TTEC Holdings' low P/S ratio may be due to anticipated poor revenue performance. The company's shrinking revenue outlook, contrasting with industry growth, justifies its low P/S ratio. These conditions may continue to limit the share price.
TTEC's CEO, Ken Tuchman, is excited about Wagers joining the team, citing his financial acumen and operational expertise. Tuchman expects Wagers to boost growth and profitability across TTEC's business segments.
The declining trend in TTEC Holdings' ROCE and the lack of improvement in sales despite increased capital investment are concerning. The market also seems pessimistic about these trends, as the stock has lost 23% in the last five years.
Given the decline in earnings and negative future estimates by analysts, the high P/E ratio of TTEC Holdings indicates bearish sentiments. This high P/E ratio might not be sustainable, potentially impacting the share price significantly.
Last year's weak performance and long-term share price slump might hint at ongoing challenges, posing a potential danger to the company's future, notwithstanding notable insider purchases.
TTEC's low ROE, despite having substantial levels of debt to boost returns, might raise investor concerns. The firm's ability to achieve high ROE without debt would indicate high business quality.
TTEC Holdings股票討論區
利息費用在2022年暴增2倍到3426萬,佔營業利潤的18%,負擔加重。
資產負債率5年來從66.5%提升到了70.6%,應收賬款增速和規模都正常,商譽5年來增長到了10.4億,達到總資產的近一半,超過6.34億的淨資產,資產非常虛。長期借款9.6億,佔淨資產的1.5倍,考慮到淨資產的含金量,實際槓桿率非常高。庫存股有5.9億,借錢回購不是個好策略。
目前市盈率17,考慮到超高的槓桿率和目前的利率環境,吸引力不大。
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