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Here's Why PulteGroup (NYSE:PHM) Has Caught The Eye Of Investors

Here's Why PulteGroup (NYSE:PHM) Has Caught The Eye Of Investors

这就是PulteGroup(纽约证券交易所代码:PHM)引起投资者注意的原因
Simply Wall St ·  2023/10/24 06:15

For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to investors, even if it currently lacks a track record of revenue and profit. Unfortunately, these high risk investments often have little probability of ever paying off, and many investors pay a price to learn their lesson. Loss-making companies are always racing against time to reach financial sustainability, so investors in these companies may be taking on more risk than they should.

对于初学者来说,收购一家向投资者讲述一个好故事的公司似乎是一个好主意(也是一个令人兴奋的前景),即使它目前没有收入和利润的记录。不幸的是,这些高风险的投资往往不太可能获得回报,许多投资者为此付出了代价。亏损的公司总是在争分夺秒地实现财务可持续性,因此这些公司的投资者可能承担了比他们应该承担的更多的风险。

So if this idea of high risk and high reward doesn't suit, you might be more interested in profitable, growing companies, like PulteGroup (NYSE:PHM). While this doesn't necessarily speak to whether it's undervalued, the profitability of the business is enough to warrant some appreciation - especially if its growing.

因此,如果这种高风险和高回报的想法不适合,你可能会对盈利的、成长型的公司更感兴趣,比如脉冲组(纽约证券交易所代码:PHM)。虽然这并不一定意味着它是否被低估了,但该业务的盈利能力足以证明它有一定的升值价值--特别是如果它在增长的话。

Check out our latest analysis for PulteGroup

查看我们对PulteGroup的最新分析

How Fast Is PulteGroup Growing?

PulteGroup的增长速度有多快?

If you believe that markets are even vaguely efficient, then over the long term you'd expect a company's share price to follow its earnings per share (EPS) outcomes. That means EPS growth is considered a real positive by most successful long-term investors. PulteGroup's shareholders have have plenty to be happy about as their annual EPS growth for the last 3 years was 43%. That sort of growth rarely ever lasts long, but it is well worth paying attention to when it happens.

如果你相信市场是模糊有效的,那么从长期来看,你会认为一家公司的股价会跟随其每股收益(EPS)的结果。这意味着,大多数成功的长期投资者认为,每股收益的增长是一个真正的积极因素。PulteGroup的股东有很多值得高兴的地方,因为他们过去3年的每股收益年增长率为43%。这种增长很少会持续很长时间,但当它发生时,它是非常值得关注的。

It's often helpful to take a look at earnings before interest and tax (EBIT) margins, as well as revenue growth, to get another take on the quality of the company's growth. PulteGroup maintained stable EBIT margins over the last year, all while growing revenue 14% to US$17b. That's a real positive.

看一看息税前利润(EBIT)利润率和收入增长,对了解公司增长的质量通常是有帮助的。PulteGroup在去年保持了稳定的EBIT利润率,同时收入增长了14%,达到170亿美元。这是一个真正的积极因素。

You can take a look at the company's revenue and earnings growth trend, in the chart below. Click on the chart to see the exact numbers.

你可以在下面的图表中看到该公司的收入和收益增长趋势。点击图表查看确切的数字。

earnings-and-revenue-history
NYSE:PHM Earnings and Revenue History October 24th 2023
纽约证券交易所:PHM收益和收入历史2023年10月24日

The trick, as an investor, is to find companies that are going to perform well in the future, not just in the past. While crystal balls don't exist, you can check our visualization of consensus analyst forecasts for PulteGroup's future EPS 100% free.

作为投资者,诀窍在于找到符合以下条件的公司要去在未来有好的表现,而不仅仅是在过去。虽然水晶球不存在,但你可以查看我们对PulteGroup未来每股收益100%免费的共识分析师预测的可视化。

Are PulteGroup Insiders Aligned With All Shareholders?

PulteGroup内部人员是否与所有股东一致?

Owing to the size of PulteGroup, we wouldn't expect insiders to hold a significant proportion of the company. But we are reassured by the fact they have invested in the company. Notably, they have an enviable stake in the company, worth US$105m. While that is a lot of skin in the game, we note this holding only totals to 0.7% of the business, which is a result of the company being so large. So despite their percentage holding being low, company management still have plenty of reasons to deliver the best outcomes for investors.

鉴于PulteGroup的规模,我们预计内部人士不会持有该公司很大比例的股份。但让我们放心的是,他们对该公司进行了投资。值得注意的是,他们在该公司持有令人羡慕的股份,价值1.05亿美元。虽然这是游戏中的一大部分,但我们注意到,这一持股总额仅占业务的0.7%,这是该公司规模如此之大的结果。因此,尽管他们的持股比例很低,但公司管理层仍有足够的理由为投资者带来最佳结果。

Should You Add PulteGroup To Your Watchlist?

您应该将PulteGroup添加到您的观察列表中吗?

PulteGroup's earnings per share have been soaring, with growth rates sky high. This level of EPS growth does wonders for attracting investment, and the large insider investment in the company is just the cherry on top. The hope is, of course, that the strong growth marks a fundamental improvement in the business economics. Based on the sum of its parts, we definitely think its worth watching PulteGroup very closely. Still, you should learn about the 1 warning sign we've spotted with PulteGroup.

PulteGroup的每股收益一直在飙升,增长率极高。这种水平的每股收益增长在吸引投资方面创造了奇迹,而对该公司的大量内部投资只是上面的樱桃。当然,人们希望,强劲的增长标志着商业经济学的根本改善。根据各部分的总和,我们肯定认为PulteGroup值得密切关注。不过,您应该了解一下1个警告标志我们发现了PulteGroup。

There's always the possibility of doing well buying stocks that are not growing earnings and do not have insiders buying shares. But for those who consider these important metrics, we encourage you to check out companies that do have those features. You can access a free list of them here.

总是有可能做得很好,购买股票不是不断增长的收入和不要有内部人士购买股票。但对于那些考虑这些重要指标的人,我们建议您查看以下公司拥有这些功能。你可以在这里访问它们的免费列表。

Please note the insider transactions discussed in this article refer to reportable transactions in the relevant jurisdiction.

请注意,本文中讨论的内幕交易指的是相关司法管辖区内的应报告交易。

Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) simplywallst.com.
This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

对这篇文章有什么反馈吗?担心内容吗? 保持联系直接与我们联系。或者,也可以给编辑组发电子邮件,地址是implywallst.com。
本文由Simply Wall St.撰写,具有概括性。我们仅使用不偏不倚的方法提供基于历史数据和分析师预测的评论,我们的文章并不打算作为财务建议。它不构成买卖任何股票的建议,也没有考虑你的目标或你的财务状况。我们的目标是为您带来由基本面数据驱动的长期重点分析。请注意,我们的分析可能不会将最新的对价格敏感的公司公告或定性材料考虑在内。Simply Wall St.对上述任何一只股票都没有持仓。

声明:本内容仅用作提供资讯及教育之目的,不构成对任何特定投资或投资策略的推荐或认可。 更多信息
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