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Here's Why We Think Dream Finders Homes (NYSE:DFH) Might Deserve Your Attention Today

Here's Why We Think Dream Finders Homes (NYSE:DFH) Might Deserve Your Attention Today

這就是爲什麼我們認爲 Dream Finders Homes(紐約證券交易所代碼:DFH)今天可能值得你關注的原因
Simply Wall St ·  05/07 09:20

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.  But the reality is that when a company loses money each year, for long enough, its investors will usually take their share of those losses.  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.

投資一家能夠扭轉命運的公司的興奮對一些投機者來說是一個很大的吸引力,因此,即使是沒有收入、沒有利潤、有虧損記錄的公司,也可以設法找到投資者。但現實是,當一家公司每年虧損時,在足夠長的時間內,其投資者通常會分擔這些損失。儘管資金充足的公司可能會遭受多年的虧損,但它最終需要盈利,否則投資者將繼續前進,公司將萎縮。

So if this idea of high risk and high reward doesn't suit, you might be more interested in profitable, growing companies, like Dream Finders Homes (NYSE:DFH). While this doesn't necessarily speak to whether it's undervalued, the profitability of the business is enough to warrant some appreciation - especially if its growing.

因此,如果這種高風險和高回報的想法不適合,那麼你可能會對像Dream Finders Homes(紐約證券交易所代碼:DFH)這樣的盈利成長型公司更感興趣。儘管這並不一定說明其估值是否被低估,但該業務的盈利能力足以保證一定的升值——尤其是在其增長的情況下。

How Fast Is Dream Finders Homes Growing?

尋夢者家園的增長速度有多快?

Generally, companies experiencing growth in earnings per share (EPS) should see similar trends in share price.  That means EPS growth is considered a real positive by most successful long-term investors.   Dream Finders Homes' shareholders have have plenty to be happy about as their annual EPS growth for the last 3 years was 47%.  That sort of growth rarely ever lasts long, but it is well worth paying attention to when it happens.  

通常,每股收益(EPS)增長的公司的股價應該會出現類似的趨勢。這意味着大多數成功的長期投資者認爲每股收益增長確實是積極的。Dream Finders Homes的股東有很多值得高興的地方,因爲他們過去三年的每股收益增長了47%。這種增長很少持續很長時間,但是當它發生時,值得關注。

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.    Dream Finders Homes maintained stable EBIT margins over the last year, all while growing revenue 10% to US$3.8b.  That's progress.  

收入增長是可持續增長的重要指標,再加上較高的息稅前收益(EBIT)利潤率,這是公司保持市場競爭優勢的好方法。去年,Dream Finders Homes保持了穩定的息稅前利潤率,同時收入增長了10%,達到38億美元。這就是進步。

The chart below shows how the company's bottom and top lines have progressed over time.  For finer detail, click on the image.

下圖顯示了公司的利潤和收入是如何隨着時間的推移而發展的。要了解更多細節,請點擊圖片。

NYSE:DFH Earnings and Revenue History May 7th 2024

紐約證券交易所:DFH 收益和收入歷史記錄 2024 年 5 月 7 日

The trick, as an investor, is to find companies that are going to perform well in the future, not just in the past. While crystal balls don't exist, you can check our visualization of consensus analyst forecasts for Dream Finders Homes' future EPS 100% free.  

作爲投資者,訣竅是尋找未來表現良好的公司,而不僅僅是過去。雖然不存在水晶球,但您可以100%免費查看我們對Dream Finders Homes未來每股收益的共識預測的可視化。

Are Dream Finders Homes Insiders Aligned With All Shareholders?

Dream Finders Homes 內部人士是否與所有股東保持一致?

Seeing insiders owning a large portion of the shares on issue is often a good sign. Their incentives will be aligned with the investors and there's less of a probability in a sudden sell-off that would impact the share price.  So those who are interested in Dream Finders Homes will be delighted to know that insiders have shown their belief, holding a large proportion of the company's shares.    To be exact, company insiders hold 71% of the company, so their decisions have a significant impact on their investments.  This makes it apparent they will be incentivised to plan for the long term - a positive for shareholders with a sit and hold strategy.    And their holding is extremely valuable at the current share price, totalling US$2.1b.  This is an incredible endorsement from them.  

看到內部人士擁有已發行股票的很大一部分通常是一個好兆頭。他們的激勵措施將與投資者保持一致,突然拋售影響股價的可能性較小。因此,那些對Dream Finders Homes感興趣的人會很高興得知內部人士已經表現出信心,持有該公司很大一部分股份。確切地說,公司內部人士持有公司71%的股份,因此他們的決定對他們的投資有重大影響。這清楚地表明,他們將受到激勵進行長期規劃——對於採取坐倉持股策略的股東來說,這是一個積極因素。按目前的股價計算,他們的持股價值極高,總額爲21億美元。這是他們不可思議的認可。

Does Dream Finders Homes Deserve A Spot On Your Watchlist?

尋夢者之家值得在您的關注清單上佔有一席之地嗎?

Dream Finders Homes' earnings per share have been soaring, with growth rates sky high.   That EPS growth certainly is attention grabbing, and the large insider ownership only serves to further stoke our interest.  The hope is, of course, that the strong growth marks a fundamental improvement in the business economics.  So based on this quick analysis, we do think it's worth considering Dream Finders Homes for a spot on your watchlist.     We don't want to rain on the parade too much, but we did also find 2 warning signs for Dream Finders Homes (1 can't be ignored!) that you need to be mindful of.  

Dream Finders Homes的每股收益一直在飆升,增長率居高不下。每股收益的增長無疑引人注目,而龐大的內部所有權只會進一步激發我們的興趣。當然,希望強勁的增長標誌着商業經濟的根本改善。因此,根據這個快速分析,我們確實認爲值得考慮在觀察清單上佔有一席之地 Dream Finders Homes。我們不想在遊行隊伍中下太多雨,但我們還爲 Dream Finders Homes 找到了 2 個警告標誌(1 個不容忽視!)你需要注意的。

While opting for stocks without growing earnings and absent insider buying can yield results, for investors valuing these key metrics, here is a carefully selected list of companies in the US with promising growth potential and insider confidence.

雖然選擇收益不增長且沒有內幕買盤的股票可以產生業績,但對於估值這些關鍵指標的投資者來說,以下是精心挑選的具有良好增長潛力和內部信心的美國公司名單。

Please note the insider transactions discussed in this article refer to reportable transactions in the relevant jurisdiction.

請注意,本文中討論的內幕交易是指相關司法管轄區內應報告的交易。

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.

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Simply Wall St的這篇文章本質上是籠統的。我們僅使用公正的方法根據歷史數據和分析師的預測提供評論,我們的文章無意作爲財務建議。它不構成買入或賣出任何股票的建議,也沒有考慮到您的目標或財務狀況。我們的目標是爲您提供由基本數據驅動的長期重點分析。請注意,我們的分析可能不考慮最新的價格敏感型公司公告或定性材料。簡而言之,華爾街沒有持有任何上述股票的頭寸。

声明:本內容僅用作提供資訊及教育之目的,不構成對任何特定投資或投資策略的推薦或認可。 更多信息
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