Predictions
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
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
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
Home Depot Inc.
Start price
Target price
Perf. (%)
€273.90
16.04.21
16.04.21
€285.00
16.04.22
16.04.22
2.37%
17.04.22
17.04.22
Could be worthwhile Investment >10% per year
Home Depot Inc.
Start price
Target price
Perf. (%)
€267.70
06.04.21
06.04.21
€170.00
06.04.22
06.04.22
1.98%
07.04.22
07.04.22
Known brand
Probably not worthwhile Investment
Low dividend yield expected
High valuation
Amazon.com Inc.
Start price
Target price
Perf. (%)
€128.45
19.03.21
19.03.21
-
19.03.22
19.03.22
0.10%
19.03.21
19.03.21
Risky Investment
TJX Companies Inc.
Start price
Target price
Perf. (%)
€54.76
02.03.21
02.03.21
-
02.03.22
02.03.22
6.25%
13.09.21
13.09.21
Revenue growth >5% per year expected
Probably not worthwhile Investment
Carnival plc
Start price
Target price
Perf. (%)
€18.10
22.02.21
22.02.21
-
22.02.22
22.02.22
4.14%
24.03.21
24.03.21
Could be very worthwhile Investment >20% year
Revenue growth >5% per year expected
EBIT growth >5% per year expected
Higher EBIT margin than peer group
Copart Inc.
Start price
Target price
Perf. (%)
€97.00
19.02.21
19.02.21
-
19.02.22
19.02.22
26.44%
29.08.21
29.08.21
Capable Management
Market Leader or Top 3
Revenue growth >5% per year expected
EBIT growth >5% per year expected
Nike Inc. B
Start price
Target price
Perf. (%)
€119.44
17.02.21
17.02.21
-
17.02.22
17.02.22
5.21%
18.02.22
18.02.22
Market Leader or Top 3
Well known brand
Capable Management
Revenue growth >5% per year expected
Walt Disney Co.
Start price
Target price
Perf. (%)
€159.48
12.02.21
12.02.21
€165.00
2.83%
24.02.21
24.02.21
EBIT growth > 30% per year expected
Undervalued
Very high dividend yield expected
Top Rating
Hanesbrands Inc.
Start price
Target price
Perf. (%)
€12.50
31.01.21
31.01.21
-
31.01.22
31.01.22
14.52%
01.02.22
01.02.22
Risky balance sheet
Increased challenges to pay loans and raise capital
News Corp. B
Start price
Target price
Perf. (%)
€15.40
28.01.21
28.01.21
-
28.01.22
28.01.22
36.36%
10.06.21
10.06.21
Low dividend yield expected
Revenue decline/stagnation expected
negative Cash Flow expected
Few uniques
Amazon.com Inc.
Start price
Target price
Perf. (%)
€135.88
28.01.21
28.01.21
€177.50
28.01.22
28.01.22
4.84%
09.08.21
09.08.21
Could be worthwhile Investment >10% per year
Market Leader or Top 3
Well known brand
Very Future proof/growth oriented business model
Cummins Inc.
Start price
Target price
Perf. (%)
€204.00
26.01.21
26.01.21
€225.00
26.01.22
26.01.22
12.75%
08.03.21
08.03.21
Could be worthwhile Investment >10% per year
Standard Investments for future growth
Innovative
Sustainability is important
MGM Resorts International
Start price
Target price
Perf. (%)
€24.60
13.01.21
13.01.21
-
13.01.22
13.01.22
37.34%
21.07.21
21.07.21
Undervalued
Revenue growth >5% per year expected
EBIT growth >5% per year expected
Future proof or reliable business model
Amazon.com Inc.
Start price
Target price
Perf. (%)
€128.48
13.01.21
13.01.21
-
2.57%
22.02.21
22.02.21
Market Leader or Top 3
Very Future proof/growth oriented business model
Could be worthwhile Investment >10% per year
Starbucks Corp.
Start price
Target price
Perf. (%)
€87.00
11.01.21
11.01.21
€99.00
11.01.22
11.01.22
23.33%
27.07.21
27.07.21
Could be worthwhile Investment >10% per year
Good culture
Future proof or reliable business model
Market Leader or Top 3
Leggett & Platt Inc.
Start price
Target price
Perf. (%)
€35.80
11.01.21
11.01.21
-
11.01.22
11.01.22
11.12%
18.10.21
18.10.21
EBIT growth >5% per year expected
High dividend yield expected
Revenue growth >5% per year expected
Carnival plc
Start price
Target price
Perf. (%)
€14.95
06.01.21
06.01.21
-
06.01.22
06.01.22
27.76%
14.05.21
14.05.21
Could be worthwhile Investment >10% per year
Future proof or reliable business model
Higher risks for its business
Significant cyclical dependencies
Home Depot Inc.
Start price
Target price
Perf. (%)
€215.95
05.01.21
05.01.21
€170.00
05.01.22
05.01.22
23.96%
06.04.21
06.04.21
Known brand
Probably not worthwhile Investment
Low dividend yield expected
High valuation
Autozone Inc.
Start price
Target price
Perf. (%)
€987.60
28.12.20
28.12.20
-
28.12.21
28.12.21
23.53%
28.04.21
28.04.21
Revenue growth >5% per year expected
EBIT growth >5% per year expected
Very low/no dividend yield expected