1nquisit0
2021-12-30
Please like
What Are The Best Growth Stocks To Watch For 2022?<blockquote>2022年最值得关注的成长股有哪些？</blockquote>
免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。
分享至
微信
复制链接
精彩评论
我们需要你的真知灼见来填补这片空白
打开APP，发表看法
APP内打开
发表看法
1
4
{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":692376447,"tweetId":"692376447","gmtCreate":1640863457037,"gmtModify":1640863458086,"author":{"id":3553900041025922,"idStr":"3553900041025922","authorId":3553900041025922,"authorIdStr":"3553900041025922","name":"1nquisit0","avatar":"https://static.tigerbbs.com/3c22511f65f9157a35a7f105f2b1d9bf","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":12,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":109,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"","extraTitle":"","html":"<html><head></head><body><p>Please like</p></body></html>","htmlText":"<html><head></head><body><p>Please like</p></body></html>","text":"Please like","highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/692376447","repostId":1140326421,"repostType":4,"repost":{"id":"1140326421","kind":"news","pubTimestamp":1640863122,"share":"https://www.laohunote.com/m/news/1140326421?lang=zh_CN&edition=full","pubTime":"2021-12-30 19:18","market":"us","language":"en","title":"What Are The Best Growth Stocks To Watch For 2022?<blockquote>2022年最值得关注的成长股有哪些？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1140326421","media":"Seeking Alpha","summary":"Summary2021 was a mixed year for growth stocks, and 2022 promises to be interesting as well.Macroeco","content":"<p><html><head></head><body><b>Summary</b></p><p><blockquote><html><head></head><body><b>总结</b></body></html></blockquote></p><p><ul><li>2021 was a mixed year for growth stocks, and 2022 promises to be interesting as well.</li><li>Macroeconomic conditions make it essential to choose growth positions wisely.</li><li>I examine three compelling growth stock opportunities for 2022 below, along with a bonus sleeper pick.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/57e8e6c0a2242b58a0a67b91fe757e7e\" tg-width=\"1536\" tg-height=\"929\" width=\"100%\" height=\"auto\"/><span>Galeanu Mihai/iStock via Getty Images</span></p><p><blockquote><ul><li>2021 年对于成长型股票来说是喜忧参半的一年，2022 年也有望引人入胜。</li><li>宏观经济状况使得明智地选择增长头寸至关重要。</li><li>我在下面研究了 2022 年三个引人注目的成长型股票机会，以及一个额外的潜伏股票选择。</li></ul><p class=\"t-img-caption\"><span>Galeanu Mihai/iStock 来自 Getty Images</span></p></blockquote></p><p><b>Article Thesis:</b></p><p><blockquote><b>文章论点：</b></blockquote></p><p>Picking growth stocks successfully is no easy task. 2021 was a mixed year. Many growth stocks took the roller coaster ride up and then troughed lower than they opened the year when the macroeconomic winds changed. The growth stocks that return to their previous highs and beyond will be those with scalability to be successful long-term, and it is going to be essential to choose wisely in 2022. There are several helpful metrics that investors can examine to make their picks. Below, I have called out three top growth stock picks for 2022, and each offers something different to its customers and investors.</p><p><blockquote>成功挑选成长股并非易事。2021年是喜忧参半的一年。当宏观经济风向发生变化时，许多成长型股票经历了过山车般的上涨，然后跌至低于开盘时的低谷。回到之前高点并超越之前高点的成长型股票将是那些具有长期成功可扩展性的股票，因此在 2022 年做出明智的选择至关重要。投资者可以查看几个有用的指标来做出选择。下面，我列出了 2022 年三只最佳成长型股票，每只股票都为客户和投资者提供了不同的东西。</blockquote></p><p><b>DigitalOcean</b></p><p><blockquote><b>数字海洋</b></blockquote></p><p>DigitalOcean Holdings (DOCN) provides cloud services to small and medium-sized businesses and individual developers. Year-to-date (YTD) DigitalOcean stock has returned over 90%.</p><p><blockquote>DigitalOcean Holdings (DOCN) 为中小型企业和个人开发者提供云服务。年初至今 (YTD) DigitalOcean 股票的回报率已超过 90%。</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8ab94a6bd08e1df5efc56a0140715145\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"/><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据由YCharts提供</span></p></blockquote></p><p>It has also pulled back sharply from its recent highs, which is an opportunity for investors to accumulate shares.</p><p><blockquote>它还从近期高点大幅回调，这是投资者积累股票的机会。</blockquote></p><p>DigitalOcean occupies a niche in the cloud services market, which is dominated by Amazon's (AMZN) AWS, Microsoft Azure (MSFT), and Google Cloud (GOOG). The Big Tech giants focus on large corporations with complex and expensive needs, while DigitalOcean focuses on businesses with 500 or fewer employees. DigitalOcean expects to have a total addressable market (TAM) of $116 billion by 2024 just from this pool of companies. Excellent customer support, straightforward pricing, and simple cloud solutions are the advantages that DigitalOcean offers to customers.</p><p><blockquote>DigitalOcean 在云服务市场占据了一席之地，该市场由亚马逊 (AMZN) AWS、微软 Azure (MSFT) 和谷歌云 (GOOG) 主导。大型科技巨头专注于具有复杂和昂贵需求的大公司，而DigitalOcean专注于员工人数在500人或更少的企业。DigitalOcean 预计到 2024 年，仅从这批公司中，潜在市场 (TAM) 就将达到 1160 亿美元。卓越的客户支持、直接的定价和简单的云解决方案是DigitalOcean为客户提供的优势。</blockquote></p><p>DigitalOcean has accelerated its revenue growth in 2021 to 34%, and this growth should continue into 2022 and 2023. The company trades at a forward price-to-sales (P/S) ratio of just over 20.</p><p><blockquote>DigitalOcean 在 2021 年的收入增长加速至 34%，这种增长应该会持续到 2022 年和 2023 年。该公司的远期市销率 (P/S) 略高于 20。