/biz/ - Business & Finance

Anonymous Sat, Dec 12, 2020 15:16:19 No.24760135 [View]
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Can someone explain to me how TAM should affect the pricing of an stock? Just look at LAZR/VLDR and MAXR/SPCE.

Automotive LIDAR market should be around 5b in 2024, if not more. However, Velodyne has a marketcap of 3 billion while LAZR has one of 10 billion. Both have relatively low revenue, 101m projected for VLDR and 0? for LAZR. Both companies are valued based on future TAM but does 6b market justify the evaluations? LAZR is out of the question but what about Velodyne, if they're expected to capture 20% of the market does it mean stock's cheap now?

And what about MAXR/SPCE? It's the same deal with MAXR having PE of 6 and SPCE having zero revenue.

Does TAM justify such high prices?

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/biz/ - Business & Finance

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