Atkore's revenue growth is expected to slow down substantially, with a projected annual growth of 2.1% until 2024, compared to its historical 19% growth. This is slower than industry peers, expected to grow at 7.8% annually.
Atkore's low P/E ratio is due to its weak earnings forecast. Investors think the potential for earnings improvement doesn't justify a higher P/E ratio, hence a significant share price rise is unlikely soon.
Atkore's performance indicates the presence of ample internal investment opportunities at increasingly high rates - a trait common amongst multi-baggers. Despite one identified warning sign for Atkore, the continuity of these trends may be worth exploring for investors.
The lack of insider buying and significant selling at current market prices raises concerns. However, insider ownership does indicate some alignment with shareholder interests. No insider trading in the last quarter does not provide a strong direction for the stock.
Alphabet$谷歌-C(GOOG.US)$keeps its spot on the Warren Buffett stock screen, but GOOGL stock has fallen off the IBD Long-Term Leaders list. Meanwhile, Microsoft$微軟(MSFT.US)$remains on IBD Long-Term Leaders while MSFT stock falls off the Warren Buffett screen. Building materials manufacturer Atkore$Atkore(ATKR.US)$tops the list with an impressive sustainable earnings growth rate of 90%. (The rate is computed by multiplying the company's ROE by the ear...
Atkore股票討論區
新增數據:24Q1,營收、營業利潤和淨利潤繼續萎縮,不過環比來看萎縮速度已經大幅放緩。
資產負債情況變化不大,現金流經營淨額仍大比例高於投資淨額。
目前市盈率10.8,市盈率TTM11.2,5年平均淨利4.9億對應市盈率爲14,估值已經在合理區間偏高的位置,暫不做調整。
新增數據:23Q3,23Q4,持續萎縮
2023年營收萎縮10%,營業利潤受毛利率下滑和費用增加影響萎縮了27.6%,淨利潤受所得稅減少影響萎縮了24.5%,由於註銷了9%的股票,每股收益僅下滑14.8%。利息費用佔營業利潤的3.9%,負擔很輕,淨資產收益率從85%下降到50%,依然很驚人。
資產負債率從51.9%略微降低到50%,現金變化不大,應收和存貨略有增加,比例在正常範圍。
商譽3.11億佔14.68億淨資產的21%,長期借款7.63億佔淨資產的52%,槓桿率正常。
現金流經營淨額大幅超過投資淨額,股東盈餘很多。
目前市盈率9.3,依然值得選擇(⭐️)
新增數據:2022全年報及2023前2季度業績
2022年營收增長33.7%,營業利潤增長54.4%,淨利潤增長55.4%。
2023上半年營收下滑5.1%,營業利潤下滑19.7%,淨利潤下滑20.7%,萎縮明顯。
目前市盈率7.5,市盈率TTM微增到7.9,考慮到去年的高基數,今年萎縮是大概率事件,目前估值在合理區間,可以降低些倉位。
Building materials manufacturer Atkore $Atkore(ATKR.US)$ tops the list with an impressive sustainable earnings growth rate of 90%. (The rate is computed by multiplying the company's ROE by the ear...
- In the top 25% of all stocks in terms of five-year annual EPS growth rate.
- 15% or greater sustainable earnings growth.
- 12% or better five-year average return on equity.
$巴菲特持倉(LIST2999.US)$ $伯克希爾-A(BRK.A.US)$ $伯克希爾-B(BRK.B.US)$ $Atkore(ATKR.US)$ $再生元製藥公司(REGN.US)$ $大全新能源(DQ.US)$ $Lululemon Athletica(LULU.US)$ $谷歌-C(GOOG.US)$ $谷歌-A(GOOGL.US)$ $Triton International(TRTN.US)$ $蘋果(AAPL.US)$ $台積電(TSM.US)$ $西方石油(OXY.US)$ $雪佛龍(CVX.US)$
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