TAM-Adj-PEG

Core Idea

Traditional PEG asks:

Is the current valuation expensive relative to future EPS growth?

TAM-Adj-PEG asks a broader question:

How long can this growth last, is the TAM large enough, and can the company convert TAM growth into durable profits?

Use this framework for AI infrastructure, semiconductors, healthcare, SaaS, payment networks, high-growth manufacturers, bottleneck suppliers, early turnarounds, and option-like equities.

Treat results as research analysis, not investment advice. For latest/current scoring, verify valuation, estimates, TAM, margins, and company-specific data from current sources before calculating.