Despite high insider ownership at Clean Harbors, the recent insider selling, with no buying in the past year, raises caution. This could be a concerning sign despite management's incentives usually being well aligned with shareholders.
Analysts predict that despite a downgrade in earnings per share estimates, the stock's value won't be affected long term. They believe the business' future is easy to value and its intrinsic value is improving, despite underperforming forecasts.
Gryphon's Business Services Group expressed confidence that Clean Harbors will accelerate HEPACO's ongoing growth initiatives. HEPACO's CEO also looks forward to working with Clean Harbors to continue driving growth and executing on their mission-critical environmental service work.
Clean Harbors' high P/E ratio is justified by its anticipated strong future growth, exceeding the market average. Investors are ready to pay a premium for the stock, expecting this growth. A significant drop in share price seems unlikely under these conditions.
Clean Harbors might be an investment option due to its high beta value hinting at potential price variability and projected increase in earnings that isn't fully observed in the present stock price.
$Clean Harbors(CLH.US)$How....just....how?? You missed your EPS by 20%. Block orders coming in by the millions all day with an average daily volume of 600k? I don't buy it, something smells fishy here. 90% owned by institutions and 9% by insiders and apparently growing today. I wish I could just have me and my friends oversaturate a stock's float to pump up the value when I have a bad day.
Stock undervalued with unexciting earnings growth of 4.9%, according to analysis. This presents a potential investment opportunity given its intrinsic value and relative volatility.
Clean Harbors股票讨论区
新增数据:23Q4,营收继续增长,营业利润和净利润受毛利率增长费占比降低影响扭转萎缩趋势转为大幅增长。
2023年营收增长4.7%,营业利润萎缩3.5%,净利润萎缩8.2%。2022年的大幅增长看起来是靠2021年底的收购带来的,持续性有限。
目前市盈率28.44,考虑到盈利能力增长暂停,目前的估值已经过高,可以获利了结。
新增数据:2022后三季度及年报,2023Q1季报
2023年营收增长35.8%,营业利润增长82.5%,净利润增长102.6%,非常大的一次增长,难得的是2023Q1继续增长,营收增长11.8%,营业利润增长39%,净利润增长60%。
有意思的是收入增长这么快,利息费用同时快速增长,2023年利息费用达到1.1亿,占营业利润的17%,负担较重。
资产负债表显示2022年资产负债率从73.2%下降到了68.6%,营收和存货比例正常,但是合计增加了2.58亿,好在仍然低于4.1亿的净利润。
商誉及其他无形资产19.24亿,和19.8亿的净资产相当,资产含金量不高。
长期借款24.1亿,杠杆率很高。
5年来经营净额累计低于投资净额,主要是2021年并购投入了十多亿,需要时间才能产生股东盈余。
目前市盈率22.1,市盈率TTM降到了20.8,看起来并购的效果很不错,仍然可以谨慎选择(⭐️)。
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