Maintain profitability while experiencing rapid growth! A new era for technology stocks? What are the secrets to the success of$CrowdStrike(CRWD.US)$,$多邻国(DUOL.US)$,$Shift4 Payments(FOUR.US)$, and$Applovin(APP.US)$? In this week's Opportunity Mining, let's uncover their success. Insight into another investment opportunity under the wave of tech stocks. 🔥
DA Davidson analyst suggests Shift4's growth potential could justify a takeover price of $130-$138 per share, based on a multiple of 17-18 times the 2025 adjusted EBITDA forecast of $778M.
Raymond James analyst John Davis suggests a takeover price between $90-100, hinting at a 40% potential upside. Davis adds that the deal could be financially and strategically sound.
Shift4 Payments' remarkable EPS growth, coupled with significant insider investment, is luring investors. Despite one warning sign, the company is under close watch, hoping the success signals improved business economics.
Shift4 Payments股票讨论区
What are the secrets to the success of $CrowdStrike(CRWD.US)$ , $多邻国(DUOL.US)$ , $Shift4 Payments(FOUR.US)$ , and $Applovin(APP.US)$ ? In this week's Opportunity Mining, let's uncover their success. Insight into another investment opportunity under the wave of tech stocks. 🔥
2020年上市,主要做支付业务,单一美国市场,当前价格77.44。
2020上市以来营收持续增长,2022年增速45.8%,营业利润2022年扭亏,净利润受出售证券收益和重组并购收入大幅扭亏达到0.87亿。2022年利息费用占营业利润的37%,利息负担很重。毛利率2022年大幅增长到23.59%,净资产收益率达到24.2%。
2023前3季度营收增长27.7%,营业利润增长3倍达到1.1亿,净利润受重组费用影响仅增长1.1倍达到1.04亿。利息费用转为利息收入。
上市以来资产负债率从62.3%提升到81.2%,目前79.6%。 应收的比例和增速都正常,商誉及其他无形资产10.8亿,是5.41亿净资产的2倍。2022年商誉增长3.3亿,同期净利润仅有0.87亿,似乎是花钱买利润的套路。2023前3季度商誉增长0.38亿,同期净利润1.04亿,看起来健康了许多,不过未来减值风险依然很高。
长期借款17.48亿,是净资产的3倍多,好在利息很低。...
Media / Entertainment || $奈飞(NFLX.US)$ / $Live Nation Entertainment(LYV.US)$ / $Liberty Formula One-C(FWONK.US)$ / $TKO Group Holdings(TKO.US)$
Internet || $Meta Platforms(META.US)$ / $谷歌-A(GOOGL.US)$ / $Pinterest(PINS.US)$ / $Booking Holdings(BKNG.US)$ / $亚马逊(AMZN.US)$ / $MercadoLibre(MELI.US)$ / $MakeMyTrip(MMYT.US)$ / ...
Stocks for 2024 (and thoughts on the market)
$ADYEN NV(ADYEY.US)$$Celsius Holdings(CELH.US)$$CrowdStrike(CRWD.US)$$Datadog(DDOG.US)$$DLocal(DLO.US)$$多邻国(DUOL.US)$$Shift4 Payments(FOUR.US)$$Global-E Online(GLBE.US)$$Mobileye Global(MBLY.US)$$MercadoLibre(MELI.US)$$monday.com(MNDY.US)$$Cloudflare(NET.US)$$Nu Holdings(NU.US)$$英伟达(NVDA.US)$$昂跑(ONON.US)$$Snowflake(SNOW.US)$$特斯拉(TSLA.US)$$Zscaler(ZS.US)$
All of the above...
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