Despite Valmont Industries' moderately low ROE, the company's decent net income growth and high profit reinvestment rate are positive factors. The company's earnings are expected to gain momentum according to current analyst estimates.
Despite a dip in earnings, solid future prospects and respectable recent growth sustain confidence in Valmont Industries. No drastic share price drop is expected in the near term.
Long term shareholders have observed a gain of 17% per year over half a decade. The current sell-off may represent a buying opportunity if the fundamental data indicates long term sustainable growth.
Upgrades •$博格華納(BWA.US)$: Deutsche Bank Upgrades to Buy from Hold - PT $48 (from $43) •$Expensify(EXFY.US)$: BofA Securities Upgrades to Buy from Neutral - PT $25 (from $20) •$Grab Holdings(GRAB.US)$: JPMorgan Upgrades to Overweight from Neutral - PT $3 •$華利安(HLI.US)$: Morgan Stanley Upgrades to Equalweight from Underweight - PT $82 (from $95) •$摩根大通(JPM.US)$: Berenberg Upgrades to Hold from Sell - PT ...
維蒙特工業股票討論區
專欄US Top Gap Ups and Downs on 6/29: WFC, MTB, WPP, ORAN and More
Gap Ups
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公司主營業務爲公用設施支撐結構,工程支護結構,灌溉以及塗層。65%的市場在美國,剩餘比較分散。
5年來毛利率基本在25%左右,淨資產收益率則從11.3%波動提升到15.2%。
5年來營收連續增長,營業利潤除2018年外增長了4年,平均增長率爲3.8%,淨利潤則在頭兩年和第四年下滑,僅2019和2021年增長,5年平均增長率2.2%,近3年平均增長率25.6%。
利潤表顯示公司的稅務成本很高,達到了稅前利潤的24%到30%,不知道是不是因爲環境問題。
利息收入逐年下降,利息成本相對穩定,2021年淨利息費用佔營業利潤的14%,負擔還可承受。
2022前兩季度營收增長26.8%,營業利潤增長33.6%,淨利潤增長19%,達到1.4億,如果全年達到3億,對應市盈率爲20。
目前靜態市盈率31.4,市盈率TTM 28.3,從長期增長率來看吸引力不大。
專欄Top upgrades and downgrades on 7/18: JPM, GRAB, GM, KHC and more
• $博格華納(BWA.US)$ : Deutsche Bank Upgrades to Buy from Hold - PT $48 (from $43)
• $Expensify(EXFY.US)$ : BofA Securities Upgrades to Buy from Neutral - PT $25 (from $20)
• $Grab Holdings(GRAB.US)$ : JPMorgan Upgrades to Overweight from Neutral - PT $3
• $華利安(HLI.US)$ : Morgan Stanley Upgrades to Equalweight from Underweight - PT $82 (from $95)
• $摩根大通(JPM.US)$ : Berenberg Upgrades to Hold from Sell - PT ...
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