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birb_cromble  1mo ago (text post)   729 thread views

Weekly Finance Thread - 2026-08-22

A weekly thread to discuss financial matters - from personal all the way up to global.

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What do you think is an appropriate P/E for the following companies? I was looking at them this week and I was a little surprised at how things have crept upwards this year.

  • Costco (currently 46x)
  • Walmart (currently 37x)
  • Waste Management (currently 32x)
  • Sysco (currently 23x)
  • TSMC (currently 30x)
  • Airbus (currently 37x)
  • Coca cola (currently 27x)

I am not a domain expert on most of these stocks, but I'll glance at financials and then do my level best.

Costco. 30x. My high valuation is based the large amount of consumer surplus generated, allowing them to raise prices a lot. Consider that many customers would gladly pay 2x for their membership. I would.

Walmart. 20x. Same as Costco but less so. This is key infrastructure.

Waste Management. 14x. Stable but low growth and limited in how much it can expand.

Sysco: 11x. Low growth. Sector is bad.

TSMC: 30x. I think the market is right on this one. It's the world's most important company. Value at 60x with a 50% CCP invasion discount.

Airbus: 10x. Euro stocks should be valued at discounted value of dividends. Currently yields less than 2%. This company will never be bought out and innovation is zero. Will eventually get replaced by China.

Coca-Cola: 12x. I have no idea how they have dodged the apocalypse visited on similar stocks like Kraft-Heinz. Competition is intense. There are no more markets to conquer. And GLP-1s are just getting started.

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