Relative ValuationThe problem with looking at stock prices and comparing them to each other over the the prior twelve months, or even the prior 6 months, is that the companies have changed/diluted/acquired significantly for some (APH and ACB),and less so for others (WEED) over the past 6 months.
For ACB, APH, and WEED here is what the last 6 months look like:
WEED
Oct 11, 17 - 185.79 Million Shares @ $13.59 = Market Cap $2.52B
Jan 11, 18 - 192.43 Million Shares @ $37.56 = Market Cap $7.22B (286% higher than Oct)
Apr 11, 18 - 198.35 Million Shares @ $28.00 = Market Cap $ 5.5 B (218% higher than Oct)
Increase in # of Shares ~ 7%
ACB
Oct 11, 17 - 396.91 Million Shares @ $3 = Market Cap $1.2 B
Jan 11, 18 - 489.92 Million Shares @ $13.24 = Market Cap $6 B (500% higher than Oct)
Apr 11, 18 - 563 Million Shares @ $8 = Market Cap $4.5 B (375% higher than Oct)
Increase in # of Shares ~ 41%
APH
Oct 11, 17 - 138.9 Million Shares @ $7.84 = Market Cap $1.09 B
Jan 11, 18 - 160 Million Shares @ $20.55 = Market Cap $3.29 B (300% higher than Oct)
Apr 11, 18 - 174.3 Million Shares @ $10.13 = Market Cap $1.76 B (161 % higher than Oct)
Based on this - ACB has had the most growth in the past 6 months, even at current prices. APH has grown the least in value (by far). The question is, how much impact (positive or negative) will the moves these companies have made in the past 6 months have on future revenue and earnings.
Increase in # of Shares ~ 25.4%