LFUS stock is undervalued with a positive outlook not yet fully factored into the price. Financial health should be considered. Now might be a good time to invest as its prosperous future isn't fully reflected in the current price.
Recent insider selling at Littelfuse, particularly at current prices, is a negative indicator. The absence of insider buying over the past year and history of sales suggest caution before purchasing Littelfuse shares.
Analysts' sentiment turns bearish post recent results, leading to reduced revenue forecasts and significant cut in earnings per share estimates. Despite downgrades, no long-term impact on Littelfuse's valuation is expected, but it may lag in industry-wide revenue growth.
Littelfuse's high P/E ratio isn't justified by its forecast growth, matching the wider market. The high share price is concerning as future earnings may not support this positive sentiment, risking shareholders' investments and potential investors may pay an unnecessary premium.
Littelfuse's ROCE may not standout, but its consistent return rate suggests it's solid. Its 65% return to shareholders in the last five years indicates the stock is worth researching, despite seeming pricier now.
Based on recent financial data, intrinsic value of stock appears to be $339.38, suggesting that it's undervalued. Future profit growth and higher expected cash flow aren't fully reflected in current share price, making it an attractive investment.
Littelfuse's rapid earnings growth and conservative payout ratio make it a compelling dividend investment. Its ongoing profit reinvestment and potential to increase the payout ratio enhance its appeal. Investment in Littelfuse warrants further investigation.
美國力特保險絲股票討論區
1992年上市的美國公司,主要做電路保護業務,主要市場在美國和中國,當前價格232.4。
5年來營收和利潤在2019,2020年萎縮,2021和2022年增長,2023年又萎縮,看起來是週期和增長的疊加。營收平均增速6.6%,營業利潤5年平均增速9.6%,淨利潤平均增速9.5%。2023年利息費用佔營業利潤的10.6%,利息負擔略高。毛利率近5年從36.3%提升到40.1%後又降回38.1%,淨資產收益率從9.35%提升到18.2%後又降回11.1%。
目前市盈率22.5,和長期增速比估值較合理,缺乏吸引力。
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