PETER LYNCH’S FAVORITE METRIC IS THE PEG RATIO

PETER LYNCH’S FAVORITE METRIC IS THE PEG RATIO

PEG < 1 usually means mispriced growth

PEG > 2 starts to push into the danger zone

Semiconductor multi-year PEG ratios:

• $Intel(INTC)$ ~3.2x

• $Applied Materials(AMAT)$ ~2.5x

• $KLA-Tencor(KLAC)$ ~2.5x

• $ARM Holdings(ARM)$ ~2.2x

• $Astera Labs, Inc.(ALAB)$ ~2.1x

• $Arista Networks(ANET)$ ~2.0x

• $Lam Research(LRCX)$ ~2.0x

• $Applied Optoelectronics(AAOI)$ ~1.6x

• $ASML Holding NV(ASML)$ ~1.6x

• $COHERENT(COHR)$ ~1.4x

• $Credo Technology Group Holding Ltd(CRDO)$ ~1.1x

• $NVIDIA(NVDA)$ ~0.9x

• $Taiwan Semiconductor Manufacturing(TSM)$ ~0.9x

• $Broadcom(AVGO)$ ~0.9x

• $Advanced Micro Devices(AMD)$ ~0.8x

• $SanDisk Corp.(SNDK)$ ~0.7x

• $ON Semiconductor(ON)$ ~0.7x

• $Marvell Technology(MRVL)$ ~0.6x

• $Lumentum(LITE)$ ~0.6x

• $Micron Technology(MU)$ ~0.2x

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AI Companies and Industry DIG

AI is a marathon, not a sprint, it's a mega trend. Please share you Insights or comments on companies or technologies of AI industry.

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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dakok
04-26 23:48
dakok
Great article, would you like to share it?

