SanDisk demonstrated strong momentum with a PEG of 0.4, driven by pricing and data center growth, but the durability of NAND pricing and demand is a key question.
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Sep 10, 2026
The creator discusses using the PEG ratio as a valuation tool to identify undervalued growth stocks, even in an expensive market. He highlights Nvidia as an example of a company with a low PEG ratio due to strong expected earnings growth, and then introduces SoFi as the first of 10 companies screening under a PEG of one, suggesting it's undervalued because the market still views it as a lender rather than a broader financial services platform.
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AppLovin shows exceptional growth and cash flow with a PEG of 0.5, but its valuation still reflects very high expectations.
Oracle has a very low PEG of 0.5 and a massive $638 billion in remaining performance obligations, driven by AI infrastructure contracts, with its cloud infrastructure business growing rapidly.
Broadcom, with a PEG of 0.6, is experiencing strong AI semiconductor revenue growth, projected to reach over $100 billion by 2027, driven by custom AI accelerators and networking.
ServiceNow has a PEG of 0.6 and is successfully turning enterprise AI adoption into recurring software revenue at massive scale, with AI surpassing $1 billion in annual contract value.
Hims & Hers Health is presented with a PEG of 0.8, strong Q2 revenue growth, raised full-year outlook, and a compressed valuation creating an interesting risk/reward setup.
Nvidia is presented as an example of a high-growth company with a low PEG ratio (0.50) due to strong expected earnings growth, making it attractive relative to its PE ratio.