Shay Boloor: AI Stocks 2025 FCF Mutiple
My enthusiasm for AI is inspired by witnessing the biggest tech leap in modern history.
Here are the 15 companies I believe are positioned to capitalize on this secular growth theme -- based on how they compare to one another on their 2025 FCF multiples
1. $NVIDIA Corp(NVDA)$ | NVIDIA
2. $Tesla Motors(TSLA)$ | Tesla
3. $Microsoft(MSFT)$ | Microsoft
4. $Palantir Technologies Inc.(PLTR)$ | Palantir
5. $Amazon.com(AMZN)$ | Amazon
6. $CrowdStrike Holdings, Inc.(CRWD)$ | Crowdstrike
7. $ServiceNow(NOW)$ | Snowflake
8. $Advanced Micro Devices(AMD)$ | Advanced Micro Devices
9. $ARM Holdings Ltd(ARM)$ | Arm Holdings
10. $Micron Technology(MU)$ | Micron
11. $ASML Holding NV(ASML)$ | ASML Holding
12. $MongoDB Inc.(MDB)$ | MongoDB
13. $Taiwan Semiconductor Manufacturing(TSM)$ | Taiwan Semiconductor Manufacturing
14. $Datadog(DDOG)$ | Datadog
15. $Cloudflare, Inc.(NET)$ | Cloudfare
@StockSavvyShay
Editor’s notes: The Free Cash Flow Multiple assesses how efficiently a listed company generates cash flow relative to its market value. It's calculated by dividing Free Cash Flow by Enterprise Value or Market Capitalization. A higher multiple suggests potential undervaluation, while a lower multiple may indicate overvaluation. Investors use it for comparing companies, assessing valuation, and making investment decisions.
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