Predictions
Danaher Corp.
Start price
Target price
Perf. (%)
€207.90
24.05.21
24.05.21
-
24.05.22
24.05.22
35.74%
13.12.21
13.12.21
EBIT growth >5% per year expected
Revenue growth >5% per year expected
Increased challenges to pay loans and raise capital
Paypal Holdings Inc
Start price
Target price
Perf. (%)
€201.80
18.05.21
18.05.21
€270.00
10.11.22
10.11.22
-55.65%
23.09.22
23.09.22
Could be worthwhile Investment >10% per year
Top 10 in its market
Known brand
Future proof or reliable business model
Microsoft Corp.
Start price
Target price
Perf. (%)
€202.05
17.05.21
17.05.21
€210.00
17.05.22
17.05.22
24.35%
17.05.22
17.05.22
Could be worthwhile Investment >10% per year
American Tower Corp.
Start price
Target price
Perf. (%)
€212.20
02.05.21
02.05.21
€218.00
02.05.22
02.05.22
6.88%
03.05.22
03.05.22
Could be worthwhile Investment >10% per year
Altria Group Inc.
Start price
Target price
Perf. (%)
€39.70
02.05.21
02.05.21
-
02.05.22
02.05.22
33.27%
03.05.22
03.05.22
Could be worthwhile Investment >10% per year
Meta Platforms Inc.
Start price
Target price
Perf. (%)
€270.55
02.05.21
02.05.21
€250.00
02.12.21
02.12.21
2.57%
02.12.21
02.12.21
High dividend yield expected
Probably not worthwhile Investment
High valuation
O'Reilly Automotive Inc.
Start price
Target price
Perf. (%)
€461.10
02.05.21
02.05.21
€465.00
02.05.22
02.05.22
25.33%
02.05.22
02.05.22
Could be worthwhile Investment >10% per year
Willis Towers Watson plc
Start price
Target price
Perf. (%)
€218.00
02.05.21
02.05.21
€210.00
02.05.22
02.05.22
-6.42%
02.05.22
02.05.22
Could be worthwhile Investment >10% per year
Humana Inc.
Start price
Target price
Perf. (%)
€370.00
01.05.21
01.05.21
-
01.05.22
01.05.22
-5.65%
02.09.21
02.09.21
Could be worthwhile Investment >10% per year
Differentiated customer and product portfolio
Higher risks for its business
Centene Corp.
Start price
Target price
Perf. (%)
€51.00
01.05.21
01.05.21
€56.00
01.05.22
01.05.22
50.31%
02.05.22
02.05.22
Could be worthwhile Investment >10% per year
Autozone Inc.
Start price
Target price
Perf. (%)
€1,218.0
30.04.21
30.04.21
-
30.04.22
30.04.22
24.38%
18.10.21
18.10.21
Revenue growth >5% per year expected
EBIT growth >5% per year expected
Very low/no dividend yield expected
Abiomed Inc.
Start price
Target price
Perf. (%)
€266.60
29.04.21
29.04.21
€245.00
29.04.22
29.04.22
-10.43%
07.06.21
07.06.21
Could be worthwhile Investment >10% per year
Ford Motor Co.
Start price
Target price
Perf. (%)
€9.95
29.04.21
29.04.21
€7.00
29.04.22
29.04.22
27.86%
28.06.21
28.06.21
Fair valuation
Sustainability is important
Innovative
Growths slower than the competition
Meta Platforms Inc.
Start price
Target price
Perf. (%)
€271.00
29.04.21
29.04.21
€300.00
29.04.22
29.04.22
8.36%
29.06.21
29.06.21
Market Leader or Top 3
Well known brand
Very Future proof/growth oriented business model
Revenue growth >5% per year expected
NVIDIA Corp.
Start price
Target price
Perf. (%)
€127.25
27.04.21
27.04.21
-
27.04.22
27.04.22
35.25%
02.07.21
02.07.21
Revenue growth >5% per year expected
EBIT growth >5% per year expected
Small challenges to pay loans and raise capital
ROE higher than 15% per year
Advanced Micro Devices Inc.
Start price
Target price
Perf. (%)
€71.27
27.04.21
27.04.21
€80.00
27.04.22
27.04.22
9.54%
01.07.21
01.07.21
Could be worthwhile Investment >10% per year
Top 10 in its market
Small cyclical dependencies
Future proof or reliable business model
Adobe Inc.
Start price
Target price
Perf. (%)
€421.20
22.04.21
22.04.21
-
22.04.22
22.04.22
30.79%
28.10.21
28.10.21
Higher EBIT margin than peer group
Revenue growth >5% per year expected
EBIT growth >5% per year expected
Very low/no dividend yield expected
Moodys Corp.
Start price
Target price
Perf. (%)
€271.50
21.04.21
21.04.21
€285.00
21.04.22
21.04.22
11.93%
22.04.22
22.04.22
Could be worthwhile Investment >10% per year
Hewlett Packard Enterprise Co
Start price
Target price
Perf. (%)
€13.27
19.04.21
19.04.21
-
19.04.22
19.04.22
12.97%
20.04.22
20.04.22
Top 10 in its market
Well known brand
Revenue decline/stagnation expected
EBIT decline/stagnation expected
Texas Instruments Inc.
Start price
Target price
Perf. (%)
€161.58
18.04.21
18.04.21
-
18.04.22
18.04.22
-1.03%
26.08.21
26.08.21
Fair valuation
Revenue decline/stagnation expected