Sterling's board Chair Mike Grebe and CEO Josh Peirez show excitement over finance leader Narula's appointment. Narula is optimistic about revenue growth and margin expansion at Sterling due to its robust identity verification solutions and leading cloud-based technology platform.
Investors seem to be disregarding Sterling Check's muted growth expectations, exposing themselves to potential future disappointment if P/S falls to align with the growth outlook. With the company's stagnant revenue growth estimates, there's a risk of falling share price and a decreasing P/S ratio.
While high levels of insider ownership can be seen as aligning the interests of management with shareholders, the fact that Sterling Check insiders have been selling their shares is not seen as a positive sign.
Sterling Check股票討論區
2021年上市,主要做背景調查和藥檢業務,84%的市場在美國,當前價格13.44。
上市以來營收連續增長兩年,2022年增長19.5%達到7.67億,營業利潤上市後扭虧,2022年達到0.6億,受高昂的利息費用影響,淨利潤2022年扭虧達到0.19億。2022年利息費用佔營業利潤的49.2%,利息負擔極重。毛利率近兩年從44.3%下降到40.3%。
2023前3季度營收萎縮7.8%,營業利潤萎縮31.6%,淨利潤萎縮88%。
目前市盈率67.2,市盈率TTM虧損,考慮到營收利潤雙萎縮,暫時缺乏吸引力。
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