Die Aktien des High-Tech Stock Picking wikifolio von Stefan Waldhauser bewertet nach der High-Growth-Investing-Strategie.
| Stock | EV / Sales | Gross Margin | Rule of 40 | Revenue Growth | Debt / Equity | PEG | Score | |
|---|---|---|---|---|---|---|---|---|
| Airbnb Airbnb | 6.466.5 3 | 71.54%72% 2 | 52.34%52% 3 | 11.95%12% 0 | 0.270.3 3 | 0.480.5 3 | 14/18 | |
| Vimeo Vimeo | 1.411.4 3 | 77.84%78% 3 | 13.53%14% 0 | -0.05%-0.1% 0 | 0.030.0 3 | 0.780.8 3 | 12/18 | |
| ANGI Homeservices ANGI Homeservices | 0.760.8 3 | 87.66%88% 3 | -8.79%-8.8% 0 | -17.69%-18% 0 | 0.510.5 2 | 0.130.1 3 | 11/18 | |
| LendingClub Corp LendingClub Corp | 0.230.2 3 | 67.46%67% 2 | -200.73%-201% 0 | 3.63%3.6% 0 | 0.020.0 3 | 0.600.6 3 | 11/18 | |
| monday.com monday.com | 12.2212 0 | 88.68%89% 3 | 63.64%64% 3 | 33.21%33% 2 | 0.100.1 3 | 9.659.6 0 | 11/18 | |
| Alphabet Alphabet | 5.605.6 3 | 58.26%58% 1 | 34.69%35% 0 | 13.89%14% 0 | 0.090.1 3 | 0.650.6 3 | 10/18 | |
| Arista Networks, Inc. Arista Networks, Inc. | 13.7914 0 | 64.13%64% 1 | 72.00%72% 3 | 19.50%20% 0 | 0.010.0 3 | 1.231.2 2 | 9/18 | |
| Shopify Shopify | 14.7015 0 | 50.35%50% 1 | 43.40%43% 1 | 25.78%26% 1 | 0.100.1 3 | 0.050.1 3 | 9/18 | |
| Veeva Systems Inc Class A Veeva Systems Inc Cla... | 12.1512 0 | 75.64%76% 3 | - 0 | 16.20%16% 0 | 0.010.0 3 | 0.900.9 3 | 9/18 | |
| IAC IAC | 1.401.4 3 | 65.02%65% 2 | -5.19%-5.2% 0 | -12.78%-13% 0 | 0.380.4 3 | - 0 | 8/18 | |
| PayPal PayPal | 2.222.2 3 | 40.52%41% 0 | 28.39%28% 0 | 7.10%7.1% 0 | 0.580.6 2 | 0.950.9 3 | 8/18 | |
| Pure Storage, Inc. Class A Pure Storage, Inc. Cl... | 4.884.9 3 | 69.84%70% 2 | 28.54%29% 0 | 11.92%12% 0 | 0.210.2 3 | 10.5411 0 | 8/18 | |
| Uber Technologies Uber Technologies | 3.713.7 3 | 31.57%32% 0 | 33.64%34% 0 | 17.96%18% 0 | 0.510.5 2 | 0.090.1 3 | 8/18 | |
| Lyft Lyft | 0.740.7 3 | 35.47%35% 0 | 44.64%45% 1 | 31.39%31% 2 | 1.641.6 0 | 2.232.2 1 | 7/18 | |
| Twilio Twilio | 3.263.3 3 | 50.00%50% 1 | 22.07%22% 0 | 7.32%7.3% 0 | 0.140.1 3 | - 0 | 7/18 | |
| GitLab GitLab | - 0 | 88.79%89% 3 | 22.00%22% 0 | 30.93%31% 2 | - 0 | - 0 | 5/18 | |
| Warner Bros. Discovery Warner Bros. Discovery | 1.651.7 3 | 23.58%24% 0 | 6.31%6.3% 0 | -4.97%-5.0% 0 | 1.231.2 1 | - 0 | 4/18 |