In this analysis we focus on 3 interesting companies. 2 of these are popular social networks (Twitter and Snapchat) and the third is Roku Inc (ROKU), a high-growth streaming TV company. The analysis will focus on the key data of the 3 companies to understand the historical trend and expectations for the future.
The key data you need to know about the companies covered by this analysis are represented by a “BullDude’s Card”, which is a single image that contains key data that answers the following questions:
- Is the company’s business growing by increasing the main key business data?
- Are the main business margins improving making the company more efficient?
- Will Revenue and Net Income grow in the coming months?
- Has the company’s value been growing more than the market index in recent months?
In addition, the key data are grouped within the SUMMARY in the following section, which is useful for showing them for all the companies covered by this analysis in order to facilitate comparison.
*click here for the description of the metrics in Italian.
Unlike the next section where you find an in-depth analysis on the individual companies covered by this analysis, in this section you will find the key data you need to know about all the companies in the same place, in order to make the comparison easier.
This summary is divided into 2 parts: Performance and Financials
PART 1 – Performance
The objective of this first part of the summary is to understand whether the companies covered here have grown in the last 12 months and since the beginning of the year (YTD, Year-To-Date). In addition, you will find information on the trend of the stock price in the short, medium and long term. In conclusion, you will find a section that shows the performance of a $ 10,000 simulated investment made 12 months ago in each company against the market index chosen as the benchmark.
PART 2 – Financials
The objective of this second part of the summary is to focus attention on the key business data of the companies in recent years and on expectations of future growth. In particular, the focus is on: the ability to increase the size of the business (by increasing Revenue); ability to produce continuously improving operating income (increasing EBITDA); ability to produce a net profit at the end of the year after all costs incurred (positive and growing Net Income).
Furthermore, the focus is on the ability of companies to improve business efficiency, increasing the main business margins, especially what concerns the operational part that is not affected by financial and fiscal costs (positive and growing EBITDA margin).
For an in-depth analysis on the financials of the last 5 years of all the companies covered here, in the next section, you will find intuitive graphs that show the trend year after year.
*Data in Millions of USD
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