The company's CEO, Dan Scavilla, expressed confidence in Pfeil's ability to drive operational efficiency and deliver profitable growth, especially in light of the ongoing integration following their merger with NuVasive.
Globus Medical's superior earnings outlook is contributing to its high P/E, which shareholders are currently comfortable with, expecting not to face a threat to future earnings. The confidence in the future earnings performance supports the current share price.
Globus Medical's persisting issues impact its valuation and a drop in EPS may spark shareholder worry. The long-term share performance is lackluster, unsettling even potential contrarian investors seeking a turnaround.
Globus Medical股票讨论区
2022年利息费用占营业利润的6%,负担不重。
2023Q1营收增长20%,营业利润增长18.6%,净利润增长29%。
5年来资产负债率从8.8%略微提高到11.1%。
2022年应收账款增加0.51亿,存货增加0.62亿,同期净利润1.9亿,增长还算合理,但存货3亿达到10亿营收的30%,比例过高。
5年来经营净额累计10.1亿,投资净额累计9.4亿,股东盈余很少。
目前市盈率30.2,市盈率TTM 28.5,虽然和短期增速比有一定折扣,但是长期增速并不算快,资产负债表非常稳健,但是股东盈余并没有创造很多,目前吸引力不大。
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