Predictions
Microsoft Corp.
Start price
Target price
Perf. (%)
€225.30
28.06.21
28.06.21
€300.00
28.06.22
28.06.22
11.16%
28.06.22
28.06.22
Could be very worthwhile Investment >20% year
Very capable Management
Good culture
Innovative
Microsoft Corp.
Start price
Target price
Perf. (%)
€223.05
24.06.21
24.06.21
€250.00
24.06.22
24.06.22
16.69%
20.08.21
20.08.21
Could be worthwhile Investment >10% per year
Revenue growth >5% per year expected
Standard Investments for future growth
Good culture
Paypal Holdings Inc
Start price
Target price
Perf. (%)
€233.65
17.06.21
17.06.21
€250.00
17.06.22
17.06.22
-70.04%
18.06.22
18.06.22
Could be very worthwhile Investment >20% year
EBIT growth > 30% per year expected
Rising EBIT margin expected
Fair valuation
Paycom Software
Start price
Target price
Perf. (%)
€282.90
14.06.21
14.06.21
€400.00
14.06.22
14.06.22
41.75%
20.08.21
20.08.21
Could be worthwhile Investment >10% per year
Future proof or reliable business model
Capable Management
Small cyclical dependencies
Twitter Inc.
Start price
Target price
Perf. (%)
€47.71
29.05.21
29.05.21
-
29.05.22
29.05.22
-17.57%
21.12.21
21.12.21
Revenue growth >5% per year expected
Stable Large shareholder and/or long term investor
Very low/no dividend yield expected
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
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
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
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
Meta Platforms Inc.
Start price
Target price
Perf. (%)
€257.00
17.04.21
17.04.21
€500.00
17.04.22
17.04.22
14.18%
18.12.21
18.12.21
Well known brand
Very Future proof/growth oriented business model
Market Leader or Top 3
Microsoft Corp.
Start price
Target price
Perf. (%)
€210.50
02.04.21
02.04.21
€273.00
02.04.23
02.04.23
38.24%
03.12.21
03.12.21
Could be very worthwhile Investment >20% year
Microsoft Corp.
Start price
Target price
Perf. (%)
€199.10
30.03.21
30.03.21
€250.00
30.03.22
30.03.22
42.64%
30.03.22
30.03.22
Meta Platforms Inc.
Start price
Target price
Perf. (%)
€247.55
30.03.21
30.03.21
€35.00
30.03.22
30.03.22
-16.04%
30.03.22
30.03.22
Adobe Inc.
Start price
Target price
Perf. (%)
€383.60
24.03.21
24.03.21
-
24.05.26
24.05.26
0.63%
28.04.22
28.04.22
Could be worthwhile Investment >10% per year
Very valuable balance sheet
ROE higher than 15% per year
Normal challenges to pay loans and raise capital
Paypal Holdings Inc
Start price
Target price
Perf. (%)
€205.25
21.03.21
21.03.21
€108.00
21.03.22
21.03.22
-49.00%
22.03.22
22.03.22
Could be worthwhile Investment >10% per year
Higher EBIT margin than peer group
Good rating
Low dividend yield expected
Autodesk Inc.
Start price
Target price
Perf. (%)
€216.70
09.03.21
09.03.21
€200.00
09.06.21
09.06.21
5.65%
09.06.21
09.06.21
EBIT growth >5% per year expected
Growths faster than the competition
Probably not worthwhile Investment
Very low/no dividend yield expected
Oracle Corp.
Start price
Target price
Perf. (%)
€61.39
09.03.21
09.03.21
€52.00
09.03.22
09.03.22
12.25%
10.03.22
10.03.22
Probably not worthwhile Investment
Low dividend yield expected
High valuation
Little innovation
Paypal Holdings Inc
Start price
Target price
Perf. (%)
€214.10
23.02.21
23.02.21
-
23.02.22
23.02.22
15.16%
29.06.21
29.06.21
Could be very worthwhile Investment >20% year
Top 10 in its market
Future proof or reliable business model
Microsoft Corp.
Start price
Target price
Perf. (%)
€198.38
21.02.21
21.02.21
€220.00
21.02.22
21.02.22
28.54%
21.02.22
21.02.22
Could be worthwhile Investment >10% per year
Meta Platforms Inc.
Start price
Target price
Perf. (%)
€226.00
16.02.21
16.02.21
€250.00
4.09%
17.03.21
17.03.21
Market Leader or Top 3
Well known brand
Very Future proof/growth oriented business model
Revenue growth >5% per year expected