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"Bottom-line: Semiconductor companies with gross margins between 20 to 30% do NOT deserve premium valuations regardless of growth rate. A technological advantage [like multi-junction] will sure help, but SPWR does not have that."
Aug 04 02:07 am
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All Comments by gga »SunPower Is a Semi - It Deserves to Be Valued Like One [View article]
This is strictly "your" categorization, for whatever your purpose or day-trading agenda. It is now obvious it wasn't written just to generate discussion. Using that logic, then Apple is a semiconductor company also, and its stock should automatically have the same valuation metrics as TI, AMD, ARMH, etc.
The fact is SPWR is far more than just a commodity chip company. Their mission is to become the leading system provider, encompassing more than just silicon. And the facts (PEG ratio, etc.) appear to indicate the stock is not overvalued, but perhaps undervalued when looking longer term than the next trading day. End of my participation on this "discussion" with a day-trader.