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Here's Why We Think Cavco Industries (NASDAQ:CVCO) Is Well Worth Watching
Here's Why We Think Cavco Industries (NASDAQ:CVCO) Is Well Worth Watching
The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even companies that have no revenue, no profit, and a record of falling short, can manage to find investors. Unfortunately, these high risk investments often have little probability of ever paying off, and many investors pay a price to learn their lesson. While a well funded company may sustain losses for years, it will need to generate a profit eventually, or else investors will move on and the company will wither away.
So if this idea of high risk and high reward doesn't suit, you might be more interested in profitable, growing companies, like Cavco Industries (NASDAQ:CVCO). While profit isn't the sole metric that should be considered when investing, it's worth recognising businesses that can consistently produce it.
View our latest analysis for Cavco Industries
How Quickly Is Cavco Industries Increasing Earnings Per Share?
If you believe that markets are even vaguely efficient, then over the long term you'd expect a company's share price to follow its earnings per share (EPS) outcomes. That means EPS growth is considered a real positive by most successful long-term investors. Cavco Industries' shareholders have have plenty to be happy about as their annual EPS growth for the last 3 years was 50%. Growth that fast may well be fleeting, but it should be more than enough to pique the interest of the wary stock pickers.
Top-line growth is a great indicator that growth is sustainable, and combined with a high earnings before interest and taxation (EBIT) margin, it's a great way for a company to maintain a competitive advantage in the market. Not all of Cavco Industries' revenue this year is revenue from operations, so keep in mind the revenue and margin numbers used in this article might not be the best representation of the underlying business. Cavco Industries shareholders can take confidence from the fact that EBIT margins are up from 8.6% to 13%, and revenue is growing. Ticking those two boxes is a good sign of growth, in our book.
The chart below shows how the company's bottom and top lines have progressed over time. Click on the chart to see the exact numbers.
NasdaqGS:CVCO Earnings and Revenue History September 7th 2022You don't drive with your eyes on the rear-view mirror, so you might be more interested in this free report showing analyst forecasts for Cavco Industries' future profits.
Are Cavco Industries Insiders Aligned With All Shareholders?
It should give investors a sense of security owning shares in a company if insiders also own shares, creating a close alignment their interests. Cavco Industries followers will find comfort in knowing that insiders have a significant amount of capital that aligns their best interests with the wider shareholder group. Indeed, they have a considerable amount of wealth invested in it, currently valued at US$128m. Investors will appreciate management having this amount of skin in the game as it shows their commitment to the company's future.
While it's always good to see some strong conviction in the company from insiders through heavy investment, it's also important for shareholders to ask if management compensation policies are reasonable. Our quick analysis into CEO remuneration would seem to indicate they are. The median total compensation for CEOs of companies similar in size to Cavco Industries, with market caps between US$1.0b and US$3.2b, is around US$5.6m.
Cavco Industries' CEO took home a total compensation package worth US$4.7m in the year leading up to April 2022. That seems pretty reasonable, especially given it's below the median for similar sized companies. CEO remuneration levels are not the most important metric for investors, but when the pay is modest, that does support enhanced alignment between the CEO and the ordinary shareholders. It can also be a sign of good governance, more generally.
Does Cavco Industries Deserve A Spot On Your Watchlist?
Cavco Industries' earnings have taken off in quite an impressive fashion. An added bonus for those interested is that management hold a heap of stock and the CEO pay is quite reasonable, illustrating good cash management. The strong EPS improvement suggests the businesses is humming along. Cavco Industries certainly ticks a few boxes, so we think it's probably well worth further consideration. Of course, just because Cavco Industries is growing does not mean it is undervalued. If you're wondering about the valuation, check out this gauge of its price-to-earnings ratio, as compared to its industry.
There's always the possibility of doing well buying stocks that are not growing earnings and do not have insiders buying shares. But for those who consider these important metrics, we encourage you to check out companies that do have those features. You can access a free list of them here.
Please note the insider transactions discussed in this article refer to reportable transactions in the relevant jurisdiction.
Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) simplywallst.com.
This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
投資一家能夠扭轉命運的公司所帶來的興奮,對一些投機者來説是一個巨大的吸引力,因此,即使是沒有收入、沒有利潤、業績不佳的公司,也能設法找到投資者。不幸的是,這些高風險的投資往往不太可能獲得回報,許多投資者為此付出了代價。雖然一家資金雄厚的公司可能會虧損多年,但它最終需要創造利潤,否則投資者就會離開,公司就會枯萎。
因此,如果這種高風險和高回報的想法不適合,你可能會對盈利的、成長型的公司更感興趣,比如Cavco Industries(納斯達克:CVCO)。雖然利潤不是投資時應該考慮的唯一指標,但值得表彰能夠持續產生利潤的企業。
查看我們對Cavco Industries的最新分析
Cavco Industries每股收益增長的速度有多快?
