (with actual analysis) using the power of visual data you can select one of the two stories below, or watch a video:
Twitter (TWTR) - Everything You Know May be Wrong & Six Facts that Will Rock You to Your Core
Tesla (TSLA) - A Depth of Analysis Like Never Before & 10 Charts That Will Blow Your Mind
For a video you can go here: BAC: Why Bank of America is Different than Every Other Bank
I have provided a seven-year time series covering four earnings & growth measures for both DDD and SSYS. Note the values on the vertical ('y') axis -- the charts are not scaled to match each other. We will observe four measures, and they are in the order of importance to me (just my opinion).
- Book Value per Share
- Total Revenue (TTM)
- Gross Margin %
- Earnings from Continuing Operations Margin %
3D Systems (DDD)
Stratasys (SSYS)
Note the vertical-axis values. SSYS Gross Margin % is not as volatile as it first appears and is ~equal to DDD.
This is trade analysis, not a recommendation.
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