AI銘柄 Comps

AI関連銘柄を同じ評価軸で比較します。銘柄をクリックすると個別銘柄ページを開きます。

ハイライト銘柄
分類
1M Forward P/E Backtest
散布図は分類の絞り込みに合わせて回帰線を引き直します。
円の大きさ: 時価総額
3M Forward P/E Backtest
散布図は分類の絞り込みに合わせて回帰線を引き直します。
円の大きさ: 時価総額
次四半期成長率 vs EV/Sales
散布図は分類の絞り込みに合わせて回帰線を引き直します。
円の大きさ: 時価総額
予想EPS成長率 vs 予想PER
散布図は分類の絞り込みに合わせて回帰線を引き直します。
円の大きさ: 時価総額
FCF利回り vs 予想PER
散布図は分類の絞り込みに合わせて回帰線を引き直します。
円の大きさ: 時価総額
粗利率
横線上に各銘柄を同じ大きさの点で表示します。
円の大きさ: 時価総額
次四半期売上成長率
横線上に各銘柄を同じ大きさの点で表示します。
円の大きさ: 時価総額
1Y Return vs Next Q Growth
散布図は分類の絞り込みに合わせて回帰線を引き直します。
円の大きさ: 時価総額
1M Forward P/E Backtest Nか月前のForward P/EとEPS estimate growth、その後の株価リターン
Ticker Company Date PE Then EPS Growth Then Price Then Price Now Return PE Now Current EPS Growth Source
AMD AMD 2026-09-02 23.5x +24.8% 457.06 633.91 +38.7% 32.5x +64.8% latest_forward_pe_scaled_by_price_history
HPE Hewlett Packard Enterprise 2026-09-02 7.8x +77.4% 51.70 69.33 +34.1% 10.5x +12.5% latest_forward_pe_scaled_by_price_history
CRWD CrowdStrike 2026-09-02 55.6x +7.4% 203.42 270.04 +32.7% 73.8x +27.1% latest_forward_pe_scaled_by_price_history
INTC Intel 2026-09-02 50.8x +2100.0% 90.05 119.33 +32.5% 67.3x +36.4% latest_forward_pe_scaled_by_price_history
DDOG Datadog 2026-09-02 40.2x +13.7% 209.23 277.22 +32.5% 53.2x +21.4% latest_forward_pe_scaled_by_price_history
MRVL Marvell Technology 2026-09-02 23.1x +17.7% 206.48 272.29 +31.9% 30.4x +41.7% latest_forward_pe_scaled_by_price_history
TER Teradyne 2026-09-02 27.8x -3.3% 341.49 449.04 +31.5% 36.5x +32.1% latest_forward_pe_scaled_by_price_history
ARM Arm Holdings 2026-09-02 75.4x -31.0% 234.86 307.49 +30.9% 98.7x +21.4% latest_forward_pe_scaled_by_price_history
COHR Coherent 2026-09-02 34.6x +16.5% 268.64 337.04 +25.5% 43.4x +42.6% latest_forward_pe_scaled_by_price_history
NTAP NetApp 2026-09-02 10.5x -6.6% 180.77 226.27 +25.2% 13.1x +6.9% latest_forward_pe_scaled_by_price_history
AMAT Applied Materials 2026-09-02 22.5x +26.0% 438.46 540.04 +23.2% 27.7x +27.1% latest_forward_pe_scaled_by_price_history
META Meta Platforms 2026-09-02 13.7x +8.4% 592.38 728.08 +22.9% 16.8x +7.3% latest_forward_pe_scaled_by_price_history
LRCX Lam Research 2026-09-02 27.0x +23.5% 288.01 347.49 +20.7% 32.6x +39.4% latest_forward_pe_scaled_by_price_history
KLAC KLA 2026-09-02 29.8x +8.7% 172.26 206.89 +20.1% 35.8x +34.0% latest_forward_pe_scaled_by_price_history
NBIS Nebius Group 2026-09-02 268.5x +375.0% 204.09 242.81 +19.0% -152.0x -4.8% quarterly_eps_estimate_price_history
SMCI Super Micro Computer 2026-09-02 7.7x +54.8% 37.00 43.69 +18.1% 9.1x +32.7% latest_forward_pe_scaled_by_price_history
