Morgan Stanley DeckHard

Two companies both trade at 15x P/E. The interviewer asks: which is cheaper, and what do you look at?

Model answer

Same multiple does not mean same value — interrogate what the multiple is capitalizing. Check: (1) growth — if A grows EPS at 15% and B at 5%, A is far cheaper growth-adjusted (PEG of 1.0 versus…

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