SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends
Nasdaq 100 Analysis
An SI Board Since September 2001
Posts SubjectMarks Bans
238 71 0
Emcee:  Steve Lee Type:  Moderated
This thread looks at valuation data for components of the Nasdaq 100 index.
The table in the header post is updated regularly with forward PE and forward PS ratios.

Here are the figures for the top 70 weighted NDX stocks as of 06/14/2002


Ticker Price PE PS E-Gro S-Gro A-Gro

MSFT 55.25 30.19 9.83 0% 10% 16%
INTC 21.28 27.64 5.06 48% 6% 18%
CSCO 14.30 28.04 5.04 96% 12% 25%
QCOM 29.91 30.21 7.48 15% 16% 25%
DELL 25.72 32.15 1.90 23% 14% 15%
AMGN 40.18 27.15 7.80 21% 28% 18%
MXIM 43.12 44.92 11.47 22% 15% 25%
ORCL 8.57 19.48 4.68 2% 0% 20%
AMAT 19.83 42.19 5.76 309% 20% 22%
IMNX 21.72 70.06 8.61 7% 33% 37%

CEFT 31.00 38.75 6.97 27% 27% 30%
LLTC 33.75 43.27 17.35 11% 8% 25%
XLNX 28.40 47.33 7.94 107% 21% 25%
BBBY 34.19 37.57 2.75 23% 23% 25%
SBUX 23.64 40.07 2.62 16% 18% 24%
PAYX 32.95 40.68 11.75 11% 12% 20%
INTU 44.07 31.71 6.01 24% 5% 25%
KLAC 48.45 41.77 5.74 -24% - 9% 25%
CMCSK 25.61 28.14 2.09 191% 15% 14%
EBAY 59.04 71.13 13.55 48% 45% 54%

AAPL 20.10 29.13 1.05 21% 17% 10%
CTAS 48.53 32.35 3.35 12% 10% 18%
SEBL 14.86 28.58 2.08 11% 14% 30%
BMET 26.33 25.81 5.50 15% 11% 15%
USAI 25.30 53.83 2.28 688% -16% 20%
FISV 39.43 27.77 2.97 25% 22% 19%
CHIR 34.89 27.91 4.85 26% 18% 20%
SUNW 6.14 55.82 1.43 320% 6% 18%
COST 39.78 25.34 0.44 18% 12% 15%
VRTS 22.64 34.83 5.32 5% 17% 32%

PSFT 18.20 29.84 2.85 0% - 3% 23%
ALTR 16.62 53.61 7.79 41% 14% 27%
BGEN 42.42 25.10 5.11 -12% 13% 15%
ERTS 62.31 35.20 4.27 119% 24% 25%
ADBE 31.37 30.16 5.87 0% 10% 20%
MEDI 29.05 44.69 9.19 0% 12% 25%
GENZ 26.75 17.37 4.72 40% - 3% 22%
GILD 32.93 182.94 14.29 136% 76% 45%
IDPH 35.13 34.78 12.02 58% 51% 37%
SPLS 19.83 21.55 0.80 33% 7% 17%

FLEX 9.54 14.24 0.35 8% 6% 28%
NVLS 35.97 44.96 5.18 8% - 4% 24%
APOL 35.22 40.95 5.38 25% 29% 18%
DISH 22.68 36.58 2.10 410% 22% 20%
PCAR 39.77 12.67 0.50 38% 2% 11%
SANM 7.85 31.40 0.34 56% 148% 28%
NVDA 28.18 15.07 1.72 36% 39% 28%
SPOT 23.69 57.78 4.33 52% - 6% 21%
MCHP 29.25 45.00 8.58 41% 19% 25%
SYMC 30.75 21.50 3.64 10% 12% 20%

BRCD 19.77 47.07 6.88 100% 38% 40%
NTAP 13.19 62.81 4.51 91% 22% 30%
AMZN 16.82 -420.50 1.53 83% 26% 40%
CDWC 45.75 22.00 0.87 9% 14% 25%
JDSU 2.75 -137.50 4.35 67% -35% 25%
YHOO 15.96 133.00 9.69 71% 34% 31%
QLGC 43.94 44.84 9.99 20% 17% 30%
DLTR 37.51 27.38 1.73 27% 18% 21%
NXTL 4.48 - 4.11 0.41 41% 9% 26%
BRCM 19.56 -489.00 4.24 93% 39% 38%

