Investors may believe Standard Motor Products will underperform the market, leading to its low P/E ratio. If profitability doesn't improve, the P/E could fall further, disappointing shareholders. The company's recent medium-term earnings decline is worrying.
Recent Standard Motor insider sales executed at higher prices than current share price. Significant insider ownership suggests alignment between management and shareholders; no insider transactions recorded in the last three months.
Standard Motor Products股票讨论区
主营业务是发动机管理和温控,接近9成市场都在美国。
5年来毛利率基本保持在29%左右,净资产收益率则是从8.5%提升到了15.8%,吸引力也不是很大。
5年来营收基本在11.2亿左右,2021年增幅高达15%至13亿,营业利润5年来除2018年增长了4年,平均增速4.9%,净利润2017年大幅下滑,近5年平均增速仅为8.5%,近3年平均增速28.4%。
通常暴涨后的第二年利润压力比较大,2022年前两季度营收增长10.3%,营业利润下滑17.2%,净利润下滑20%,今年要实现利润增长看起来很困难。
利润表看起来还是很干净的,其它科目占比很小,利息费用逐年减少,利息负担可以忽略。
5年来资产负债率从42.4%上升到了53.8%,存货增加很快,2021年增加了1.26亿,超过9095万的净利润,利润含金量不高。
2021年几乎没有长期借款,只有1.28亿的短期借款,但是2022第二季度短期借款降到了6400万,长期借款...
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