Investors' expectations of strong future growth justify Korn Ferry's high P/E ratio. The potential for a deterioration in earnings is not seen as significant enough to warrant a lower P/E ratio.
$Market Beating Value ETF(PFL1021127)$ My paperfolio’s link can be seen above. The stocks I pick are based on value investing philosophy. I won’t go into what that means in this post. I’m a lot more conservative than your average investor. As such, this portfolio only used 50-60% of its cash to buy stocks, while the rest sat idle. In other words, I am up 13% at the time of writing mostly using only 50-75% of my portfolio’s cash (with some exceptions). As I have seen bu...
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My stock performance so far
My paperfolio’s link can be seen above. The stocks I pick are based on value investing philosophy. I won’t go into what that means in this post. I’m a lot more conservative than your average investor. As such, this portfolio only used 50-60% of its cash to buy stocks, while the rest sat idle. In other words, I am up 13% at the time of writing mostly using only 50-75% of my portfolio’s cash (with some exceptions). As I have seen bu...
5年來毛利率基本在94%左右,重點觀察費用變化。淨資產收益率從11.5%下滑至8.5%左右,直至2022年暴漲至22%。
5年來前四年營收變化不大,2022年暴漲45.3%,營業利潤2022年暴漲152%,淨利潤暴漲186%。2023Q1營收、營業利潤和淨利潤分別增長19.6%,10.2%和2.8%,盈利增速明顯放緩,這也是意料中的。
利潤表顯示近幾年利息費用整體增長趨勢,2021年利息費用佔營業利潤的5.4%,負擔不算重。其他費用項裏面重組和併購沒幾年都會有筆大的費用,對淨利潤影響很大。
資產負債率5年來從47%上升到55.3%,2023Q1又下降到51%。
資產負債表顯示近期應收增加很快,不過比例還算合理。
商譽達到7.24億,佔淨資產15.71億的46%。長期借款4億,目前看負擔不算重,不過現金就有7億,似乎保持這麼多的長期貸款不是很合理。
5年來現金流經營...
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