- FB is trading at 19x and 29x TTM cash-flow and free-cash-flow and cash on the balance sheet represents 7% of FB’s market cap.
- GOOGL’s price-to-cash-flow and free-cash-flow ex-cash is 21x and 29X TTM both metrics, and GOOGL at $2,700 per share sports a 3% free-cash-flow yield.
- Azure is driving operating margin growth at MSFT, with Intelligent Cloud operating margins increasing 600 bp’s y.y in the June qtr ’21.
- The real risk for AMZN is that one of these investment periods lays an egg and AMZN not only doesn’t get the earnings delta but free-cash-flow never recovers.
- Sell-side consensus for AAPL for their fiscal Q4 ’21 earnings release is expecting $1.24 in EPS on $84.8 billion in revenue for expected growth of 70% and 31% respectively.
For further details see:
The 'Big 5' Report This Coming Week: A Quick Look At The Numbers