Facebook numbers - 未名空间MITBBS历史存档

Facebook numbers# Stock

v*e2011-05-20 07:05

1 楼

2010 revenue: $1.9B
2010 Ebitda: $??
2011E Revenue: $4.0B
2011E Ebitda: $2.0B
Current valuation on private exchanges: $75B
Implied trailing P/S: 38 X
Implied forward P/S: 19 X
If LNKD can be worth 37X trailing sales, I think a 38X trailing P/S
valuation for Facebook is extremely cheap. Why?
1. It is much, much hotter
2. It is a true, worldwide information monopoly
3. The ad business for Faceboook is still in infant stage
4. 100% revenue growth seems to be a conservative estimate

n*n2011-05-20 07:05

2 楼

盘子也大多了。而且LNKD的估值绝对有QE2的功劳。

【在 v****e 的大作中提到】

: 2010 revenue: $1.9B
: 2010 Ebitda: $??
: 2011E Revenue: $4.0B
: 2011E Ebitda: $2.0B
: Current valuation on private exchanges: $75B
: Implied trailing P/S: 38 X
: Implied forward P/S: 19 X
: If LNKD can be worth 37X trailing sales, I think a 38X trailing P/S
: valuation for Facebook is extremely cheap. Why?
: 1. It is much, much hotter

b*g2011-05-20 07:05

3 楼

agree
FB worth more than 300B at least. Look at Yahoo in 2000 ...

【在 v****e 的大作中提到】

: 2010 revenue: $1.9B
: 2010 Ebitda: $??
: 2011E Revenue: $4.0B
: 2011E Ebitda: $2.0B
: Current valuation on private exchanges: $75B
: Implied trailing P/S: 38 X
: Implied forward P/S: 19 X
: If LNKD can be worth 37X trailing sales, I think a 38X trailing P/S
: valuation for Facebook is extremely cheap. Why?
: 1. It is much, much hotter

l*12011-05-20 07:05

4 楼

打一枪就跑可能还可以。
长期看fb的成长性取决于广告商到底有多少ads dollar可花。
不能达到高成长的话就是bubble。
几亿高中生有多少广告价值？存疑。

【在 v****e 的大作中提到】

: 2010 revenue: $1.9B
: 2010 Ebitda: $??
: 2011E Revenue: $4.0B
: 2011E Ebitda: $2.0B
: Current valuation on private exchanges: $75B
: Implied trailing P/S: 38 X
: Implied forward P/S: 19 X
: If LNKD can be worth 37X trailing sales, I think a 38X trailing P/S
: valuation for Facebook is extremely cheap. Why?
: 1. It is much, much hotter

l*i2011-05-20 07:05

5 楼

net profit margin 是负的正的？

【在 v****e 的大作中提到】

: 2010 revenue: $1.9B
: 2010 Ebitda: $??
: 2011E Revenue: $4.0B
: 2011E Ebitda: $2.0B
: Current valuation on private exchanges: $75B
: Implied trailing P/S: 38 X
: Implied forward P/S: 19 X
: If LNKD can be worth 37X trailing sales, I think a 38X trailing P/S
: valuation for Facebook is extremely cheap. Why?
: 1. It is much, much hotter

G*s2011-05-20 07:05

6 楼

Social Network也会有疲倦的，而且现在互联网的东西更新换代太快，假设10年后
Facebook成了昨日黄花型的，也就是说这些年的成长要赚那么多钱，不容易啊，当然投
资人喜欢搞泡沫，而且Facebook可以是个最大的泡沫

【在 v****e 的大作中提到】

: 2010 revenue: $1.9B
: 2010 Ebitda: $??
: 2011E Revenue: $4.0B
: 2011E Ebitda: $2.0B
: Current valuation on private exchanges: $75B
: Implied trailing P/S: 38 X
: Implied forward P/S: 19 X
: If LNKD can be worth 37X trailing sales, I think a 38X trailing P/S
: valuation for Facebook is extremely cheap. Why?
: 1. It is much, much hotter