Predictions
Oracle Corp.
Start price
Target price
Perf. (%)
€70.15
20.10.22
20.10.22
€72.00
20.10.23
20.10.23
4.98%
25.10.22
25.10.22
Future proof or reliable business model
Could be worthwhile Investment >10% per year
Revenue growth >5% per year expected
EBIT growth >5% per year expected
Meta Platforms Inc.
Start price
Target price
Perf. (%)
€285.35
05.10.21
05.10.21
€200.00
05.10.22
05.10.22
-50.42%
06.10.22
06.10.22
Revenue growth >5% per year expected
Good rating
Probably not worthwhile Investment
overvalued
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
Meta Platforms Inc.
Start price
Target price
Perf. (%)
€265.25
25.01.22
25.01.22
€220.00
02.02.23
02.02.23
-48.15%
02.10.22
02.10.22
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
Well known brand
Future proof or reliable business model
EBIT growth > 30% per year expected
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
Well known brand
Future proof or reliable business model
EBIT growth > 30% per year expected
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
Paypal Holdings Inc
Start price
Target price
Perf. (%)
€71.89
09.07.22
09.07.22
€80.00
09.07.23
09.07.23
12.38%
22.07.22
22.07.22
Top 10 in its market
Well known brand
Future proof or reliable business model
EBIT growth > 30% per year expected
Alibaba Group Holding Ltd ADR
Start price
Target price
Perf. (%)
€171.10
11.07.21
11.07.21
€155.00
11.07.22
11.07.22
-35.83%
12.07.22
12.07.22
High valuation
Revenue decline/stagnation expected
High risks for its business
Growths slower than the competition
Microsoft Corp.
Start price
Target price
Perf. (%)
€179.46
26.11.20
26.11.20
€250.00
26.02.23
26.02.23
41.17%
09.06.22
09.06.22
Revenue growth >5% per year expected
Standard Investments for future growth
ROE higher than 15% per year
Low dividend yield expected
Microsoft Corp.
Start price
Target price
Perf. (%)
€202.05
17.05.21
17.05.21
€210.00
17.05.22
17.05.22
24.35%
17.05.22
17.05.22
Could be worthwhile Investment >10% per year
Microsoft Corp.
Start price
Target price
Perf. (%)
€199.10
30.03.21
30.03.21
€250.00
30.03.22
30.03.22
42.64%
30.03.22
30.03.22
Meta Platforms Inc.
Start price
Target price
Perf. (%)
€192.84
21.03.22
21.03.22
€200.00
21.03.23
21.03.23
6.90%
29.03.22
29.03.22
Market Leader or Top 3
Well known brand
Very Future proof/growth oriented business model
Revenue growth >5% per year expected
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
Well known brand
Future proof or reliable business model
EBIT growth > 30% 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
Well known brand
Future proof or reliable business model
EBIT growth > 30% per year expected
Mercadolibre Inc
Start price
Target price
Perf. (%)
€818.60
20.02.22
20.02.22
€1,000.00
20.02.23
20.02.23
6.40%
24.02.22
24.02.22
Could be worthwhile Investment >10% per year
Some uniques
Medium risks for its business
Top 10 in its market
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
Well known brand
Future proof or reliable business model
EBIT growth > 30% per year expected
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
Microsoft Corp.
Start price
Target price
Perf. (%)
€198.38
21.02.21
21.02.21
€220.00
21.02.22
21.02.22
28.54%
21.02.22
21.02.22
Could be worthwhile Investment >10% per year
Netflix Inc.
Start price
Target price
Perf. (%)
€510.00
09.09.21
09.09.21
€490.00
09.09.22
09.09.22
-10.19%
20.01.22
20.01.22
Could be worthwhile Investment >10% per year
Microsoft Corp.
Start price
Target price
Perf. (%)
€210.50
02.04.21
02.04.21
€273.00
02.04.23
02.04.23
38.24%
03.12.21
03.12.21
Could be very worthwhile Investment >20% year
Alibaba Group Holding Ltd ADR
Start price
Target price
Perf. (%)
€141.80
12.10.21
12.10.21
€140.00
12.10.22
12.10.22
-16.93%
26.11.21
26.11.21
Could be worthwhile Investment >10% per year
Just Eat Takeaway.com N.V.
Start price
Target price
Perf. (%)
€69.86
17.10.21
17.10.21
€66.00
17.10.22
17.10.22
-12.57%
26.11.21
26.11.21
Could be worthwhile Investment >10% per year
Cadence Design Systems
Start price
Target price
Perf. (%)
€103.62
05.11.20
05.11.20
€150.00
05.11.21
05.11.21
48.54%
06.11.21
06.11.21
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