Given the lack of change in American Woodmark's returns on capital employed and the trends, it is unlikely to be a multi-bagger going forward. Investors seeking multi-baggers may need to look at other options.
American Woodmark is a valuable investment due to its cheaper price and robust earnings growth outlook. However, share volatility suggests price could drop, and its optimistic profit outlook isn’t fully reflected in the current price, indicating a good investment opportunity.
American Woodmark's share price might be unsustainable, with its P/S ratio in line with industry median and shrinking revenues. Market expectations point to improved revenues, contradicting analysts' predictions of further decline, implying a potential disappointment regarding the growth outlook.
American Woodmark's strong share price momentum and transition from loss to profit despite longer term negative returns may signal a potential positive turning point for its financial health.
美國伍德馬克股票討論區
2024Q1營收萎縮8.2%,營業利潤受毛利率大幅提升影響增長了61.2%(通脹受益者),淨利潤大幅增長88.6%。
5年來資產負債率從59.5%下降到了42.%,應收和存貨的比例和增減都比較合理。商譽及其他無形資產7.98億,佔8.74億淨資產的91.3%,資產很虛。長期借款3.68億,實際槓桿率不算低。
5年來除2022年外,現金流經營淨額持續大幅高於投資淨額,股東盈餘較多。
目前市盈率13.6,市盈率TTM11.4,和增速比折扣並不算大,暫時觀望。
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