Predictions
Adobe Inc.
Start price
Target price
Perf. (%)
€424.55
03.09.20
03.09.20
-
04.11.21
04.11.21
-1.51%
05.11.20
05.11.20
Higher EBIT margin than peer group
Revenue growth >5% per year expected
EBIT growth >5% per year expected
Very low/no dividend yield expected
Nemetschek SE
Start price
Target price
Perf. (%)
€69.60
03.09.20
03.09.20
€78.00
04.11.21
04.11.21
57.04%
05.11.21
05.11.21
Could be worthwhile Investment >10% per year
Revenue growth >5% per year expected
EBIT growth >5% per year expected
ROE higher than 15% per year
Rocket Internet AG
Start price
Target price
Perf. (%)
€18.72
01.09.20
01.09.20
-
04.11.21
04.11.21
-0.85%
31.05.21
31.05.21
Probably not worthwhile Investment
Esker S.A.
Start price
Target price
Perf. (%)
€152.40
31.08.20
31.08.20
€255.00
04.11.21
04.11.21
87.01%
17.09.21
17.09.21
Could be worthwhile Investment >10% per year
Meta Platforms Inc.
Start price
Target price
Perf. (%)
€251.00
30.08.20
30.08.20
€100.00
04.11.21
04.11.21
16.08%
05.11.21
05.11.21
Stratasys Inc.
Start price
Target price
Perf. (%)
€12.32
29.08.20
29.08.20
€15.00
07.09.20
07.09.20
-3.05%
07.09.20
07.09.20
Risky Investment
International Business Machines Corp
Start price
Target price
Perf. (%)
€104.90
28.08.20
28.08.20
€100.00
04.11.21
04.11.21
-3.51%
11.11.20
11.11.20
Well known brand
High dividend yield expected
Differentiated customer and product portfolio
Innovative
Apple Inc.
Start price
Target price
Perf. (%)
€105.53
28.08.20
28.08.20
€125.00
19.09.20
19.09.20
-14.70%
19.09.20
19.09.20
positive Cash Flow expected
Standard Investments for future growth
Valuable balance sheet
Normal challenges to pay loans and raise capital
Paypal Holdings Inc
Start price
Target price
Perf. (%)
€172.78
28.08.20
28.08.20
€200.00
19.09.20
19.09.20
-14.12%
19.09.20
19.09.20
Top 10 in its market
Future proof or reliable business model
EBIT growth >5% per year expected
Higher EBIT margin than peer group
iRobot Corp.
Start price
Target price
Perf. (%)
€63.15
27.08.20
27.08.20
-
04.11.21
04.11.21
4.04%
14.11.20
14.11.20
Some uniques
Differentiated customer and product portfolio
Revenue growth >5% per year expected
Very positive Cash Flow expected
Meta Platforms Inc.
Start price
Target price
Perf. (%)
€255.45
26.08.20
26.08.20
-
04.11.21
04.11.21
17.32%
12.07.21
12.07.21
Capable Management
Could be very worthwhile Investment >20% year
Market Leader or Top 3
Small cyclical dependencies
Splunk Inc.
Start price
Target price
Perf. (%)
€182.00
26.08.20
26.08.20
€199.00
28.10.20
28.10.20
-3.10%
28.10.20
28.10.20
Could be worthwhile Investment >10% per year
Revenue growth >5% per year expected
EBIT growth >5% per year expected
Higher EBIT margin than peer group
Nemetschek SE
Start price
Target price
Perf. (%)
€67.60
26.08.20
26.08.20
€75.00
28.08.20
28.08.20
-4.14%
28.08.20
28.08.20
Could be worthwhile Investment >10% per year
Revenue growth >5% per year expected
High dividend yield expected
High valuation
Mensch und Maschine Software SE
Start price
Target price
Perf. (%)
€50.60
26.08.20
26.08.20
€65.00
19.10.20
19.10.20
9.88%
19.10.20
19.10.20
Could be worthwhile Investment >10% per year
Revenue growth >5% per year expected
High dividend yield expected
Future proof or reliable business model
Voxeljet AG ADR
Start price
Target price
Perf. (%)
€5.15
26.08.20
26.08.20
-
04.11.21
04.11.21
53.40%
05.11.21
05.11.21
Could be worthwhile Investment >10% per year
Yandex N.V. A
Start price
Target price
Perf. (%)
€56.24
25.08.20
25.08.20
€60.00
04.11.21
04.11.21
29.16%
05.11.21
05.11.21
Could be worthwhile Investment >10% per year
Intel Corp.
Start price
Target price
Perf. (%)
€41.66
25.08.20
25.08.20
-
04.11.21
04.11.21
14.39%
19.01.21
19.01.21
Could be worthwhile Investment >10% per year
Delivery Hero SE
Start price
Target price
Perf. (%)
€93.70
25.08.20
25.08.20
-
04.11.21
04.11.21
17.61%
24.03.21
24.03.21
Could be worthwhile Investment >10% per year
Very small cyclical dependencies
Future proof or reliable business model
Revenue growth >5% per year expected
Salesforce.com
Start price
Target price
Perf. (%)
€180.50
25.08.20
25.08.20
€250.00
28.08.20
28.08.20
30.17%
28.08.20
28.08.20
Revenue growth > 30% per year expected
EBIT growth >5% per year expected
Fair valuation
Very Future proof/growth oriented business model
Expedia Inc.
Start price
Target price
Perf. (%)
€81.25
24.08.20
24.08.20
€86.00
28.10.20
28.10.20
-2.35%
28.10.20
28.10.20
Revenue growth >5% per year expected
EBIT growth >5% per year expected
Fair valuation
Good rating
Intuit Inc.
Start price
Target price
Perf. (%)
€273.50
23.08.20
23.08.20
€480.00
04.11.21
04.11.21
99.12%
05.11.21
05.11.21
Revenue growth >5% per year expected
ROE higher than 15% per year
EBIT growth >5% per year expected
Could be worthwhile Investment >10% per year