Helios' CEO, Josef Matosevic, emphasizes the firm's robust cash generation and disciplined working capital management as crucial in sustaining consecutive dividend payments for over 27 years, a milestone reached by merely 10% of all companies listed on U.S. exchanges.
Helios Technologies' high P/E ratio is worrisome due to its poor earnings outlook. Investors remain bullish, but without earnings improvement, the high P/E ratio may not be sustainable. The company's current state makes its high stock prices hard to justify.
The stable but low returns on Helios Technologies' reinvestments coupled with lackluster trends may not make it an attractive prospect for investors seeking high-performing stocks. The company currently presents two warning signs investors should be aware of.
The absence of insider transactions in recent months and a trend of insider selling at Helios Technologies does not inspire great confidence, despite a reasonable level of insider ownership.
Helios Technologies股票討論區
通常過高速增長持續性比較差,2022前3季度營收增長5.8%,營業利潤由於成本增加而基本沒有變化,淨利潤也幾乎沒變,保持在0.8億。
利息費用基本佔營業利潤的10%左右,負擔中等。
資產負債表顯示存貨和應收在2021年增加很快,不過和營收和淨利相比還算合理。
5年來經營淨額遠低於投資淨額,還沒產生股東盈餘,主要是由於2018年和2020年進行了兩次較大的收購。
目前市盈率21,由於近期增長和收購相關性可能非常大,需要多觀察幾個季度確認收購後的增長是否可持續再做判斷。
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