Given the lack of change in American Woodmark's returns on capital employed and the trends, it is unlikely to be a multi-bagger going forward. Investors seeking multi-baggers may need to look at other options.
American Woodmark is a valuable investment due to its cheaper price and robust earnings growth outlook. However, share volatility suggests price could drop, and its optimistic profit outlook isn’t fully reflected in the current price, indicating a good investment opportunity.
American Woodmark's share price might be unsustainable, with its P/S ratio in line with industry median and shrinking revenues. Market expectations point to improved revenues, contradicting analysts' predictions of further decline, implying a potential disappointment regarding the growth outlook.
American Woodmark's strong share price momentum and transition from loss to profit despite longer term negative returns may signal a potential positive turning point for its financial health.
美国伍德马克股票讨论区
2024Q1营收萎缩8.2%,营业利润受毛利率大幅提升影响增长了61.2%(通胀受益者),净利润大幅增长88.6%。
5年来资产负债率从59.5%下降到了42.%,应收和存货的比例和增减都比较合理。商誉及其他无形资产7.98亿,占8.74亿净资产的91.3%,资产很虚。长期借款3.68亿,实际杠杆率不算低。
5年来除2022年外,现金流经营净额持续大幅高于投资净额,股东盈余较多。
目前市盈率13.6,市盈率TTM11.4,和增速比折扣并不算大,暂时观望。
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