Unlike Tesla, Apple's Worth Based On Lifetime Value Of Customer Base — Cramer Sees 'Upside' In EV Foray
Portfolio Pulse from Shivdeep Dhaliwal
Jim Cramer suggests that Apple's potential entry into the electric vehicle market is a reason to own its stock long-term. He believes Apple's strong customer base and R&D investment could make it a formidable competitor to Tesla. Cramer advises valuing Apple based on its customer lifetime value rather than like Tesla.
December 23, 2020 | 2:33 am
News sentiment analysis
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NEGATIVE IMPACT
Apple's potential entry into the EV market could introduce significant competition for Tesla, as Cramer suggests Apple could be a formidable competitor.
Cramer's comments highlight the potential competitive threat Apple poses to Tesla in the EV market. This could pressure Tesla's stock as investors consider Apple's entry.
CONFIDENCE 85
IMPORTANCE 70
RELEVANCE 80
NEUTRAL IMPACT
Cramer compares Apple's business model to Colgate-Palmolive, emphasizing the importance of customer lifetime value and subscription growth.
Cramer's comparison suggests a stable, subscription-based growth model for Apple, similar to Colgate-Palmolive. This is more of a strategic insight than a direct impact on CL.
CONFIDENCE 80
IMPORTANCE 40
RELEVANCE 30
NEUTRAL IMPACT
Cramer suggests Apple's business model is similar to Procter & Gamble, focusing on customer lifetime value and subscription services.
Cramer's analogy indicates a stable, subscription-based growth model for Apple, similar to Procter & Gamble. This is more of a strategic insight than a direct impact on PG.
CONFIDENCE 80
IMPORTANCE 40
RELEVANCE 30
POSITIVE IMPACT
Jim Cramer views Apple's rumored entry into the EV market as a long-term positive, suggesting it could disrupt the auto industry and provide significant upside.
Cramer's positive outlook on Apple's potential EV market entry suggests a long-term growth opportunity. Apple's strong R&D and customer base could make it a significant player in the auto industry, providing upside potential.
CONFIDENCE 95
IMPORTANCE 90
RELEVANCE 100