VeriSign's high P/E ratio is worrisome as its projected growth is below market average. The anticipated future earnings may not sustain the current positive sentiment. Without significant improvements, these prices seem unreasonable.
E-commerce software stocks are up 25.7% on average, despite inflation pressures. GoDaddy's slow growth is offset by strong cash flow, Shopify's gross margin improved significantly, while VeriSign and BigCommerce missed revenue estimates.
Squarespace and Shopify outperformed in Q3, with Squarespace expecting to exceed $1 billion in revenue by 2023, and Shopify improving its gross margin. VeriSign and BigCommerce's weaker performance could indicate future challenges.
D. Bidzos's sale, comprising 2.8% of his stake during a low market price, might raise concerns. The absence of insider purchases over the last year might hint at lower confidence in the company's future.
Substantial company stakes being sold by VeriSign insiders potentially raises investor concerns about the firm's outlook. The absence of insider purchasing amplifies these worries. Yet, high insider ownership, implying management's alignment with shareholder interests, somewhat eases these concerns.
威瑞信股票讨论区
1998年上市,主要做域名签名业务,65%的市场在美国,当前价格199.1。
5年来营收持续增长,平均增速4.1%,营业利润持续增长,平均增速5.9%,净利润前3年增长,近两年来受所的税波动影响萎缩了两年,5年平均增速8.1%,受股票回购并注销影响,每股收益5年平均增长率达到11.3%。
2022年利息费用占营业利润的6.4%,利息负担正常。毛利率近5年从84.2%增到85.9%。
2023前3季度营收增长5.4%,营业利润增长6.7%,净利润增长11.9%。
目前市盈率31.9,市盈率TTM28.4,和长期增速比没什么吸引力。
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