Tractor Supply Company's share price exceeds its true value, implying no upside from mispricing. The stock's optimistic future growth is already factored in, suggesting it may not be the best time to buy. Consider other factors for the next price drop.
MyLowe's Rewards launch is a strategic move to retain DIY customers in an unstable home-improvement market. Tractor Supply's Neighbor's Club loyalty program's success, accounting for over 77% of Q3 sales, is a benchmark for Lowe's. Analysts predict a slight increase in home-improvement spending by H2 2024.
Despite Tractor Supply's strong ROCE, the trend of declining returns is discouraging. Even as the company reinvests for growth, if the current trend persists, future substantial gains for stockholders seem unlikely.
Tractor Supply's high P/E ratio may signal overly optimistic investor expectations. Discrepancies between this high P/E and projected growth could signal potential disappointment for shareholders.
Despite the short-term price drop, there has been strong long-term performance, with EPS growth strongly suggesting a shift in market sentiment to pessimism. Dividends boosting shareholder return hint at comprehensive benefits, presenting the current sell-off as a potential investment opportunity.
$麥當勞(MCD.US)$shares rose slightly on Friday, bringing shares of the fast-food giant to trade near all-time highs dating back to its 1965 initial public offering.$禮來(LLY.US)$shares also gained, hitting highs back to 1952. Here are some of the other companies hitting new highs Friday: $奧萊利(ORLY.US)$trading at all-time high levels back to its IPO in Apr, 1993 $拖拉機供應公司(TSCO.US)$trading at all-time h...
拖拉機供應公司股票討論區
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2023前兩季度營收增長8%,營業利潤增長4.5%,淨利潤增長3.5%。
資產負債率在2019年從49.4%大幅增長到70.4%,主要是通過20億的長期租賃負債添置了固定資產,之後每年都通過這個方式增加固定資產,資產負債率一路提高到76.9%。
沒什麼應收款項,存貨比例也正常,商譽很少,長期借款17.28億佔20.87億淨資產的83%,槓桿率不低。
庫存股52.11億,但是近些年不但不註銷股份,股本反而少量增加。
目前市盈率23.1,市盈率TTM略降到了22.4,和長期增速比有一定折扣,但是和近期增速比估值並不算低,暫時觀望。
McDonald’s, Eli Lilly among stocks hitting news highs
Here are some of the other companies hitting new highs Friday:
$奧萊利(ORLY.US)$ trading at all-time high levels back to its IPO in Apr, 1993
$拖拉機供應公司(TSCO.US)$ trading at all-time h...
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