</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/266fbaeb80ce65b34a9c6f9865d8b191\" tg-width=\"640\" tg-height=\"218\" width=\"100%\" height=\"auto\"/><span>Chart created by author with data from Seeking Alpha</span></p><p><blockquote><p class=\"t-img-caption\"><span>作者使用来自Seeking Alpha的数据创建的图表</span></p></blockquote></p><p>The company is also adjusted EBITDA positive and expects to generate $130 million in 2021 alone based on $427 million in total revenue. Because of this, DigitalOcean is currently long-term debt-free and had $590 million cash and equivalents on hand as of Q3 2021. This should allow the company to fund general operations without raising capital through further debt or equity financing for a significant period.</p><p><blockquote>该公司调整后的 EBITDA 也为正值，预计仅 2021 年就将产生 1.3 亿美元的收入，总收入为 4.27 亿美元。因此，DigitalOcean 目前没有长期债务，截至 2021 年第三季度，手头有 5.9 亿美元现金和等价物。这将使公司能够在很长一段时间内为一般运营提供资金，而无需通过进一步的债务或股权融资来筹集资金。</blockquote></p><p>Finally, DigitalOcean has a net retention rate (NRR) well above 100%. This high NRR means the company generates growing revenue from existing customers above any customer churn - a terrific sign. The company reports that the average revenue per user is up from $51.25 in Q4 2020 to $61.97 in Q3 2021.</p><p><blockquote>最后，DigitalOcean的净保留率（NRR）远高于100%。如此高的NRR意味着该公司从现有客户那里获得的收入超过了任何客户流失——这是一个极好的迹象。该公司报告称，每个用户的平均收入从2020年第四季度的51.25美元增加到2021年第三季度的61.97美元。</blockquote></p><p>These combined metrics and opportunities make DigitalOcean one of the top growth picks for 2022.</p><p><blockquote>这些综合指标和机会使 DigitalOcean 成为 2022 年的最佳增长选择之一。</blockquote></p><p><b>PagerDuty</b></p><p><blockquote><b>寻呼机任务</b></blockquote></p><p>PagerDuty (PD) may be the least well-known of the three companies, although it is held in the ARK Innovation portfolio (ARKK). As of December 23, 2021, PagerDuty made up over 1.5% of the portfolio's total holdings. PagerDuty provides customers with a digital operations management platform. The stock is down more than 13% YTD as growth stocks have recently fallen out of favor due to macroeconomic conditions and sector valuation concerns.</p><p><blockquote>PagerDuty (PD) 可能是这三家公司中最不知名的，尽管它被纳入 ARK 创新投资组合 (ARKK) 中。截至2021年12月23日，PagerDuty占该投资组合总持股的1.5%以上。PagerDuty为客户提供数字化运营管理平台。由于宏观经济状况和行业估值担忧，成长型股票最近失宠，该股年初至今已下跌超过 13%。</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d5de2e1d4d3aaee554d9017fac1a0fcb\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"/><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据由YCharts提供</span></p></blockquote></p><p>Former Amazon software engineers started PagerDuty in 2009, and I have covered the company in more detail in an article that can be found here.</p><p><blockquote>前亚马逊软件工程师在2009年创办了PagerDuty，我在一篇文章中更详细地介绍了这家公司，可以在这里找到。</blockquote></p><p>PagerDuty boasts over 14,400 paying customers, with 543 generating more than $100,000 annually as of October 31, 2021. Customers include more than 65% of the Fortune 100 across all sectors. While DigitalOcean is focused on the little guy, much of PagerDuty's success will hinge on the growth of large customers.</p><p><blockquote>PagerDuty拥有超过14,400名付费客户，截至2021年10月31日，其中543名年收入超过10万美元。客户包括所有行业超过65%的财富100强企业。虽然DigitalOcean专注于小人物，但PagerDuty的成功很大程度上取决于大客户的增长。</blockquote></p><p>As shown below, revenue is expected to reach $286 million in the current fiscal year on 34% growth.</p><p><blockquote>如下所示，本财年收入预计将达到 2.86 亿美元，增长 34%。</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d129bb039d6a60b598fae656ef8819cb\" tg-width=\"640\" tg-height=\"227\" width=\"100%\" height=\"auto\"/><span>Chart created by author with data from Seeking Alpha</span></p><p><blockquote><p class=\"t-img-caption\"><span>作者使用来自Seeking Alpha的数据创建的图表</span></p></blockquote></p><p></p><p>PagerDuty also has a tremendous net retention rate of 124% at the last report and estimates its total TAM at $36 billion.</p><p><blockquote>在上一份报告中，PagerDuty 的净保留率也高达 124%，估计其总 TAM 为 360 亿美元。</blockquote></p><p>The company is not EBITDA positive at this time and is spending very heavily on sales and marketing to achieve growth. The increase in large customers will be a crucial metric to watch for in subsequent quarters. The company's balance sheet is solid, although it does have $281 million in long-term debt to service.</p><p><blockquote>该公司目前的 EBITDA 并不为正，并且正在大力投入销售和营销以实现增长。大客户的增加将是未来几个季度值得关注的重要指标。该公司的资产负债表稳健，尽管它确实有 2.81 亿美元的长期债务需要偿还。</blockquote></p><p>PagerDuty may be the highest risk and reward company of the three picks. The current market cap is $3.11 billion putting the forward P/S at just under 11.</p><p><blockquote>PagerDuty可能是三个选择中风险和回报最高的公司。目前的市值为 31.1 亿美元，远期市盈率略低于 11。</blockquote></p><p><b>CrowdStrike</b></p><p><blockquote><b>人群罢工</b></blockquote></p><p>CrowdStrike (CRWD) investors have had a challenging year. The company is doing terrific, while the stock has struggled due to its valuation and unfavorable macroeconomic factors. YTD, the stock is just about even, with investors seeing significant gains evaporate rather quickly.</p><p><blockquote>CrowdStrike (CRWD) 投资者度过了充满挑战的一年。该公司表现非常出色，而该股由于估值和不利的宏观经济因素而陷入困境。年初至今，该股基本持平，投资者看到大幅涨幅很快就消失了。</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9c53ba98c774d56c44ac5057a4ec2fd2\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"/><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据由YCharts提供</span></p></blockquote></p><p>CrowdStrike is a cloud-based cybersecurity platform whose stated mission is "we stop breaches." Cybersecurity is an enormous challenge for enterprises of all sizes. The federal government is also looking to shore up systems across departments. The Cybersecurity and Infrastructure Security Agency (CISA) recently selected CrowdStrike as a powerful platform for endpoint protections across government agencies.