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So the stock is trading at $320ish, its been a nice run since the summer for sure. Valuations are getting very stretched however.

If you look at TTM we see Revenue at $385B, lets say they come it at $110 B this quarter - that gets the number up to $400B, at $3,950B valuation its approaching 10x sales; which is WAY above its historical trend (of 5-8x). So even on the top end its 20% over.

Earnings the past year came in at $9.39 per share, maybe they get $2.50 next quarter which would get this up to $10.49, at $320 we are over 30x - historically the range has been in the 220-30 range; so right up at the top end.

Are the Revenue and EPS numbers too pessimistic? Are they going to get on a run where they grow revenue to $500B by this time next year?

tecmo
...

I used Gemini 3, I might need to retire my spreadsheet

Metric                                                    Ratio
Current P/S Ratio (Approx.)                               ∼10.19x
Historical High (Peak during 2021 tech boom)              ∼8.24x to ∼10.85x
Historical Low (Approx. 2012-2014 & early 2023 downturn)  ∼4.4x to ∼5.5x
10-Year Average (Approx.)                                 ∼6.5x to ∼7.5x

tecmo
...

More fun - historical P/S levels (TTM) by quarter.

Alphabet (GOOGL) Quarterly P/S Ratio (Scaled to 50 Chars)
--------------------------------------------------------------
2020-Q1  | ######################## (5.15x)
2020-Q2  | ############################# (6.26x)
2020-Q3  | ############################# (6.27x)
2020-Q4  | ################################ (7.00x)
2021-Q1  | ################################### (7.64x)
2021-Q2  | ###################################### (8.24x)
2021-Q3  | ##################################### (8.04x)
2021-Q4  | ##################################### (8.08x)
2022-Q1  | ################################## (7.39x)
2022-Q2  | ########################## (5.59x)
2022-Q3  | ###################### (4.81x)
2022-Q4  | #################### (4.39x)
2023-Q1  | ####################### (5.07x)
2023-Q2  | ########################## (5.75x)
2023-Q3  | ############################ (6.06x)
2023-Q4  | ############################# (6.20x)
2024-Q1  | ############################## (6.44x)
2024-Q2  | ################################### (7.49x)
2024-Q3  | ############################## (6.57x)
2024-Q4  | ################################# (7.23x)
2025-Q1  | ########################### (5.76x)
2025-Q2  | ############################# (6.30x)
2025-Q3  | ###################################### (8.30x)
2025-Q4* | ################################################## (10.85x)

tecmo
...

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