The EPS growth outshines the yearly share price gain of 11%, indicating market caution towards the stock. Despite lower returns in the past year, the five-year returns of 13% per year suggest a positive market reception over time.
Amdocs' high P/E ratio is justified by its above-average forecasted growth. Shareholders' reluctance to sell indicates confidence in the company's prosperous future, suggesting the share price won't fall significantly soon.
With growing earnings per share and a conservative payout ratio, Amdocs illustrates a positive dividend outlook. The consistent dividend growth over the past decade indicates sustainability.
Gainers: •$Express(EXPR.US)$+10.92% (reporting quarterly results that were better than expected) •$Caleres(CAL.US)$+8.46% (In reaction to earnings) •$世纪互联(VNET.US)$+9% (In reaction to earnings) •$温蒂汉堡(WEN.US)$+8.9% (Trian Fund to explore and evaluate potential transactions; WEN Comments on Amended 13D Filing from Trian Partners) •$戴康工业(DY.US)$+7.2% (In reaction to earnings) •$福尼克斯(PLAB.US)$+...
Amdocs股票讨论区
2013年上市,主要做面向通信媒体方面的软件业务,2/3的市场在美国,当前价格90.75。
5年来营收持续增长,平均增速4.2%,营业利润持续增长,平均增速7.1%,净利润受业务出售影响在2021年有过一次大涨,平均增速8.9%,2023年受重组与并购影响萎缩1.2%。2023年利息负担可以忽略。毛利率近5年基本保持在35%左右,净资产收益率从13.7%提升到了15.1%。
2024Q1营收增长5%,营业利润增长5.6%,净利润增长14.5%。
目前市盈率20.2,市盈率TTM19.4,和长期增速比没什么吸引力。
5年来营收慢速增长,平均增速3.4%,营业利润增速也不快,平均增速5.2%,净利润则受业务出售影响,在2021年有过一次大涨,5年来平均增速4.7%。
目前市盈率15.6,相对增速来说没有吸引力。
• $Express(EXPR.US)$ +10.92% (reporting quarterly results that were better than expected)
• $Caleres(CAL.US)$ +8.46% (In reaction to earnings)
• $世纪互联(VNET.US)$ +9% (In reaction to earnings)
• $温蒂汉堡(WEN.US)$ +8.9% (Trian Fund to explore and evaluate potential transactions; WEN Comments on Amended 13D Filing from Trian Partners)
• $戴康工业(DY.US)$ +7.2% (In reaction to earnings)
• $福尼克斯(PLAB.US)$ +...
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