Sanrith Descartes
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Investing General Discussion
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Guest, it's time once again for the massively important and exciting FoH Asshat Tournament!
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Sanrith Descartes
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In today's world beating expectations is like only have one booster. Its not enough to make people happy. You need to crush earnings.
Jysin
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^ This ^
Just like Q3, I had seen some double beats with higher Q4 guidance sell off. Its nuts.
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Sanrith Descartes
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These numbers are stellar for a company the size and age of MSFT..
This would be an estimated PE of 27.6 and an EPS of $9.92
Yeah sell it down 5%. clown world. I would buy more if I could.
This would be an estimated PE of 27.6 and an EPS of $9.92
Yeah sell it down 5%. clown world. I would buy more if I could.
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Big Phoenix
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Sanrith Descartes
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Sanrith Descartes
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That is a 43% margin on operating income to revenue. 43 fucking percent.
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That's the math for returning the entire purchase price. The proper comparison would be the opportunity cost of whatever else they were going to do with that $69B. $600M per quarter looks awfully good compared to -7% in cash (not that it would have stayed there, or that MSFT couldn't easily make more by rolling into their portfolio). And you can't ignore the resale value at the end of the period.
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Furry
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I really don't know what's up with the fad of people going hog wild into luxury dream brands with a small audience ala PTON and beyond meat.
At least TSLA spells rockets to nasa.
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Zog
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Perhaps r/investing is more your taste for big spreadsheets and revenue reviews by people with more experience?
Don't know exactly what you are expecting posting here.
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Any bets on how much of a drop we get tomorrow? I bet we beat Monday's lows at some point. Then again it could be Thursday with the pain depending on what AAPL does?
Zog
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Fed is going to be dovish with inflation expecting to ease in 2nd half of the year, shorts will cover for a big rally and we seasaw for apple earnings.
Sanrith Descartes
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It depends on the industry to be honest. Operating income (not to be confused with net income) is revenue minues the cost to "operate the business. So minus COGS, utilities, rent etc. Where net income is operating income also minus non-operating expenses.
For example, manufacturers are lucky to run 10% margins. It's why manufacturing sucks balls. You need tons of volume to spread out the high fixed operating costs across as many units as possible.
So for every dollar of revenue MSFT generates it has 43 cents in profit after the costs to make that dollar. Or it costs them 57 cents to make a dollar. Then you subtract expenses not associated with running the business. If my companies ran that margin I would be a millionaire already. Literally.
According to this link the averaging operating ratio of all the Nasdaq companies is 20%.
Nasdaq Operating Margin 2010-2023 | NDAQ
Current and historical operating margin for Nasdaq (NDAQ) over the last 10 years. The current operating profit margin for Nasdaq as of June 30, 2023 is <strong>22.59%</strong>.
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Sanrith Descartes
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