Everything on Valuation

Apple's EV/FCF multiple stands at 28, making it the most attractively valued tech giant compared to peers like Broadcom, TSMC, and hyperscalers.

Impact: Current multiples suggest Apple offers superior risk-adjusted value entry points relative to the broader technology sector.

— from Tim Cook's Exit: Apple's Legacy and Hydrogen Investment Risks · Asset Class· Apr 23, 2026

A conservative valuation model suggests Nubank could reach a $150 billion market cap by 2030 based on projected $10 billion net profits.

Impact: Quantifies the potential upside for investors holding the stock at current $70 billion valuations.

— from Nubank Investment Analysis: Growth, Risks, and Valuation · OHNE AKTIEN WIRD SCHWER - Tägliche Börsen-News· Apr 04, 2026