No. of Recommendations: 4
Indeed. Even having a very rough idea of where the value sits is a lot better than no idea. So, a rough idea:
I think they can get to $350B in revenue, so a 6x multiplier on that would be $2.1T in market valuation - roughly 13% higher than current levels.
EPS might be $8.75 / share, a 20x multiplier on that is $175 / share; roughly 16% higher than current levels.
Nice but not table pounding value... I would put 6x and 20x as the lower-midpoint on the valuation multipliers; probably more upside than downside from those levels.
tecmo
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