If you invest, you MUST be able to identify a moat. Here are 5 powerful moat sources: INTANGIBLE ASSETS: Example: Brand, Patents, Copyrights Wide: Coca-Cola Narrow: Dr. Pepper Snapple None: United Airlines SWITCHING COSTS: It would be expensive in terms of cost, time, or training, to switch to an alternative provider. Wide: Oracle Narrow: Salesforce None: Macy's NETWORK EFFECT: A network becomes more powerful as more users join. Wide: CME Group Narrow: NYSE Euronext N...
Insider buying at Keurig Dr Pepper suggests optimism about the company's prospects. High insider ownership indicates well-aligned incentives with shareholders.
Despite Keurig Dr Pepper's positive earnings growth, its high P/E ratio is a concern. Predicted future earnings may not support the high share price for long, and the level of earnings growth could weigh down the share price. Investors are advised to consider the risks.
Carlos Laboy warns KDP's growth may be at risk if it doesn't boost its digital capabilities to compete, particularly against potential strong digital competitors like Coke in the nonalcoholic ready-to-drink industry.
The company's ROCE improvement is promising, yet underperformance compared to industry average could imply potential issues. Despite this, the stock delivered a 36% return to shareholders in the past five years, hinting that investors may not fully acknowledge the company's positive trends, making it potentially a solid long-term investment.
Keurig Dr Pepper股票讨论区
5 Types of Moat
Here are 5 powerful moat sources:
INTANGIBLE ASSETS:
Example: Brand, Patents, Copyrights
Wide: Coca-Cola
Narrow: Dr. Pepper Snapple
None: United Airlines
SWITCHING COSTS:
It would be expensive in terms of cost, time, or training, to switch to an alternative provider.
Wide: Oracle
Narrow: Salesforce
None: Macy's
NETWORK EFFECT:
A network becomes more powerful as more users join.
Wide: CME Group
Narrow: NYSE Euronext
N...
27.50
I’m going in
5年来营收持续增长,平均增速16%,营业利润受毛利率和费用增长影响在2018和2022年均有下滑,平均增速15%,净利润受业务出售收益影响在2021年一次性大幅增长,平均增速6.1%。2022年利息费用占营业利润的25%,利息负担很重。毛利率近5年波动中变化不大,净资产收益率除2021年达到8.8%,其余四年均低于5.7%,表现较差。
2023前3季度营收增长6.8%,营业利润增长15.8%,净利润增长51%。
目前市盈率31.5,市盈率TTM23.2,如果全年净利增长51%市盈率将降为20.9,估值和利润增速比没有太大吸引力。
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