Sterling's board Chair Mike Grebe and CEO Josh Peirez show excitement over finance leader Narula's appointment. Narula is optimistic about revenue growth and margin expansion at Sterling due to its robust identity verification solutions and leading cloud-based technology platform.
Investors seem to be disregarding Sterling Check's muted growth expectations, exposing themselves to potential future disappointment if P/S falls to align with the growth outlook. With the company's stagnant revenue growth estimates, there's a risk of falling share price and a decreasing P/S ratio.
While high levels of insider ownership can be seen as aligning the interests of management with shareholders, the fact that Sterling Check insiders have been selling their shares is not seen as a positive sign.
Sterling Check股票讨论区
2021年上市,主要做背景调查和药检业务,84%的市场在美国,当前价格13.44。
上市以来营收连续增长两年,2022年增长19.5%达到7.67亿,营业利润上市后扭亏,2022年达到0.6亿,受高昂的利息费用影响,净利润2022年扭亏达到0.19亿。2022年利息费用占营业利润的49.2%,利息负担极重。毛利率近两年从44.3%下降到40.3%。
2023前3季度营收萎缩7.8%,营业利润萎缩31.6%,净利润萎缩88%。
目前市盈率67.2,市盈率TTM亏损,考虑到营收利润双萎缩,暂时缺乏吸引力。
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