Insider selling could be a red flag for investors. Despite some insider buying, the long-term picture is not inspiring. High insider ownership suggests alignment with shareholder interests, but recent share sales are concerning.
Emerson Electric's high P/E speaks to investors paying a premium despite average growth forecasts. Yet sustaining this ratio could be tough as projected earnings growth may impact the stock price.
The recent buying activity by some insiders and the high insider ownership suggest that Emerson Electric insiders are aligned and optimistic. However, the net selling activity over the last year is seen as a negative sign.
Despite Emerson Electric's EPS growth of 12% annually, market caution towards the stock has risen. The recent one-year TSR of 19% outperforms the five-year TSR of 10% annually.
Emerson's acquisition of NI is expected to expand customer services, shareholder value, and endorse organic revenue growth towards 4-7%. With Ritu Favre as president, the Test & Measurement business remains in Austin, projecting continued growth.
CNBC’s Jim Cramer on Tuesday cheered Honeywell International’s$霍尼韦尔(HON.US)$guidance affirmation, which came alongside an announcement that the industrial conglomerate would be restructuring its business. While some market participants feel Honeywell’s new CEO Vimal Kapur is “going to make a big move somewhere,” Cramer said on Tuesday “the most important thing I heard was they’re going to be within or above expecta...
艾默生电气股票讨论区
新增数据:24Q1,营收继续增长,营业利润受折旧费用大幅增长影响萎缩了22.7%,净利润受重组与并购费用影响萎缩94%。
目前市盈率4.97,市盈率TTM5.94,由于2023年有110.7亿的停止经营利润,持续经营利润仅有21.27亿。5年平均净利46亿对应市盈率为14。
由于持续经营利润近5年总体萎缩,业绩增长基本靠关停转卖支持。23Q1公司进行了大规模并购,商誉从207亿增加到293亿,除现金大量减少外,短期借款也增加了27亿。并购使得近期业绩非常难以预测,适当降低仓位以减少风险。
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...
新增数据:23Q4及全年,Q4继续增长。
2023年营收增长9.9%,营业利润增长17.1%,持续经营利润增长13%到21.3亿,净利润增长3.1倍。
资产负债率从54.3%下降到37.8%,应收和存货比例和增速都比较正常,商誉及其他无形资产207.43亿,占265.98亿净资产的785,长期借款只有76.1亿,低于目前80.51亿的现金。
目前市盈率3.9,如果按持续经营利润计算市盈率为24,市场给出低市盈率估值背后的原因可能就是近3年利润中停止经营利润占比过大。尽管如此,停止经营利润对资产负债表的改善显而易见,仍然可以谨慎选择(⭐️)
While some market participants feel Honeywell’s new CEO Vimal Kapur is “going to make a big move somewhere,” Cramer said on Tuesday “the most important thing I heard was they’re going to be within or above expecta...
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