</p><p><blockquote>CrowdStrike 是一个基于云的网络安全平台，其既定使命是“我们阻止违规行为”。网络安全对各种规模的企业来说都是一个巨大的挑战。联邦政府也在寻求加强跨部门的系统。网络安全和基础设施安全局（CISA）最近选择CrowdStrike作为跨政府机构端点保护的强大平台。</blockquote></p><p>CISA is on the front lines when it comes to defending our country's most critical assets against the persistent and evolving threats that nation-state and eCrime adversaries present,"said George Kurtz, co-founder, and chief executive officer of CrowdStrike."Improving our nation's defenses and cyber resiliency requires strong collaboration between the government and the private sector. This partnership will arm CISA and government agencies with CrowdStrike's powerful technology and elite human expertise to stop sophisticated attacks and protect our nation's critical infrastructure."CrowdStrike has some of the best SaaS metrics around. When it comes to growth, few can match CrowdStrike's 75% CAGR over the last five years, inclusive of this fiscal year's guidance.</p><p><blockquote>CrowdStrike 联合创始人兼首席执行官乔治·库尔茨 (George Kurtz) 表示：“在保护我们国家最重要的资产免受民族国家和电子犯罪对手带来的持续和不断变化的威胁方面，CISA 处于最前线。”改善我们国家的国防和网络弹性需要政府和私营部门之间的强有力合作。此次合作将为 CISA 和政府机构提供 CrowdStrike 强大的技术和精英人力专业知识，以阻止复杂的攻击并保护我们国家的关键基础设施。”CrowdStrike 拥有一些最好的 SaaS 指标。说到增长，很少有人能与 CrowdStrike 过去五年 75% 的 CAGR（包括本财年的指导）相媲美。</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ce0fa5a63f88198dd8fa61ab0a02eeb0\" tg-width=\"640\" tg-height=\"271\" width=\"100%\" height=\"auto\"/><span>Chart created by author with data from Seeking Alpha</span></p><p><blockquote><p class=\"t-img-caption\"><span>作者使用来自Seeking Alpha的数据创建的图表</span></p></blockquote></p><p>Annual recurring revenue (ARR) also reached the $1.5 billion mark in Q3 fiscal 2022, an impressive milestone for the company. To achieve this growth, CrowdStrike is spending efficiently on marketing. One measure of sales and marketing spending efficiency is the SaaS Magic Number. The Magic Number is calculated by taking the increase in quarterly ARR and dividing it by the quarter's sales and marketing expenses. A Magic Number over 0.75 is seen as efficient, and CrowdStrike reported a 1.3 as of October 31, 2021.</p><p><blockquote>2022 财年第三季度的年度经常性收入 (ARR) 也达到了 15 亿美元大关，这对该公司来说是一个令人印象深刻的里程碑。为了实现这一增长，CrowdStrike正在有效地在营销上投入资金。销售和营销支出效率的一个衡量标准是SaaS神奇数字。神奇数字的计算方法是将季度 ARR 的增加额除以该季度的销售和营销费用。超过0.75的神奇数字被认为是有效的，截至2021年10月31日，CrowdStrike报告的数字为1.3。</blockquote></p><p>Gross margins are expanding, and subscription gross margin is approaching 80%, pointing to scalability. There is plenty of room for scaling with an estimated TAM of $116 billion by 2025.</p><p><blockquote>毛利率正在扩大，订阅毛利率接近80%，表明可扩展性。到 2025 年，TAM 估计将达到 1160 亿美元，有很大的扩展空间。</blockquote></p><p>The recent pullback makes the valuation metrics much more attractive. The company now has a forward P/S ratio of under 34. Analysts are also turning bullish on the stock once again.</p><p><blockquote>最近的回调使估值指标更具吸引力。该公司目前的远期市盈率低于34。分析师也再次看好该股。</blockquote></p><p><b>Honorable Mention: The Trade Desk</b></p><p><blockquote><b>荣誉奖：The Trade Desk</b></blockquote></p><p>I would be remiss not to mention The Trade Desk (TTD) in this article.</p><p><blockquote>如果我不在这篇文章中提到交易台（TTD），那将是我的失职。</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b38ffbca82c799fb261df5edfa1db3d4\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"/><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据由YCharts提供</span></p></blockquote></p><p>YTD, the stock is up approximately 22%, although this is skewed due to the downturn in late December 2020. Digital advertising spending is exploding, and the company has a tremendous TAM as a demand-side platform. The platform is not reliant upon 3rd-party cookies. Revenue growth took a step back in 2020 as advertisers cut back on spending; however, it has come roaring back in 2021.</p><p><blockquote>年初至今，该股上涨了约 22%，尽管由于 2020 年 12 月下旬的低迷，这一涨幅有所偏差。数字广告支出正在爆炸式增长，该公司作为需求方平台拥有巨大的 TAM。该平台不依赖于第三方cookies。由于广告商削减支出，2020 年收入增长放缓；然而，它在2021年又卷土重来。</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1331d06a72246b54b8a8a71fef09bee1\" tg-width=\"640\" tg-height=\"247\" width=\"100%\" height=\"auto\"/><span>Chart created by author with data from Seeking Alpha</span></p><p><blockquote><p class=\"t-img-caption\"><span>作者使用来自Seeking Alpha的数据创建的图表</span></p></blockquote></p><p>The company has generated $383 million in cash from operations over the TTMs, has a gross margin near 80%, is long-term debt-free, and has nearly $800 million in cash and short-term investments on hand. This will allow the company to fund general operations and puts it in a great position to make acquisitions if need be.</p><p><blockquote>该公司通过 TTMs 的运营产生了 3.83 亿美元的现金，毛利率接近 80%，长期无债务，手头拥有近 8 亿美元的现金和短期投资。这将使该公司能够为一般运营提供资金，并在必要时进行收购。</blockquote></p><p>The Trade Desk's potential is no secret as it currently trades at nearly 40 times sales. Still, if Q4 2021 is the record-setting quarter many of us expect, the stock could take off, and the company could reward investors appreciably over the next five years.</p><p><blockquote>Trade Desk的潜力不是秘密，因为它目前的交易价格接近销售额的40倍。尽管如此，如果 2021 年第四季度是我们许多人预期的创纪录季度，该股可能会起飞，并且该公司可能会在未来五年内为投资者带来可观的回报。