Feb. 14 at 3:07 PM
$NOW
Our investment club focuses primarily on commercial-stage biopharma. Someone we know was offered a job at NOW here in Boston & asked us to take a look as NOW's share price on a graph the last 12 months appears unnerving.
NOW is trading at half its 52 week high so, since we are by no means experts in traditional tech, we prepared the attached simple/high-level analysis versus 4 NOW peers in the same space with, more or less, the same prospects. Are the results as self-evident as they appear?
In comm'l-stage bio, projected sales generally are crucial to value. For a mature company like NOW, we would think cash flow, growth & of course R&D are meaningful for valuation. NOW generates the highest cash flow (v valuation) & analysts forecast growth rates competitive with these 4 peers.
Long story short, not only should our friend take the job but NOW also appears a decent investment for folks like us. Genuine pushback would be appreciated? We're only trying to learn
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