VeriSign's high P/E ratio is worrisome as its projected growth is below market average. The anticipated future earnings may not sustain the current positive sentiment. Without significant improvements, these prices seem unreasonable.
E-commerce software stocks are up 25.7% on average, despite inflation pressures. GoDaddy's slow growth is offset by strong cash flow, Shopify's gross margin improved significantly, while VeriSign and BigCommerce missed revenue estimates.
Squarespace and Shopify outperformed in Q3, with Squarespace expecting to exceed $1 billion in revenue by 2023, and Shopify improving its gross margin. VeriSign and BigCommerce's weaker performance could indicate future challenges.
D. Bidzos's sale, comprising 2.8% of his stake during a low market price, might raise concerns. The absence of insider purchases over the last year might hint at lower confidence in the company's future.
Substantial company stakes being sold by VeriSign insiders potentially raises investor concerns about the firm's outlook. The absence of insider purchasing amplifies these worries. Yet, high insider ownership, implying management's alignment with shareholder interests, somewhat eases these concerns.
威瑞信股票討論區
1998年上市,主要做域名簽名業務,65%的市場在美國,當前價格199.1。
5年來營收持續增長,平均增速4.1%,營業利潤持續增長,平均增速5.9%,淨利潤前3年增長,近兩年來受所的稅波動影響萎縮了兩年,5年平均增速8.1%,受股票回購並註銷影響,每股收益5年平均增長率達到11.3%。
2022年利息費用佔營業利潤的6.4%,利息負擔正常。毛利率近5年從84.2%增到85.9%。
2023前3季度營收增長5.4%,營業利潤增長6.7%,淨利潤增長11.9%。
目前市盈率31.9,市盈率TTM28.4,和長期增速比沒什麼吸引力。
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