备受WSB散户青睐的Palantir值不值得买入?

智通财经2021-03-10

近日，WSB概念股走势亮眼，其中游戏驿站涨势强劲，近10日股价涨近143%，近60日涨逾1700%。而晋升为WSB散户新宠的Palantir近日获得ARK基金大举买入，股价近10日仅涨1.51%，近60日跌近9%。Palantir的股价能否跟随WSB概念股上涨?投资者应该考虑买入Palantir吗? Palantir是一家大数据分析公司，总部位于科罗拉多州丹佛市。BBAE必贝证券指出，...

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精彩评论

白不冰
2021-03-11
白不冰
不买，套散户的专业坑没有之一
LUNG
2021-03-11
LUNG
等了好久。
狮王争霸
2021-03-10
狮王争霸
WSB滚一边去，不要把这里也搞得乌烟瘴气
邪恶镰刀
2021-03-10
邪恶镰刀
没见得涨呀

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Lau指出，随着业务的发展，这些成本将持续上升。因为Palanti的产品很复杂，对员工的专业知识要求很高。公司必须增加员工薪酬奖励以防止员工流失。\n2020年全年，每客户平均收入为790万美元，同比增长41%。总营收约11亿美元，同比增长47%。贡献收入超过1000万美元的大客户数量增长了50%。\n展望未来，Palantir预计2021年第一季度销售增长45%，调整后营业利润率为23%。该公司预计2021年总销售额将比2020年的11亿美元增长至少30%。\n尽管增长强劲，但公司的市销率已高达40.46倍。相比之下，微软(MSFT.US)和苹果(AAPL.US)的市销率为11.5倍、6.93倍。通过这种简单的估值比较，可以看出Palantir的股价非常昂贵。\nBBAE必贝证券认为，Palantir存在估值的风险。从财务数据预测来看，假如Palantir发展顺利，BBAE必贝证券预测该公司在未来十年中会产生平均或略高于平均的收益。一旦在现有的估值模型中添加某种对应折现机制，这意味着Palantir的未来十年预期回报会低于平均水平。\n看跌情绪将迫使投资者出售那些业绩亏损的公司股票。投机者可能不再那么耐心地等待Palantir扭转亏损。不过，该公司的产品已经进入不少政府机构。有部分投资者押注Palantir将赢得越来越多的政府合同，2021年及以后，Palantir收入增长将加速。\n分析师Chris Lau赞同这一观点，他认为Palantir是一个很好的长期投资标的。在短期内，担心Palantir估值和下一季度亏损的股东将抛售Palantir股票，但几年后，来自政府和大型公司的合同将推动经常性收入。他还指出，高利率将对估值较高的科技股构成挑战。如果债券利率下降，Palantir的股价将回升。\n然而，BBAE必贝证券指出，Palantir的风险之一是商业业务开拓不如政府业务稳定。目前Palantir将其大部分的时间和精力都花在了政府部门上，在发展新客户方面存在着市场适应度不高，以及缺乏足够的商业信誉。在2015年Palantir丢失了可口可乐，摩根大通等客户，原因是客户觉得与付出的高额费用相比，Palantir服务带来的效果却不值这个价钱。也就是说，Palantir的产品理论和实际落地效果往往存在着一定差距。\n此外，Palantir还面临股东抛售股份的压力。截至2020年11月，索罗斯基金管理公司(Soros Fund 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