Symbol Price Mkt Cap F. PE PEG P/S P/B P/C Div. Price Tgt
AAPL 170 805B 13.38 1.10 3.18 6.85 9.32 1.71% 179
AMZN 1608 797B 40.62 1.85 3.42 18.09 19.32 0 2076
GOOGL 1120 782B 20.46 1.46 5.72 4.38 7.17 0 1346
FB 163 468B 18.33 1.31 8.38 5.55 11.38 0 198
NFLX 357 157B 55.49 2.73 9.93 29.74 0 0 388
MSFT 108 820B 21.71 1.79 6.92 9.03 6.43 1.70% 126
Valuation rank from best to worst according to my impressions: AAPL, FB, GOOGL, MSFT, AMZN, NFLX ---tradeideablog.blogspot.com
。Apple is targeting April to debut a new streaming product that will include original content free for Apple device owners and a platform to subscribe to other digital media services. HBO hasn't signed on to the service yet but still may do so.Netflix and Hulu aren't expected to be a part of the "Channels" service. ---CNBC.com
。Last quarter, Amazon's revenue rose by a robust 20% -- outstanding for a company of its size, but a deceleration from the 38.2% growth (36% in constant currency) it delivered during the prior-year quarter. And for the current quarter, management guided for revenue growth in the 10% to 18% range, though it expects currency exchange rate shifts will drag on that metric to the tune of about 210 basis points. Still, a result on the lower end of that range would mark a fairly significant slackening from the 30%-plus growth rates of the past two years. ---finance.yahoo.com
。Facebook (FB) offers investors the best investment opportunity in tech right now. Why? Because its business model is similar to that of a toll bridge, where a large number of users spend time on its platform every single month. As a result, Facebook generates cash flow like few other businesses, and its stock is also dramatically undervalued. ---Thestreet.com
。In the coming five years, a closer look reveals that relative price appreciation may favor Apple, Alphabet (GOOGL ) , Tesla (TSLA) and Facebook (FB) , while Amazon (AMZN ) , Netflix (NFLX ) and Microsoft (MSFT ) seem more of a stretch, based simply on how far each has risen. Looking at their relative returns of the past five years, Apple, Alphabet and Facebook have been the laggards of the FAANGs, rising 120%, 88% and 54%, respectively. That compares to 353%, 183%, and 231%, respectively, for Amazon, Microsoft and Netflix. ---Thestreet.com
。Both Alphabet and Microsoft are financial powerhouses, with each generating more than $45 billion in annual operating cash flow. Yet I was tempted to give Microsoft the edge here because of its superior free cash flow generation, which is due in part to its lower capital expenditure requirements compared to Alphabet. But after looking at their balance sheets, it's clear that Alphabet currently has the advantage in terms of financial fortitude. Though Microsoft has $18 billion more in cash reserves, it also has nearly $70 billion more debt. That places its net cash position at about $55 billion, compared to more than $105 billion for Alphabet. So while Microsoft's financial strength is impressive, Alphabet's is even more remarkable.----The Motley Fool
。By being a first mover, Netflix has some significant competitive advantages that should last for quite some time. The company’s name has become of top-of-mind for streaming. The company also has a lead in critical areas like AI, which has allowed for more effective content creation. And yes, there is the scale of the user base. There are currently about 139 million subscribers across 190 countries. In other words, Netflix is winning the “land grab” of the streaming opportunity. To put things into perspective, look at some of the findings from Lab42, a market research firm. About 89% of streaming subscribers are customers of Netflix and the renewal rate is 93%. By comparison, AMZN’s is at 75% and Hulu’s is 64%.There are notable risk factors for Netflix stock. The competitive environment is getting more intense. Some of the rivals include Disney (DIS), CBS (CBS), Amazon, Alphabet (GOOG, GOOGL) and Apple (AAPL). ---Tom Taulli, Twitter at @ttaulli
。比较大盘股估值：
Symbol Price Mkt Cap F. PE PEG P/S P/B P/C Div. Price Tgt
AAPL 170 805B 13.38 1.10 3.18 6.85 9.32 1.71% 179
AMZN 1608 797B 40.62 1.85 3.42 18.09 19.32 0 2076
GOOGL 1120 782B 20.46 1.46 5.72 4.38 7.17 0 1346
FB 163 468B 18.33 1.31 8.38 5.55 11.38 0 198
NFLX 357 157B 55.49 2.73 9.93 29.74 0 0 388
MSFT 108 820B 21.71 1.79 6.92 9.03 6.43 1.70% 126
根据我的想法，估值从最佳到最差排名：AAPL，FB，GOOGL，MSFT，AMZN，NFLX --- tradeideablog.blogspot.com
。苹果公司将在4月份推出新的流媒体产品。产品将包括Apple设备所有者免费的原创内容和订阅其他数字媒体服务的平台。 HBO还没有签署该服务，但仍有可能这样做。Netflix和Hulu预计不会成为“频道”服务的一部分。 ---CNBC.com
。上个季度，亚马逊的收入增长了20％ - 这是一家规模庞大的公司，但是从去年同期的38.2％增长（按固定汇率计算为36％）已开始减速。而在本季度，管理层指引收入增长率将在10％至18％的范围内，但预计货币汇率的变化将拖累约210个基点。这个增长范围将标志着过去两年30％以上的增长率会相当显着的放缓。 ---finance.yahoo.com
。Facebook（FB）现在为投资者提供最佳的科技投资机会。为什么？因为它的业务模式类似于收费桥，其中大量用户每个月都在其平台上花费时间。因此，Facebook产生的现金流量与其他少数企业一样，而其股票也被严重低估。 ---Thestreet.com
。在接下来的五年中，仔细观察发现相对价格升值可能有利于Apple（AAPL），Alphabet（GOOGL），特斯拉（TSLA）和Facebook（FB），而亚马逊（AMZN），Netflix（NFLX）和微软（MSFT）基于每一只股票的上升幅度似乎有些过份。看看过去五年的相对回报，Apple，Alphabet和Facebook一直是FAANGs的落后者，分别上涨120％，88％和54％。相比之下，亚马逊，微软和Netflix分别为353％，183％和231％。 ---Thestreet.com
。Alphabet和Microsoft都是财务强大的公司，每年的经营现金流超过450亿美元。然而，由于其优越的自由现金流的产生，我认为微软在这里获得优势，部分原因在于其与Alphabet相比有着较低的资本支出要求。但在查看了他们的资产负债表之后，很明显，Alphabet目前在财务方面具有优势。虽然微软拥有180亿美元的现金储备，但它还有近700亿美元的债务。这使其净现金约为550亿美元，而Alphabet则超过1050亿美元。因此，尽管微软的财务实力令人印象深刻，但Alphabet更为卓越.---- The Motley Fool
。作为先行者，Netflix具有一些重要的竞争优势，应会持续相当长一段时间。 该公司的名称已成为流媒体的首选。 该公司还在AI等关键领域处于领先地位，这使得内容创建更加有效。 是的，有用户群的规模。 目前在190个国家/地区拥有约1.39亿用户。 换句话说，Netflix正在赢得流媒体机会的“抢地优势”。 为了正确看待问题，请看市场研究公司Lab42的一些调查结果。 大约89％的流媒体订阅者是Netflix的客户，续订率为93％。 相比之下，AMZN为75％，Hulu为64％。不过Netflix股票存在显着的风险因素是竞争环境越来越激烈。 一些竞争对手包括迪斯尼（DIS），哥伦比亚广播公司（CBS），亚马逊，Alphabet（GOOG，GOOGL）和Apple（AAPL）。 --- Tom Taulli，Twitter @ttaulli
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