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$Roblox Corporation(RBLX)$这股明天还可以买入吗，这个价位高不高

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Neuschwanste
2021-03-11
Neuschwanste
去年营收10亿，市值380亿，按PS算是35+倍了，非常高估的水平。
云计算电商那种营收增速超80%的，可以享受30+倍的PS。

按PE算的话，假设今年底营收翻番到20亿，净利水平按行业平均25%算是5亿，现在市值380亿，那就是80倍远期PE。然而现实是盈利还远着，营收翻倍也有挑战。

同行对比：动视70B市值20亿利润80亿营收，Unity27B市值7亿营收。
- Neuschwanste:
  如果连续几年都80%增速，给它30倍PS的估值也可以。
  不过目前看赛道成长性和稀缺性感觉不如Unity。个人感觉再跌15%-20%比较合理。
  
  当然，如果它营收连续三年都超200%，给80倍PS都不过分。
全息元宇宙
2021-03-11
全息元宇宙
45以下

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