Recent substantial insider selling of Asbury Automotive Group shares and lack of insider buying could be a red flag for shareholders. Despite some alignment between management and smaller shareholders, caution is advised before buying shares.
Asbury Automotive Group's respectable ROE is concerning due to high debt usage. Changes in credit markets could impact the company's performance. A debt-free company with high ROE could be a high quality business.
Investor sentiment towards the company remains steady despite a recent share price drop. Long-term shareholders have seen a 26% annual gain over five years. If fundamentals suggest sustainable growth, the current sell-off could be a worthwhile opportunity.
Asbury Automotive Group's low P/E ratio may reflect investor uncertainty about future growth. Despite a strong earnings outlook and rapid market growth, potential risks could be impacting the P/E ratio. Investors appear to expect significant future earnings volatility.
Asbury Automotive Group's high beta and optimistic future earnings growth, not yet fully factored into the share price, suggest a potential buying opportunity, especially if the market is bearish.
Recent stock disposals by insiders at current price render caution necessary. Lack of purchases in last year and recent sales warrant careful consideration for Asbury Automotive Group's stock despite profitability and growth. Insider sales history crucial to keep in mind.
Pre-Market Stock Movers Gapping up $Adobe(ADBE.US)$stock rose 1.6% after Mizuho Securities upgraded the computer software company to ‘buy’ from ‘neutral’, saying it is well-positioned to capitalize on digital transformation with its highly comprehensive end-to-end offering. $DocuSign(DOCU.US)$stock rose 1% after the e-signature company beat expectations in its second quarter, with revenue up 10.5% year-on-year, and thu...
阿斯伯里汽車股票討論區
專欄Today's Pre-Market Stock Movers and Top Ratings: ADBE, RH, GS, GILD and More
Gapping up
$Adobe(ADBE.US)$ stock rose 1.6% after Mizuho Securities upgraded the computer software company to ‘buy’ from ‘neutral’, saying it is well-positioned to capitalize on digital transformation with its highly comprehensive end-to-end offering.
$DocuSign(DOCU.US)$ stock rose 1% after the e-signature company beat expectations in its second quarter, with revenue up 10.5% year-on-year, and thu...
新增數據:2022後兩季度及全年,2023前兩季度
2022年營收增長56.9%,營業利潤增長61.8%,淨利潤增長87.3%,近些年來利息費用一直在上升,2022年利息費用佔營業利潤的12.6%,比例偏高,2022年還有2.1億的業務出售收益推高了淨利。
2023上半年營收下滑6.8%,營業利潤下滑14%,淨利潤下滑14%。
2022年資產負債率從73.6%下降到63.8%,應收賬款略有下降,存貨有所增長,但是比例比較健康。
2023前兩季度應收賬款繼續下降,但是存貨繼續增加達到12億,比例仍然健康。
商譽及其他無形資產35.84億,是30.69億淨資產的1.17倍。長期借款31.81億,槓桿率很高。庫存股10.66億,但是近些年來沒有註銷過股份。
目前看來2021年的大幅收購的效果還算不錯,目前市盈率4.9,市盈率TTM略升至5.1,由於目前倉位很輕,沒有調整必要。
5年來毛利率從16.4%緩慢上升至19.3%,淨資產收益率從41.3%下滑至35.3%,處於很高的水平。
近5年中前4年營收波動中增長,2021年暴漲38%,營業利潤除2017年微跌外,連續增長4年,其中2021年增長一倍,淨利潤則是在2017年萎縮17%之後連續快速增長4年,其中2021年增長109%。
2022前兩季度營收增加64.6%,營業利潤增加85%,淨利潤增加79.3%。
5年來總體利息費用在提升,2021年利息費用佔營業利潤的13%,負擔中等。
資產負債率5年來從83.3%下降到68.5%,應收款項佔比和增速都正常,存貨近5年持續下降。
長期借款33.16億,佔淨資產24.1億的138%,即使加上10.5億的庫存股,佔比依然接近100%。
5年來經營淨額累計低於投資淨額,沒有產生股東盈餘,主要是2021年有過一次大的收購行為。
目前6.1倍市盈率,4.8倍市盈率TTM,可以謹慎選擇...
專欄Today's pre-market stock movers: F, META, BBY, QCOM and more
In reaction to earnings/guidance:
$Sunnova Energy International(NOVA.US)$ +13.6%,$Impinj(PI.US)$ +12%,$Etsy Inc(ETSY.US)$ +8.1%,$argenx SE(ARGX.US)$ +8.1%,$Netgear(NTGR.US)$ +6.9%,$福特汽車(F.US)$ +6.7%(also increases dividend),$Myovant Sciences(MYOV.US)$ +6%,$Merit Medical Systems(MMSI.US)$ +6%,$伊格爾礦業(AEM.US)$ +5.8%,$偉創力(FLEX.US)$ +5.1%,$MAA房產信托(MAA.US)$ +5%,$普雷克薩斯(PLXS.US)$ +5%,$哈雷戴維森(HOG.US)$ +5%,...
暫無評論