The impressive returns on growing capital is a common trait among multi-baggers. The stock's exceptional performance over the last five years is being recognized by investors. Further research is needed to see if these trends will persist.
Despite Photronics' positive earnings growth and expected EPS increase, its P/E ratio remains low, indicating investors' doubts about future growth. The company's superior earnings outlook isn't boosting its P/E as expected, suggesting potential risks.
Photronics shares trade at a lower price than peers, with potential for high growth at a bargain making it enticing. Given the high beta, prices could further drop, providing a buying opportunity. Unreflected earnings growth could make it a good time to increase holdings or enter the stock.
福尼克斯股票讨论区
1987年上市,主要做光掩膜业务,全球化市场,当前价格29.53。
5年来营收持续增长,平均增速10.7%,营业利润除2019年受毛利率下滑影响萎缩外增长了4年,平均增速31.2%,净利润平均增速26.7%。2023年利息费用转为收入,没有利息负担。毛利率近5年从22%提升到37.7%,净资产收益率从3.9%提升到13.9%。
2024Q1营收增长2.5%,营业利润增长2.7%,净利润由于没有出售证券亏损增长了14.3%。
少数股东收益占比较高,2023年达到净利润的37%。
5年来资产负债率从18.6%下降到16.4%,目前14.9%。 应收和存货的比例和增速都比较正常,长期借款265.5万,可以忽略。目前现金5.22亿。
5年来现金流经营净额大幅高于投资净额,产生了较多股东盈余。
目前市盈率14.6,市盈率TTM13.3,和增速比有较大折扣,依然可以选择(⭐️)
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