Aug. 7 at 1:24 AM
What happens if
$SPCX becomes wildly successful?
Imagine SpaceX grows revenue from roughly a
$30B annual run rate to
$200B+ by 2030 and generates
$30B in annual profits.
That would be an incredible achievement.
But the valuation question matters.
Today:
$META generates
$200B+ revenue and ~
$75B profits, valued around
$1.5T (~20x earnings).
$GOOGL and
$AMZN trade around ~27x earnings.
$AAPL trades around ~37x earnings.
Even giving
$SPCX a generous 40x earnings multiple:
40 ×
$30B =
$1.2T valuation
At that level, the upside from today’s valuation would still depend heavily on execution, dilution, and market expectations.
The lesson:
A great company does not automatically mean a great investment at any price.
Growth, profitability, and valuation all matter.
The future of SpaceX is exciting, but investors should always analyze the numbers behind the story.