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Please share you Insights or comments on companies or technologies of AI industry.","image":"https://community-static.tradeup.com/news/4603961061b4e1f67cb838e908cb17bf"}],"images":[{"img":"https://community-static.tradeup.com/news/d419db8b74cc11c80f7c6e9294b632b5","width":"900","height":"355"},{"img":"https://community-static.tradeup.com/news/59c7e1e81ab952e9f6906006c98def18","width":"1080","height":"1350"}],"coverImages":[{"img":"https://community-static.tradeup.com/news/d419db8b74cc11c80f7c6e9294b632b5","width":"900","height":"355"}],"title":"PETER LYNCH’S FAVORITE METRIC IS THE PEG RATIO","html":"<html><head></head><body><p style=\"text-align: left;\">PETER LYNCH’S FAVORITE METRIC IS THE PEG RATIO</p>\n<p style=\"text-align: left;\">PEG &lt; 1 usually means mispriced growth</p>\n<p style=\"text-align: left;\">PEG &gt; 2 starts to push into the danger zone</p>\n<p style=\"text-align: left;\">Semiconductor multi-year PEG ratios:</p>\n<p style=\"text-align: left;\">• <a data-mention-id=\"INTC\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"Intel\" target=\"_blank\" href=\"https://ttm.financial/S/INTC\">$Intel(INTC)$</a> ~3.2x</p>\n<p style=\"text-align: left;\">• <a data-mention-id=\"AMAT\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"Applied Materials\" target=\"_blank\" href=\"https://ttm.financial/S/AMAT\">$Applied Materials(AMAT)$</a> ~2.5x</p>\n<p style=\"text-align: left;\">• <a data-mention-id=\"KLAC\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"KLA-Tencor\" target=\"_blank\" href=\"https://ttm.financial/S/KLAC\">$KLA-Tencor(KLAC)$</a> ~2.5x</p>\n<p style=\"text-align: left;\">• <a data-mention-id=\"ARM\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"ARM Holdings\" target=\"_blank\" href=\"https://ttm.financial/S/ARM\">$ARM Holdings(ARM)$</a> ~2.2x</p>\n<p style=\"text-align: left;\">• <a data-mention-id=\"ALAB\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"Astera Labs, Inc.\" target=\"_blank\" href=\"https://ttm.financial/S/ALAB\">$Astera Labs, Inc.(ALAB)$</a> ~2.1x</p>\n<p style=\"text-align: left;\">• <a data-mention-id=\"ANET\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"Arista Networks\" target=\"_blank\" href=\"https://ttm.financial/S/ANET\">$Arista Networks(ANET)$</a> ~2.0x</p>\n<p style=\"text-align: left;\">• <a data-mention-id=\"LRCX\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"Lam Research\" target=\"_blank\" href=\"https://ttm.financial/S/LRCX\">$Lam Research(LRCX)$</a> ~2.0x</p>\n<p style=\"text-align: left;\">• <a data-mention-id=\"AAOI\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"Applied Optoelectronics\" target=\"_blank\" href=\"https://ttm.financial/S/AAOI\">$Applied Optoelectronics(AAOI)$</a> ~1.6x</p>\n<p style=\"text-align: left;\">• <a data-mention-id=\"ASML\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"ASML Holding NV\" target=\"_blank\" href=\"https://ttm.financial/S/ASML\">$ASML Holding NV(ASML)$</a> ~1.6x</p>\n<p style=\"text-align: left;\">• <a data-mention-id=\"COHR\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"COHERENT\" target=\"_blank\" href=\"https://ttm.financial/S/COHR\">$COHERENT(COHR)$</a> ~1.4x</p>\n<p style=\"text-align: left;\">• <a data-mention-id=\"CRDO\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"Credo Technology Group Holding Ltd\" target=\"_blank\" href=\"https://ttm.financial/S/CRDO\">$Credo Technology Group Holding Ltd(CRDO)$</a> ~1.1x</p>\n<p style=\"text-align: left;\">• <a data-mention-id=\"NVDA\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"NVIDIA\" target=\"_blank\" href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> ~0.9x</p>\n<p style=\"text-align: left;\">• <a data-mention-id=\"TSM\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"Taiwan Semiconductor Manufacturing\" target=\"_blank\" href=\"https://ttm.financial/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$</a> ~0.9x</p>\n<p style=\"text-align: left;\">• <a data-mention-id=\"AVGO\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"Broadcom\" target=\"_blank\" href=\"https://ttm.financial/S/AVGO\">$Broadcom(AVGO)$</a> ~0.9x</p>\n<p style=\"text-align: left;\">• <a data-mention-id=\"AMD\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"Advanced Micro Devices\" target=\"_blank\" href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$</a> ~0.8x</p>\n<p style=\"text-align: left;\">• <a data-mention-id=\"SNDK\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"SanDisk Corp.\" target=\"_blank\" href=\"https://ttm.financial/S/SNDK\">$SanDisk Corp.