[心得] 廣達2025年合理股價是136
廣達的2025年的合理股價是136
。
好,來講怎麼算的
首先是美超微
https://www.104.com.tw/company/5uisvbc
根據104 : 「美超微是全球高效能、高效率伺服器科技與創新的領導廠商,亦是全球專門針對 HPC、資料運算中心、雲端運算、企業 IT、Hadoop / 巨量資料處理及嵌入式系統從最完整到最精簡化綠能運算解決方案的先驅。」
也就是說呢
美超微的server 比重應該是100%
美超微就是一間專門作server的公司
https://www.money.com.tw/invest/article/684023
廣達的營收比重裡面,伺服器佔了32%
。
根據google
美超微本益比是 : 21.8
廣達本益比是 : 25.04
也就是說,就算廣達的本益比跟美超微一樣,股價應該也要是 224 /25.04 x 21.8 = 195才合理
但是195顯然還是非常的高估廣達
為什麼呢???
因為美超微伺服器的佔比是100%
廣達只有32%
32%跟100%差很多,所以廣達很明顯跟美超微不是同一個等級
假設伺服器2間公司都成長的一樣
美超微成長100%,廣達只成長32%
美超微成長50%,廣達只成長16%
美超微成長25%,廣達只成長8%
。
因此,股價再打個7折比較合理
195 x 0.7 = 136
所以廣達2025年合理股價136就是這樣算出來的
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