Tri Pointe Homes' lower P/E ratio may reflect investors' skepticism about its earnings performance improvement. Despite forecasted growth aligning with the market, its P/E ratio lags, indicating shareholders' doubt over forecasts and acceptance of lower selling prices.
The lack of recent insider transactions at Tri Pointe Homes isn't worrying. However, the past year's insider transactions aren't encouraging. The level of insider ownership suggests some alignment between management and smaller shareholders.
Tri Pointe Homes' lower growth forecast compared to the market justifies investors' lower price willingness, reflected in its P/E ratio. Impending share price increase appears unlikely due to these factors.
Insider selling at Tri Pointe Homes raises questions about their perception of the recent high valuation. However, the level of insider ownership still indicates alignment with shareholder interests.
Tri Pointe Homes' stable ROCE and alignment with industry average doesn't project it as a future multi-bagger due to its lack of reinvestment. Its trend of stable returns on the same capital over 5 years signals a limited likelihood of it becoming a multi-bagger.
The analysts' predictions suggest a potential uptrend for several home builders, showing particularly strong confidence in PulteGroup, Toll Brothers, and Tri Pointe.
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Tri Pointe Homes股票讨论区
2023前两季度营收萎缩7.8%,营业利润下滑44.5%,净利润受非经营收入影响仅下滑39.1%。
5年来资产负债率从47%下降到39.9%,2023Q2进一步下降到39.4%。
2022年存货31.74亿,占当年营收的73%,比板块平均水平略高。
长期借款13.8亿,占28.97亿净资产的47.6%,杠杆率在板块内属于较高水平。
5年来现金流经营净额大幅高于投资净额,股东盈余很多。
目前市盈率5.8,市盈率TTM提升到6.8,如果全年净利润下滑45%,市盈率将提高到10.5,考虑到板块周期问题,仅可谨慎选择(⭐️)
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