Recent insider selling at Donaldson Company, occurring below current price, is seen as a negative signal. Despite some insider buying, the long-term outlook isn't positive. However, company's profitability and growth offset some concerns. Insider ownership suggests alignment with the company, but their selling discourages rushing to buy the stock.
EPS growth outshines the 5% yearly share price gain, indicating market caution towards the stock. The company's TSR provides a fuller picture for dividend-paying stocks. The gain surpasses the average annual return of 7% over five years, hinting at potential company improvement.
Investors' bullish stance despite high P/E ratio and poor earnings outlook could risk investments. Potential investors might be overpaying, and predicted earnings may not sustain positive sentiment, impacting share price.
The company's substantial ROE and earnings growth suggests successful reinvestment of profits. With the predicted decrease in the payout ratio, the company is likely to further reinvest, maintaining the current growth rate.
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唐纳森股票讨论区
$Tradeweb Markets(TW.US)$ initiated at overweight by Barclays, announced targe price at $89.00.
$Pinterest(PINS.US)$ was upgraded by Wells Fargo from equal-weight to overweight, increased target price from $23.00 to $34.00.
$贝哲房屋(BZH.US)$ was upgraded by Wedbush from neutral to outperform.
$优步(UBER.US)$ was downgraded by Daiwa Capi...
2023Q1营收增长11.35%,营业利润增长11%,净利润增长13%。
目前市盈率23,相对于利润增速来说吸引力不大。
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