Oct. 19 at 2:47 PM
Let's do some due diligence to not get scared here:
$OUST Revenue (ttm)
$125.85M (P/S Ratio 12.05, +26.37% growth)
$HSAI Revenue (ttm) ~
$349.37M (P/S Ratio 10.05, +36.51% growth)
These are literally the only viable lidar companies, aren't they? And
$HSAI is not only in constant patent disputes with
$OUST but also banned for (at least) military or security-relevant applications in the USA. People here sometimes say
$OUST “is the only viable pick for western lidar” and that appears to be true.
Obviously I understand those companies are “valued differently based on their potential”, but in what world are companies like
$AEVA worth a P/S ratio of 64.81 (at least on a rebound but still with bad margins) or
$LIDR P/S ratio of 156.77 on flatlined revenue, dilution, and bad margins (this one is truly ridiculous)?
I was surprised by
$LAZR as I picked them to be the “winner takes (almost) all” in 2020, but the market already priced them for certain death because of their margins and cash burn.
