hvb schreef op 23 februari 2025 10:52:
x.com/meeijer/status/1892844709527077192$TKWY is still one of the cheapest and best stocks to buy. Currently, $TKWY trades at a FY2025 ev/ebitda of 5.5 and a FY2026 ev/ebitda of 4.5:
$UBER:
FY2025 ev/ebitda: ~25
FY2026 ev/ebitda: ~18
4x as expensive as $TKWY
$DASH:
FY2025 ev/ebitda: ~90
FY2026 ev/ebitda: ~65
15x as expensive as $TKWY
$DHER:
FY2025 ev/ebitda: ~17
FY2026 ev/ebitda: ~11
2.4x as expensive as $TKWY
$ROO:
FY2025 ev/ebitda: ~12
FY2026 ev/ebitda: ~7
1.7x as expensive as $TKWY
$TKWY grows slower than all of them, but that does not justify such a large difference in valuation. My fair value is at a FY2026 ev/ebitda of 12, or a share price of €33.