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$67.33 altium limited

Paypal is still growing at about 19% p/a and it's sitting on a...

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pastperformer

7,253 Posts.

2178

21/02/22

14:52

Post #: 59708799
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Originally posted by XHY: ↑

In this morning's investor call, Aram sounded very upbeat about the progress in the business development and predicted that the aspirational $500M goal might be achieved earlier than FY26 and the corresponding EBIDTA margin will be in the higher 30s.

Let's take his words for it and do an preliminary exercise on FY25 earnings.
For a current SaaS and future Cloud & Platform business, are multiples of 64X FY22 earnings & 25X FY25 earnings low or high?
This is a genuine question. I don't have any pre-judgements.

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Paypal is still growing at about 19% p/a and it's sitting on a 29 p/e.

Altium guiding for 21% p/a with weaker margins and is still above a 60 p/e.

I know which I'd prefer to own.

Last edited by pastperformer: 21/02/22

ALU Price at posting: $32.41 Sentiment: Hold Disclosure: Held
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(20min delay)
Last $67.33		Change 0.000(0.00%)		Mkt cap ! $8.882B

Open	High	Low	Value	Volume
$67.35	$67.39	$67.27	$41.33M	614.0K

Buyers (Bids)

No.	Vol.	Price($)
10	6719	$67.32

Sellers (Offers)

Price($)	Vol.	No.
$67.35	32411	3

View Market Depth

No.	Vol.	Price($)
1	8	67.300
1	148	67.260
1	1486	67.150
1	1190	67.110
1	4865	67.100

Price($)	Vol.	No.
67.370	54	1
67.490	500	1
67.500	2519	7
67.540	30	1
67.700	30	1

Last trade - 16.10pm 07/06/2024 (20 minute delay)


Last $67.34			Change 0.000 ( 0.14 %)
Open	High		Low	Volume
$67.36	$67.39		$67.26	151380
Last updated 15.59pm 07/06/2024 ?

ALU (ASX) Chart