美股期權個股詳情

WEX240517C155000 

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延時15分鐘行情交易中 05/20 09:30 (美東)
0.00最高價0.00最低價
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  • 5日
  • 日K

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評論

    The rapid EPS growth rate and the significant investment by company insiders indicate a strong confidence in the company's business strategy. These factors make WEX an attractive stock for growth investors to consider for further research.
    $WEX Inc(WEX.US)$在2022年秋的盤點中因爲折扣不足被排除,而且質疑了用少數股東損益來調整普通股每股收益的做法,至今股價提升了25%。
    2005年上市,主要做車隊解決方案和企業支付業務,看起來和Fleetcor Technologies類似,88%的市場在美國,當前價格208.2。
    5年來營收除2020年外增長了4年,平均增速13.5%,營業利潤除2019和2020年外增長了3年,平均增速18.8%,其中2022年增長了77.3%,淨利潤則在2020年受毛利率大幅下滑和大幅減值影響虧損了2.8億,明顯的財務洗澡行爲,5年整體看也沒什麼增長。2022年利息費用佔營業利潤的22%,利息負擔很重。2021年少數股東收益1.36億,2022年在利潤增加的情況下少數股東返還了0.34億,每股收益增長其實是失真的。
    毛利率近5年從63.3%下降到60.4%。
    2023前3季度營收增長8.8%,營業利潤增長8.3%,淨利潤受減值影響大幅增長。
    目前市盈率44.85,扣除少數股東影響的市盈率爲54,缺乏吸引力。
    已翻譯
    More insider selling than buying at WEX in the last three months and over the longer term is somewhat bearish. Despite WEX's profitability and growth, low insider ownership and recent selling activity raise caution.
    The high P/E ratio for WEX reflects investors' forecast of strong future growth, and their readiness to pay extra for the stock. Assuming steady earnings, this scenario may persist. Balance sheet risks and superior earnings outlook also play a part in the high P/E ratio.
    Core Points
    Balanced risk-reward profile following impressive outperformance
    WEX has seen broad momentum across its business following a post-pandemic normalization period. The company has gained share in its core Mobility segment alongside impressive growth across Corporate Payments and Benefits aided by the recovery of travel volumes and float revenue on HSA balances. While we are optimistic on the long-term outloo...
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