IONQ is the best quantum name on valuation, core business and growth: 50x sales on $246M trailing revenue, 287% YoY growth, though dilution is 91.43% and one-year upside is 116% vs RGTI's 160%. The speaker bought a tiny speculative piece but doubts IONQ becomes a leader; a Google-type acquisition is possible.
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learning Martian, thanks for the work the I team does. I keep thinking around the corner. RGTI, which is Regetti Industries versus Ionic, keep popping back in. I don't think today that either will might be an upcoming quantum leader, but instead a big player like Google might scoop them up.
Thoughts about taking a flyer on these. Both are today already today back at 2024 prices as so many others and seem to have a good good analyst one-year price targets.
First thing I do is when I look at these stocks and look at their price chart and I see they're back at 2024 levels, like you said in the question, why is that? And the first thing that that triggers in my mind is I go to my dilution model and I calculate.
I don't calculate actually the model does it. I just plug in the stock and it shows me the dilution. So these two Ionic 91.43% dilution and RI regetti industries 94.16.
And take Ionic, that has less upside, 116% versus 160%. But maybe the analysts are more conservative. Again, current price 31 bucks. Um, it could go higher. So, this one has been holding up okay,
Ionic is about 246 million in trailing revenue, which is good, and it's only 50 times sales. So, Ionic is an awful lot cheaper, and last quarter grew 287% year-over-year.
by the way I did get a tiny piece of ionic way back when there was talk of the US getting into quantum the US government that is and I analyzed all the quantum stocks. Ionic for me came out tops because the financials are the best.
They have real revenue, real customers, real capability.
If you need a side little flyer on any of the quantum names, uh my analysis said ionic is the best um from a valuation multiple and core business and growth, etc.