Vontier's ROCE trend is worrisome. Despite reinvestment for growth, stagnant sales are alarming. Market anticipates improvements, but if trends persist, it's unlikely to be a future multi-bagger.
Despite EV transition concerns, parts of Vontier's business could benefit. The CEO believes their 'Repair Solutions' is well positioned for this shift. The slow pace of EV transition and repair outlook give a positive view on Vontier stock.
Despite concerns over Vontier's future in the era of electric vehicles, their diversified offerings and planned EV charging expansion are commended. Along with their commitment to the Danaher Business System and promising sales forecast, they are an appealing stock investment.
Vontier's diminishing returns and lack of sales improvement amid reinvestment might not make it a potential multi-bagger. The underlying data trends also suggest doubt on substantial future returns.
On Friday 12 MAR 2021 late in the afternoon after market close, S&P Dow Jones Indices announced the following changes to the S&P 500. Link to source at bottom. The following companies will be joining the S&P 500$凱撒娛樂(CZR.US)$ $佩恩國民博彩(PENN.US)$ $恩智浦(NXPI.US)$ $Generac(GNRC.US)$ These companies will be removed from the S&P 500 and will instead be part of the S&P Midcap 400 ...
Vontier股票討論區
是2020年以32美元上市的美國公司,當前價格24.72。毛利率基本在43%左右,淨資產收益率超過100%,看來值得研究一下。
4年來營收除2020年外均保持增長,營業利潤4年來從5億增長到5.8億,增速不快,淨利潤從3.73億增長到4.13億。
2022頭兩季度營收增長6.5%,營業利潤增長6.8%,淨利潤增長63.6%,不過淨利潤增長主要靠賣股票收益,並不算盈利能力的改善。
利潤表顯示上市後利息費用增加非常多,從利息收入變為4780萬的費用,佔營業利潤的不到10%,負擔不算太重。
目前10.2倍市盈率,7.9倍市盈率TTM,吸引力不大。
S&P 500 Reshuffle Adds New Companies, Removes Some To Midcap 400
The following companies will be joining the S&P 500 $凱撒娛樂(CZR.US)$
$佩恩國民博彩(PENN.US)$
$恩智浦(NXPI.US)$
$Generac(GNRC.US)$
These companies will be removed from the S&P 500 and will instead be part of the S&P Midcap 400
...
暫無評論