Comparison Table

1 | Price | Outstanding | Mkt Cap | Enterprise | EPS | P/E | |||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|

2 | Ticker | Current | (Millions) | (Millions) | Value | TTM | 2009A | 2010E | 2011E | TTM | 2009A | 2010E | 2011E | ||

3 | Online Content | ||||||||||||||

4 | |||||||||||||||

5 | GOOG | $618.25 | 319 | $197,475 | $172,995 | $19.89 | $20.41 | $27.41 | $31.44 | 31.1x | 30.3x | 22.6x | 19.7x | ||

6 | Netflix | NFLX | 115.03 | 58 | 6,720 | 6,638 | 0.44 | 1.98 | 2.5 | 3.12 | 261.4x | 58.1x | 46.0x | 36.9x | |

7 | Yahoo! | YHOO | 32.24 | 1,415 | 45,620 | 42,330 | 6.89 | 0.422 | 0.48 | 0.62 | 4.7x | 76.4x | 67.2x | 52.0x | |

8 | Shutterfly | SFLY | 38.86 | 27 | 1,041 | NA | -0.43 | 0.3 | 0.3 | 0.51 | -90.4x | 129.5x | 129.5x | 76.2x | |

9 | Aol | AOL | 49.99 | 106 | 5,289 | NA | 1.5 | 2.35 | 2.66 | 2.22 | 33.3x | 21.3x | 18.8x | 22.5x | |

10 | Interactive Corp | IACI | 69.80 | 108 | 7,548 | NA | 3.46 | -7.06 | 0.77 | 1.02 | 20.2x | -9.9x | 90.6x | 68.4x | |

11 | TheStreet.com | TSCM | #N/A | 32 | #N/A | NA | #N/A | -1.55 | 0.06 | 0.08 | #N/A | #N/A | #N/A | #N/A | |

12 | WebMD | WBMD | 41.13 | 57 | 2,354 | NA | 1.1 | 2.07 | 0.78 | 1.1 | 37.4x | 19.9x | 52.7x | 37.4x | |

13 | WebMediaBrands Inc. | WEBM | #N/A | 37 | #N/A | NA | #N/A | -0.72 | NA | NA | #N/A | #N/A | NA | NA | |

14 | Liberty Interactive | LINTA | #N/A | 605 | #N/A | NA | #N/A | 0.43 | 0.7 | 0.88 | #N/A | #N/A | #N/A | #N/A | |

15 | |||||||||||||||

16 | E-Commerce | ||||||||||||||

17 | |||||||||||||||

18 | Amazon | AMZN | 512.89 | 442 | 226,697 | 220,436 | -0.42 | 2.04 | 2.93 | 3.80 | -1221.2x | 251.3x | 175.0x | 135.0x | |

19 | eBay | EBAY | 27.11 | 1,305 | 35,376 | 30,436 | 2.41 | 1.83 | 1.67 | 1.83 | 11.2x | 14.8x | 16.2x | 14.8x | |

20 | Priceline | PCLN | 1248.64 | 50 | 61,833 | NA | 44.86 | 9.88 | 11.15 | 13.47 | 27.8x | 126.4x | 112.0x | 92.7x | |

21 | Expedia | EXPE | 114.99 | 292 | 33,589 | NA | 6.16 | 1.03 | 1.59 | 1.78 | 18.7x | 111.6x | 72.3x | 64.6x | |

22 | Orbitz | OWW | 11.47 | 84 | 964 | NA | -0.08 | -4.01 | 0.16 | 0.29 | -143.4x | -2.9x | 71.7x | 39.6x | |

23 | Blue Nile | NILE | 34.06 | 15 | 496 | NA | 0.84 | 0.49 | 1.02 | 1.23 | 40.5x | 69.5x | 33.4x | 27.7x | |

24 | Digital River | DRIV | 0.00 | 38 | 0 | NA | -0.3 | 1.32 | 0.83 | 1.3 | 0.0x | 0.0x | 0.0x | 0.0x | |

25 | GSI Commerce | GSIC | #N/A | 51 | #N/A | NA | #N/A | -0.21 | 0.14 | 0.44 | #N/A | #N/A | #N/A | #N/A | |

26 | OpenTable | OPEN | 0.00 | 22 | 0 | NA | 0.94 | 0.22 | 0.48 | 0.69 | 0.0x | 0.0x | 0.0x | 0.0x | |

27 | eHealth, Inc. | EHTH | 14.94 | 25 | 376 | NA | -0.79 | 0.61 | 0.61 | 0.67 | -18.9x | 24.5x | 24.5x | 22.3x | |

28 | |||||||||||||||

29 | Online Advertising | ||||||||||||||

30 | |||||||||||||||

31 | Marchex | MCHX | 3.97 | 34 | 134 | NA | -0.45 | -0.07 | 0.13 | 0.17 | -8.8x | -56.7x | 30.5x | 23.4x | |

32 | Valueclick | VCLK | #N/A | 84 | #N/A | NA | #N/A | 0.79 | 0.55 | 0.66 | #N/A | #N/A | #N/A | #N/A | |

33 | Quinstreet | QNST | 5.50 | 36 | 199 | NA | -0.45 | 0.39 | NA | 0.7 | -12.2x | 14.1x | NA | 7.9x |

1 | Price | Outstanding | Mkt Cap | Enterprise | EPS | P/E | |||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|

2 | Ticker | Current | (Millions) | (Millions) | Value | TTM | 2009A | 2010E | 2011E | TTM | 2009A | 2010E | 2011E | ||

