美股4家軟體公司 2016

Investopedia 2016 推薦

1. Salesforce.com Inc. (NYSE: CRM)

its aggressive growth and continued innovation. 

In the 11 years since it went public in 2004, the company has increased its workforce by 3200% and increased its annual revenue from $50 million to more than $6 billion. 

This growth has been mirrored by its stock value, which has gained nearly 1800% since its initial public offering (IPO) and posted a nearly 44% increase in the past 52 weeks alone.

Market Cap 市值:USD$520億
Shares Outstanding(Mil.): 6.64億股

EPS (TTM): -0.14
ROI: -1.34  
ROE: -2.05

我之前分析過這家公司 (note2)  

2. Adobe Systems Inc. (NASDAQ: ADBE) 

全球共18家Adobe上市公司

產品:
Photoshop, Dreamweaver and Flash

P/E ratio of more than 77 

改商業模式
Adobe has been transitioning its business model and updating its product line, with a focus on its new Creative Cloud subscription-based bundle. The transition from upfront payments to monthly or yearly subscription payments can negatively impact a company's revenue stream because the costs associated with the production and marketing of products are still incurred upfront. 

Market Cap 市值:USD$468億
Shares : 498.8億股
         ADBE.O Industry Sector
P/E (TTM): 75.51 32.25 16.77
EPS (TTM): 1.24 -- --

ROI: 7.07 15.99 12.55
ROE: 9.14 17.45 10.48

ROI. ROE比同業低,P/E卻比同業高
同業: Microsoft, Hewlett-Packard, IBM and Oracle.

3. NetEase Inc. (NASDAQ: NTES)  //網易

全球18個市場上市 (note3)

服務:
NetEase Inc. (NASDAQ: NTES) offers large-scale, multiplayer online gaming tournaments through its interactive platform and provides email, e-commerce and online entertainment for the Chinese market.

營收增加
NetEase posted a year-over-year revenue increase of 114%, with a 46% increase over the previous quarter. 

授權
In addition to its lucrative licensing rights to the popular Activision Blizzard game "World of Warcraft," 

NetEase drives revenues by consistently releasing new original games

配息
The company began paying quarterly dividends in 2014, with its 2015 payments totaling $1.78 per share.

Market Cap(Mil.): $23,846.41 (市值USD$$238億)
Shares Outstanding(Mil.):131.57 (1.3157億股)
Dividend 股息: 0.56
Yield 殖利率(%): 1.18 %
Sector
P/E (TTM)(本益比):26.58 比行業高
EPS (TTM)(每股盈餘):6.82

ROI: 24.05%  
ROE: 23.67%

競爭者眾
Tencent, Changyou.com Limited (暢遊), Giant Interactive Group Inc.(巨人), Shanda Games Limited(上海盛大), Perfect World Company Limited (完美世界), Baidu, Alibaba, Sina, Sohu, Qihoo(奇虎), iFeng.com(鳳凰網), Youku, Yahoo Inc., Microsoft Corporation and Google Inc.

4.Palo Alto Networks

共8個市場上市 (note4)

防毒服務
Palo Alto Networks Inc. (NYSE: PANW) is one of the leading cybersecurity software providers

股價大漲
Since its IPO in 2012, the company's stock has delivered a 350% increase. In the past 52 weeks alone, the stock has gained an eye-popping 59%

Market cap $15.1B (市值USD$151億)

成長性

營收
Earnings growth (last year) +33.77%
Earnings growth (this year) +109.01%
Earnings growth (next 5 years) +36.00%

獲利
Revenue growth (last year) +55.15%

P/E ratio NM
Price/Sales 16.34
Price/Book 30.61

競爭者:

GIBCGI Group Inc
CSCComputer Sciences Co
SYNTSyntel Inc
HPEHewlett Packard Ente

EPS forecast(預估) (this quarter)$0.39

Annual revenue (last year) $928.1M
Annual profit (last year) -$165.0M (虧損 USD$1.65億)
有成長但仍虧損
Net profit margin -17.78%
(Note5)



(note1:http://www.investopedia.com/articles/markets/122915/top-4-software-stocks-2016-crm-adbe.asp?platform=hootsuite)

(note2:http://joe-industry.blogspot.tw/2015/10/salesforcecom-inc-crmn.html)

(note3:http://www.reuters.com/finance/stocks/lookup?searchType=any&search=NTES)

(note4:http://www.reuters.com/finance/stocks/lookup?searchType=any&search=PANW)

(note5:http://money.cnn.com/quote/quote.html?symb=PANW)