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FinChat Profile picture
@finchat_io
Feb 26 • 10 tweets • 3 min read • Read on X
Scrolly
FinChat just launched Custom Metrics 📊

Here are 10 insane charts you can now build with it:

1. Alphabet - Google Cloud Operating Margin

$GOOGL Image
2.) ASML - Average Price per EUV System

ASML's lithography systems are notorious expensive. In fact, in 2023, the average EUV system cost just under $200 million.

$ASML Image
3. Meta - Family of Apps Operating Margin

Meta's Family of Apps business (Facebook, Instagram, WhatsApp, etc.) reached record profitability last quarter with 60% operating margins.

$META Image
4. Ferrari - Average Price per Car

In 2024, the average price of a Ferrari was north of $400k. Talk about pricing power.

$RACE Image
5. Costco - Enterprise Value per Warehouse

The average Costco warehouse is currently valued at $509 million!

$COST Image
6. Walmart - Sales per Square Foot

Last year Walmart averaged $650 of sales per square foot. That's up ~50% from a decade ago.

$WMT Image
7. Spotify - New Users Added per Quarter

Last quarter Spotify added 35 million new MAUs. The 2nd highest quarter in the company's history.

$SPOT Image
8. Tesla - Cars Produced per Day

This year, Tesla produced an estimated 4,859 cars every single day. In 2015, they were producing just 140 cars per day.

$TSLA Image
9. Snowflake - Annual Revenue per Customer

Not only is Snowflake growing its customer count, but the average revenue per customer has grown at 23.6% annually over the last 4 years.

$SNOW Image
10. Robinhood - Total Assets per Account

Although Robinhood's total users are still down from 2021 highs, the brokerage platform seems to be attracting higher quality users. Average Assets per MAU is ~4x higher than 5 years ago.

$HOOD Image

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More from @finchat_io

FinChat Profile picture
May 10
9 great stocks that no one talks about:

{Thread} Image
1.) Lithia Motors $LAD

Lithia is a serial acquirer of auto dealerships.

They typically have limited competition for acquisitions as franchisees require OEM approval to sell their locations and OEMs prefer established operators.

30yr Return: +3,507%
EV/EBIT: 13x Image
2.) Rollins $ROL

Rollins provides pest and wildlife control services through a number of brands, most notably Orkin.

Thanks to its scale advantages, Rollins generates superior economics relative to its smaller competitors.

30yr Return: +6,670%
EV/EBIT: 42x Image
Read 10 tweets
FinChat Profile picture
Apr 12
Here are 8 US companies with significant exposure to the China:

1.) Nike $NKE Image
2.) Apple $APPL

Not only does Apple derive 16% of their revenue directly from China, but analysts estimate that 90% the iPhones are assembled there as well.

In fact, the city of Zhengzhou is home to ~300k employees and has been dubbed "iPhone City". Image
3.) Starbucks $SBUX

Although China accounts for less than 10% of Starbucks' overall revenue, it has been a big area of investment for the coffee giant.

They've added ~7k stores in China over the last 10 years, now accounting for 19% of all Starbucks locations. Image
Read 8 tweets
FinChat Profile picture
Apr 4
Every Magnificent 7 stock is now in a 20% drawdown or worse.

Here's the latest valuation for each company: Image
1.) Apple $AAPL

EV/FCF: 28.3x
EV/EBIT: 23.9x
Forward EV/EBIT: 22.7x Image
2.) Microsoft $MSFT

EV/FCF: 44x
EV/EBIT: 24.4x
Forward EV/EBIT: 21.5x Image
Read 8 tweets
FinChat Profile picture
Mar 27
Here are 8 of the best "hidden subsidiaries" in public markets today.

{Thread} Image
1.) YouTube $GOOGL

Google acquired YouTube in 2006 for $1.65 billion.

Today the platform is home to 2.7 billion MAUs.

Over the last 12 months, the user-generated video service reported $36 billion in advertising revenue alone. Image
2.) S&P Indices $SPGI

S&P Global is often thought of for its Ratings business, but its Indices division is a quiet gem.

With 68% operating margins, S&P Indices requires very little reinvestment in order to grow. Image
Read 10 tweets
FinChat Profile picture
Mar 25
"Over the long term, it's hard for a stock to earn a much better return than the business which underlies it." - Charlie Munger

Here are 10 great examples:

1) Apple $AAPL

FCF/Share CAGR: 25.4%
Stock Price CAGR: 25.8% Image
2) Visa $V

FCF/Share CAGR: 19.5%
Stock Price CAGR: 20.6% Image
3) Booking Holdings $BKNG

FCF/Share CAGR: 32.4%
Stock Price CAGR: 32% Image
Read 11 tweets
FinChat Profile picture
Mar 7
Q4 Earnings season is officially coming to a close.

Here are the 10 most insane charts from 2024: Image
1.) Costco $COST - EV/Warehouse

Costco's valuation has expanded rapidly in recent years.

So much so that the company's current Enterprise Value per Warehouse stands at $507 million.

Meaning a single Costco location would be a small-cap public company on its own. Image
2.) Monster $MNST - Buybacks

In a year when Monster's competitive advantages have been called into question, Monster's management made their feelings around the stock clear.

The energy drink giant repurchased $3.8B in stock, primarily through a dutch auction tender offer. Image
Read 11 tweets

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