SNPS Synopsys 2026-09-02 24.4x +16.1% 415.97 489.90 +17.8% 28.7x +18.0% latest_forward_pe_scaled_by_price_history
CDNS Cadence Design Systems 2026-09-02 31.7x +9.0% 306.67 351.35 +14.6% 36.3x +17.9% latest_forward_pe_scaled_by_price_history
NVT nVent Electric 2026-09-02 28.0x +23.4% 148.17 169.56 +14.4% 32.0x +18.4% latest_forward_pe_scaled_by_price_history
GFS GlobalFoundries 2026-09-02 23.9x +22.9% 43.86 50.17 +14.4% 27.4x +28.8% latest_forward_pe_scaled_by_price_history
DELL Dell Technologies 2026-09-02 12.5x +66.2% 492.20 562.52 +14.3% 14.3x +13.8% latest_forward_pe_scaled_by_price_history
TSM TSMC 2026-09-02 18.1x +16.8% 414.39 472.78 +14.1% 20.6x +24.9% latest_forward_pe_scaled_by_price_history
MU Micron 2026-09-02 4.8x +125.9% 956.08 1074.89 +12.4% 5.3x +74.7% latest_forward_pe_scaled_by_price_history
ETN Eaton 2026-09-02 24.6x +12.8% 390.85 436.11 +11.6% 27.5x +16.4% latest_forward_pe_scaled_by_price_history
SNOW Snowflake 2026-09-02 52.0x +40.6% 305.84 341.04 +11.5% 58.0x +35.5% latest_forward_pe_scaled_by_price_history
ANET Arista Networks 2026-09-02 36.0x +9.9% 186.10 207.35 +11.4% 40.1x +21.7% latest_forward_pe_scaled_by_price_history
PLTR Palantir 2026-09-02 69.3x +25.0% 169.46 188.75 +11.4% 77.2x +41.1% latest_forward_pe_scaled_by_price_history
ASML ASML 2026-09-02 26.9x +5.0% 1682.30 1867.31 +11.0% 29.9x +30.1% latest_forward_pe_scaled_by_price_history
SNDK SanDisk 2026-09-02 6.9x +135.5% 1553.40 1719.99 +10.7% 7.7x +147.4% latest_forward_pe_scaled_by_price_history
CIEN Ciena 2026-09-02 56.2x +24.8% 354.16 391.34 +10.5% 62.1x +38.3% latest_forward_pe_scaled_by_price_history
QCOM Qualcomm 2026-09-02 15.2x -12.9% 169.04 184.87 +9.4% 16.6x -0.9% latest_forward_pe_scaled_by_price_history
SYM Symbotic 2026-09-02 72.3x +18.2% 39.87 43.28 +8.6% 78.5x +49.9% latest_forward_pe_scaled_by_price_history
HUBB Hubbell 2026-09-02 22.2x +39.6% 450.08 475.52 +5.7% 23.4x +9.7% latest_forward_pe_scaled_by_price_history
IREN IREN 2026-09-02 34.2x -36.4% 39.60 41.76 +5.5% 36.1x -325.8% latest_forward_pe_scaled_by_price_history
ISRG Intuitive Surgical 2026-09-02 36.8x +18.5% 371.88 391.95 +5.4% 38.8x +13.2% latest_forward_pe_scaled_by_price_history
ESTC Elastic 2026-09-02 16.3x +3.6% 89.58 93.94 +4.9% 17.1x +12.3% latest_forward_pe_scaled_by_price_history
NVDA NVIDIA 2026-09-02 16.9x +18.1% 224.16 233.95 +4.4% 17.7x +34.8% latest_forward_pe_scaled_by_price_history
