$跟谁学(GSX)$_老虎社区_美港股上老虎 - 老虎社区

$跟谁学(GSX)$316倍市盈率，业绩增长20倍达到正常市盈率15.x倍，而盈利增长20倍意味着付费的孩子增加20倍，目前付费70万人次，20倍是1400万人次，中国目前一个年级的孩子就这么多，也就是从一年级到高三要有十分之一的付费上跟我学,才能维持这个估值，这个还没有计算未来获客成本的提高带来的利润率下降。

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

清风随想
2020-05-08
清风随想
这帖子比起以前无脑黑的，算是好多了。毕竟他们已经不指望香橼这个二货了。最少自己分析问题了。先不管分析的对错。
- 我就喜欢:
  哈哈
不爱吃土豆倒吐土豆皮的人
2020-05-08
不爱吃土豆倒吐土豆皮的人
大哥，你算了半天赚钱了吗，咸吃萝卜淡操心
- 不爱吃土豆倒吐土豆皮的人回复z7:
  那一定要坚持！
- z7:
  如果你的方向是对的，总有一日你会赚到钱的。
3f010c72
2020-05-08
3f010c72
财报发了之后还没重新计算呢
- z7:
  ttm表示to the moment,这个财报季度是包含在里面的。
我就喜欢
2020-05-08
我就喜欢
股价往往体现的是预期，就算哪天利润真的涨二十倍，他们估计也不会信，我们永远叫不醒装睡的人！不过他们不骂人我感觉很满足了！
大象跳舞
2020-05-08
大象跳舞
看好未来的市盈率了吗？是亏损的，是不是它的股价应该是低于发行价？
- 大象跳舞回复好好挣钱天天进步:
  这样啊，深刻 [开心]
- 好好挣钱天天进步:
  亏损可以谈理想，盈利了肯定得算市盈率啊
点亮灯火
2020-05-08
点亮灯火
用70W剩以20倍这未免也太草率了吧，一个学生可以重复报多门课，谁规定了一个学生，就只能允许报一次课呢？你这样以为，那跟谁学的复报率就等于零，这现实吗？

发表看法

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