The impressive returns on growing capital is a common trait among multi-baggers. The stock's exceptional performance over the last five years is being recognized by investors. Further research is needed to see if these trends will persist.
Despite Photronics' positive earnings growth and expected EPS increase, its P/E ratio remains low, indicating investors' doubts about future growth. The company's superior earnings outlook isn't boosting its P/E as expected, suggesting potential risks.
Photronics shares trade at a lower price than peers, with potential for high growth at a bargain making it enticing. Given the high beta, prices could further drop, providing a buying opportunity. Unreflected earnings growth could make it a good time to increase holdings or enter the stock.
福尼克斯股票討論區
1987年上市,主要做光掩膜業務,全球化市場,當前價格29.53。
5年來營收持續增長,平均增速10.7%,營業利潤除2019年受毛利率下滑影響萎縮外增長了4年,平均增速31.2%,淨利潤平均增速26.7%。2023年利息費用轉爲收入,沒有利息負擔。毛利率近5年從22%提升到37.7%,淨資產收益率從3.9%提升到13.9%。
2024Q1營收增長2.5%,營業利潤增長2.7%,淨利潤由於沒有出售證券虧損增長了14.3%。
少數股東收益佔比較高,2023年達到淨利潤的37%。
5年來資產負債率從18.6%下降到16.4%,目前14.9%。 應收和存貨的比例和增速都比較正常,長期借款265.5萬,可以忽略。目前現金5.22億。
5年來現金流經營淨額大幅高於投資淨額,產生了較多股東盈餘。
目前市盈率14.6,市盈率TTM13.3,和增速比有較大折扣,依然可以選擇(⭐️)
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