MSFT Microsoft 2026-09-02 20.6x +4.2% 496.82 517.53 +4.2% 21.5x +13.2% latest_forward_pe_scaled_by_price_history
CSCO Cisco 2026-09-02 19.8x +12.5% 109.04 112.20 +2.9% 20.4x +8.5% latest_forward_pe_scaled_by_price_history
GOOGL Alphabet 2026-09-02 28.0x +8.6% 336.90 343.50 +2.0% 28.5x +5.1% latest_forward_pe_scaled_by_price_history
3M Forward P/E Backtest Nか月前のForward P/EとEPS estimate growth、その後の株価リターン
Ticker Company Date PE Then EPS Growth Then Price Then Price Now Return PE Now Current EPS Growth Source
HPE Hewlett Packard Enterprise 2026-07-02 6.2x -10.2% 41.13 69.33 +68.6% 10.5x +12.5% latest_forward_pe_scaled_by_price_history
ESTC Elastic 2026-07-02 10.6x -13.8% 58.04 93.94 +61.9% 17.1x +12.3% latest_forward_pe_scaled_by_price_history
SMCI Super Micro Computer 2026-07-02 5.6x +26.5% 27.22 43.69 +60.5% 9.1x +32.7% latest_forward_pe_scaled_by_price_history
NTAP NetApp 2026-07-02 8.9x +10.2% 153.70 226.27 +47.2% 13.1x +6.9% latest_forward_pe_scaled_by_price_history
PLTR Palantir 2026-07-02 52.9x +21.7% 129.30 188.75 +46.0% 77.2x +41.1% latest_forward_pe_scaled_by_price_history
DELL Dell Technologies 2026-07-02 10.0x -15.7% 393.67 562.52 +42.9% 14.3x +13.8% latest_forward_pe_scaled_by_price_history
CRWD CrowdStrike 2026-07-02 53.0x -3.6% 193.98 270.04 +39.2% 73.8x +27.1% latest_forward_pe_scaled_by_price_history
MSFT Microsoft 2026-07-02 16.2x +3.8% 389.76 517.53 +32.8% 21.5x +13.2% latest_forward_pe_scaled_by_price_history
SNOW Snowflake 2026-07-02 44.2x +18.5% 260.15 341.04 +31.1% 58.0x +35.5% latest_forward_pe_scaled_by_price_history
ANET Arista Networks 2026-07-02 30.9x +6.6% 159.99 207.35 +29.6% 40.1x +21.7% latest_forward_pe_scaled_by_price_history
NOW ServiceNow 2026-07-02 14.4x +9.0% 106.32 134.38 +26.4% 18.2x +21.5% latest_forward_pe_scaled_by_price_history
META Meta Platforms 2026-07-02 13.5x -19.0% 582.44 728.08 +25.0% 16.8x +7.3% latest_forward_pe_scaled_by_price_history
AMD AMD 2026-07-02 26.6x -2.3% 517.82 633.91 +22.4% 32.5x +64.8% latest_forward_pe_scaled_by_price_history
TER Teradyne 2026-07-02 30.0x +53.6% 368.95 449.04 +21.7% 36.5x +32.1% latest_forward_pe_scaled_by_price_history
NVDA NVIDIA 2026-07-02 14.7x +14.9% 194.61 233.95 +20.2% 17.7x +34.8% latest_forward_pe_scaled_by_price_history
PSTG Pure Storage 2026-03-12 20.1x +10.3% 61.00 72.31 +18.5% 23.9x +22.9% latest_forward_pe_scaled_by_price_history
NBIS Nebius Group 2026-07-02 283.7x +375.0% 215.62 242.81 +12.6% -152.0x -4.8% quarterly_eps_estimate_price_history
SNPS Synopsys 2026-07-02 25.6x -11.2% 437.16 489.90 +12.1% 28.7x +18.0% latest_forward_pe_scaled_by_price_history
