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via finance.yahoo.comMarkets

Wall Street is very bearish on hyperscalers: Costco and Walmart trade at higher multiples

FROM THE WIRE · FINANCE.YAHOO.COM

Ho-hum Costco (COST) and Walmart (WMT) are trading on fatter PE ratios than every single major high-growth hyperscaler: Microsoft (MSFT), Amazon (AMZN), Alphabet (GOOG), Meta (META) and Oracle (ORCL). Looking to get a sense of how bearish Wall Street has quickly gotten on the AI…

Read at the source ↗
MARKET IMPACTNEUTRAL✦ News Impact agent estimateTone: expected bearishA valuation comparison between high-growth hyperscalers and defensive stocks suggests cautious sentiment on the AI trade.AI-generated summary
✦ IN BRIEF · AIAI-generated summary
  1. 01Hyperscalers with average 21% revenue growth trade at an average forward P/E of 20.7x, according to S&P Global Market Intelligence.
  2. 02Costco and Walmart trade on forward P/E ratios of 44x and 41x, respectively.
  3. 03According to S&P, the market is paying more for slower growers than for companies expected to benefit from the AI boom.
NEWS IMPACT AND MARKET REACTIONChange since the story · reference
Microsoft CorporationMSFTStock—Stale quoteNegative Amazon.com, Inc.AMZNStock—Stale quoteNegative Alphabet Inc.GOOGLStock—Stale quoteNegative Meta Platforms, Inc.METAStock—Stale quoteNegative Oracle CorporationORCLStock—Stale quoteNegative Costco Wholesale CorporationCOSTStock—Stale quoteNeutral
Impact and summary are estimates by the News Impact AI agent, not financial advice.Open in Markets

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