Tuesday, September 2, 2014

* Google (GOOGL) - The Most Powerful Chart You've Ever Seen: An Imperfect Valuation?


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This is a follow up to the post on AAPL
AAPL - The Most Powerful Chart You've Ever Seen: A Perfect Valuation

Conclusion
The same chart we used to value AAPL, as simple as it comes, of total revenue (TTM) to stock price over the last 10-years from, which made an argument that not only have we found a perfect valuation methodology for AAPL, but that AAPL is priced perfectly, right now, is now included for GOOGL.


In this case, GOOGL tracks its revenue, but with greater volatility than AAPL. Ultimately, however, this measure of trailing twelve month (ttm) revenue to stock price may be the single best measure of mega cap technology valuation.  This chart points to a pop in GOOGL to ~$600.

Here is a magnification of the end of that chart above.


I do note that GOOGL revenue had declined for three straight quarters prior to the most recent.  The numbers are include below.  This may be the 'discount' to the stock price we see relative to the revenue chart.
________________________________
Details on Trailing Twelve Months (TTM):
Last 4 Quarters of GOOGL revenue in thousands:
15,955,000, 15,420,000, 16,858,000, 16,909,000.
Sum = 65,142,000
________________________________


What if we could look at 25,000 public companies in every region of the world (including frontier and emerging markets) and every financial, earnings & growth measure against stock price, against a custom peer group, in a time series or point-in-time, with charts that have 'living animated data' that moves, breathes, deletes and appears at your command? 

We can... and now we do.

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The Power of Visual Data is Beyond Exceptional




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