The company's CEO, Dan Scavilla, expressed confidence in Pfeil's ability to drive operational efficiency and deliver profitable growth, especially in light of the ongoing integration following their merger with NuVasive.
Globus Medical's superior earnings outlook is contributing to its high P/E, which shareholders are currently comfortable with, expecting not to face a threat to future earnings. The confidence in the future earnings performance supports the current share price.
Globus Medical's persisting issues impact its valuation and a drop in EPS may spark shareholder worry. The long-term share performance is lackluster, unsettling even potential contrarian investors seeking a turnaround.
Globus Medical股票討論區
2022年利息費用佔營業利潤的6%,負擔不重。
2023Q1營收增長20%,營業利潤增長18.6%,淨利潤增長29%。
5年來資產負債率從8.8%略微提高到11.1%。
2022年應收賬款增加0.51億,存貨增加0.62億,同期淨利潤1.9億,增長還算合理,但存貨3億達到10億營收的30%,比例過高。
5年來經營淨額累計10.1億,投資淨額累計9.4億,股東盈餘很少。
目前市盈率30.2,市盈率TTM 28.5,雖然和短期增速比有一定折扣,但是長期增速並不算快,資產負債表非常穩健,但是股東盈餘並沒有創造很多,目前吸引力不大。
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