Google has displayed strong EPS growth of 33% over the last two years despite the lack of growth in share price. Even if we assume a slower growth rate of 15% compared to the 22% seen now, the stock will still rise by around 15% over the 5 year horizon, outpacing market yields.
Costco
Share prices have fell by around 7% after earnings despite the strong report. Revenue growth outpaced market expectations; membership signups increasing by 1 million over the last quarter, a trend that can be observed over the last few years. The valuation is on the high side at the moment, but Costco proves to be a predictable, high quality company.
ASML
The fundamentals of this company only continues to get better while it goes through a sell-off, decreasing from its all time high of around $1000 to $725 now. Whilst the company remains heavily affected by geopolitical tensions, I believe it will reach a valuation of over $1000 on the assumption that it deliverers 15+% EPS growth annually.
Microsoft
This company consistently delivers 10-15% growth in EPS annually. Microsoft is diversified globally both geographically and in its product range, so I assume it will grow at a rate of 10% annually. I believe this is a good company that will outgrow the market.






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