Insider selling could be a red flag for investors. Despite some insider buying, the long-term picture is not inspiring. High insider ownership suggests alignment with shareholder interests, but recent share sales are concerning.
Emerson Electric's high P/E speaks to investors paying a premium despite average growth forecasts. Yet sustaining this ratio could be tough as projected earnings growth may impact the stock price.
The recent buying activity by some insiders and the high insider ownership suggest that Emerson Electric insiders are aligned and optimistic. However, the net selling activity over the last year is seen as a negative sign.
Despite Emerson Electric's EPS growth of 12% annually, market caution towards the stock has risen. The recent one-year TSR of 19% outperforms the five-year TSR of 10% annually.
Emerson's acquisition of NI is expected to expand customer services, shareholder value, and endorse organic revenue growth towards 4-7%. With Ritu Favre as president, the Test & Measurement business remains in Austin, projecting continued growth.
CNBC’s Jim Cramer on Tuesday cheered Honeywell International’s$霍尼韋爾(HON.US)$guidance affirmation, which came alongside an announcement that the industrial conglomerate would be restructuring its business. While some market participants feel Honeywell’s new CEO Vimal Kapur is “going to make a big move somewhere,” Cramer said on Tuesday “the most important thing I heard was they’re going to be within or above expecta...
艾默生電氣股票討論區
新增數據:24Q1,營收繼續增長,營業利潤受折舊費用大幅增長影響萎縮了22.7%,淨利潤受重組與併購費用影響萎縮94%。
目前市盈率4.97,市盈率TTM5.94,由於2023年有110.7億的停止經營利潤,持續經營利潤僅有21.27億。5年平均淨利46億對應市盈率爲14。
由於持續經營利潤近5年總體萎縮,業績增長基本靠關停轉賣支持。23Q1公司進行了大規模併購,商譽從207億增加到293億,除現金大量減少外,短期借款也增加了27億。併購使得近期業績非常難以預測,適當降低倉位以減少風險。
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新增數據:23Q4及全年,Q4繼續增長。
2023年營收增長9.9%,營業利潤增長17.1%,持續經營利潤增長13%到21.3億,淨利潤增長3.1倍。
資產負債率從54.3%下降到37.8%,應收和存貨比例和增速都比較正常,商譽及其他無形資產207.43億,佔265.98億淨資產的785,長期借款只有76.1億,低於目前80.51億的現金。
目前市盈率3.9,如果按持續經營利潤計算市盈率爲24,市場給出低市盈率估值背後的原因可能就是近3年利潤中停止經營利潤佔比過大。儘管如此,停止經營利潤對資產負債表的改善顯而易見,仍然可以謹慎選擇(⭐️)
While some market participants feel Honeywell’s new CEO Vimal Kapur is “going to make a big move somewhere,” Cramer said on Tuesday “the most important thing I heard was they’re going to be within or above expecta...
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