While it may not be enough for some shareholders, we think it is good to see the TreeHouse Foods, Inc. (NYSE:THS) share price up 11% in a single quarter. But that doesn't change the fact that the returns over the last five years have been less than pleasing. In fact, the share price is down 34%, which falls well short of the return you could get by buying an index fund.
While the stock has risen 4.1% in the past week but long term shareholders are still in the red, let's see what the fundamentals can tell us.
View our latest analysis for TreeHouse Foods
To paraphrase Benjamin Graham: Over the short term the market is a voting machine, but over the long term it's a weighing machine. One flawed but reasonable way to assess how sentiment around a company has changed is to compare the earnings per share (EPS) with the share price.
TreeHouse Foods became profitable within the last five years. On the other hand, it reported a trailing twelve months loss, suggesting it isn't reliably profitable. Other metrics may better explain the share price move.
It could be that the revenue decline of 7.2% per year is viewed as evidence that TreeHouse Foods is shrinking. This has probably encouraged some shareholders to sell down the stock.
The company's revenue and earnings (over time) are depicted in the image below (click to see the exact numbers).
NYSE:THS Earnings and Revenue Growth September 14th 2022
We like that insiders have been buying shares in the last twelve months. Even so, future earnings will be far more important to whether current shareholders make money. So we recommend checking out this free report showing consensus forecasts
A Different Perspective
We're pleased to report that TreeHouse Foods shareholders have received a total shareholder return of 11% over one year. Notably the five-year annualised TSR loss of 6% per year compares very unfavourably with the recent share price performance. We generally put more weight on the long term performance over the short term, but the recent improvement could hint at a (positive) inflection point within the business. It is all well and good that insiders have been buying shares, but we suggest you check here to see what price insiders were buying at.
There are plenty of other companies that have insiders buying up shares. You probably do not want to miss this free list of growing companies that insiders are buying.
Please note, the market returns quoted in this article reflect the market weighted average returns of stocks that currently trade on US exchanges.
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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
虽然这对一些股东来说可能还不够,但我们认为看到树屋食品公司(纽约证券交易所股票代码:TH)股价在一个季度内上涨11%。但这并不能改变这样一个事实,即过去五年的回报并不令人满意。事实上,该公司股价下跌了34%,远低于购买指数基金所能获得的回报。
尽管该股在过去一周上涨了4.1%,但长期股东仍处于亏损状态,让我们看看基本面能告诉我们什么。
查看我们对Treehouse Foods的最新分析
本杰明·格雷厄姆(Benjamin Graham)的原话是:短期内,市场是一台投票机,但从长远来看,它是一台称重机。评估围绕一家公司的情绪变化的一个有缺陷但合理的方法是将每股收益(EPS)与股价进行比较。
Treehouse Foods在过去五年内实现了盈利。另一方面,该公司报告了12个月的后续亏损,这表明它并不可靠地盈利。其他指标或许能更好地解释股价走势。
每年7.2%的收入下降可能被视为Treehouse Foods正在收缩的证据。这可能鼓励了一些股东抛售该股。
该公司的收入和收益(随着时间的推移)如下图所示(点击查看具体数字)。
纽约证券交易所:2022年9月14日收益和收入增长
我们喜欢的是,内部人士在过去12个月一直在买入股票。即便如此,未来的收益对现有股东是否赚钱将重要得多。因此,我们建议您查看以下内容免费显示共识预测的报告
不同的视角
我们很高兴地报告,Treehouse Foods的股东在一年内获得了11%的总股东回报。值得注意的是,与最近的股价表现相比,TSR每年6%的五年年化亏损非常糟糕。我们通常更看重短期的长期表现,但最近的改善可能暗示着业务内部出现(积极的)拐点。内部人士一直在买入股票是好事,但我们建议您查看此处,看看内部人士买入的价格是多少。
还有很多其他公司让内部人士买进股票。你很可能会这么做不想怀念这一切吗?免费内部人士正在收购的成长型公司名单。
请注意,本文引用的市场回报反映了目前在美国交易所交易的股票的市场加权平均回报。
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本文由Simply Wall St.撰写,具有概括性。我们仅使用不偏不倚的方法提供基于历史数据和分析师预测的评论,我们的文章并不打算作为财务建议。它不构成买卖任何股票的建议,也没有考虑你的目标或你的财务状况。我们的目标是为您带来由基本面数据驱动的长期重点分析。请注意,我们的分析可能不会将最新的对价格敏感的公司公告或定性材料考虑在内。Simply Wall St.对上述任何一只股票都没有持仓。