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The Power of Visual Data; Beyond Exceptional
AAPL - The Most Powerful Chart You've Ever Seen: A Perfect Valuation
PLUG - Unprecedented: Let Me Show You Something You Won't Believe
Small Cap Technology: The Firms that are Beyond Exceptional
TWTR - Six Charts: Everything You Know May be Wrong
TSLA - 10 Charts That Will Challenge Your Conviction
This is a quick note examining the Technology Sector with companies in the market cap ranges of [$10B, $Unlimited]. We will look at:
- Gross Margin%
- Cash from Operations, 1-year Growth
- Operating Margins
- R&D Investment
- Tangible Book Value, 1-year Growth
Conclusion
Companies you will find with extreme values (good or bad.. or both) are:
CHKP, TWTR, LNLD, HPQ, ADSK, MU, EA, WDAY, FLT, ADBE, EMC
... and then you'll get 65 more ideas...
Five images to deliver a clear picture of more than a 100 million rows of data.
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?
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The Power of Visual Data is Beyond Exceptional
Gross Margin %:
* Top: CHKP, ADSK
* Bottom: HPQ
Cash from Operations, 1-year Growth %:
* Top: TWTR
TWTR is so far above all other firms (a part of which is small number math), let's look at the same chart both with TWTR excluded. Remember, this is living and animte data -- we can move, remove, keep, whatever we want to it...
* Top:MU, WDAY, EA
* Bottom: ATVI, WDC
Operating Revenue / Operating Expenses%:
* Top: CHKP, FLT
* Bottom: TWTR
How interesting to note what a dichotomy there is in TWTR when looking at just two different visualizations.
Research & Development Expense/ Operating Revenue:
* Top: TWTR, NVDA
* Bottom: APH, HPQ
Tangible Book Value, 1-year Growth:
* Top: MSI, LNKD
* Bottom: ADBE, EMC
This is trade analysis, not a recommendation.
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