Lindsay's rising ROCE and capital employed are encouraging, indicating successful business reinvestment and higher returns. These promising trends may be underappreciated by investors, potentially making the stock a solid long-term investment.
Lindsay Corporation's in-line P/E ratio omits its weaker earnings forecast. A P/E fall to match growth outlook may upset investors. Balance sheet risks cause unease.
Given Lindsay's rapid earnings growth, its reinvestment of profits into business expansion, along with a conservative payout ratio, the company appears to have strong prospects for future growth and a reduced risk of future dividend cuts.
The positive trends in Lindsay's ROCE and capital employment are encouraging signs for its potential as an investment. The current shareholder return of 34% over the past five years suggests the market may not yet fully recognize Lindsay's promising fundamentals.
Lindsay股票討論區
5年來毛利率基本在26%左右,只有2020年猛增到32%。淨資產收益率一直在14%以下,比較平庸。
5年來營收總體變化不大,其中2019年下滑19%,其後兩年都在恢復。營業利潤則是在2019年下滑84%,其後兩年都比2019年高40%。淨利潤曲線和營業利潤類似。
2022前3季度營收、營業利潤和淨利潤分別增長40%,50%和29%。
利潤表顯示利息負擔7%左右,不算太重。
5年來資產負債率基本在47%左右,應收帳款和存貨比例都不高,但是2021年存貨增加4千萬,2021年淨利潤共計4257萬。
目前市盈率42.6,市盈率TTM 34.1,吸引力不大。
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