IonQ 是优于 Rigetti 的首选股票,因为它规模更大、更稳定、流动性更强,并拥有更强大的机构与政府支持。
逐段跳播
事实上,我将在本视频中比较的两家公司,Rigetti 和 IonQ,表现并不好。它们的表现逊于标普指数。但这两家公司中,哪一家是现在更值得买入的股票?如果你是寻求大交易的高风险投资者,哪个是更好的买入选择?
In fact, the two companies I will be comparing in this video, Rigetti and IonQ, are not performing well. They are underperforming the S&P index. But which of these two companies is the better stock to buy now? If you are a high- risk investor looking for big deals, which is the better buying option?
按过去12个月的收入衡量,IonQ 是最大的量子计算公司,这一点在与 Rigetti 的比较中得到了体现。IonQ 在过去12个月中创造了2.47亿美元的收入,而 Rigetti 仅为1300万美元。
IonQ is the largest quantum computing company when measured by revenue over the past 12 months, as evidenced when compared to Regetti. AeonQ generated $247 million in revenue over the past 12 months, compared to just $13 million for Regetti.
此外,IonQ 的收入增长和扩张更为持续,而 Rigetti 的收入则更为波动和不稳定。
Furthermore , AeonQ's revenues showed more consistent growth and expansion, while Ragete's revenues were more volatile and unstable.
同样,IonQ 得到了美国政府及银行机构的支持。目前,这些公司产生的收入大部分来自政府机构或研究机构,这些机构正试图研究并增加该领域信息的应用。它们尚未从商业企业或具有商业可行性的领域产生有意义的收入。
Similarly, AeonQ received support from both the US government and banking institutions . Currently, most of the revenue generated by these companies comes from government agencies or research institutions that are trying to study and increase the use of information surrounding this sector. It does not yet generate meaningful revenue from commercial enterprises or commercially viable positions.
当公司处于 Rigetti 和 IonQ 正在经历的阶段时,需要完全不同的技能组合。你试图招募非常聪明的人才加入你的组织,他们愿意基于潜力工作,当然也愿意领取薪水,但也愿意接受股权和基于股票的补偿作为为公司工作的报酬。
When you're at the stage that Ragete and AionQ are going through, it requires a completely different skill set. You are trying to recruit very intelligent individuals to your organizations, who are willing to work based on potential, and who are willing to work for a salary of course, but also to accept equity shares and receive stock- based compensation as payment for working for the company.
因此,目前现金流和利润都显著为负。IonQ 为 -184%,Rigetti 为 -455%。
Therefore, at the moment, cash flow and profits are significantly negative. -184% for IonQ, and -455% for Regetti.
我对 Rigetti 或 IonQ 没有这种感觉。这使得评估它们更加困难。至于 IonQ 和 Rigetti,它们很幸运地经历了投资者对量子计算股票的狂热,正如我之前提到的,它们的股价上涨了数千个百分点。
它们利用了这一机会,向公众出售股票,获得了现金。我认为这是利用那些狂热事件的精明之举。
I don't have that with "Regetti" or "Ion Q". This makes evaluating them more difficult. As for IonQ and Rigetti, they were fortunate to experience the euphoria that investors went through regarding quantum computing stocks, as I mentioned earlier that their stock prices jumped by several thousand percent. They took advantage of that opportunity, sold shares to the public, and obtained cash. I believe that was a shrewd move to take advantage of those euphoric events.
IonQ 的资产负债表上现在有21亿美元的现金和短期投资,并且如果需要,它还有更多的短期流动性可以利用。这对于公司达到下一个里程碑来说是一个很大的优势。事实上,根据最近季度的现金消耗率,这笔金额足以让公司持续运营数年。
IonQ now has $2.1 billion in cash and short-term investments on its balance sheet, and has more short-term liquidity that it can tap into if needed. This is a lot of criticism in order for the company to reach the next milestone. In fact, based on the most recent quarterly cash burn rate, this amount is enough for the company to continue for several years.
根据这一指标,Rigetti 的股价对应未来销售额的倍数为113倍,而 IonQ 为35倍。与一年多前量子计算热潮的顶峰相比,两者的交易水平都较低。因此,两者的估值都比以前更具吸引力。
According to this metric, Rigetti shares are trading at a forward to sales price of 113, while IonQ is trading at 35. Both are trading at lower levels compared to the peak of quantum computing enthusiasm just over a year ago. Thus, both are trading at more attractive valuations than they were previously.
但如果我必须选择,如果我必须在今天买入的这两只股票中做出选择,我会选择 IonQ,因为它规模更大、更具扩展性和稳定性,银行账户中有更多流动性,与主要机构有更多关系,并从政府和研究机构获得更大总额的支持。
But if I had to choose, if I had to choose between these two stocks to buy today, I would choose IonQ as it is the larger, more expansive and stable company, with more liquidity in its bank account, more relationships with major institutions, and receiving larger total amounts of support from the government and research institutions.
这个频道对 $IONQ 的历次判断
Parkev Tatevosian, CFA 在这只股票上只有这一条判断。