3 | Hardware | ||||||||||||||

4 | |||||||||||||||

5 | Apple | AAPL | $112.76 | 907 | $102,273 | $62,453 | $8.66 | $9.08 | $11.74 | $14.48 | 13.0x | 12.4x | 9.6x | 7.8x | |

6 | Dell | DELL | 0.00 | 1,960 | 0 | NA | 5.91 | 0.73 | 1.22 | 1.44 | 0.0x | 0.0x | 0.0x | 0.0x | |

7 | Hewlett-Packard | HPQ | 28.06 | 2,350 | 65,941 | NA | 2.45 | 3.14 | 4.45 | 4.91 | 11.5x | 8.9x | 6.3x | 5.7x | |

8 | |||||||||||||||

9 | Software/Infrastructure | ||||||||||||||

10 | |||||||||||||||

11 | Microsoft | MSFT | 43.52 | 8,996 | 391,506 | 364,056 | 1.46 | 1.62 | 2.01 | 2.22 | 29.8x | 26.9x | 21.7x | 19.6x | |

12 | LivePerson | LPSN | 9.15 | 49 | 448 | NA | -0.23 | 0.16 | 0.33 | 0.37 | -39.8x | 57.2x | 27.7x | 24.7x | |

13 | Salesforce.com | CRM | 69.33 | 127 | 8,815 | NA | -0.16 | 0.63 | 1.28 | 1.64 | -433.3x | 110.0x | 54.2x | 42.3x | |

14 | Oracle | ORCL | 37.09 | 5,020 | 186,192 | NA | 2.21 | 1.09 | 1.62 | 1.9 | 16.8x | 34.0x | 22.9x | 19.5x | |

15 | Cisco | CSCO | 25.88 | 5,730 | 148,292 | NA | 1.74 | 1.05 | 1.54 | 1.73 | 14.9x | 24.6x | 16.8x | 15.0x | |

16 | Rackspace | RAX | 30.41 | 124 | 3,766 | NA | 0.83 | 0.24 | 0.36 | 0.56 | 36.6x | 126.7x | 84.5x | 54.3x | |

17 | NetSuite | N | 88.85 | 63 | 5,618 | NA | -1.42 | -0.38 | 0.08 | 0.18 | -62.6x | -233.8x | 1110.6x | 493.6x | |

18 | Intel | INTC | 28.54 | 5,530 | 157,826 | NA | 2.36 | 0.77 | 1.87 | 1.97 | 12.1x | 37.1x | 15.3x | 14.5x | |

19 | Applied Materials | AMAT | 16.08 | 1,340 | 21,547 | NA | 1.05 | -0.23 | 0.75 | 1.12 | 15.3x | -69.9x | 21.4x | 14.4x | |

20 | Lam Research | LRCX | 72.77 | 128 | 9,309 | NA | 3.7 | -2.41 | 2.24 | 3.07 | 19.7x | -30.2x | 32.5x | 23.7x | |

21 | KLA-Tencor | KLAC | 50.11 | 172 | 8,622 | NA | 2.21 | -3.07 | 1.24 | 2.24 | 22.7x | -16.3x | 40.4x | 22.4x |

1 | Price | Outstanding | Mkt Cap | Enterprise | EPS | P/E | |||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|

2 | Ticker | Current | (Millions) | (Millions) | Value | TTM | 2009A | 2010E | 2011E | TTM | 2009A | 2010E | 2011E | ||

3 | Media and Entertainment | ||||||||||||||

4 | |||||||||||||||

5 | Viacom | VIA | $43.29 | 550 | $23,814 | NA | $4.26 | $2.62 | $2.76 | $3.01 | 10.2x | 16.5x | 15.7x | 14.4x | |

6 | Time Warner | TWX | 71.13 | 1,150 | 81,800 | NA | 4.21 | 2.07 | 2.14 | 2.43 | 16.9x | 34.4x | 33.2x | 29.3x | |

7 | Disney | DIS | 93.55 | 1,940 | 181,487 | NA | 4.82 | 1.76 | 1.99 | 2.3 | 19.4x | 53.2x | 47.0x | 40.7x | |

8 | News Corp. | NWSA | 13.63 | 2,620 | 35,711 | NA | -0.26 | -1.29 | 0.93 | 1.07 | -52.4x | -10.6x | 14.7x | 12.7x | |

9 | Directv | DTV | 93.55 | 935 | 87,482 | NA | 5.76 | 0.95 | 0.39 | 0.4 | 16.2x | 98.5x | 239.9x | 233.9x | |

10 | Echostar | DISH | 59.27 | 447 | 26,469 | NA | 2.66 | 1.42 | 1.88 | 2.15 | 22.3x | 41.7x | 31.5x | 27.6x | |

11 | New York Times | NYT | 12.16 | 145 | 1,768 | NA | 0.15 | 0.14 | 0.65 | 0.73 | 81.1x | 86.9x | 18.7x | 16.7x | |

12 | Gannett | GCI | 13.11 | 237 | 3,112 | NA | 1.78 | 1.51 | 2.26 | 2.32 | 7.4x | 8.7x | 5.8x | 5.7x | |

13 | EW Scripps | SSP | 17.52 | 55 | 960 | NA | -0.01 | -3.89 | 0.58 | 0.44 | -1752.0x | -4.5x | 30.2x | 39.8x | |

14 | Meredith | MDP | 47.22 | 45 | 2,140 | NA | 3.02 | -2.38 | 2.09 | 2.45 | 15.6x | -19.8x | 22.6x | 19.3x |