Insiders selling at below current prices suggest satisfaction with lower valuation. Still, insider ownership is reassuring. However, absence of insider transactions in the past three months is disheartening.
Upgrades •$A.O.史密斯(AOS.US)$: Longbow Research Upgrades to Buy from Neutral - PT $71 •$Callon Petroleum(CPE.US)$: RBC Upgrades to Outperform from Sector Perform - PT $75 •$邓白氏(DNB.US)$: BofA Securities Upgrades to Neutral from Underperform - PT $17 (from $16) •$Enanta Pharmaceuticals(ENTA.US)$: Evercore ISI Upgrades to Outperform from In Line - PT $62 (from $39) •$康宁(GLW.US)$: CFRA Upgrades to Strong Buy ...
Materion股票讨论区
5年来毛利率基本在18%以上波动,只有2020年跌到过16.4%。净资产收益率则从2.3%提升到了10.5%,两个数据都不太吸引人。
5年中前4年营收变化都不大,2021年猛增28.4%。营业利润则是增长了3年,2020年暴跌67%,2021年恢复到接近2019年的水平。净利润曲线和营业利润类似,2021年达到了近5年的高点。2022前两季度营收、营业利润和净利润分别增长23.3%,27.7%和7.6%。
利润表显示2021年利息费用占营业利润的6%,负担不算高。2018、2019和2020年,其它净费用项分别为5035万,1949万和1527万,占营业利润的比重非常大,严重扭曲了净利润曲线。
资产负债表显示,2021年存货增加了1.1亿,而当年净利润仅有7247万。
5年来经营净额低于投资净额,没有股东盈余。
目前市盈率25.8,市盈率TTM 25,没有吸引力。
• $A.O.史密斯(AOS.US)$ : Longbow Research Upgrades to Buy from Neutral - PT $71
• $Callon Petroleum(CPE.US)$ : RBC Upgrades to Outperform from Sector Perform - PT $75
• $邓白氏(DNB.US)$ : BofA Securities Upgrades to Neutral from Underperform - PT $17 (from $16)
• $Enanta Pharmaceuticals(ENTA.US)$ : Evercore ISI Upgrades to Outperform from In Line - PT $62 (from $39)
• $康宁(GLW.US)$ : CFRA Upgrades to Strong Buy ...
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