Veytics Intelligence
2026-11-02 · Yahoo

‘They sell the big hot dogs’: The companies that hyperscalers trail in valuations

Yahoo Finance Executive Editor Brian Sozzi walks through a chart showing Microsoft (MSFT), Amazon (AMZN), Alphabet (GOOGL) (GOOG), Meta (META), and Oracle (ORCL) trading at lower forward P/E multiples than consumer staples and retailers like Costco (COST), Walmart (WMT), Coca-Cola (KO), and Home Depot (HD). Video Transcript 00:00 Speaker A I want to start with this one. and this is a really, really good chart. I just came across this this morning as I was getting my day going, prepping for a lot of stuff, and it's from the team over at Boring Biz and and they're using data from S&P Global Market Intelligence. 00:15 Speaker A And this just shows some of the valuation disparities. And I'm just going to point to this.

Читать полный бриф Veytics

Главную мысль мы показываем публично. Создайте бесплатный аккаунт, чтобы читать статью полностью, сохранять ее, обсуждать и связывать с рынками и OSINT-контекстом.