InvenSense (INVN) Message Board

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Technology Stocks : InvenSense (INVN)

INVN 20.80

+0.4%

Oct 30 5:00 PM EST

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To: Taylor Mill who wrote (293)	9/8/2014 8:40:20 PM
From: Elroy	Read Replies (1) of 351

Act revs for FY 2103 were $208.6 mm; actual revs for FY 2013 were $252.5 mm Estimated FY2015 i.e. next March is $391.9 mm; estimated FY 2016 is $477.7 I'm guessing your 2nd 2013 is supposed to be 2014. If so, then the INVN revenue growth is way better than SIMO's revenue growth. $250m -> $390m is phenomenal, so it's hard to put a "fair" multiple on that growth. Does INVN give guidance, or where do these estimates come from? Still, the current INVN valuation is about $2.2 billion, so if FY 2016 is expected to be about $500m, the price to sales of revenues TWO YEARS FROM NOW is more than 4x. That's a bit nutso for a stock with 45% gross margins.

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