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Huarui
2019-04-17

$Jumia Technologies AG(JMIA)$ 感觉帖子要被淹没了，看benchmarking的可以看下

理性看待是否入场Jumia

$Jumia Technologies AG(JMIA)$ 昨天收盘前卖掉了，今天在纠结是否还能入场的时候做了以下粗略的分析，以下是简略比较三家公司的运营数据和最新估值倍数： ($ in mn) Amazon Alibaba Jumia Operating Metrics GMV 292,826 768,000 949 Take rate 25.2% 4.2% 15.8% Annual Active Consumer 310 636 4 Average Spending per Person (on Products) 945 1,208 237 Financial Core Commerce Revenue 207,231 32,427 150 Yoy growth 29.2% 59.9% 38.9% Valuation Multiples Core Commerce EV 414,462 455,000 3,859 EV/GMV 1.4x 0.6x 4.1x EV/Consumer 1,337.0x 715.4x 964.8x EV/Core Commerce Rev 2.0x 14.0x 25.7x 以上倍数是假定Jumia的价格为50的情况下，运营倍数已经远超合理范围。现在要滚回去加班，回来如果有人看的话就再多写两句。。。

理性看待是否入场Jumia

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33_Tiger
·2019-04-19
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理性看待是否入场Jumia

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