Market Cap vs Revenue
Where does each tech giant sit? X = revenue growth, Y = operating margin, bubble size = market cap
High Growth + High Margin (Top-Right)
Premium valued — fast growth with strong profitability. The market’s favorites.
Low Growth + High Margin (Top-Left)
Cash cows — mature but highly profitable. Potential value plays.
High Growth + Low Margin (Bottom-Right)
Growth stories — investing heavily in growth at the expense of margins.
Low Growth + Low Margin (Bottom-Left)
Turnaround candidates — facing both growth and profitability challenges.
Business Engineer
Understand why the market values these companies the way it does — and where the disconnects create opportunity
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