Steve et al, Some fun FA!
All jesting aside, a long ago (six months or so), I came to realize
that FA relates to a company and TA relates to a stock, and that one
must recognize that we're buying the stock, and this thread contains
TA giants. That said, let's have some FA fun (recognizing that over
the long-term it's the FA that counts). Let's compare two of the tech
powerhouses MSFT and INTC. Why is it that INTC consistently comes up
on my FA, and, sadly, MSFT never does?
Let me first state that my FA is always a little behind, and this
exercise is done for the prices as of 3/31 (MSFT, 89.50; INTC, 78.06).
Further, I relate everything to a stock's current PE ratio and the
second column for each stock is related to the PE ratio at 3/31.
MSFT INTC
PE Ratio 60.1 18.4
Revenue Growth:
1 Year 31.0 .5 28.7 1.6
3 Year 34.7 .6 33.4 1.8
EPS Growth:
1 Year 53.8 .9 44.2 2.4
3 Year 40.9 .7 30.7 1.7
Return On Equity:
1 Year 30.3 .5 30.6 1.7
5 Year Average 29.2 .5 27.0 1.5
96 to 97 + +
PE - Previous 5 Yr Hi 49.1 32.5
What the Big Boys were
Doing in March 10/10 7/10
Number of Shares 21.2M 7.6M
Percentage (out) .9 .5
Projected Growth Rate 24.4 .4 20.3 1.1
Current Ratio 2.9 2.8
Free Cash Flow 4190M 5719M
Per Share 1.72 3.50
Revenues:
93 3753M 5844M
97 11358M 25070M
Factor 3.0x 4.3x
Earnings Per Share:
93 .39 .62
97 1.49 4.25
Factor 3.8x 4.3x
Market Cap 217916 127711
This is a little exercise to let all know what I do when I post these
little numbers of what my FA scoring system says.
Now then, fellow dudes, if you were going bet your future on one of
these two stocks, which would you choose? Good Night! I often wonder
whether it would be better to have Bill's addiction or my fascination
with numbers (I'll sleep on it).
Berney |
