Atkore's revenue growth is expected to slow down substantially, with a projected annual growth of 2.1% until 2024, compared to its historical 19% growth. This is slower than industry peers, expected to grow at 7.8% annually.
Atkore's low P/E ratio is due to its weak earnings forecast. Investors think the potential for earnings improvement doesn't justify a higher P/E ratio, hence a significant share price rise is unlikely soon.
Atkore's performance indicates the presence of ample internal investment opportunities at increasingly high rates - a trait common amongst multi-baggers. Despite one identified warning sign for Atkore, the continuity of these trends may be worth exploring for investors.
The lack of insider buying and significant selling at current market prices raises concerns. However, insider ownership does indicate some alignment with shareholder interests. No insider trading in the last quarter does not provide a strong direction for the stock.
Alphabet$谷歌-C(GOOG.US)$keeps its spot on the Warren Buffett stock screen, but GOOGL stock has fallen off the IBD Long-Term Leaders list. Meanwhile, Microsoft$微软(MSFT.US)$remains on IBD Long-Term Leaders while MSFT stock falls off the Warren Buffett screen. Building materials manufacturer Atkore$Atkore(ATKR.US)$tops the list with an impressive sustainable earnings growth rate of 90%. (The rate is computed by multiplying the company's ROE by the ear...
Atkore股票讨论区
新增数据:24Q1,营收、营业利润和净利润继续萎缩,不过环比来看萎缩速度已经大幅放缓。
资产负债情况变化不大,现金流经营净额仍大比例高于投资净额。
目前市盈率10.8,市盈率TTM11.2,5年平均净利4.9亿对应市盈率为14,估值已经在合理区间偏高的位置,暂不做调整。
新增数据:23Q3,23Q4,持续萎缩
2023年营收萎缩10%,营业利润受毛利率下滑和费用增加影响萎缩了27.6%,净利润受所得税减少影响萎缩了24.5%,由于注销了9%的股票,每股收益仅下滑14.8%。利息费用占营业利润的3.9%,负担很轻,净资产收益率从85%下降到50%,依然很惊人。
资产负债率从51.9%略微降低到50%,现金变化不大,应收和存货略有增加,比例在正常范围。
商誉3.11亿占14.68亿净资产的21%,长期借款7.63亿占净资产的52%,杠杆率正常。
现金流经营净额大幅超过投资净额,股东盈余很多。
目前市盈率9.3,依然值得选择(⭐️)
新增数据:2022全年报及2023前2季度财报
2022年营收增长33.7%,营业利润增长54.4%,净利润增长55.4%。
2023上半年营收下滑5.1%,营业利润下滑19.7%,净利润下滑20.7%,萎缩明显。
目前市盈率7.5,市盈率TTM微增到7.9,考虑到去年的高基数,今年萎缩是大概率事件,目前估值在合理区间,可以降低些仓位。
Building materials manufacturer Atkore $Atkore(ATKR.US)$ tops the list with an impressive sustainable earnings growth rate of 90%. (The rate is computed by multiplying the company's ROE by the ear...
- In the top 25% of all stocks in terms of five-year annual EPS growth rate.
- 15% or greater sustainable earnings growth.
- 12% or better five-year average return on equity.
$巴菲特持仓(LIST2999.US)$ $伯克希尔-A(BRK.A.US)$ $伯克希尔-B(BRK.B.US)$ $Atkore(ATKR.US)$ $再生元制药公司(REGN.US)$ $大全新能源(DQ.US)$ $Lululemon Athletica(LULU.US)$ $谷歌-C(GOOG.US)$ $谷歌-A(GOOGL.US)$ $Triton International(TRTN.US)$ $苹果(AAPL.US)$ $台积电(TSM.US)$ $西方石油(OXY.US)$ $雪佛龙(CVX.US)$
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