aus dem letzten Posting ansieht:
One of the fivee companies from Motley Fool is Open Table:
OpenTable (Nasdaq: OPEN)
One of the more surprising companies to go public this year is OpenTable. The casual-dining industry is struggling in a recession, and we get the leading online reservations company as an IPO?
In this case, OpenTable has earned its place at the public table. It has beaten analyst estimates in its first two quarters as a public company, and it's growing nicely. As of the company's latest quarterly financial report, there were 10,338 North American restaurants merging OpenTable's proprietary electronic-reservations book with its Web-based bookings. That represents 18% more eateries than the company had enlisted a year ago. Dining reservations rose by 22% over the past year, meaning that the average restaurant is actually relying on OpenTable even more.
OpenTable could be more profitable, but if 2010 is a year of recovery, it'll be a strong one for upscale restaurants that require advance reservations.
And now compare Open Table with Internet Capital:
finance.yahoo.com/q/is?s=OPEN
Revenues of Open Table in 2009 will be about 70 million and the market-cap is619 million.
Proportional revenues of partner-companies of Internet Capital are double of the revenues of Open Table, but the market-cap of Internet Capital is less than the half and include 140 million cash/securites.
If Internet Capital would have a valuation like Open Table, the market would be about 1.3 billion - the 5-fold of the market-cap of today.
One of the five companies from Motley Fool is IMAX:
1. IMAX (Nasdaq: IMAX)
It's time for the feature presentation at IMAX. Over the past couple of years, the company behind senses-shattering cinematic experiences has been expanding its reach through global deals and joint-venture arrangements with leading multiplex operators. Now it's showtime!
Every major movie studio knows that its blockbusters can make even more money with beefed-up IMAX versions. Whether it's Harry Potter, Batman, or this month's slam-dunk Avatar, folks are willing to pay a few bucks more for an IMAX screening, and the evidence is in IMAX's bottom line -- finally. After several years of laying profitless groundwork, the company has delivered back-to-back quarters in the black.
Things should only get better from here for the cineplex savior. Analysts see IMAX earning $0.46 a share in 2010, after delivering a profit of $0.08 a share in 2009.
Studios need IMAX more than ever, in a climate of diminishing DVD sales and devalued rentals. The company shouldn't let them -- or shareholders -- down over the coming year.
And now compare Internet Capital and IMAX
finance.yahoo.com/q/is?s=IMAX
Reveneus of Imax in 2009 will be about 150-160 million - a litte bit higher than the 140 million of Internet Capital. Both have cash/securites of about 140 million, but the market-cap of Imax is more than the 3-fold of the market-cap of Internet Capital.
Or take a look at Apple:
finance.yahoo.com/q/is?s=AAPL
Apple will have revenues of about 35 billion in 2009 and has a market-cap of 175 billion - that are 5-times-revenues. Proprotional revenues of the partner-companies have only 0.8-times-revenues.