(SNDK)$</a> ~0.7x</p>\n<p style=\"text-align: left;\">• <a data-mention-id=\"ON\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"ON Semiconductor\" target=\"_blank\" href=\"https://ttm.financial/S/ON\">$ON Semiconductor(ON)$</a> ~0.7x</p>\n<p style=\"text-align: left;\">• <a data-mention-id=\"MRVL\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"Marvell Technology\" target=\"_blank\" href=\"https://ttm.financial/S/MRVL\">$Marvell Technology(MRVL)$</a> ~0.6x</p>\n<p style=\"text-align: left;\">• <a data-mention-id=\"LITE\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"Lumentum\" target=\"_blank\" href=\"https://ttm.financial/S/LITE\">$Lumentum(LITE)$</a> ~0.6x</p>\n<p style=\"text-align: left;\">• <a data-mention-id=\"MU\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"Micron Technology\" target=\"_blank\" href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$</a> ~0.2x</p>\n<p class=\"t-img-caption\"><img data-align=\"center\" src=\"https://community-static.tradeup.com/news/d419db8b74cc11c80f7c6e9294b632b5\" tg-width=\"900\" tg-height=\"355\"><span></span></p>\n<hr>\n<blockquote>\n <p style=\"text-align: left;\"><span><strong>😍 Been eyeing Tiger merch but short on Tiger Coins? Now's your chance.</strong></span></p>\n <p style=\"text-align: left;\"><span>🎁 We’ve selected 4 high-demand items across practial, lifestyle, and learning, now with a lower redemption threshold!</span></p>\n <p style=\"text-align: left;\"><a target=\"_blank\" class=\"link rich-text-anchor __anchor-intercept-flag__ text-content-link\" href=\"https://ttm.financial/TW/554651083281352\" title=\"\"><strong>Hot Merch Returns · Up to 43% Off</strong></a></p>\n <p class=\"t-img-caption\"><img data-align=\"center\" src=\"https://community-static.tradeup.com/news/59c7e1e81ab952e9f6906006c98def18\" tg-width=\"1080\" tg-height=\"1350\"><span></span></p>\n</blockquote></body></html>","htmlText":"<html><head></head><body><p style=\"text-align: left;\">PETER LYNCH’S FAVORITE METRIC IS THE PEG RATIO</p>\n<p style=\"text-align: left;\">PEG &lt; 1 usually means mispriced growth</p>\n<p style=\"text-align: left;\">PEG &gt; 2 starts to push into the danger zone</p>\n<p style=\"text-align: left;\">Semiconductor multi-year PEG ratios:</p>\n<p style=\"text-align: left;\">• <a data-mention-id=\"INTC\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"Intel\" target=\"_blank\" href=\"https://ttm.financial/S/INTC\">$Intel(INTC)$</a> ~3.2x</p>\n<p style=\"text-align: left;\">• <a data-mention-id=\"AMAT\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"Applied Materials\" target=\"_blank\" href=\"https://ttm.financial/S/AMAT\">$Applied Materials(AMAT)$</a> ~2.5x</p>\n<p style=\"text-align: left;\">• <a data-mention-id=\"KLAC\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"KLA-Tencor\" target=\"_blank\" href=\"https://ttm.financial/S/KLAC\">$KLA-Tencor(KLAC)$</a> ~2.5x</p>\n<p style=\"text-align: left;\">• <a data-mention-id=\"ARM\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"ARM Holdings\" target=\"_blank\" href=\"https://ttm.financial/S/ARM\">$ARM Holdings(ARM)$</a> ~2.2x</p>\n<p style=\"text-align: left;\">• <a data-mention-id=\"ALAB\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"Astera Labs, Inc.\" target=\"_blank\" href=\"https://ttm.financial/S/ALAB\">$Astera Labs, Inc.(ALAB)$</a> ~2.1x</p>\n<p style=\"text-align: left;\">• <a data-mention-id=\"ANET\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"Arista Networks\" target=\"_blank\" href=\"https://ttm.financial/S/ANET\">$Arista Networks(ANET)$</a> ~2.0x</p>\n<p style=\"text-align: left;\">• <a data-mention-id=\"LRCX\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"Lam Research\" target=\"_blank\" href=\"https://ttm.financial/S/LRCX\">$Lam Research(LRCX)$</a> ~2.0x</p>\n<p style=\"text-align: left;\">• <a data-mention-id=\"AAOI\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"Applied Optoelectronics\" target=\"_blank\" href=\"https://ttm.financial/S/AAOI\">$Applied Optoelectronics(AAOI)$</a> ~1.6x</p>\n<p style=\"text-align: left;\">• <a data-mention-id=\"ASML\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"ASML Holding NV\" target=\"_blank\" href=\"https://ttm.financial/S/ASML\">$ASML Holding NV(ASML)$</a> ~1.6x</p>\n<p style=\"text-align: left;\">• <a data-mention-id=\"COHR\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"COHERENT\" target=\"_blank\" href=\"https://ttm.financial/S/COHR\">$COHERENT(COHR)$</a> ~1.4x</p>\n<p style=\"text-align: left;\">• <a data-mention-id=\"CRDO\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"Credo Technology Group Holding Ltd\" target=\"_blank\" href=\"https://ttm.financial/S/CRDO\">$Credo Technology Group Holding Ltd(CRDO)$</a> ~1.1x</p>\n<p style=\"text-align: left;\">• <a data-mention-id=\"NVDA\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"NVIDIA\" target=\"_blank\" href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> ~0.9x</p>\n<p style=\"text-align: left;\">• <a data-mention-id=\"TSM\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"Taiwan Semiconductor Manufacturing\" target=\"_blank\" href=\"https://ttm.financial/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$</a> ~0.9x</p>\n<p style=\"text-align: left;\">• <a data-mention-id=\"AVGO\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"Broadcom\" target=\"_blank\" href=\"https://ttm.financial/S/AVGO\">$Broadcom(AVGO)$</a> ~0.9x</p>\n<p style=\"text-align: left;\">• <a data-mention-id=\"AMD\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"Advanced Micro Devices\" target=\"_blank\" href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$</a> ~0.8x</p>\n<p style=\"text-align: left;\">• <a data-mention-id=\"SNDK\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"SanDisk Corp.