</blockquote></p><p></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/62395d86e19c1bfc0d60bef2b3357d49\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"/><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据由YCharts提供</span></p></blockquote></p><p><b>Three Growth Stocks For 2022</b></p><p><blockquote><b>2022 年三只成长型股票</b></blockquote></p><p>All three growth plays above have unique positives and challenges. DigitalOcean had a terrific 2021 and is uniquely positioned in the cloud computing space. Cloud computing is also one of the most competitive arenas. PagerDuty was down in 2021 and is underfollowed, but may have the highest upside of the three, albeit with likely the most significant risk. CrowdStrike is the most established and most prominent company with the highest revenue growth and terrific SaaS metrics. It also has the highest valuation and has finished 2021 flat after riding the roller coaster. All three have significant potential for market-beating gains in 2022.</p><p><blockquote>以上三种成长型游戏都有独特的积极因素和挑战。DigitalOcean度过了一个精彩的2021年，在云计算领域处于独特的地位。云计算也是竞争最激烈的领域之一。PagerDuty 在 2021 年有所下降，且关注不足，但可能是三者中上涨空间最高的，尽管风险可能最大。CrowdStrike是最成熟、最著名的公司，拥有最高的收入增长和出色的SaaS指标。它的估值也是最高的，在经历了过山车后，2021 年表现平平。这三家公司在 2022 年都有巨大的潜力跑赢市场。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>What Are The Best Growth Stocks To Watch For 2022?<blockquote>2022年最值得关注的成长股有哪些？</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhat Are The Best Growth Stocks To Watch For 2022?<blockquote>2022年最值得关注的成长股有哪些？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking Alpha</strong><span class=\"h-time small\">2021-12-30 19:18</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><b>Summary</b></p><p><blockquote><html><head></head><body><b>总结</b></body></html></blockquote></p><p><ul><li>2021 was a mixed year for growth stocks, and 2022 promises to be interesting as well.</li><li>Macroeconomic conditions make it essential to choose growth positions wisely.</li><li>I examine three compelling growth stock opportunities for 2022 below, along with a bonus sleeper pick.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/57e8e6c0a2242b58a0a67b91fe757e7e\" tg-width=\"1536\" tg-height=\"929\" width=\"100%\" height=\"auto\"/><span>Galeanu Mihai/iStock via Getty Images</span></p><p><blockquote><ul><li>2021 年对于成长型股票来说是喜忧参半的一年，2022 年也有望引人入胜。</li><li>宏观经济状况使得明智地选择增长头寸至关重要。</li><li>我在下面研究了 2022 年三个引人注目的成长型股票机会，以及一个额外的潜伏股票选择。</li></ul><p class=\"t-img-caption\"><span>Galeanu Mihai/iStock 来自 Getty Images</span></p></blockquote></p><p><b>Article Thesis:</b></p><p><blockquote><b>文章论点：</b></blockquote></p><p>Picking growth stocks successfully is no easy task. 2021 was a mixed year. Many growth stocks took the roller coaster ride up and then troughed lower than they opened the year when the macroeconomic winds changed. The growth stocks that return to their previous highs and beyond will be those with scalability to be successful long-term, and it is going to be essential to choose wisely in 2022. There are several helpful metrics that investors can examine to make their picks. Below, I have called out three top growth stock picks for 2022, and each offers something different to its customers and investors.</p><p><blockquote>成功挑选成长股并非易事。2021年是喜忧参半的一年。当宏观经济风向发生变化时，许多成长型股票经历了过山车般的上涨，然后跌至低于开盘时的低谷。回到之前高点并超越之前高点的成长型股票将是那些具有长期成功可扩展性的股票，因此在 2022 年做出明智的选择至关重要。投资者可以查看几个有用的指标来做出选择。下面，我列出了 2022 年三只最佳成长型股票，每只股票都为客户和投资者提供了不同的东西。</blockquote></p><p><b>DigitalOcean</b></p><p><blockquote><b>数字海洋</b></blockquote></p><p>DigitalOcean Holdings (DOCN) provides cloud services to small and medium-sized businesses and individual developers. Year-to-date (YTD) DigitalOcean stock has returned over 90%.</p><p><blockquote>DigitalOcean Holdings (DOCN) 为中小型企业和个人开发者提供云服务。年初至今 (YTD) DigitalOcean 股票的回报率已超过 90%。</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8ab94a6bd08e1df5efc56a0140715145\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"/><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据由YCharts提供</span></p></blockquote></p><p>It has also pulled back sharply from its recent highs, which is an opportunity for investors to accumulate shares.</p><p><blockquote>它还从近期高点大幅回调，这是投资者积累股票的机会。</blockquote></p><p>DigitalOcean occupies a niche in the cloud services market, which is dominated by Amazon's (AMZN) AWS, Microsoft Azure (MSFT), and Google Cloud (GOOG). The Big Tech giants focus on large corporations with complex and expensive needs, while DigitalOcean focuses on businesses with 500 or fewer employees. DigitalOcean expects to have a total addressable market (TAM) of $116 billion by 2024 just from this pool of companies. Excellent customer support, straightforward pricing, and simple cloud solutions are the advantages that DigitalOcean offers to customers.</p><p><blockquote>DigitalOcean 在云服务市场占据了一席之地，该市场由亚马逊 (AMZN) AWS、微软 Azure (MSFT) 和谷歌云 (GOOG) 主导。大型科技巨头专注于具有复杂和昂贵需求的大公司，而DigitalOcean专注于员工人数在500人或更少的企业。DigitalOcean 预计到 2024 年，仅从这批公司中，潜在市场 (TAM) 就将达到 1160 亿美元。卓越的客户支持、直接的定价和简单的云解决方案是DigitalOcean为客户提供的优势。</blockquote></p><p>DigitalOcean has accelerated its revenue growth in 2021 to 34%, and this growth should continue into 2022 and 2023. The company trades at a forward price-to-sales (P/S) ratio of just over 20.</p><p><blockquote>DigitalOcean 在 2021 年的收入增长加速至 34%，这种增长应该会持续到 2022 年和 2023 年。该公司的远期市销率 (P/S) 略高于 20。