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r/valueinvesting
Evaluating SpaceX (SPCX) at its current valuation: Does the Starlink moat justify the ~100x P/S premium?
Investor summaryNeutral
Discussion on whether SpaceX's (SPCX) ~100x P/S valuation is justified by Starlink's moat.
Bull points
- Starlink possesses a strong competitive moat.
- SpaceX has a dominant position in the space industry.
Bear points
- The ~100x P/S premium is extremely high and risky.
- Current valuation may not be justified even with a strong moat.
SPCX价值 / 回购
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