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28 дек 2020 28.12.2020

Сколько стоит «Сбер» в сравнении с девятью крупными компаниями из ИТ и ритейла в России

Опубликовал руководитель SberDevices Константин Круглов.

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Ахундов Эмиль

28.12.2020

Ну вот, мы сравниваем банк с продуктовым магазином. Зачем нам это?

Понятно что СБЕР дороже, и понятно, что абсолютная доходность у него ниже, потому что большая диверсификация.

Просто можно сравнить: жигули, самокат и бублик (тот что едят), и толку от такого сравнения?

А можно декомпозировать статистику по продуктам, вместе с цифрами. Это было бы интересно.

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Денни

28.12.2020

Так здесь же и Тиньковым и с ВТБ сравнивают тоже

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Ахундов Эмиль

28.12.2020

Ага и Х5 и Магнитом. И маркет-плейсами.

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Rodeus

28.12.2020

Сравнивают не структуры бизнеса, а стоимости.

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