The market appears to hold Plexus in higher regard given its growth track record. The recent sell-off could present an opportunity for investors, as the company's long-term growth trend may still be positive.
Plexus' high P/E ratio suggests investors expect consistent market outperformance. Anticipated EPS growth and a prosperous future outlook likely keep shareholders from selling, making a substantial fall in share price less likely.
Plexus' performance shines with a high return rate and strong reinvestment strategy, contributing to strong earnings growth. Analyst forecasts point towards accelerated earnings, suggesting bright future prospects.
Recent insider sales breed caution despite insiders owning company shares, implying alignment with shareholders. Lack of recent insider transactions and insiders selling more than buying presage an unsettling scenario for investors.
Plexus' impressive ability to reinvest in the business and create higher returns on the employed capital is praiseworthy. It's crucial to monitor if the trend continues, given the solid 56% return to shareholders over the past five years.
普雷克萨斯股票讨论区
1986年上市的美国公司,主要做电子制造业服务,主要市场在马来西亚,美国,墨西哥,当前价格95.08。
5年来营收除2021年外增长了4年,平均增速7.9%,营业利润持续5年增长,平均增速13%,净利润除2022年外增长了4年,近4年平均增速6.3%。受股票回购影响,每股收益增速达到9%。2023年利息费用占营业利润的13%,利息负担略重。毛利率近5年在9.3%上下波动,净资产收益率在12.5%上下波动。
24Q1营收、营业利润和净利润分别萎缩10.2%,21.3%和30.8%。
目前市盈率19.2,市盈率TTM21.2,考虑到净利润已经连续3个季度大幅萎缩,目前估值缺乏吸引力。
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