Micron Current PE Ratio: 10.2 Net Profit Margin: 68% Y/Y Revenue Growth: 346% SanDisk Current PE Ratio: 10 Net Profit Margin: 77% Y/Y Revenue Growth: 372% SK Hynix Current PE Ratio: 5.3 Net Profit Margin: 73% Y/Y Revenue Growth: 257% Nomura just estimated the Memory Market will grow from $1 Trillion Today to $3.6 Trillion by 2030. This is high growth, deep value in my opinion. Which one of the above is your favorite?
Tim McCarthy@tmccart1 · 10dEdited
Those P/E ratios are insanely low!
solomon @ambessa · 9d
I haven't jumped into the memory euphoria yet. I'm wondering if I can still catch the memory wagon and ride the continued rise going forward. The massive growth gave me pause, but your numbers are surprising. One question: did you arrive at them by forecasting forward from the latest quarter into the coming months?
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