Steven Madden's positive outlook seems to be factored into its current share price. However, other elements like the management team's track record and the strength of its balance sheet are also worth considering.
The company's transition from loss to profit is viewed positively, possibly driving share price growth. The recent rise in total shareholder return indicates positive sentiment and potential business momentum.
Insiders ownership suggests alignment with shareholders' interests, yet recent sales at prices below the current stock price may speak to the company's fair value. Absence of insider purchases and pending transactions hint lack of confidence in near-term growth.
$达美航空(DAL.US)$— Shares popped 2% in the premarket after the airline projected “record advance bookings for the summer.” It expects sales in the current quarter to increase by 15% to 17% over last year, topping Refinitiv estimates of 14.7%. Delta forecasted adjusted earnings per share of between $2 and $2.25, versus the $1.66 expected by analysts. $联合大陆航空(UAL.US)$,$美国航空(AAL.US)$ — Shares of other airlines also rose aft...
Gapping up $达美航空(DAL.US)$+2% (The airline projected "record advance bookings for the summer." It expects sales in the current quarter to increase by 15% to 17% over last year, topping Refinitiv estimates of 14.7%. Delta forecasted adjusted earnings per share of between $2 and $2.25, versus the $1.66 expected by analysts.) $联合大陆航空(UAL.US)$+2%,$美国航空(AAL.US)$+1.9% (Shares of other airlines also rose a...
史蒂夫·马登股票讨论区
新增数据:23Q3,23Q4,营收Q3止跌,Q4大幅增长,营业利润和净利润近两季度恢复增长。
2023年营收萎缩6.6%,受费用增长过快影响营业利润萎缩22%,净利润萎缩20%。
资产负债率从32.9%提高到37.1%,增加的都是无息负债,营收款项增加略快,目前已经达到3.8亿,是2023年营收的20%,但是是净利的2.2倍。商誉及其他无形资产3.06亿,占8.48亿净资产的36%,库存股达到了14.07亿,差不多是市值的一半。
现金流经营净额高于投资净额,继续产生股东盈余。
目前市盈率18.1,5年净利润平均增速降到了5.9%,目前的估值吸引力不大。
$联合大陆航空(UAL.US)$, $美国航空(AAL.US)$
— Shares of other airlines also rose aft...
$达美航空(DAL.US)$ +2% (The airline projected "record advance bookings for the summer." It expects sales in the current quarter to increase by 15% to 17% over last year, topping Refinitiv estimates of 14.7%. Delta forecasted adjusted earnings per share of between $2 and $2.25, versus the $1.66 expected by analysts.)
$联合大陆航空(UAL.US)$ +2%, $美国航空(AAL.US)$ +1.9% (Shares of other airlines also rose a...
5年来毛利率稳定缓慢增长,从37.25%增长到41.18%,营业费用增长比较克制,有少量利息收入,2020年亏损主要是放入了0.81亿的资本性资产减值,其实应该平摊到这5年。
资产负债率5年来从24%增长到32.9%,应收和存货的比例和增速都比较正常。
库存股达到了12.2亿,大幅超过净资产的8.4亿,算是隐性资产。
5年来经营净额大幅超过投资净额,股东盈余很多。
目前市盈率13,如果把0.8亿资本性资产减值平摊5年,从净利润中减掉,利润影响也不大,从2.17亿下降到2亿,对应市盈率14,相对于增长来说估值不算高,可以选择(⭐️⭐️)
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