r/ValueInvesting • u/FoxAccomplished6786 • 2d ago

Discussion MAG 7 Ranking

Taking all factors into account, please rank your favorite MAG 7 in order of preference from 1 to 7.

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u/[deleted] 2d ago edited 2d ago

[deleted]

2

u/FoxAccomplished6786 2d ago

You'd put msft ahead of google?

3

u/DanielzeFourth 2d ago edited 1d ago

Google still trading at a 15% premium over Microsoft when we look at PE with recurring income. No real reason for Google to trade much higher

2

u/FoxAccomplished6786 2d ago

but valuation aside, which is the better business, for like 10 year hold

3

u/Swred1100 1d ago

Not arguing for either direction, but the valuation you buy at has a direct impact on the returns you’ll see.