Maintain profitability while experiencing rapid growth! A new era for technology stocks? What are the secrets to the success of$CrowdStrike(CRWD.US)$,$多鄰國(DUOL.US)$,$Shift4 Payments(FOUR.US)$, and$Applovin(APP.US)$? In this week's Opportunity Mining, let's uncover their success. Insight into another investment opportunity under the wave of tech stocks. 🔥
DA Davidson analyst suggests Shift4's growth potential could justify a takeover price of $130-$138 per share, based on a multiple of 17-18 times the 2025 adjusted EBITDA forecast of $778M.
Raymond James analyst John Davis suggests a takeover price between $90-100, hinting at a 40% potential upside. Davis adds that the deal could be financially and strategically sound.
Shift4 Payments' remarkable EPS growth, coupled with significant insider investment, is luring investors. Despite one warning sign, the company is under close watch, hoping the success signals improved business economics.
Shift4 Payments股票討論區
What are the secrets to the success of $CrowdStrike(CRWD.US)$ , $多鄰國(DUOL.US)$ , $Shift4 Payments(FOUR.US)$ , and $Applovin(APP.US)$ ? In this week's Opportunity Mining, let's uncover their success. Insight into another investment opportunity under the wave of tech stocks. 🔥
2020年上市,主要做支付業務,單一美國市場,當前價格77.44。
2020上市以來營收持續增長,2022年增速45.8%,營業利潤2022年扭虧,淨利潤受出售證券收益和重組併購收入大幅扭虧達到0.87億。2022年利息費用佔營業利潤的37%,利息負擔很重。毛利率2022年大幅增長到23.59%,淨資產收益率達到24.2%。
2023前3季度營收增長27.7%,營業利潤增長3倍達到1.1億,淨利潤受重組費用影響僅增長1.1倍達到1.04億。利息費用轉爲利息收入。
上市以來資產負債率從62.3%提升到81.2%,目前79.6%。 應收的比例和增速都正常,商譽及其他無形資產10.8億,是5.41億淨資產的2倍。2022年商譽增長3.3億,同期淨利潤僅有0.87億,似乎是花錢買利潤的套路。2023前3季度商譽增長0.38億,同期淨利潤1.04億,看起來健康了許多,不過未來減值風險依然很高。
長期借款17.48億,是淨資產的3倍多,好在利息很低。...
Media / Entertainment || $奈飛(NFLX.US)$ / $Live Nation Entertainment(LYV.US)$ / $Liberty Formula One-C(FWONK.US)$ / $TKO Group Holdings(TKO.US)$
Internet || $Meta Platforms(META.US)$ / $谷歌-A(GOOGL.US)$ / $Pinterest(PINS.US)$ / $Booking Holdings(BKNG.US)$ / $亞馬遜(AMZN.US)$ / $MercadoLibre(MELI.US)$ / $MakeMyTrip(MMYT.US)$ / ...
Stocks for 2024 (and thoughts on the market)
$ADYEN NV(ADYEY.US)$$Celsius Holdings(CELH.US)$$CrowdStrike(CRWD.US)$$Datadog(DDOG.US)$$DLocal(DLO.US)$$多鄰國(DUOL.US)$$Shift4 Payments(FOUR.US)$$Global-E Online(GLBE.US)$$Mobileye Global(MBLY.US)$$MercadoLibre(MELI.US)$$monday.com(MNDY.US)$$Cloudflare(NET.US)$$Nu Holdings(NU.US)$$英偉達(NVDA.US)$$昂跑(ONON.US)$$Snowflake(SNOW.US)$$特斯拉(TSLA.US)$$Zscaler(ZS.US)$
All of the above...
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