The company's share price growth has been below market return, but dividends have boosted total shareholder return. The revenue growth rate is respectable, but the share price was arguably over-optimistic. Recent insider buying could be a positive sign. The company's performance has improved recently, with a total shareholder return of 41% over the last year.
Compass Diversified's low P/S ratio persists due to anticipated declining revenue. Shareholders accept this, foreseeing no pleasant surprises in future revenue. It's unlikely the share price will see a significant rise soon under these conditions.
Elias Sabo and Mike Joyce lauded Anne's industry leadership and track record. They believe in Cavassa's potential to drive PrimaLoft's growth and enhance brand-consumer ties.
Despite recent share price dips, Compass Diversified offers possible investment opportunity due to strong annual growth and insider buying. It outpaced market returns considering the value of reinvested dividends.
Compass Diversified股票讨论区
5年来营收除2019年下滑14.3%以外增长了4年,总体增长了88%;营业利润5年连续增长,平均增速25.9%,但是净利润波动极大,除2018年微亏外盈利4年,其中2017和2020年微弱盈利,2019和2021年利润分别达到3.1亿和1.3亿。
2022上半年营收增加8.1%,营业利润基本持平,
利润表显示每年利息费用达到6千万左右,对净利润影响极大,2021年占营业利润的44%,负担很重。2019和2021年特殊费用分别达到了5760万和3480万,占比也相当大。
目前市盈率28.44,市盈率TTM 14.9,吸引力不大。
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