Lindsay's rising ROCE and capital employed are encouraging, indicating successful business reinvestment and higher returns. These promising trends may be underappreciated by investors, potentially making the stock a solid long-term investment.
Lindsay Corporation's in-line P/E ratio omits its weaker earnings forecast. A P/E fall to match growth outlook may upset investors. Balance sheet risks cause unease.
Given Lindsay's rapid earnings growth, its reinvestment of profits into business expansion, along with a conservative payout ratio, the company appears to have strong prospects for future growth and a reduced risk of future dividend cuts.
The positive trends in Lindsay's ROCE and capital employment are encouraging signs for its potential as an investment. The current shareholder return of 34% over the past five years suggests the market may not yet fully recognize Lindsay's promising fundamentals.
Lindsay股票讨论区
5年来毛利率基本在26%左右,只有2020年猛增到32%。净资产收益率一直在14%以下,比较平庸。
5年来营收总体变化不大,其中2019年下滑19%,其后两年都在恢复。营业利润则是在2019年下滑84%,其后两年都比2019年高40%。净利润曲线和营业利润类似。
2022前3季度营收、营业利润和净利润分别增长40%,50%和29%。
利润表显示利息负担7%左右,不算太重。
5年来资产负债率基本在47%左右,应收帐款和存货比例都不高,但是2021年存货增加4千万,2021年净利润共计4257万。
目前市盈率42.6,市盈率TTM 34.1,吸引力不大。
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