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China-Taiwan Conflict Hedges
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Watching
4
| Company | Price & Valuation | My FV & Narrative | Valuation | Growth | Analyst Target | |
|---|---|---|---|---|---|---|
LMT Lockheed Martin US$523.7617.9% undervalued intrinsic discount -1.3%7D -22.0%3M | ||||||
PANW Palo Alto Networks US$272.059.5% undervalued intrinsic discount -3.4%7D 64.8%3M | ||||||
CRWD CrowdStrike Holdings US$671.0225.3% overvalued intrinsic discount -8.2%7D 56.4%3M | ||||||
INTC Intel US$99.1723.7% undervalued intrinsic discount -13.5%7D 128.4%3M |
Watching
4
| Company | Price & Valuation | My FV & Narrative | Valuation | Growth | Analyst Target | |
|---|---|---|---|---|---|---|
LMT Lockheed Martin -1.3%7D -22.0%3M | US$523.76 17.9% undervalued intrinsic discount | PE 25.2x | E 12.1% | US$625.16 | ||
PANW Palo Alto Networks -3.4%7D 64.8%3M | US$272.05 9.5% undervalued intrinsic discount | PS 20.9x | E 27.2% | US$306.56 | ||
CRWD CrowdStrike Holdings -8.2%7D 56.4%3M | US$671.02 25.3% overvalued intrinsic discount | PS 33.5x | E 44.6% | US$707.47 | ||
INTC Intel -13.5%7D 128.4%3M | US$99.17 23.7% undervalued intrinsic discount | PS 9.3x | E 44.7% | US$89.32 |