Investors are likely keeping the P/E ratio high anticipating the company's quick turnaround. The high P/E is fueled by superior future earnings outlook.
High insider ownership of Dorman Products is positive, yet more insider selling than buying could be concerning. Larger sale above current share price may not reflect insiders' confidence.
Upgrades •$思科(CSCO.US)$: KGI Securities Upgrades to Outperform from Neutral - PT $56 •$公共存儲公司(PSA.US)$: BMO Capital Upgrades to Outperform from Market Perform - PT $370 (from $410) •$美國再保險集團(RGA.US)$: Morgan Stanley Upgrades to Equalweight from Underweight - PT $132 (from $126) •$Take-Two互動軟體件(TTWO.US)$: CFRA Upgrades to Buy from Hold - PT $171 (from $188) Downgrades •$紐約梅隆銀行(BK.US)$: Deutsch...
Dorman Products股票討論區
公司主營業務是動力總成、底盤和車身,營收以美國爲絕對主導的北美市場。
5年來毛利率從39.7%緩慢下滑至34.4%,淨資產收益率則在2019年從19.6%下滑至11.2%,之後逐步恢復到14.7%。
5年來營收持續增長,營業利潤則在2018及2019年連續下滑兩年,之後恢復兩年幾乎達到2017年水平。
淨利潤在2019年下滑37%之後連續增長兩年,2021年已經超過2017年水平,5年來平均增長率4.4%,近兩年平均增長率25.5%。
2022前兩季度營收增加36.8%,營業利潤增加16.9%,淨利潤增加13.6%。
利潤表顯示2021年公司開始有利息費用,不過數量極少。其它收入項也很少,利潤表比較乾淨。
5年來資產負債率從17.1%逐步上升到44%,增幅還是相當明顯。
資產負債表顯示2021年存貨增加了2.33億,超過當年1.32億的淨利潤,並且佔營收比例達到了4成,這個變化很不正常。2022前兩季度存貨又...
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Other news:
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• $Infrastructure & Energy Alternatives(IEA.US)$ +24.5% (MasTec (MTZ) will acquire outstanding shares of IEA in a...
• $思科(CSCO.US)$ : KGI Securities Upgrades to Outperform from Neutral - PT $56
• $公共存儲公司(PSA.US)$ : BMO Capital Upgrades to Outperform from Market Perform - PT $370 (from $410)
• $美國再保險集團(RGA.US)$ : Morgan Stanley Upgrades to Equalweight from Underweight - PT $132 (from $126)
• $Take-Two互動軟體件(TTWO.US)$ : CFRA Upgrades to Buy from Hold - PT $171 (from $188)
Downgrades
• $紐約梅隆銀行(BK.US)$ : Deutsch...
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