The insider transactions at Alamo Group in the last 12 months are not very encouraging. However, the fact that insiders own shares in the company suggests a reasonable degree of alignment with common shareholders.
Alamo Group remains a bargain with potential for future buying opportunities. The company's bright future outlook, higher expected cash flow, and undervalued share price make it a good buy.
Rob Roy and Jeff Leonard show optimism about the acquisition, indicating alignment with Alamo's long-term strategy while anticipating potential growth from infrastructure spending.
阿拉莫股票讨论区
5年来毛利率一直在25%左右,净资产收益率除2018年达到15.4%以外,基本都在11%左右。
5年来营收保持增长,营业利润则在2019和2020年连续小幅下滑,2021年增长25.5%,净利润和营业利润类似,2021年增长41.7%。
2022前两季度营收、营业利润和净利润分别增长15.1%,18.7%和7.9%。
利润表比较干净,利息费用占营收不到9%,其它收入项占比很低。
目前市盈率19.9,市盈率TTM 19.1吸引力不大。
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