The low ROE, despite significant debt, is disappointing. Investors should ponder the company's potential performance without easy borrowing, as credit markets fluctuate. High-quality businesses often trade on high earnings multiples, and profit growth rate is also crucial.
Economically sensitive stocks are poised for a rebound with market confidence in economic growth. FedEx may rise with volume recovery and salary expense control. Hillenbrand's refocused efforts and cost inflation control could boost earnings. Bloomin' Brands' growth potential lies in Brazil expansion and digital sales. The SPDR S&P Regional Banking ETF could gain from stable or lower rates boosting loan volumes.
Hillenbrand's 6.9% ROE is short of industry standards, making it less attractive to investors. The company's high reliance on borrowing combined with a low return could spell trouble if credit access worsens.
No insider purchased Hillenbrand Inc.'s shares last quarter while previous high volume sales may concern some shareholders. However, insiders owning about 1% of shares suggest some alignment with shareholder interests.
希倫布蘭德股票討論區
5年來毛利率從36.3%下滑到了32.5%,淨資產收益率波動上升到18%,吸引力一般。
2022年利息費用佔營業利潤的17%,負擔偏重。
5年來資產負債率從60上升到71%。
2022年應收款項增加0.8億,存貨增加1.2億,共增漲2億,幾乎達到了2022年2.2億的淨利潤,利潤及其增長的含金量非常低。
目前17倍市盈率,缺乏核心盈利能力改善的數據支持。
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