Despite Robert Half's declining ROCE and sales trends, the stock has gained 36% over the last five years. If these trends persist, better investment opportunities may exist elsewhere.
Analysts cut Robert Half's earnings per share estimates, indicating potential business challenges. Despite projected revenue contraction, it's expected to trail the broader industry. The unchanged consensus price target implies no major intrinsic value shifts in the business with recent estimates.
Despite declining earnings, Robert Half's P/E is higher than most, which may imply unsustainable optimism from investors. The high P/E against a predicted earnings drop adds unease about the stock. Improved conditions are key for justifying these prices.
Despite declining earnings, Robert Half's P/E is still above most companies, causing investor discomfort. Persistent optimism may prove unsustainable given the high P/E and forecasted earnings drop. Improved conditions are crucial to justify prices.
Cases where insiders sell shares below current price stir discomfort. At Robert Half, high insider ownership aligns management with shareholders. However, no insider buying over the past year raises caution.
Concerns arise due to the declining trend in ROCE and stagnant sales at Robert Half. The company's high liabilities pose operational risks. The returns to shareholders have been modest and display underlying trends of lackluster performance.
罗致恒富股票讨论区
5年来毛利率基本在41.5%左右,净资产收益率则从26%上升到了46.3%,非常神奇。
5年来营收除2020年外保持4年增长,营业利润则是除2017和2020年外保持了3年增长,平均增长率为6%,近3年平均增长率为8.2%,净利润曲线比较类似,5年平均增长率为11.7%,近3年平均增长率为11.3%。
2022前两季度营收、营业利润和净利润分别增长18%,73.5%和17.8%。
利润表显示利息费用可以忽略,近两年都有六七千万的出售证券收益,对净利润有一定影响。2022前两季度,出售证券收益转为了亏损,因此净利润增长受到影响。
目前市盈率14.7,市盈率TTM 12.8,无论和净利润还是营业利润比起来折扣都不够多,吸引力不大。
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