Steven Madden's positive outlook seems to be factored into its current share price. However, other elements like the management team's track record and the strength of its balance sheet are also worth considering.
The company's transition from loss to profit is viewed positively, possibly driving share price growth. The recent rise in total shareholder return indicates positive sentiment and potential business momentum.
Insiders ownership suggests alignment with shareholders' interests, yet recent sales at prices below the current stock price may speak to the company's fair value. Absence of insider purchases and pending transactions hint lack of confidence in near-term growth.
$達美航空(DAL.US)$— Shares popped 2% in the premarket after the airline projected “record advance bookings for the summer.” It expects sales in the current quarter to increase by 15% to 17% over last year, topping Refinitiv estimates of 14.7%. Delta forecasted adjusted earnings per share of between $2 and $2.25, versus the $1.66 expected by analysts. $聯合大陸航空(UAL.US)$,$美國航空(AAL.US)$ — Shares of other airlines also rose aft...
Gapping up $達美航空(DAL.US)$+2% (The airline projected "record advance bookings for the summer." It expects sales in the current quarter to increase by 15% to 17% over last year, topping Refinitiv estimates of 14.7%. Delta forecasted adjusted earnings per share of between $2 and $2.25, versus the $1.66 expected by analysts.) $聯合大陸航空(UAL.US)$+2%,$美國航空(AAL.US)$+1.9% (Shares of other airlines also rose a...
史蒂夫·馬登股票討論區
新增數據:23Q3,23Q4,營收Q3止跌,Q4大幅增長,營業利潤和淨利潤近兩季度恢復增長。
2023年營收萎縮6.6%,受費用增長過快影響營業利潤萎縮22%,淨利潤萎縮20%。
資產負債率從32.9%提高到37.1%,增加的都是無息負債,營收款項增加略快,目前已經達到3.8億,是2023年營收的20%,但是是淨利的2.2倍。商譽及其他無形資產3.06億,佔8.48億淨資產的36%,庫存股達到了14.07億,差不多是市值的一半。
現金流經營淨額高於投資淨額,繼續產生股東盈餘。
目前市盈率18.1,5年淨利潤平均增速降到了5.9%,目前的估值吸引力不大。
$聯合大陸航空(UAL.US)$, $美國航空(AAL.US)$
— Shares of other airlines also rose aft...
$達美航空(DAL.US)$ +2% (The airline projected "record advance bookings for the summer." It expects sales in the current quarter to increase by 15% to 17% over last year, topping Refinitiv estimates of 14.7%. Delta forecasted adjusted earnings per share of between $2 and $2.25, versus the $1.66 expected by analysts.)
$聯合大陸航空(UAL.US)$ +2%, $美國航空(AAL.US)$ +1.9% (Shares of other airlines also rose a...
5年來毛利率穩定緩慢增長,從37.25%增長到41.18%,營業費用增長比較剋制,有少量利息收入,2020年虧損主要是放入了0.81億的資本性資產減值,其實應該平攤到這5年。
資產負債率5年來從24%增長到32.9%,應收和存貨的比例和增速都比較正常。
庫存股達到了12.2億,大幅超過淨資產的8.4億,算是隱性資產。
5年來經營淨額大幅超過投資淨額,股東盈餘很多。
目前市盈率13,如果把0.8億資本性資產減值平攤5年,從淨利潤中減掉,利潤影響也不大,從2.17億下降到2億,對應市盈率14,相對於增長來說估值不算高,可以選擇(⭐️⭐️)
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