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by candiodari 1275 days ago
I've often thought this too, but there are several huge exceptions to this, whilst outside of tech there are plenty of similar examples.

First and foremost, there's the Exceptions:

Google: P/E is more or less 20, decades already

Microsoft: P/E is more or less 20, for a very long time

There are not actually that high. Compare to BABA (P/E is >200), IBM (P/E >100), JD (P/E >600)

And the reverse exceptions, non-tech with absurd P/E:

Tesla: P/E is 40 (down from ~500 I might add)

Boston Scientific: P/E is >100

and let's just shut up about crypto, because ... there's is a theme. Overwhelmingly the ridiculous valuations are financial companies and "semi-"government companies (meaning protected by government, but not benefitting the people of the country that government governs. Like BABA for example, or before their downfall, Theranos). If Tech becomes the P/E champion instead of "almost-but-not-quite" corruption companies that tend to dominate that, I feel that's a very good thing indeed.