Helios' CEO, Josef Matosevic, emphasizes the firm's robust cash generation and disciplined working capital management as crucial in sustaining consecutive dividend payments for over 27 years, a milestone reached by merely 10% of all companies listed on U.S. exchanges.
Helios Technologies' high P/E ratio is worrisome due to its poor earnings outlook. Investors remain bullish, but without earnings improvement, the high P/E ratio may not be sustainable. The company's current state makes its high stock prices hard to justify.
The stable but low returns on Helios Technologies' reinvestments coupled with lackluster trends may not make it an attractive prospect for investors seeking high-performing stocks. The company currently presents two warning signs investors should be aware of.
The absence of insider transactions in recent months and a trend of insider selling at Helios Technologies does not inspire great confidence, despite a reasonable level of insider ownership.
Helios Technologies股票讨论区
通常过高速增长持续性比较差,2022前3季度营收增长5.8%,营业利润由于成本增加而基本没有变化,净利润也几乎没变,保持在0.8亿。
利息费用基本占营业利润的10%左右,负担中等。
资产负债表显示存货和应收在2021年增加很快,不过和营收和净利相比还算合理。
5年来经营净额远低于投资净额,还没产生股东盈余,主要是由于2018年和2020年进行了两次较大的收购。
目前市盈率21,由于近期增长和收购相关性可能非常大,需要多观察几个季度确认收购后的增长是否可持续再做判断。
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