DICK'S Sporting Goods trades at a higher P/E despite lower forecast growth, risking shareholders' investments and potential investors may pay an unnecessary premium. Predicted future earnings may not support a positive sentiment for long.
RECAP Treasury yields jumped on Thursday, and indexes fell after data showed a bigger-than-expected jump in producer prices during February, keeping inflation worries alive. The market reversed from larger declines shortly before closing. With the preliminary closing numbers, the$標普500指數(.SPX.US)$fell 0.29%, the$道瓊斯指數(.DJI.US)$fell 0.35%, the$納斯達克綜合指數(.IXIC.US)$...
D.A. Davidson analysts highlight Dick's strong execution in a challenging environment, maintaining a buy rating. CEO Lauren Hobart is optimistic about growth strategies and the consumer market's health.
Morning Movers Gapping up $Robinhood(HOOD.US)$stock soared 12% after the brokerage reported strong growth in assets under custody for the month of February. $美國達樂公司(DG.US)$stock rose 6.1% after the discount retailer forecast upbeat 2024 sales, expecting steady demand from price-conscious shoppers. $餐飲品牌國際(QSR.US)$stock rose 0.4% after the Burger King parent named Sami Siddiqui as its chief fina...
The recent significant insider selling at DICK'S Sporting Goods may suggest that some insiders think that the shares are not cheap. Despite the high level of insider ownership, the recent transactions do not instill confidence in the company.
The company's growing returns on capital and its ability to consistently reinvest in itself are highly sought after traits. If DICK'S Sporting Goods can maintain these trends, it could have a bright future ahead.
迪克體育用品股票討論區
新增數據:24Q4,營收繼續增長,營業利潤受毛利率提升影響增長了20%,淨利潤受其它非經營收入影響增長25.8%。
2024年營收增長5%,營業利潤受費用大幅增長影響萎縮10.1%,稅前淨利則受非經營收入影響萎縮4.7%,受所得稅波動影響淨利潤微增0.3%。
從5年跨度來看,營收2022年上了一個臺階,增長了28.3%,帶來利潤的接近兩倍增長,近兩年營收增速不算快,利潤反而大幅回落。
資產負債表沒有找到2022年有大筆收購的跡象,但是長期借款從4.2億增加到19.3億,利息費用在2023年一度增長到0.95億,而利潤大幅增長完全抵消了利息增長的幅度,這次加大財務槓桿結果來看很成功。由於近兩年毛利率有所下滑,費用增長過快,利潤萎縮很快。目前長期借款仍然保持在14.8億的高位,佔淨資產的57%,資產負債率還維持在71.9%,沒有繼續下降。
目前市盈率18.5,估值已經到了合理偏高的區間,利潤近期僅有一個季度的實質性增長,費用增速仍然很快,考慮到板塊的週期性,可以進...
專欄Wall Street Today | Indexes Retreat as Investors Digest Mon. and Tues. Inflation Data
Treasury yields jumped on Thursday, and indexes fell after data showed a bigger-than-expected jump in producer prices during February, keeping inflation worries alive. The market reversed from larger declines shortly before closing.
With the preliminary closing numbers, the $標普500指數(.SPX.US)$ fell 0.29%, the $道瓊斯指數(.DJI.US)$ fell 0.35%, the $納斯達克綜合指數(.IXIC.US)$...
Holllyyyy Dicks
omg $迪克體育用品(DKS.US)$
專欄Today's Morning Movers and Top Ratings: NVDA, C, UAA, CAT and More
Gapping up
$Robinhood(HOOD.US)$ stock soared 12% after the brokerage reported strong growth in assets under custody for the month of February.
$美國達樂公司(DG.US)$ stock rose 6.1% after the discount retailer forecast upbeat 2024 sales, expecting steady demand from price-conscious shoppers.
$餐飲品牌國際(QSR.US)$ stock rose 0.4% after the Burger King parent named Sami Siddiqui as its chief fina...
Stocks that hit a 52 week high on 2/2/2024
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新增數據:2023Q3,營收繼續增長,營業利潤受成本上漲和費用暴增影響已經連續大幅萎縮5個季度以上,淨利潤則由於利息費用下降以及其他收入增加影響萎縮較少。
2023前3季度營收增長3.8%,營業利潤萎縮21%,淨利潤萎縮7%。利息費用佔營業利潤的4.8%,負擔不重。前三季度的淨資產收益率合計爲28.9%
資產負債率從年初的71.9%提高到74.3%,現金有所減少,應收大幅增加,不過比例比較正常,長期借款14.83億,佔23.85億淨資產的62.2%,槓桿率有所提高。庫存股達到了44.2億,同時前3季度股本減少了2%。
現金流經營淨額大幅高於投資淨額,股東盈餘很多。
目前市盈率13.6,市盈率TTM降到了13,股息率2.4%,考慮到板塊的週期性,估值在合理偏高範圍,可以略微降低倉位。
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