mars_or_bust
Member
Could work only if on top of this GM also gifts a free Tesla.
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
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The Accountant
Active Member
Non-GAAP is $2.36 according to Gary Black. It was $2.31 a few days ago and $1.96 a month ago.
I am not aware of any wall street estimates of GAAP EPS.
TheTalkingMule
Distributed Energy Enthusiast
The Accountant
Active Member
And, for those who missed it the other day, I believe a whisper number of ~$2.71 was referenced in a Gary Black tweet. Please correct me if that's wrong...
Thanks for all you do. I saw that 2.31 figure and was concerned if that was GAAP which would have made a beat less likely. Also, it appears that everyone gives EPS estimates based on non GAAP but PE ratios are made using GAAP income, correct?
Aren't we expecting 2 sizes now? Or did I just dream that? I hope one is bigger to compete with the F250 size, and a Ranger size one for small garages.
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The Accountant
Active Member
Yes - EPS estimates are non-GAAP. The only difference to GAAP EPS, is that non-GAAP removes stock option compensation since it is non-cash.
GAAP EPS - with stock compensation expense
non-GAAP EPS - without stock compensation expense.
When you see PE ratios, it is usually price/GAAP EPS. The reason for this is that non-GAAP EPS is not published in the 10k/10Q. Only the GAAP EPS can be found there. We only find non-GAAP eps in the Tesla earnings presentation.
I guess those of us bothered by that could just stop waiting...?
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That's correct. Just a FYI, beating a whisper number is considered a strong blowout. I like our chances
Your TL;DR summary of the autoevolution article:He is an expert analyst and we are just pleebs, so we are incapable of understanding what he is saying. Maybe.
Tesla isn't taking care of their customers. That and build quality will do them in as other makers do a better job and Tesla sacrifices all to maintain growth rate. Stock price and therefore company will crumble. Example given of a M3 customer waiting a year to get a seat replaced.
OK, now no one else needs to give them a click - I took one for the team there.
I like Tesla's chances if that is all they can base their crumble on....I had a lot of issues with my 2013 Model S, but still ended up buying a 2022 MYP....Growing pains...Don't they understand that as time goes on, *sugar* just gets better?
TheTalkingMule
Distributed Energy Enthusiast
Hey guys! It's about to be green!
Guuuuuuuys!!!!
Guuuuuuuys!!!!
Can I call a vote for booting out Mule for ruining it???
YES....I second that motion....it is not a hard rule to follow!?!Can I call a vote for booting out Mule for ruining it???
Iain
Member
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