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Rev 2019 Rev Rev Rev gr FV/Sales FV/Sales FV/Sales

Empresas Ticker Sector Industria Mrk Cap


2020e 2021e 21e/19 19 20e 21e
Netflix Inc NFLX.O Communication Services Entertainment 196.698 20.156 24.838 29.383 21% 10,23 8,30 7,02
Spotify Technology SA SPOT.N Communication Services Entertainment 49.712 7.582 8.967 10.905 20% 6,40 5,41 4,45
Roku Inc ROKU.O Communication Services Entertainment 13.882 1.129 1.485 1.997 33% 11,92 9,07 6,74
Amazon.com Inc AMZN.O Consumer Discretionary Internet & Direct Marketing Retail 1.336.909 280.522 347.046 408.413 21% 4,74 3,83 3,25
Alibaba Group Holding Ltd BABA.N Consumer Discretionary Internet & Direct Marketing Retail 576.839 68.027 88.136 111.942 28% 8,24 6,36 5,01
JD.com Inc JD.O Consumer Discretionary Internet & Direct Marketing Retail 185.073 82.865 100.934 120.308 20% 1,06 0,87 0,73
Mercadolibre Inc MELI.O Consumer Discretionary Internet & Direct Marketing Retail 48.757 2.296 3.035 4.212 35% 20,54 15,54 11,20
Uber Technologies Inc UBER.N Industrials Road & Rail 51.378 14.147 13.027 18.342 14% 3,56 3,86 2,74
PayPal Holdings Inc PYPL.O Information Technology IT Services 197.640 17.772 20.223 23.809 16% 11,00 9,67 8,21
Shopify Inc SHOP.N Information Technology IT Services 108.130 1.578 2.174 2.934 36% 67,02 48,66 36,05
NVIDIA Corp NVDA.N Information Technology 226.320
Semiconductors & Semiconductor Equipment 10.985 14.349 17.044 25% 19,75 15,12 12,73
Qualcomm Inc QCOM.O Information Technology 100.130
Semiconductors & Semiconductor Equipment 19.573 22.279 27.076 18% 5,42 4,76 3,92
Advanced Micro Devices Inc AMD.O Information Technology 58.887
Semiconductors & Semiconductor Equipment 6.731 8.414 10.119 23% 8,62 6,89 5,73
Microsoft Corp MSFT.O Information Technology Software 1.504.858 125.843 149.317 167.073 15% 11,46 9,66 8,63
Salesforce.Com Inc CRM.N Information Technology Software 165.180 16.780 19.835 23.283 18% 9,42 7,97 6,79
Zoom Video Communications Inc ZM.O Information Technology Software 70.120 598 1.707 2.265 95% 115,61 40,51 30,54
Workday Inc WDAY.O Information Technology Software 43.752 3.560 4.146 4.865 17% 12,06 10,35 8,82
Trade Desk Inc TTD.O Information Technology Software 18.707 661 689 929 19% 27,84 26,70 19,81
60,00 FV/Sales 20e 40,00 FV/Sales 21e
SHOP
35,00
50,00 SHOP ZM
30,00
ZM
40,00
25,00

30,00 20,00 TTD


TTD
15,00
20,00 NVDA MELI
MELI 10,00 WDAY
NVDA
CRM WDAY PYPL NFLX
10,00 NFLX CRM
ZM
PYPL ROKU AMD ROKU
AMD 5,00 QCOM
UBER ZM BABA AMZN BABA
SPOT
QCOM SPOT AMZN Rev gr 21e/19 UBER Rev gr 21e/19
JD JD
0,00 0,00
0% 20% 40% 60% 80% 100% 0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100%
Rev 2019 Rev Rev Rev gr FV/Sales FV/Sales FV/Sales
Empresas Ticker Sector Industria Mrk Cap
2020e 2021e 21e/19 19 20e 21e
TripAdvisor Inc TRIP.O Communication Services Interactive Media & Services 2.558 1.560 638 1.074 -17% 1,58 3,87 2,29
Trivago NV TRVG.O Communication Services Interactive Media & Services 699 940 373 603 -20% 0,49 1,24 0,77
Booking Holdings Inc BKNG.O Consumer Discretionary Internet & Direct Marketing Retail 65.212 15.066 6.992 11.528 -13% 4,42 9,52 5,78
Expedia Group Inc EXPE.O Consumer Discretionary Internet & Direct Marketing Retail 11.655 12.067 5.919 9.138 -13% 1,31 2,68 1,74
Despegar.com Corp DESP.K Consumer Discretionary Internet & Direct Marketing Retail 510 525 214 488 -4% 0,58 1,43 0,63
Sabre Corp SABR.O Information Technology IT Services 2.188 3.975 1.905 2.964 -14% 1,31 2,74 1,76

FV/Sales 20e 10,00 FV/Sales 21e 7,00


BKNG
9,00
6,00
8,00 BKNG

7,00 5,00

6,00
4,00
5,00
3,00
TRIP 4,00
SABR TRIP SABR
3,00 2,00
EXPE EXPE
2,00
DESP 1,00
TRVG 1,00 TRVG DESP
Rev gr 21e/19 Rev gr 21e/19
0,00 0,00
-25% -20% -15% -10% -5% 0% -25% -20% -15% -10% -5% 0%