The market's growth expectations seem moderated as EPS growth outpaces average annual share price increase. The recent rise in total shareholder return could suggest business improvement over time.
The impressive EPS growth and large insider ownership make Amphastar Pharmaceuticals a potentially attractive investment. The business appears to have reached a growth inflection point.
Insider ownership is moderately high, showing company's interest for all shareholders, but the lack of insider buying and significant selling over the last year, casts some doubt on the company's outlook.
Amphastar Pharmaceuticals experienced a dip, but long-term its performance is strong due to profitability transition and faster EPS growth versus share price. However, market growth expectations are moderated. Share price momentum indicates a potential investment opportunity.
AmyNic楼主PYUN970IHaveChosen:
I'm sorry I missed this one. That was nice gains on a stock priced this high. I think there may be more upside, but too late to crash this party.
Amphastar Pharmaceuticals股票讨论区
新增数据:23Q4,营收增长31.9%、营业利润增长42.7%,净利润受利息费用和其它收入影响仅增长6.7%。
2023年营收增长29.1%,营业利润增长83.3%,净利润增长50.5%,净资产收益率提高到了23.6%。
受收购影响,资产负债率从28.8%提高到57.7%,总资产和净资产都有较大增长。资产端现金和应收都有所增加,主要是无形资产在增加。负债端长期借款增加到5.9亿,占6.4亿净资产的92%。
目前市盈率15.8,和近期增速比折扣很高,尽管负债率也很高,但收购效果看起来还不错,而且收购过程产生的商誉很少,无形资产减值的风险较低,仍然可以谨慎选择(⭐️)
新增数据:23Q2,Q3,持续大幅增长。Q2进行了收购,Q3长期借款增加到6.4亿,利息费用占营业利润的17.2%,负担不轻,杠杆率也很高。
通过两个季度的数据看收购的效果不错,目前市盈率33.6,市盈率TTM降到了22.8,如果全年净利达到1.5亿,市盈率将下降到18.6,对于增速来讲还是有一定折扣,不过目前的高杠杆率带来了新的风险,可以谨慎选择(⭐️)
2023Q1营收增长16.3%,营业利润增长54.7%,净利润增长7.3%,主要是去年同期有907万的其他净收入。
资产负债率5年来变化不大,基本在30%上下波动。应收款项和存货比例和增速都比较正常。
长期借款0.73亿,净资产5.5亿,杠杆率很低,还有1.98亿库存股。
近3年现金流经营净额开始大幅超过投资净额,开始产生股东盈余。
目前市盈率25.4,市盈率TTM24.9,和增速比有一定折扣,但是高增长天生不可持续,可以谨慎选择(⭐️)
👀 wow
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