UFP Industries' ROCE and capital employed growth signals positive trends for investors, mirrored in the stock's robust performance over the past five years. Further research is advised to determine if these trends will continue.
The increased dividend reflects UFP Industries' strong and consistent performance, and the company's confidence in its growth strategies. The company's strong cash flow allows it to invest in growth and share success through dividends.
UFP's acquisition is an enhancement strategy for global packaging solutions, supporting Mexico's multinational customers. The affiliation merge foresees new growth potential in Mexican packaging operations.
UFP Industries' financials showcase effective growth strategy, apparent through high ROE and net income growth. Its high profit retention and substantial reinvestment infer a bright growth outlook, despite an anticipated slowdown in future earnings growth.
No insider purchases last year and recent sell-off may signal caution. Despite high insider ownership, lack of insider buying and share disposal could be concerning.
UFP Industries股票讨论区
5年来毛利率从13.8%上升到16.3%,净资产收益率从13%上升到30%。
5年来营收(除2019)、营业利润和净利润保持增长,尤其是2021年分别暴增68%,107%和118%。在这么高的基数上,2022年前两季度累计分别增长了19%,45.5%和46.6%,非常神奇。
利润表显示利息费用占营业利润的1.5%,负担可以忽略。没有什么其他损益,利润表很干净。
5年来资产负债率从33.5%一度上升到45.5%后又回落到35.6%。
应收帐款和存货比例都很正常,增速也不高。
长期借款2.76亿占净资产23.25亿的12%,杠杆率很低。
现金流量表比较有意思,虽然经营净额增加较快,投资净额同样大幅增加,股东盈余并不多。
流动比率2.9,速动比率1.5,现金流比较安全。
目前市盈率10.3,市盈率TTM8.6,考虑到木材周期性也比较强,2021年整个板块都暴增,目前的市盈率缺乏足够的吸引力。
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发生乜事? 盘后跌25%?
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