Predictions
Mercadolibre Inc
Start price
Target price
Perf. (%)
€975.70
09.08.22
09.08.22
€810.00
09.08.23
09.08.23
1.56%
12.09.22
12.09.22
Revenue decline/stagnation expected
EBIT decline/stagnation expected
Lower EBIT Margin than peer group
Very low/no dividend yield expected
Paypal Holdings Inc
Start price
Target price
Perf. (%)
€91.25
30.08.22
30.08.22
€95.00
30.08.23
30.08.23
5.75%
09.09.22
09.09.22
Top 10 in its market
Future proof or reliable business model
EBIT growth >5% per year expected
Higher EBIT margin than peer group
Netflix Inc.
Start price
Target price
Perf. (%)
€458.05
20.01.22
20.01.22
€470.00
09.09.22
09.09.22
-50.58%
09.09.22
09.09.22
Could be worthwhile Investment >10% per year
Constellation Software
Start price
Target price
Perf. (%)
€1,472.0
07.09.21
07.09.21
-
07.09.22
07.09.22
2.79%
08.09.22
08.09.22
Could be worthwhile Investment >10% per year
Revenue growth >5% per year expected
Very capable Management
Very good company culture
Epam Systems Inc.
Start price
Target price
Perf. (%)
€543.50
06.09.21
06.09.21
-
06.09.22
06.09.22
-24.17%
07.09.22
07.09.22
Could be worthwhile Investment >10% per year
Growths faster than the competition
Future proof or reliable business model
Workday, Inc.
Start price
Target price
Perf. (%)
€234.30
06.09.21
06.09.21
-
06.09.22
06.09.22
-31.52%
07.09.22
07.09.22
Could be worthwhile Investment >10% per year
Growths faster than the competition
Future proof or reliable business model
Infosys Ltd. ADR
Start price
Target price
Perf. (%)
€20.20
06.11.21
06.11.21
€24.00
06.11.22
06.11.22
-10.64%
05.09.22
05.09.22
Could be worthwhile Investment >10% per year
Revenue growth >5% per year expected
Twitter Inc.
Start price
Target price
Perf. (%)
€39.83
27.08.22
27.08.22
€21.00
27.08.23
27.08.23
-2.84%
04.09.22
04.09.22
Fair valuation
Low dividend yield expected
Deficits in Management
Very bad culture
Twitter Inc.
Start price
Target price
Perf. (%)
€39.83
27.08.22
27.08.22
€20.00
27.08.23
27.08.23
-2.84%
04.09.22
04.09.22
Could be very worthwhile Investment >20% year
Revenue growth > 30% per year expected
EBIT growth > 30% per year expected
Rising EBIT margin expected
Paycom Software
Start price
Target price
Perf. (%)
€415.00
31.08.21
31.08.21
-
31.08.22
31.08.22
-16.18%
01.09.22
01.09.22
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
Meta Platforms Inc.
Start price
Target price
Perf. (%)
€206.15
29.03.22
29.03.22
€175.00
01.09.22
01.09.22
-19.95%
22.08.22
22.08.22
Top 10 in its market
Revenue growth >5% per year expected
Good rating
Some uniques
Paycom Software
Start price
Target price
Perf. (%)
€400.30
21.08.21
21.08.21
€460.00
21.08.22
21.08.22
-6.26%
22.08.22
22.08.22
Could be worthwhile Investment >10% per year
Future proof or reliable business model
Capable Management
Small cyclical dependencies
Epam Systems Inc.
Start price
Target price
Perf. (%)
€417.50
08.08.22
08.08.22
€500.00
08.08.23
08.08.23
4.34%
17.08.22
17.08.22
High Investments for future growth
Very valuable balance sheet
Leading role in innovation
Very positive Cash Flow expected
Salesforce.com
Start price
Target price
Perf. (%)
€179.38
23.07.22
23.07.22
€200.00
23.07.23
23.07.23
5.76%
08.08.22
08.08.22
Revenue growth > 30% per year expected
EBIT growth >5% per year expected
Fair valuation
Very Future proof/growth oriented business model
Paypal Holdings Inc
Start price
Target price
Perf. (%)
€85.74
01.08.22
01.08.22
€90.00
01.08.23
01.08.23
10.43%
04.08.22
04.08.22
Top 10 in its market
Future proof or reliable business model
EBIT growth >5% per year expected
Higher EBIT margin than peer group
Palo Alto Networks
Start price
Target price
Perf. (%)
€113.60
04.08.21
04.08.21
€116.67
04.08.22
04.08.22
50.03%
04.08.22
04.08.22
Revenue growth >5% per year expected
EBIT growth >5% per year expected
Higher EBIT margin than peer group
High valuation
Alibaba Group Holding Ltd ADR
Start price
Target price
Perf. (%)
€164.50
04.08.21
04.08.21
€185.00
04.08.22
04.08.22
-42.49%
04.08.22
04.08.22
Could be worthwhile Investment >10% per year
Market Leader or Top 3
Well known brand
Very Future proof/growth oriented business model