</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/266fbaeb80ce65b34a9c6f9865d8b191\" tg-width=\"640\" tg-height=\"218\" width=\"100%\" height=\"auto\"/><span>Chart created by author with data from Seeking Alpha</span></p><p><blockquote><p class=\"t-img-caption\"><span>作者使用来自Seeking Alpha的数据创建的图表</span></p></blockquote></p><p>The company is also adjusted EBITDA positive and expects to generate $130 million in 2021 alone based on $427 million in total revenue. Because of this, DigitalOcean is currently long-term debt-free and had $590 million cash and equivalents on hand as of Q3 2021. This should allow the company to fund general operations without raising capital through further debt or equity financing for a significant period.</p><p><blockquote>该公司调整后的 EBITDA 也为正值，预计仅 2021 年就将产生 1.3 亿美元的收入，总收入为 4.27 亿美元。因此，DigitalOcean 目前没有长期债务，截至 2021 年第三季度，手头有 5.9 亿美元现金和等价物。这将使公司能够在很长一段时间内为一般运营提供资金，而无需通过进一步的债务或股权融资来筹集资金。</blockquote></p><p>Finally, DigitalOcean has a net retention rate (NRR) well above 100%. This high NRR means the company generates growing revenue from existing customers above any customer churn - a terrific sign. The company reports that the average revenue per user is up from $51.25 in Q4 2020 to $61.97 in Q3 2021.</p><p><blockquote>最后，DigitalOcean的净保留率（NRR）远高于100%。如此高的NRR意味着该公司从现有客户那里获得的收入超过了任何客户流失——这是一个极好的迹象。该公司报告称，每个用户的平均收入从2020年第四季度的51.25美元增加到2021年第三季度的61.97美元。</blockquote></p><p>These combined metrics and opportunities make DigitalOcean one of the top growth picks for 2022.</p><p><blockquote>这些综合指标和机会使 DigitalOcean 成为 2022 年的最佳增长选择之一。</blockquote></p><p><b>PagerDuty</b></p><p><blockquote><b>寻呼机任务</b></blockquote></p><p>PagerDuty (PD) may be the least well-known of the three companies, although it is held in the ARK Innovation portfolio (ARKK). As of December 23, 2021, PagerDuty made up over 1.5% of the portfolio's total holdings. PagerDuty provides customers with a digital operations management platform. The stock is down more than 13% YTD as growth stocks have recently fallen out of favor due to macroeconomic conditions and sector valuation concerns.</p><p><blockquote>PagerDuty (PD) 可能是这三家公司中最不知名的，尽管它被纳入 ARK 创新投资组合 (ARKK) 中。截至2021年12月23日，PagerDuty占该投资组合总持股的1.5%以上。PagerDuty为客户提供数字化运营管理平台。由于宏观经济状况和行业估值担忧，成长型股票最近失宠，该股年初至今已下跌超过 13%。</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d5de2e1d4d3aaee554d9017fac1a0fcb\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"/><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据由YCharts提供</span></p></blockquote></p><p>Former Amazon software engineers started PagerDuty in 2009, and I have covered the company in more detail in an article that can be found here.</p><p><blockquote>前亚马逊软件工程师在2009年创办了PagerDuty，我在一篇文章中更详细地介绍了这家公司，可以在这里找到。</blockquote></p><p>PagerDuty boasts over 14,400 paying customers, with 543 generating more than $100,000 annually as of October 31, 2021. Customers include more than 65% of the Fortune 100 across all sectors. While DigitalOcean is focused on the little guy, much of PagerDuty's success will hinge on the growth of large customers.</p><p><blockquote>PagerDuty拥有超过14,400名付费客户，截至2021年10月31日，其中543名年收入超过10万美元。客户包括所有行业超过65%的财富100强企业。虽然DigitalOcean专注于小人物，但PagerDuty的成功很大程度上取决于大客户的增长。</blockquote></p><p>As shown below, revenue is expected to reach $286 million in the current fiscal year on 34% growth.</p><p><blockquote>如下所示，本财年收入预计将达到 2.86 亿美元，增长 34%。</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d129bb039d6a60b598fae656ef8819cb\" tg-width=\"640\" tg-height=\"227\" width=\"100%\" height=\"auto\"/><span>Chart created by author with data from Seeking Alpha</span></p><p><blockquote><p class=\"t-img-caption\"><span>作者使用来自Seeking Alpha的数据创建的图表</span></p></blockquote></p><p></p><p>PagerDuty also has a tremendous net retention rate of 124% at the last report and estimates its total TAM at $36 billion.</p><p><blockquote>在上一份报告中，PagerDuty 的净保留率也高达 124%，估计其总 TAM 为 360 亿美元。</blockquote></p><p>The company is not EBITDA positive at this time and is spending very heavily on sales and marketing to achieve growth. The increase in large customers will be a crucial metric to watch for in subsequent quarters. The company's balance sheet is solid, although it does have $281 million in long-term debt to service.</p><p><blockquote>该公司目前的 EBITDA 并不为正，并且正在大力投入销售和营销以实现增长。大客户的增加将是未来几个季度值得关注的重要指标。该公司的资产负债表稳健，尽管它确实有 2.81 亿美元的长期债务需要偿还。</blockquote></p><p>PagerDuty may be the highest risk and reward company of the three picks. The current market cap is $3.11 billion putting the forward P/S at just under 11.</p><p><blockquote>PagerDuty可能是三个选择中风险和回报最高的公司。目前的市值为 31.1 亿美元，远期市盈率略低于 11。</blockquote></p><p><b>CrowdStrike</b></p><p><blockquote><b>人群罢工</b></blockquote></p><p>CrowdStrike (CRWD) investors have had a challenging year. The company is doing terrific, while the stock has struggled due to its valuation and unfavorable macroeconomic factors. YTD, the stock is just about even, with investors seeing significant gains evaporate rather quickly.</p><p><blockquote>CrowdStrike (CRWD) 投资者度过了充满挑战的一年。该公司表现非常出色，而该股由于估值和不利的宏观经济因素而陷入困境。年初至今，该股基本持平，投资者看到大幅涨幅很快就消失了。