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We Ran A Stock Scan For Earnings Growth And DexCom (NASDAQ:DXCM) Passed With Ease

We Ran A Stock Scan For Earnings Growth And DexCom (NASDAQ:DXCM) Passed With Ease

我們對股票進行了收益增長掃描,DexCom(納斯達克股票代碼:DXCM)輕鬆通過了
Simply Wall St ·  05/21 13:19

Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks' without any revenue, let alone profit. But the reality is that when a company loses money each year, for long enough, its investors will usually take their share of those losses. 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.

投資者通常以發現 “下一件大事” 的想法爲指導,即使這意味着在沒有任何收入的情況下購買 “故事股票”,更不用說獲利了。但現實是,當一家公司每年虧損時,在足夠長的時間內,其投資者通常會從虧損中分擔自己的份額。虧損的公司總是與時間賽跑以實現財務可持續性,因此這些公司的投資者承擔的風險可能超出了應有的範圍。

Despite being in the age of tech-stock blue-sky investing, many investors still adopt a more traditional strategy; buying shares in profitable companies like DexCom (NASDAQ:DXCM). While profit isn't the sole metric that should be considered when investing, it's worth recognising businesses that can consistently produce it.

儘管處於科技股藍天投資時代,但許多投資者仍然採用更傳統的策略:購買德訊康等盈利公司的股票(納斯達克股票代碼:DXCM)。儘管利潤不是投資時應考慮的唯一指標,但值得表彰能夠持續生產利潤的企業。

DexCom's Earnings Per Share Are Growing

DexCom 的每股收益正在增長

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. DexCom managed to grow EPS by 5.0% per year, over three years. That might not be particularly high growth, but it does show that per-share earnings are moving steadily in the right direction.

如果你認爲市場的效率甚至含糊不清,那麼從長遠來看,你預計公司的股價將遵循其每股收益(EPS)的結果。這意味着大多數成功的長期投資者認爲每股收益增長確實是積極的。DexCom設法在三年內每年將每股收益增長5.0%。這可能不是特別高的增長,但它確實表明每股收益正在穩步朝着正確的方向發展。

Careful consideration of revenue growth and earnings before interest and taxation (EBIT) margins can help inform a view on the sustainability of the recent profit growth. DexCom shareholders can take confidence from the fact that EBIT margins are up from 13% to 17%, and revenue is growing. That's great to see, on both counts.

仔細考慮收入增長和息稅前收益(EBIT)利潤率有助於爲近期利潤增長的可持續性提供信息。息稅前利潤率從13%上升到17%,收入也在增長,這一事實使DexCom的股東們充滿信心。無論從哪個方面來看,都很高興看到。

The chart below shows how the company's bottom and top lines have progressed over time. Click on the chart to see the exact numbers.

下圖顯示了該公司的收入和收入隨着時間的推移是如何發展的。點擊圖表查看確切的數字。

earnings-and-revenue-history
NasdaqGS:DXCM Earnings and Revenue History May 21st 2024
NASDAQGS: DXCM 收益和收入歷史記錄 2024 年 5 月 21 日

In investing, as in life, the future matters more than the past. So why not check out this free interactive visualization of DexCom's forecast profits?

在投資中,就像在生活中一樣,未來比過去更重要。那麼,爲什麼不看看這個 DexCom 的免費交互式可視化效果呢 預測 利潤?

Are DexCom Insiders Aligned With All Shareholders?

DexCom 內部人士是否與所有股東保持一致?

We would not expect to see insiders owning a large percentage of a US$52b company like DexCom. But we are reassured by the fact they have invested in the company. Indeed, they have a considerable amount of wealth invested in it, currently valued at US$208m. While that is a lot of skin in the game, we note this holding only totals to 0.4% of the business, which is a result of the company being so large. This should still be a great incentive for management to maximise shareholder value.

我們預計不會看到內部人士擁有像DexCom這樣一家價值520億美元的公司的很大一部分股份。但是他們投資了該公司,這讓我們感到放心。事實上,他們有大量財富投資於此,目前價值2.08億美元。儘管風險很大,但我們注意到,這筆持股總額僅佔業務的0.4%,這是公司規模如此之大的結果。這仍然應該是管理層實現股東價值最大化的巨大激勵。

Should You Add DexCom To Your Watchlist?

您是否應該將 DexCom 添加到您的關注列表中?

One positive for DexCom is that it is growing EPS. That's nice to see. If that's not enough on its own, there is also the rather notable levels of insider ownership. The combination definitely favoured by investors so consider keeping the company on a watchlist. You still need to take note of risks, for example - DexCom has 2 warning signs we think you should be aware of.

對德克斯康來說,一個積極因素是它的每股收益正在增長。很高興看到。如果這本身還不夠,那麼內部所有權的水平也相當可觀。這種組合肯定受到投資者的青睞,因此可以考慮將公司保留在觀察名單上。例如,您仍然需要注意風險——DexCom 有 2 個警告信號,我們認爲您應該注意。

While opting for stocks without growing earnings and absent insider buying can yield results, for investors valuing these key metrics, here is a carefully selected list of companies in the US with promising growth potential and insider confidence.

雖然選擇收益不增長且沒有內幕買盤的股票可以產生業績,但對於估值這些關鍵指標的投資者來說,以下是精心挑選的具有良好增長潛力和內部信心的美國公司名單。

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

請注意,本文中討論的內幕交易是指相關司法管轄區內應報告的交易。

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.

對這篇文章有反饋嗎?對內容感到擔憂?直接聯繫我們。 或者,給編輯團隊 (at) simplywallst.com 發送電子郵件。
Simply Wall St的這篇文章本質上是籠統的。我們僅使用公正的方法根據歷史數據和分析師的預測提供評論,我們的文章無意作爲財務建議。它不構成買入或賣出任何股票的建議,也沒有考慮到您的目標或財務狀況。我們的目標是爲您提供由基本數據驅動的長期重點分析。請注意,我們的分析可能不考慮最新的價格敏感型公司公告或定性材料。簡而言之,華爾街沒有持有任何上述股票的頭寸。

声明:本內容僅用作提供資訊及教育之目的,不構成對任何特定投資或投資策略的推薦或認可。 更多信息
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