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LVT - Valuations, page-122

  1. 1,528 Posts.
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    Guys, this is a simple question but I have seen numbers from 150m to >1bn. What is the TAM for LVT?

    What is a realistic assumption for market share?

    I am of the view that COVID accelerates the maturation of the market that LVT sells into but I am struggling to grapple with the numbers.

    I do agree that the multiple of ARR seems low when compared to other tech, but as Value mentioned it is pretty hard to compare one fast growing tech co to another in a different market sector.

    I own but thinking of adding at these prices.
 
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