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by throwaw4y-plate 2132 days ago
Honest question: is AAPL's or TSLA's market cap any more realistic than bitcoin's?

It seems as if the prices have become completely uncoupled from the actual businesses.

1 comments

It makes no sense to compare AAPL to TSLA.

Apple's P/E ratio (35) is less than Amazon's and about the same as Google/FB. Apple's FY2020 revenue was nearly $300B, so $2T market cap represents a ~7x revenue multiple which is...not crazy at all.

TSLA market cap OTOH, is Bitcoin-level speculation. Its P/E ratio is like 985.

Apple's valuation is mostly in line with its business (modulo Fed monetary policy and S&P distortion).

Tesla's valuation is pure hype.