\" target=\"_blank\" href=\"https://ttm.financial/S/SNDK\">$SanDisk Corp.(SNDK)$</a> ~0.7x</p>\n<p style=\"text-align: left;\">• <a data-mention-id=\"ON\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"ON Semiconductor\" target=\"_blank\" href=\"https://ttm.financial/S/ON\">$ON Semiconductor(ON)$</a> ~0.7x</p>\n<p style=\"text-align: left;\">• <a data-mention-id=\"MRVL\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"Marvell Technology\" target=\"_blank\" href=\"https://ttm.financial/S/MRVL\">$Marvell Technology(MRVL)$</a> ~0.6x</p>\n<p style=\"text-align: left;\">• <a data-mention-id=\"LITE\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"Lumentum\" target=\"_blank\" href=\"https://ttm.financial/S/LITE\">$Lumentum(LITE)$</a> ~0.6x</p>\n<p style=\"text-align: left;\">• <a data-mention-id=\"MU\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"Micron Technology\" target=\"_blank\" href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$</a> ~0.2x</p>\n<p class=\"t-img-caption\"><img data-align=\"center\" src=\"https://community-static.tradeup.com/news/d419db8b74cc11c80f7c6e9294b632b5\" tg-width=\"900\" tg-height=\"355\"><span></span></p>\n<hr>\n<blockquote>\n <p style=\"text-align: left;\"><span><strong>😍 Been eyeing Tiger merch but short on Tiger Coins? Now's your chance.</strong></span></p>\n <p style=\"text-align: left;\"><span>🎁 We’ve selected 4 high-demand items across practial, lifestyle, and learning, now with a lower redemption threshold!</span></p>\n <p style=\"text-align: left;\"><a target=\"_blank\" class=\"link rich-text-anchor __anchor-intercept-flag__ text-content-link\" href=\"https://ttm.financial/TW/554651083281352\" title=\"\"><strong>Hot Merch Returns · Up to 43% Off</strong></a></p>\n <p class=\"t-img-caption\"><img data-align=\"center\" src=\"https://community-static.tradeup.com/news/59c7e1e81ab952e9f6906006c98def18\" tg-width=\"1080\" tg-height=\"1350\"><span></span></p>\n</blockquote></body></html>","text":"PETER LYNCH’S FAVORITE METRIC IS THE PEG RATIO PEG < 1 usually means mispriced growth PEG > 2 starts to push into the danger zone Semiconductor multi-year PEG ratios: • $Intel(INTC)$ ~3.2x • $Applied Materials(AMAT)$ ~2.5x • $KLA-Tencor(KLAC)$ ~2.5x • $ARM Holdings(ARM)$ ~2.2x • $Astera Labs, Inc.(ALAB)$ ~2.1x • $Arista Networks(ANET)$ ~2.0x • $Lam Research(LRCX)$ ~2.0x • $Applied Optoelectronics(AAOI)$ ~1.6x • $ASML Holding NV(ASML)$ ~1.6x • $COHERENT(COHR)$ ~1.4x • $Credo Technology Group Holding Ltd(CRDO)$ ~1.1x • $NVIDIA(NVDA)$ ~0.9x • $Taiwan Semiconductor Manufacturing(TSM)$ ~0.9x • $Broadcom(AVGO)$ ~0.9x • $Advanced Micro Devices(AMD)$ ~0.8x • $SanDisk Corp.(SNDK)$ ~0.7x • $ON Semiconductor(ON)$ ~0.7x • $Marvell Technology(MRVL)$ ~0.6x • $Lumentum(LITE)$ ~0.6x • $Micron Technology(MU)$ ~0.2x 😍 Been eyeing Tiger merch but short on Tiger Coins? Now's your chance. 🎁 We’ve selected 4 high-demand items across practial, lifestyle, and learning, now with a lower redemption threshold! Hot Merch Returns · Up to 43% Off","highlighted":1,"essential":1,"paper":2,"likeSize":439,"commentSize":1,"repostSize":26,"favoriteSize":0,"link":"https://ttm.financial/post/557765848073016","repostId":0,"isVote":1,"tweetType":1,"viewCount":4008,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["AMAT","NVDA","KLAC","AVGO","ANET","CRDO","AAOI","SNDK","MU","COHR","TSM","LITE","ASML","INTC","ALAB","AMD","LRCX","ARM","ON","MRVL"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":true,"length":887,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[{"id":557820746866728,"commentId":"557820746866728","gmtCreate":1777218493219,"gmtModify":1777218497000,"authorId":3581973080396979,"author":{"id":3581973080396979,"idStr":"3581973080396979","authorId":3581973080396979,"name":"dakok","avatar":"https://community-static.tradeup.com/news/83571b2b4de2edff5940a0d9c695b314","vip":1,"crmLevel":12,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":557765848073016,"objectIdStr":"557765848073016","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"<p>Great article, would you like to share it?</p>","text":"<p>Great article, would you like to share it?</p>","html":"<p>Great article, would you like to share it?</p>","likeSize":1,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"invalid","coins":0,"score":0,"disclaimerType":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/557765848073016"}