TTEC Holdings' low P/S ratio may be due to anticipated poor revenue performance. The company's shrinking revenue outlook, contrasting with industry growth, justifies its low P/S ratio. These conditions may continue to limit the share price.
TTEC's CEO, Ken Tuchman, is excited about Wagers joining the team, citing his financial acumen and operational expertise. Tuchman expects Wagers to boost growth and profitability across TTEC's business segments.
The declining trend in TTEC Holdings' ROCE and the lack of improvement in sales despite increased capital investment are concerning. The market also seems pessimistic about these trends, as the stock has lost 23% in the last five years.
Given the decline in earnings and negative future estimates by analysts, the high P/E ratio of TTEC Holdings indicates bearish sentiments. This high P/E ratio might not be sustainable, potentially impacting the share price significantly.
Last year's weak performance and long-term share price slump might hint at ongoing challenges, posing a potential danger to the company's future, notwithstanding notable insider purchases.
TTEC's low ROE, despite having substantial levels of debt to boost returns, might raise investor concerns. The firm's ability to achieve high ROE without debt would indicate high business quality.
TTEC Holdings股票讨论区
利息费用在2022年暴增2倍到3426万,占营业利润的18%,负担加重。
资产负债率5年来从66.5%提升到了70.6%,应收账款增速和规模都正常,商誉5年来增长到了10.4亿,达到总资产的近一半,超过6.34亿的净资产,资产非常虚。长期借款9.6亿,占净资产的1.5倍,考虑到净资产的含金量,实际杠杆率非常高。库存股有5.9亿,借钱回购不是个好策略。
目前市盈率17,考虑到超高的杠杆率和目前的利率环境,吸引力不大。
In reaction to earnings/guidance:
• $The Trade Desk(TTD.US)$+17%, $Workiva(WK.US)$ +15.3%, $Arlo Technologies(ARLO.US)$ +12%, $Array Technologies(ARRY.US)$ +10.3%, $Everbridge(EVBG.US)$ +9.7%, $Catalyst Pharmaceuticals(CPRX.US)$ +9.4%, $奥洛兹美医疗(HALO.US)$ +8.7%, $Velo3D(VLD.US)$ +7.6%, $CyberArk(CYBR.US)$ + 6.2%, $美国血液技术(HAE.US)$ +5.8%, $Jackson Financial(JXN.US)$ +5.7% (also increases dividend), $Axon Enterprise(AXON.US)$ +4.8%,...
暂无评论