</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9c53ba98c774d56c44ac5057a4ec2fd2\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"/><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据由YCharts提供</span></p></blockquote></p><p>CrowdStrike is a cloud-based cybersecurity platform whose stated mission is "we stop breaches." Cybersecurity is an enormous challenge for enterprises of all sizes. The federal government is also looking to shore up systems across departments. The Cybersecurity and Infrastructure Security Agency (CISA) recently selected CrowdStrike as a powerful platform for endpoint protections across government agencies.</p><p><blockquote>CrowdStrike 是一个基于云的网络安全平台，其既定使命是“我们阻止违规行为”。网络安全对各种规模的企业来说都是一个巨大的挑战。联邦政府也在寻求加强跨部门的系统。网络安全和基础设施安全局（CISA）最近选择CrowdStrike作为跨政府机构端点保护的强大平台。</blockquote></p><p>CISA is on the front lines when it comes to defending our country's most critical assets against the persistent and evolving threats that nation-state and eCrime adversaries present,"said George Kurtz, co-founder, and chief executive officer of CrowdStrike."Improving our nation's defenses and cyber resiliency requires strong collaboration between the government and the private sector. This partnership will arm CISA and government agencies with CrowdStrike's powerful technology and elite human expertise to stop sophisticated attacks and protect our nation's critical infrastructure."CrowdStrike has some of the best SaaS metrics around. When it comes to growth, few can match CrowdStrike's 75% CAGR over the last five years, inclusive of this fiscal year's guidance.</p><p><blockquote>CrowdStrike 联合创始人兼首席执行官乔治·库尔茨 (George Kurtz) 表示：“在保护我们国家最重要的资产免受民族国家和电子犯罪对手带来的持续和不断变化的威胁方面，CISA 处于最前线。”改善我们国家的国防和网络弹性需要政府和私营部门之间的强有力合作。此次合作将为 CISA 和政府机构提供 CrowdStrike 强大的技术和精英人力专业知识，以阻止复杂的攻击并保护我们国家的关键基础设施。”CrowdStrike 拥有一些最好的 SaaS 指标。说到增长，很少有人能与 CrowdStrike 过去五年 75% 的 CAGR（包括本财年的指导）相媲美。</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ce0fa5a63f88198dd8fa61ab0a02eeb0\" tg-width=\"640\" tg-height=\"271\" width=\"100%\" height=\"auto\"/><span>Chart created by author with data from Seeking Alpha</span></p><p><blockquote><p class=\"t-img-caption\"><span>作者使用来自Seeking Alpha的数据创建的图表</span></p></blockquote></p><p>Annual recurring revenue (ARR) also reached the $1.5 billion mark in Q3 fiscal 2022, an impressive milestone for the company. To achieve this growth, CrowdStrike is spending efficiently on marketing. One measure of sales and marketing spending efficiency is the SaaS Magic Number. The Magic Number is calculated by taking the increase in quarterly ARR and dividing it by the quarter's sales and marketing expenses. A Magic Number over 0.75 is seen as efficient, and CrowdStrike reported a 1.3 as of October 31, 2021.</p><p><blockquote>2022 财年第三季度的年度经常性收入 (ARR) 也达到了 15 亿美元大关，这对该公司来说是一个令人印象深刻的里程碑。为了实现这一增长，CrowdStrike正在有效地在营销上投入资金。销售和营销支出效率的一个衡量标准是SaaS神奇数字。神奇数字的计算方法是将季度 ARR 的增加额除以该季度的销售和营销费用。超过0.75的神奇数字被认为是有效的，截至2021年10月31日，CrowdStrike报告的数字为1.3。</blockquote></p><p>Gross margins are expanding, and subscription gross margin is approaching 80%, pointing to scalability. There is plenty of room for scaling with an estimated TAM of $116 billion by 2025.</p><p><blockquote>毛利率正在扩大，订阅毛利率接近80%，表明可扩展性。到 2025 年，TAM 估计将达到 1160 亿美元，有很大的扩展空间。</blockquote></p><p>The recent pullback makes the valuation metrics much more attractive. The company now has a forward P/S ratio of under 34. Analysts are also turning bullish on the stock once again.</p><p><blockquote>最近的回调使估值指标更具吸引力。该公司目前的远期市盈率低于34。分析师也再次看好该股。</blockquote></p><p><b>Honorable Mention: The Trade Desk</b></p><p><blockquote><b>荣誉奖：The Trade Desk</b></blockquote></p><p>I would be remiss not to mention The Trade Desk (TTD) in this article.</p><p><blockquote>如果我不在这篇文章中提到交易台（TTD），那将是我的失职。</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b38ffbca82c799fb261df5edfa1db3d4\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"/><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据由YCharts提供</span></p></blockquote></p><p>YTD, the stock is up approximately 22%, although this is skewed due to the downturn in late December 2020. Digital advertising spending is exploding, and the company has a tremendous TAM as a demand-side platform. The platform is not reliant upon 3rd-party cookies. Revenue growth took a step back in 2020 as advertisers cut back on spending; however, it has come roaring back in 2021.</p><p><blockquote>年初至今，该股上涨了约 22%，尽管由于 2020 年 12 月下旬的低迷，这一涨幅有所偏差。数字广告支出正在爆炸式增长，该公司作为需求方平台拥有巨大的 TAM。该平台不依赖于第三方cookies。由于广告商削减支出，2020 年收入增长放缓；然而，它在2021年又卷土重来。</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1331d06a72246b54b8a8a71fef09bee1\" tg-width=\"640\" tg-height=\"247\" width=\"100%\" height=\"auto\"/><span>Chart created by author with data from Seeking Alpha</span></p><p><blockquote><p class=\"t-img-caption\"><span>作者使用来自Seeking Alpha的数据创建的图表</span></p></blockquote></p><p>The company has generated $383 million in cash from operations over the TTMs, has a gross margin near 80%, is long-term debt-free, and has nearly $800 million in cash and short-term investments on hand. This will allow the company to fund general operations and puts it in a great position to make acquisitions if need be.</p><p><blockquote>该公司通过 TTMs 的运营产生了 3.83 亿美元的现金，毛利率接近 80%，长期无债务，手头拥有近 8 亿美元的现金和短期投资。这将使该公司能够为一般运营提供资金，并在必要时进行收购。</blockquote></p><p>The Trade Desk's potential is no secret as it currently trades at nearly 40 times sales. Still, if Q4 2021 is the record-setting quarter many of us expect, the stock could take off, and the company could reward investors appreciably over the next five years.</p><p><blockquote>Trade Desk的潜力不是秘密，因为它目前的交易价格接近销售额的40倍。