InvenSense (INVN) Message Board

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Technology Stocks : InvenSense (INVN)

INVN 20.80

+0.4%

Oct 30 4:00 PM EDT

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To: Taylor Mill who wrote (290)	9/5/2014 10:33:38 PM
From: Elroy	Read Replies (1) of 351

At some point the math matters and the math does not hold up well for INVN right now. This was my point about valuation. There appear to be INVN bulls here, can they share their valuation analysis that says at current prices INUV is a good investment? I brought up SIMO as a relative comparison, because on most metrics (gross margins, cash as percent of market cap, current profitability) it appears to be a better investment than INVN .... AND, it is less expensive by half on a valuation basis. With SIMO's recent jump in share price from $16 to $28 I've become concerned about it's valuation, but it cheers me up when I see insanely valued stocks like INVN because that means perhaps there's more room in the multiple expansion upside for SIMO. But for INVN holders, what stocks do you look at and say "perhaps INVN can expand it's valuation and reach a crazy multiple like they have", are there any?? That's also why I'm wondering about the forecast for INVN revenue growth. If INVN is expected to triple revenues in the next three years, then sure, the high valuation may be reasonable. What are the expectations for INVN's revenues in 2014 and 2015?

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