The insider transactions at Alamo Group in the last 12 months are not very encouraging. However, the fact that insiders own shares in the company suggests a reasonable degree of alignment with common shareholders.
Alamo Group remains a bargain with potential for future buying opportunities. The company's bright future outlook, higher expected cash flow, and undervalued share price make it a good buy.
Rob Roy and Jeff Leonard show optimism about the acquisition, indicating alignment with Alamo's long-term strategy while anticipating potential growth from infrastructure spending.
阿拉莫股票討論區
5年來毛利率一直在25%左右,淨資產收益率除2018年達到15.4%以外,基本都在11%左右。
5年來營收保持增長,營業利潤則在2019和2020年連續小幅下滑,2021年增長25.5%,淨利潤和營業利潤類似,2021年增長41.7%。
2022前兩季度營收、營業利潤和淨利潤分別增長15.1%,18.7%和7.9%。
利潤表比較乾淨,利息費用佔營收不到9%,其它收入項佔比很低。
目前市盈率19.9,市盈率TTM 19.1吸引力不大。
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