如果你相信市場是模糊有效的,那麼從長期來看,你會認為一家公司的股價會跟隨其每股收益(EPS)的結果。這意味着,大多數成功的長期投資者認為,每股收益的增長是一個真正的積極因素。Cavco Industries的股東有很多值得高興的地方,因為他們過去3年的每股收益年增長率為50%。這麼快的增長可能是轉瞬即逝的,但它應該足以激起警惕的選股者的興趣。
營收增長是一個很好的指標,表明增長是可持續的,再加上高息税前利潤(EBIT)利潤率,這是一家公司在市場上保持競爭優勢的絕佳方式。Cavco Industries今年的收入並不全是收入從運營部因此,請記住,本文中使用的收入和利潤率數字可能不是基礎業務的最佳代表。Cavco Industries的股東可以從EBIT利潤率從8.6%上升到13%,以及收入不斷增長的事實中獲得信心。在我們的書中,勾選這兩個方框是增長的一個好跡象。
下面的圖表顯示了該公司的利潤和收入是如何隨着時間的推移而變化的。點擊圖表查看確切的數字。
NasdaqGS:CVCO收益和收入歷史2022年9月7日你開車的時候眼睛不會盯着後視鏡,所以你可能會對這個更感興趣免費顯示分析師對Cavco Industries預測的報告未來利潤。
Cavco Industries的內部人員是否與所有股東一致?
如果內部人士也持有一家公司的股票,這應該會給投資者帶來一種安全感,使他們的利益緊密一致。Cavco Industries的追隨者將會感到欣慰,因為他們知道,內部人士擁有大量資本,這些資本將他們的最佳利益與更廣泛的股東羣體保持一致。事實上,他們有相當數量的財富投資於此,目前價值1.28億美元。投資者將感謝管理層參與到這場遊戲中來,因為這表明了他們對公司未來的承諾。
雖然看到內部人士通過大量投資對公司產生強烈的信心總是好事,但對股東來説,詢問管理層薪酬政策是否合理也很重要。我們對CEO薪酬的快速分析似乎表明,情況的確如此。市值在10億美元至32億美元之間、規模與Cavco Industries類似的公司首席執行官的總薪酬中值約為560萬美元。
在截至2022年4月的一年裏,Cavco Industries的首席執行官獲得了總計470萬美元的薪酬。這似乎相當合理,特別是考慮到它低於類似規模公司的中值。CEO薪酬水平不是投資者最重要的衡量標準,但當薪酬適中時,這確實有助於加強CEO與普通股東之間的一致性。更廣泛地説,這也可能是良好治理的標誌。
卡夫科工業值得在你的觀察名單上佔有一席之地嗎?
Cavco Industries的收益以令人印象深刻的方式增長。對於那些感興趣的人來説,一個額外的好處是,管理層持有大量股票,首席執行官的薪酬相當合理,這表明了良好的現金管理。每股收益的強勁改善表明,企業進展順利。Cavco Industries當然有幾個選擇,所以我們認為很有可能值得進一步考慮。當然,僅僅因為Cavco Industries在增長並不意味着它的價值被低估了。如果你想知道它的估值,看看這個衡量其市盈率的指標,它與其行業相比。
總是有可能做得很好,購買股票不是不斷增長的收入和不要有內部人士購買股票。但對於那些考慮這些重要指標的人,我們建議您查看以下公司做擁有這些功能。你可以在這裏訪問它們的免費列表。
請注意,本文中討論的內幕交易指的是相關司法管轄區內的應報告交易。
對這篇文章有什麼反饋嗎?擔心內容嗎? 保持聯繫直接與我們聯繫。或者,也可以給編輯組發電子郵件,地址是implywallst.com。
本文由Simply Wall St.撰寫,具有概括性。我們僅使用不偏不倚的方法提供基於歷史數據和分析師預測的評論,我們的文章並不打算作為財務建議。它不構成買賣任何股票的建議,也沒有考慮你的目標或你的財務狀況。我們的目標是為您帶來由基本面數據驅動的長期重點分析。請注意,我們的分析可能不會將最新的對價格敏感的公司公告或定性材料考慮在內。Simply Wall St.對上述任何一隻股票都沒有持倉。
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moomoo是Moomoo Technologies Inc.公司提供的金融資訊和交易應用程式。
在美國,moomoo上的投資產品和服務由Moomoo Financial Inc.提供,一家受美國證券交易委員會(SEC)監管的持牌主體。 Moomoo Financial Inc.是金融業監管局(FINRA)和證券投資者保護公司(SIPC)的成員。
在新加坡,moomoo上的投資產品和服務是通過Moomoo Financial Singapore Pte. Ltd.提供,該公司受新加坡金融管理局(MAS)監管(牌照號碼︰CMS101000) ,持有資本市場服務牌照 (CMS) ,持有財務顧問豁免(Exempt Financial Adviser)資質。本內容未經新加坡金融管理局的審查。
在澳大利亞,moomoo上的金融產品和服務是通過Futu Securities (Australia) Ltd提供,該公司是受澳大利亞證券和投資委員會(ASIC)監管的澳大利亞金融服務許可機構(AFSL No. 224663)。請閱讀並理解我們的《金融服務指南》、《條款與條件》、《隱私政策》和其他披露文件,這些文件可在我們的網站 https://www.moomoo.com/au中獲取。
在加拿大,透過moomoo應用程式提供的僅限訂單執行的券商服務由Moomoo Financial Canada Inc.提供,並受加拿大投資監管機構(CIRO)監管。
在馬來西亞,moomoo上的投資產品和服務是透過Moomoo Securities Malaysia Sdn. Bhd. 提供,該公司受馬來西亞證券監督委員會(SC)監管(牌照號碼︰eCMSL/A0397/2024) ,持有資本市場服務牌照 (CMSL) 。本內容未經馬來西亞證券監督委員會的審查。
Moomoo Technologies Inc., Moomoo Financial Inc., Moomoo Financial Singapore Pte. Ltd.,Futu Securities (Australia) Ltd, Moomoo Financial Canada Inc和Moomoo Securities Malaysia Sdn. Bhd., 是關聯公司。
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