尽管如此，如果 2021 年第四季度是我们许多人预期的创纪录季度，该股可能会起飞，并且该公司可能会在未来五年内为投资者带来可观的回报。</blockquote></p><p></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/62395d86e19c1bfc0d60bef2b3357d49\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"/><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据由YCharts提供</span></p></blockquote></p><p><b>Three Growth Stocks For 2022</b></p><p><blockquote><b>2022 年三只成长型股票</b></blockquote></p><p>All three growth plays above have unique positives and challenges. DigitalOcean had a terrific 2021 and is uniquely positioned in the cloud computing space. Cloud computing is also one of the most competitive arenas. PagerDuty was down in 2021 and is underfollowed, but may have the highest upside of the three, albeit with likely the most significant risk. CrowdStrike is the most established and most prominent company with the highest revenue growth and terrific SaaS metrics. It also has the highest valuation and has finished 2021 flat after riding the roller coaster. All three have significant potential for market-beating gains in 2022.</p><p><blockquote>以上三种成长型游戏都有独特的积极因素和挑战。DigitalOcean度过了一个精彩的2021年，在云计算领域处于独特的地位。云计算也是竞争最激烈的领域之一。PagerDuty 在 2021 年有所下降，且关注不足，但可能是三者中上涨空间最高的，尽管风险可能最大。CrowdStrike是最成熟、最著名的公司，拥有最高的收入增长和出色的SaaS指标。它的估值也是最高的，在经历了过山车后，2021 年表现平平。这三家公司在 2022 年都有巨大的潜力跑赢市场。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4477211-best-growth-stocks-2022\">Seeking Alpha</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CRWD":"CrowdStrike Holdings, Inc.","TTD":"Trade Desk Inc.","DOCN":"DigitalOcean Holdings, Inc.","PD":"PagerDuty, Inc."},"source_url":"https://seekingalpha.com/article/4477211-best-growth-stocks-2022","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140326421","content_text":"Summary2021 was a mixed year for growth stocks, and 2022 promises to be interesting as well.Macroeconomic conditions make it essential to choose growth positions wisely.I examine three compelling growth stock opportunities for 2022 below, along with a bonus sleeper pick.Galeanu Mihai/iStock via Getty ImagesArticle Thesis:Picking growth stocks successfully is no easy task. 2021 was a mixed year. Many growth stocks took the roller coaster ride up and then troughed lower than they opened the year when the macroeconomic winds changed. The growth stocks that return to their previous highs and beyond will be those with scalability to be successful long-term, and it is going to be essential to choose wisely in 2022. There are several helpful metrics that investors can examine to make their picks. Below, I have called out three top growth stock picks for 2022, and each offers something different to its customers and investors.DigitalOceanDigitalOcean Holdings (DOCN) provides cloud services to small and medium-sized businesses and individual developers. Year-to-date (YTD) DigitalOcean stock has returned over 90%.Data by YChartsIt has also pulled back sharply from its recent highs, which is an opportunity for investors to accumulate shares.DigitalOcean occupies a niche in the cloud services market, which is dominated by Amazon's (AMZN) AWS, Microsoft Azure (MSFT), and Google Cloud (GOOG). The Big Tech giants focus on large corporations with complex and expensive needs, while DigitalOcean focuses on businesses with 500 or fewer employees. DigitalOcean expects to have a total addressable market (TAM) of $116 billion by 2024 just from this pool of companies. Excellent customer support, straightforward pricing, and simple cloud solutions are the advantages that DigitalOcean offers to customers.DigitalOcean has accelerated its revenue growth in 2021 to 34%, and this growth should continue into 2022 and 2023. The company trades at a forward price-to-sales (P/S) ratio of just over 20.Chart created by author with data from Seeking AlphaThe company is also adjusted EBITDA positive and expects to generate $130 million in 2021 alone based on $427 million in total revenue. Because of this, DigitalOcean is currently long-term debt-free and had $590 million cash and equivalents on hand as of Q3 2021. This should allow the company to fund general operations without raising capital through further debt or equity financing for a significant period.Finally, DigitalOcean has a net retention rate (NRR) well above 100%. This high NRR means the company generates growing revenue from existing customers above any customer churn - a terrific sign. The company reports that the average revenue per user is up from $51.25 in Q4 2020 to $61.97 in Q3 2021.These combined metrics and opportunities make DigitalOcean one of the top growth picks for 2022.PagerDutyPagerDuty (PD) may be the least well-known of the three companies, although it is held in the ARK Innovation portfolio (ARKK). As of December 23, 2021, PagerDuty made up over 1.5% of the portfolio's total holdings. PagerDuty provides customers with a digital operations management platform. The stock is down more than 13% YTD as growth stocks have recently fallen out of favor due to macroeconomic conditions and sector valuation concerns.Data by YChartsFormer Amazon software engineers started PagerDuty in 2009, and I have covered the company in more detail in an article that can be found here.PagerDuty boasts over 14,400 paying customers, with 543 generating more than $100,000 annually as of October 31, 2021. Customers include more than 65% of the Fortune 100 across all