MLNM 11.50 - 16.67 7.24 8% 69% 21%
BEAS 10.22 28.39 3.95 24% 11% 32%
CHKP 15.19 13.94 7.69 - 7% - 2% 23%
GMST 7.22 11.28 2.19 163% 5% 32%
SSCC 16.31 26.31 0.47 114% 4% 8%
ESRX 54.41 22.21 0.32 39% 35% 25%
MOLX 33.56 53.27 3.57 7% 3% 14%
TMPW 23.80 23.56 2.24 - 4% -10% 30%
ADCT 2.59 - 32.38 1.63 62% -17% 18%
RFMD 9.00 47.37 3.16 infin 29% 29%

PE = Price:Earnings ratio at end of 1st calendar quarter 2003
PS = Price:Sales ratio at end of 1st calendar quarter 2003
E-Gro = Earnings growth for yr ended 1st calendar quarter 2003 compared to prior yr
S-Gro = Sales growth for yr ended 1st calendar quarter 2003 compared to prior yr
A-Gro = Concensus analyst estimate for 5 yr earnings growth rate


All figures are derived from published analyst pro forma estimates
I have made no attempt to adjust the figures with my own views or expectations
This table is prepared by a human being so may contain errors

Please post any errors or corrections here or email them to me at lee_steve@hotmail.com
Previous 25 | Next 25 | View Recent | Post Message
Go to reply# or date (mm/dd/yy):
ReplyMessage PreviewFromRecsPosted
238Good to see you back posting. <B> From: Steve Lee 2/25/2005 6:34:49 PM Kirk ©-2/26/2005
237Weighted ave forward P/E of NDX100 components as of today's close is: 29.65Steve Lee-2/25/2005
236Apologies to everyone for not keeping the valuation data current. It is a fairlySteve Lee-10/21/2002
235That is truly a classic post IMO. TSTheStockStalker-7/21/2002
234Hey Steve, looking forward to your update on the Nasdaq 100 valuation given thatdavidk555-7/20/2002
233Yes. I will only be making updates weekly or so from now on. It seems to me thatSteve Lee-6/26/2002
232Steve, our analysis might come to naught, since..to put it charitably...we'rSavant-6/26/2002
231The weigh (pun intended) I will do it is: numerator= sum of weightxgrowth for aSteve Lee-6/21/2002
230Steve, this might be an accurate weighted PEG formula, double check, not certainSavant-6/21/2002
229Valuation of NDX 100 index using weighted average of top 70 components: CurrentSteve Lee-6/21/2002
228Thanks for the consideration, I'm not *lazy*, but...since you're doing aSavant-6/17/2002
227Would be an interesting exercise. I'll have a look at doing it this week. ReSteve Lee-6/17/2002
226Steve, would it be possible for your table to calculate the weighted average E-GSavant-6/17/2002
225Valuation of NDX 100 index using weighted average of top 70 components: CurrentSteve Lee-6/17/2002
224CALPERS to weigh in on expensing of stock options Monday.. Image (earnings) is nsumir81-6/17/2002
223Valuation of NDX 100 index using weighted average of top 70 components: CurrentSteve Lee-6/14/2002
222Table in header post updated with Monday's closing prices.Steve Lee-6/14/2002
221Valuation of NDX 100 index using weighted average of top 70 components: CurrentSteve Lee-6/13/2002
220Still expensive...Softechie-6/13/2002
219Valuation of NDX 100 index using weighted average of top 70 components: CurrentSteve Lee-6/12/2002
218Valuation of NDX 100 index using weighted average of top 70 components: CurrentSteve Lee-6/11/2002
217Table in header post updated with Tuesday's closing prices.Steve Lee-6/11/2002
216Valuation of NDX 100 index using weighted average of top 70 components: CurrentSteve Lee-6/10/2002
215Table in header post updated with Monday's closing prices.Steve Lee-6/10/2002
214Valuation of NDX 100 index using weighted average of top 70 components: CurrentSteve Lee-6/9/2002
Previous 25 | Next 25 | View Recent | Post Message
Go to reply# or date (mm/dd/yy):