PATH UiPath 2026-07-02 10.6x -36.0% 11.71 13.12 +12.0% 11.9x +12.1% latest_forward_pe_scaled_by_price_history
NVT nVent Electric 2026-07-02 28.7x +4.4% 151.95 169.56 +11.6% 32.0x +18.4% latest_forward_pe_scaled_by_price_history
MRVL Marvell Technology 2026-07-02 27.4x +0.0% 245.23 272.29 +11.0% 30.4x +41.7% latest_forward_pe_scaled_by_price_history
MU Micron 2026-07-02 4.8x +125.9% 975.41 1074.89 +10.2% 5.3x +74.7% latest_forward_pe_scaled_by_price_history
ETN Eaton 2026-07-02 25.0x -17.8% 397.54 436.11 +9.7% 27.5x +16.4% latest_forward_pe_scaled_by_price_history
TSM TSMC 2026-07-02 18.9x +11.7% 433.00 472.78 +9.2% 20.6x +24.9% latest_forward_pe_scaled_by_price_history
ADBE Adobe 2026-07-02 8.8x -1.0% 219.72 237.69 +8.2% 9.5x +12.3% latest_forward_pe_scaled_by_price_history
IREN IREN 2026-07-02 33.6x -36.4% 38.82 41.76 +7.6% 36.1x -325.8% latest_forward_pe_scaled_by_price_history
DDOG Datadog 2026-07-02 50.0x -7.3% 260.36 277.22 +6.5% 53.2x +21.4% latest_forward_pe_scaled_by_price_history
ASML ASML 2026-07-02 28.3x -12.3% 1767.03 1867.31 +5.7% 29.9x +30.1% latest_forward_pe_scaled_by_price_history
QCOM Qualcomm 2026-07-02 15.8x -24.7% 175.30 184.87 +5.5% 16.6x -0.9% latest_forward_pe_scaled_by_price_history
AMZN Amazon 2026-07-02 26.3x -15.4% 242.67 251.52 +3.6% 27.3x +14.8% latest_forward_pe_scaled_by_price_history
CFLT Confluent 2025-12-17 46.1x +42.9% 30.00 30.99 +3.3% 47.6x +27.3% latest_forward_pe_scaled_by_price_history
ORCL Oracle 2026-07-02 21.0x +16.0% 139.78 142.30 +1.8% 21.4x +7.6% latest_forward_pe_scaled_by_price_history
SYM Symbotic 2026-07-02 77.5x +22.2% 42.74 43.28 +1.3% 78.5x +49.9% latest_forward_pe_scaled_by_price_history
COHR Coherent 2026-07-02 42.9x +14.9% 333.36 337.04 +1.1% 43.4x +42.6% latest_forward_pe_scaled_by_price_history
MDB MongoDB 2026-07-02 37.1x -19.7% 354.88 357.96 +0.9% 37.4x +20.6% latest_forward_pe_scaled_by_price_history
CSCO Cisco 2026-07-02 20.3x +2.0% 111.84 112.20 +0.3% 20.4x +8.5% latest_forward_pe_scaled_by_price_history
INTC Intel 2026-07-02 67.9x -87.5% 120.35 119.33 -0.8% 67.3x +36.4% latest_forward_pe_scaled_by_price_history
LRCX Lam Research 2026-07-02 32.9x +16.2% 351.04 347.49 -1.0% 32.6x +39.4% latest_forward_pe_scaled_by_price_history
AVGO Broadcom 2026-07-02 23.6x +18.8% 359.79 355.14 -1.3% 23.3x +58.6% latest_forward_pe_scaled_by_price_history
SNDK SanDisk 2026-07-02 7.8x +314.1% 1745.00 1719.99 -1.4% 7.7x +147.4% latest_forward_pe_scaled_by_price_history