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Technology Stocks : CheckFree Holdings Corp. (CKFR), the next Dell, Intel?
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To: Spots who wrote (4177)4/1/1999 8:53:00 AM
From: Sam Biller  Read Replies (3) of 20297
 
Spots,

In your honor, I have added a valuation comparison chart to my CheckFree summary chart. Maybe if you look at the numbers, you'll see the fundamental value in CheckFree as compared to other stocks doing business on the internet.

------------------------------
Analysts Consensus Summary
Strong Buy: 3
Buy/Outperform: 10
Hold: 2
Unknown: 1
-------------------------
Total: 16

# Firm Last Date Target Comment Analyst

---Strong Buys---
1. US Bancorp Piper Jaffray 03/09/99 $53 Steve Franco
2. JC Bradford & Co 03/09/99 $55 Bob Bolen
3. Pacific Crest 03/31/99 $61

---Buy/Outperform---
1. BancBoston Robertson Stephens 01/27/99 $?? Upgrade Gary Craft
2. BT Alex Brown 03/09/99 $?? Cato Carpenter
3. ING Baring Furman Selz LLC 02/25/99 $?? Brian Maimone
4. Hambrecht & Quist LLC 03/??/99 $?? Genne Combes
5. JP Morgan Securities 03/29/99 $50 Rai Archibold
6. Legg Mason Wood Walker Inc 03/09/99 $42 Upgrade Pawan Malhotra
7. Fifth Third/The Ohio Company 12/09/97 $45-50 Mark Koprucki
8. Wheat First Union 03/09/99 $43 Downgrade Charles Wittmann
9. ABN AMRO Bank 03/05/99 $50 Jackson Spears
10. Deutsch Bank 03/09/99 $70 Started James Marks

---Hold/Neutral---
1. Lehman Brothers Inc 03/04/99 $15 Downgrade Patrick Burton
2. Salomon Smith Barney 01/28/99 $20 Richard Zandi

---Unknowns---
1. Williams Capital Group ??/??/?? $?? Michael Chung

Valuation Comparison, As of 3/25/99
First Call First Call IBES 1999E LTM Financial
Price Mkt Val Mean EPS Mean P/E Mean% P/E to Sales P/S
Tkr 3/25 ($MM) C99E C00E C99E C00E Growth Growth ($MM) Ratio
CKFR 41 2,079 0.29 0.46 138 88 43 3.3 242 9.1
AOL 127 116,380 0.43 0.64 296 197 52 5.7 3,305 33.9
YHOO 179 41,974 0.39 0.49 464 369 60 7.8 203 197.3
EGRP 57 6,409 (0.16) 0.24 - 235 40 - 320 16.2
INKT 75 3,589 (0.38)(0.11) - - 75 - 29 93.3

---Revision History---
4/1/99 - Added Valuation & Financial Statistics Comparison Table
3/31/99 - Coverage Initiated by Pacific Crest at Strong Buy
3/29/99 - JP Morgan Analysts notes - reiterates buy w/ price target of $50
3/19/99 - Added Piper Jaffrey price target from Business Week article
3/16/99 - Added Analyst name to list
3/13/99 - Moved JC Bradford from Buy to Strong Buy due to incorrect Zacks information

---Open Questions---
1. Need information on the Williams Capital Group report.
2. Looking to fill in Question Marks.

Please post the information on SI, Yahoo or e-mail to sbiller@iname.com

Regards,

Sam
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