Insiders selling at below current prices suggest satisfaction with lower valuation. Still, insider ownership is reassuring. However, absence of insider transactions in the past three months is disheartening.
Upgrades •$A.O.史密斯(AOS.US)$: Longbow Research Upgrades to Buy from Neutral - PT $71 •$Callon Petroleum(CPE.US)$: RBC Upgrades to Outperform from Sector Perform - PT $75 •$鄧白氏(DNB.US)$: BofA Securities Upgrades to Neutral from Underperform - PT $17 (from $16) •$Enanta Pharmaceuticals(ENTA.US)$: Evercore ISI Upgrades to Outperform from In Line - PT $62 (from $39) •$康寧(GLW.US)$: CFRA Upgrades to Strong Buy ...
Materion股票討論區
5年來毛利率基本在18%以上波動,只有2020年跌到過16.4%。淨資產收益率則從2.3%提升到了10.5%,兩個數據都不太吸引人。
5年中前4年營收變化都不大,2021年猛增28.4%。營業利潤則是增長了3年,2020年暴跌67%,2021年恢復到接近2019年的水平。淨利潤曲線和營業利潤類似,2021年達到了近5年的高點。2022前兩季度營收、營業利潤和淨利潤分別增長23.3%,27.7%和7.6%。
利潤表顯示2021年利息費用佔營業利潤的6%,負擔不算高。2018、2019和2020年,其它淨費用項分別為5035萬,1949萬和1527萬,佔營業利潤的比重非常大,嚴重扭曲了淨利潤曲線。
資產負債表顯示,2021年存貨增加了1.1億,而當年淨利潤僅有7247萬。
5年來經營淨額低於投資淨額,沒有股東盈餘。
目前市盈率25.8,市盈率TTM 25,沒有吸引力。
• $A.O.史密斯(AOS.US)$ : Longbow Research Upgrades to Buy from Neutral - PT $71
• $Callon Petroleum(CPE.US)$ : RBC Upgrades to Outperform from Sector Perform - PT $75
• $鄧白氏(DNB.US)$ : BofA Securities Upgrades to Neutral from Underperform - PT $17 (from $16)
• $Enanta Pharmaceuticals(ENTA.US)$ : Evercore ISI Upgrades to Outperform from In Line - PT $62 (from $39)
• $康寧(GLW.US)$ : CFRA Upgrades to Strong Buy ...
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