sectors. While DigitalOcean is focused on the little guy, much of PagerDuty's success will hinge on the growth of large customers.As shown below, revenue is expected to reach $286 million in the current fiscal year on 34% growth.Chart created by author with data from Seeking AlphaPagerDuty also has a tremendous net retention rate of 124% at the last report and estimates its total TAM at $36 billion.The company is not EBITDA positive at this time and is spending very heavily on sales and marketing to achieve growth. The increase in large customers will be a crucial metric to watch for in subsequent quarters. The company's balance sheet is solid, although it does have $281 million in long-term debt to service.PagerDuty may be the highest risk and reward company of the three picks. The current market cap is $3.11 billion putting the forward P/S at just under 11.CrowdStrikeCrowdStrike (CRWD) investors have had a challenging year. The company is doing terrific, while the stock has struggled due to its valuation and unfavorable macroeconomic factors. YTD, the stock is just about even, with investors seeing significant gains evaporate rather quickly.Data by YChartsCrowdStrike is a cloud-based cybersecurity platform whose stated mission is \"we stop breaches.\" Cybersecurity is an enormous challenge for enterprises of all sizes. The federal government is also looking to shore up systems across departments. The Cybersecurity and Infrastructure Security Agency (CISA) recently selected CrowdStrike as a powerful platform for endpoint protections across government agencies.CISA is on the front lines when it comes to defending our country's most critical assets against the persistent and evolving threats that nation-state and eCrime adversaries present,\"said George Kurtz, co-founder, and chief executive officer of CrowdStrike.\"Improving our nation's defenses and cyber resiliency requires strong collaboration between the government and the private sector. This partnership will arm CISA and government agencies with CrowdStrike's powerful technology and elite human expertise to stop sophisticated attacks and protect our nation's critical infrastructure.\"CrowdStrike has some of the best SaaS metrics around. When it comes to growth, few can match CrowdStrike's 75% CAGR over the last five years, inclusive of this fiscal year's guidance.Chart created by author with data from Seeking AlphaAnnual recurring revenue (ARR) also reached the $1.5 billion mark in Q3 fiscal 2022, an impressive milestone for the company. To achieve this growth, CrowdStrike is spending efficiently on marketing. One measure of sales and marketing spending efficiency is the SaaS Magic Number. The Magic Number is calculated by taking the increase in quarterly ARR and dividing it by the quarter's sales and marketing expenses. A Magic Number over 0.75 is seen as efficient, and CrowdStrike reported a 1.3 as of October 31, 2021.Gross margins are expanding, and subscription gross margin is approaching 80%, pointing to scalability. There is plenty of room for scaling with an estimated TAM of $116 billion by 2025.The recent pullback makes the valuation metrics much more attractive. The company now has a forward P/S ratio of under 34. Analysts are also turning bullish on the stock once again.Honorable Mention: The Trade DeskI would be remiss not to mention The Trade Desk (TTD) in this article.Data by YChartsYTD, the stock is up approximately 22%, although this is skewed due to the downturn in late December 2020. Digital advertising spending is exploding, and the company has a tremendous TAM as a demand-side platform. The platform is not reliant upon 3rd-party cookies. Revenue growth took a step back in 2020 as advertisers cut back on spending; however, it has come roaring back in 2021.Chart created by author with data from Seeking AlphaThe company has generated $383 million in cash from operations over the TTMs, has a gross margin near 80%, is long-term debt-free, and has nearly $800 million in cash and short-term investments on hand. This will allow the company to fund general operations and puts it in a great position to make acquisitions if need be.The Trade Desk's potential is no secret as it currently trades at nearly 40 times sales. Still, if Q4 2021 is the record-setting quarter many of us expect, the stock could take off, and the company could reward investors appreciably over the next five years.Data by YChartsThree Growth Stocks For 2022All three growth plays above have unique positives and challenges. DigitalOcean had a terrific 2021 and is uniquely positioned in the cloud computing space. Cloud computing is also one of the most competitive arenas. PagerDuty was down in 2021 and is underfollowed, but may have the highest upside of the three, albeit with likely the most significant risk. CrowdStrike is the most established and most prominent company with the highest revenue growth and terrific SaaS metrics. It also has the highest valuation and has finished 2021 flat after riding the roller coaster. All three have significant potential for market-beating gains in 2022.","news_type":1,"symbols_score_info":{"DOCN":0.9,"CRWD":0.9,"PD":0.9,"TTD":0.9}},"isVote":1,"tweetType":1,"viewCount":3572,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":10,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/692376447"}
精彩评论