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Company name Priceline Group Inc
Stock ticker PCLN
Live stock price [stckqut]PCLN[/stckqut]
P/E compared to competitors Good

MANAGEMENT EXECUTION

Employee productivity Good
Sales growth Good
EPS growth Good
P/E growth Poor
EBIT growth Good

ANALYSIS

Confident Investor Rating Good
Target stock price (TWCA growth scenario) $2033.08
Target stock price (averages with growth) $2121.84
Target stock price (averages with no growth) $997.44
Target stock price (manual assumptions) $2012.05

The following company description is from Google Finance: http://www.google.com/finance?q=pcln

The Priceline Group Inc. is a provider of travel and restaurant reservation and related services. The Company, through its online travel companies (OTCs), connects consumers wishing to make travel reservations with providers of travel services across the world. It offers consumers an array of accommodation reservations (including hotels, bed and breakfasts, hostels, apartments, vacation rentals and other properties) through its Booking.com, priceline.com and agoda.com brands. Its priceline.com brand also offers consumers reservations for rental cars, airline tickets, vacation packages and cruises. The Company offers rental car reservations across the world through rentalcars.com. The Company provides restaurants with reservation management services and consumers with the ability to make restaurant reservations at participating restaurants through OpenTable, Inc. (OpenTable), a provider of online restaurant reservations.

 

Confident Investor comments: At this price and at this time, I think that a Confident Investor can confidently invest in Priceline Group Inc.

If you would like to understand how to evaluate companies like I do on this site, please read my book, The Confident Investor. You can review the best companies that I have found (and I probably invest my own money in most of these companies) in my Watch List.

How was this analysis of Priceline Group Inc calculated?

For owners of my book, “The Confident Investor” I offer the following analysis (you must be logged in to this site as a book owner in order to see the following analysis). If you have registered and cannot see the balance of this article, make sure you are logged in and refresh your browser.
[s2If current_user_can(access_s2member_level1)]

In order to assist you in using the techniques of this book, the values that I used when calculating the Manual pricing above were:

  • Stock price at the time of the calculation: $1427.2
  • Growth: 0.18
  • Current EPS (TTM): $52.46
  • P/E: 27
  • Future EPS Calc: $120.01
  • Future Stock Price Calc: $3240.42
  • Target stock price: $2012.04

[/s2If]
I hope that this makes you a Confident Investor.

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Company name Netflix, Inc.
Stock ticker NFLX
Live stock price [stckqut]NFLX[/stckqut]
P/E compared to competitors Good

MANAGEMENT EXECUTION

Employee productivity Good
Sales growth Good
EPS growth Good
P/E growth Good
EBIT growth Good

ANALYSIS

Confident Investor Rating Good
Target stock price (TWCA growth scenario) $147.99
Target stock price (averages with growth) $163.68
Target stock price (averages with no growth) $74.46
Target stock price (manual assumptions) $148.32

The following company description is from Google Finance: http://www.google.com/finance?q=nflx

Netflix, Inc. (Netflix) is a provider of Internet television network. The Company’s members can watch original series, documentaries and feature films in Internet-connected screen. The Company has three operating segments: Domestic streaming, International streaming and Domestic DVD. The Domestic and International streaming segments derive revenues from monthly membership fees for services consisting of streaming content. The Domestic DVD segment derives revenues from monthly membership fees for services consisting of digital video disc (DVD)-by-mail. The Company’s members can watch television shows and movies directly on their televisions, computers and mobile devices. The Company offers streaming service both domestically and internationally. Its members can play, pause and resume watching, without commercials or commitments. Additionally, in the United States, the Company’s members can receive DVDs to their homes.

 

Confident Investor comments: At this price and at this time, I think that a Confident Investor can confidently invest in Netflix, Inc.

If you would like to understand how to evaluate companies like I do on this site, please read my book, The Confident Investor. You can review the best companies that I have found (and I probably invest my own money in most of these companies) in my Watch List.

How was this analysis of Netflix, Inc. calculated?

For owners of my book, “The Confident Investor” I offer the following analysis (you must be logged in to this site as a book owner in order to see the following analysis). If you have registered and cannot see the balance of this article, make sure you are logged in and refresh your browser.
[s2If current_user_can(access_s2member_level1)]

In order to assist you in using the techniques of this book, the values that I used when calculating the Manual pricing above were:

  • Stock price at the time of the calculation: $96.37
  • Growth: 0.2
  • Current EPS (TTM): $0.32
  • P/E: 300
  • Future EPS Calc: $0.79
  • Future Stock Price Calc: $238.87
  • Target stock price: $148.32

[/s2If]
I hope that this makes you a Confident Investor.