Predictions
Paypal Holdings Inc
Start price
Target price
Perf. (%)
€96.22
25.02.22
25.02.22
€100.00
25.02.23
25.02.23
7.92%
21.03.22
21.03.22
Top 10 in its market
Future proof or reliable business model
EBIT growth >5% per year expected
Higher EBIT margin than peer group
NVIDIA Corp.
Start price
Target price
Perf. (%)
€19.02
24.02.22
24.02.22
€21.00
24.02.23
24.02.23
-12.28%
25.08.22
25.08.22
Growths faster than the competition
Strong uniques
Market Leader or Top 3
Could be worthwhile Investment >10% per year
Apple Inc.
Start price
Target price
Perf. (%)
€139.02
24.02.22
24.02.22
€110.00
28.06.22
28.06.22
-5.42%
29.06.22
29.06.22
Good rating
Strong uniques
Capable Management
Low dividend yield expected
Franklin Resources Inc.
Start price
Target price
Perf. (%)
€25.55
24.02.22
24.02.22
€28.00
24.02.23
24.02.23
13.07%
30.01.23
30.01.23
Could be worthwhile Investment >10% per year
Advanced Micro Devices Inc.
Start price
Target price
Perf. (%)
€97.08
23.02.22
23.02.22
-
23.02.23
23.02.23
5.17%
24.02.22
24.02.22
Could be worthwhile Investment >10% per year
Top 10 in its market
Small cyclical dependencies
Revenue growth >5% per year expected
Paypal Holdings Inc
Start price
Target price
Perf. (%)
€89.04
23.02.22
23.02.22
€200.00
23.02.23
23.02.23
6.86%
24.02.22
24.02.22
Top 10 in its market
Future proof or reliable business model
EBIT growth >5% per year expected
Higher EBIT margin than peer group
Cadence Design Systems
Start price
Target price
Perf. (%)
€124.70
23.02.22
23.02.22
€310.00
18.09.24
18.09.24
91.14%
26.07.24
26.07.24
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
Host Hotels & Resorts Inc
Start price
Target price
Perf. (%)
€16.49
23.02.22
23.02.22
-
23.02.23
23.02.23
-1.14%
24.02.23
24.02.23
Paypal Holdings Inc
Start price
Target price
Perf. (%)
€91.41
22.02.22
22.02.22
€150.00
22.03.22
22.03.22
17.32%
23.03.22
23.03.22
Paypal Holdings Inc
Start price
Target price
Perf. (%)
€91.27
22.02.22
22.02.22
€200.00
22.02.23
22.02.23
-2.44%
23.02.22
23.02.22
Top 10 in its market
Future proof or reliable business model
EBIT growth >5% per year expected
Higher EBIT margin than peer group
Advanced Micro Devices Inc.
Start price
Target price
Perf. (%)
€102.48
22.02.22
22.02.22
-
22.02.23
22.02.23
-5.27%
23.02.22
23.02.22
Could be worthwhile Investment >10% per year
Top 10 in its market
Small cyclical dependencies
Revenue growth >5% per year expected
Coca-Cola Co.
Start price
Target price
Perf. (%)
€53.10
22.02.22
22.02.22
€60.00
22.02.23
22.02.23
7.59%
05.03.22
05.03.22
Market Leader or Top 3
Could be worthwhile Investment >10% per year
Well known brand
Amazon.com Inc.
Start price
Target price
Perf. (%)
€130.83
21.02.22
21.02.22
€162.50
21.02.23
21.02.23
3.11%
24.02.22
24.02.22
Could be worthwhile Investment >10% per year
Revenue growth >5% per year expected
EBIT growth >5% per year expected
High valuation
Advanced Micro Devices Inc.
Start price
Target price
Perf. (%)
€96.49
21.02.22
21.02.22
-
21.03.22
21.03.22
6.21%
22.02.22
22.02.22
Could be worthwhile Investment >10% per year
Top 10 in its market
Small cyclical dependencies
Revenue growth >5% per year expected
Netflix Inc.
Start price
Target price
Perf. (%)
€347.15
20.02.22
20.02.22
€300.00
03.10.22
03.10.22
-31.18%
03.10.22
03.10.22
Revenue growth >5% per year expected
EBIT growth >5% per year expected
Probably not worthwhile Investment
Low dividend yield expected
Paypal Holdings Inc
Start price
Target price
Perf. (%)
€91.80
20.02.22
20.02.22
€200.00
20.02.23
20.02.23
-0.58%
22.02.22
22.02.22
Top 10 in its market
Future proof or reliable business model
EBIT growth >5% per year expected
Higher EBIT margin than peer group
Salesforce.com
Start price
Target price
Perf. (%)
€173.22
20.02.22
20.02.22
€275.00
20.02.23
20.02.23
5.95%
25.02.22
25.02.22
Revenue growth > 30% per year expected
EBIT growth >5% per year expected
Fair valuation
Very Future proof/growth oriented business model
Meta Platforms Inc.
Start price
Target price
Perf. (%)
€182.24
19.02.22
19.02.22
€200.00
19.02.23
19.02.23
-9.80%
20.02.23
20.02.23
Could be worthwhile Investment >10% per year
Rising EBIT margin expected
Valuable balance sheet
Stable Large shareholder and/or long term investor
NVIDIA Corp.
Start price
Target price
Perf. (%)
€20.81
19.02.22
19.02.22
€23.00
19.02.23
19.02.23
-1.44%
05.03.22
05.03.22
Small cyclical dependencies
Could be worthwhile Investment >10% per year
Growths faster than the competition
Innovative
Meta Platforms Inc.
Start price
Target price
Perf. (%)
€429.00
18.02.22
18.02.22
-
-
20.02.22
20.02.22
Risky Investment
Mondelez International Inc. A
Start price
Target price
Perf. (%)
€58.19
17.02.22
17.02.22
€69.00
17.03.22
17.03.22
-3.25%
18.03.22
18.03.22
Could be worthwhile Investment >10% per year
Microsoft Corp.
Start price
Target price
Perf. (%)
€258.70
17.02.22
17.02.22
€300.00
17.02.23
17.02.23
-2.26%
22.02.22
22.02.22
Could be very worthwhile Investment >20% year
Capable Management
Good culture
Innovative