share_log

Petpal Pet Nutrition Technology Co., Ltd. Just Recorded A 113% EPS Beat: Here's What Analysts Are Forecasting Next

Petpal Pet Nutrition Technology Co., Ltd. Just Recorded A 113% EPS Beat: Here's What Analysts Are Forecasting Next

Petpal寵物營養科技有限公司剛剛創下了113%的每股收益:以下是分析師的預測下一步
Simply Wall St ·  04/26 08:57

It's been a pretty great week for Petpal Pet Nutrition Technology Co., Ltd. (SZSE:300673) shareholders, with its shares surging 13% to CN¥13.76 in the week since its latest first-quarter results. Revenues were CN¥384m, approximately in line with whatthe analysts expected, although statutory earnings per share (EPS) crushed expectations, coming in at CN¥0.17, an impressive 113% ahead of estimates. This is an important time for investors, as they can track a company's performance in its report, look at what experts are forecasting for next year, and see if there has been any change to expectations for the business. We've gathered the most recent statutory forecasts to see whether the analysts have changed their earnings models, following these results.

對於Petpal寵物營養技術有限公司(深圳證券交易所代碼:300673)的股東來說,這是非常不錯的一週,自公佈第一季度業績以來,其股價在本週飆升了13%,至13.76元人民幣。收入爲3.84億元人民幣,與分析師的預期大致一致,儘管法定每股收益(EPS)打破了預期,爲0.17元人民幣,比預期高出113%,令人印象深刻。對於投資者來說,這是一個重要時刻,因爲他們可以在報告中追蹤公司的業績,看看專家對明年的預測,看看對該業務的預期是否有任何變化。根據這些結果,我們收集了最新的法定預測,以了解分析師是否改變了盈利模式。

earnings-and-revenue-growth
SZSE:300673 Earnings and Revenue Growth April 26th 2024
SZSE: 300673 2024年4月26日收益和收入增長

Taking into account the latest results, the current consensus from Petpal Pet Nutrition Technology's eleven analysts is for revenues of CN¥1.90b in 2024. This would reflect a meaningful 16% increase on its revenue over the past 12 months. Statutory earnings per share are predicted to jump 94% to CN¥0.54. In the lead-up to this report, the analysts had been modelling revenues of CN¥1.97b and earnings per share (EPS) of CN¥0.53 in 2024. So it's pretty clear that while sentiment around revenues has declined following the latest results, the analysts are now more bullish on the company's earnings power.

考慮到最新業績,Petpal寵物營養科技的11位分析師目前的共識是,2024年的收入爲19.0億元人民幣。這將反映其收入在過去12個月中大幅增長了16%。預計每股法定收益將增長94%,至0.54元人民幣。在本報告發布之前,分析師一直在模擬2024年的收入爲19.7億元人民幣,每股收益(EPS)爲0.53元人民幣。因此,很明顯,儘管在最新業績公佈後,對收入的情緒有所下降,但分析師現在更加看好該公司的盈利能力。

The average price target increased 7.7% to CN¥15.83, with the analysts signalling that the improved earnings outlook is more important to the company's valuation than its revenue. Fixating on a single price target can be unwise though, since the consensus target is effectively the average of analyst price targets. As a result, some investors like to look at the range of estimates to see if there are any diverging opinions on the company's valuation. Currently, the most bullish analyst values Petpal Pet Nutrition Technology at CN¥18.30 per share, while the most bearish prices it at CN¥13.50. This shows there is still a bit of diversity in estimates, but analysts don't appear to be totally split on the stock as though it might be a success or failure situation.

平均目標股價上漲7.7%,至15.83元人民幣,分析師表示,盈利前景的改善對公司的估值比其收入更爲重要。但是,固定單一價格目標可能是不明智的,因爲共識目標實際上是分析師目標股價的平均值。因此,一些投資者喜歡查看估計範圍,看看對公司的估值是否有任何分歧。目前,最看漲的分析師對Petpal寵物營養科技的估值爲每股18.30元人民幣,而最看跌的分析師估值爲13.50元人民幣。這表明估值仍然存在一點差異,但分析師似乎對該股的看法並不完全分歧,好像這可能是成功或失敗一樣。

Another way we can view these estimates is in the context of the bigger picture, such as how the forecasts stack up against past performance, and whether forecasts are more or less bullish relative to other companies in the industry. It's clear from the latest estimates that Petpal Pet Nutrition Technology's rate of growth is expected to accelerate meaningfully, with the forecast 22% annualised revenue growth to the end of 2024 noticeably faster than its historical growth of 9.9% p.a. over the past five years. By contrast, our data suggests that other companies (with analyst coverage) in a similar industry are forecast to grow their revenue at 13% per year. Factoring in the forecast acceleration in revenue, it's pretty clear that Petpal Pet Nutrition Technology is expected to grow much faster than its industry.

我們可以從大局的角度看待這些估計值的另一種方式,例如預測如何與過去的表現相提並論,以及預測相對於業內其他公司是否或多或少看漲。從最新估計中可以明顯看出,Petpal寵物營養技術的增長率預計將大幅加快,預計到2024年底的年化收入增長率爲22%,明顯快於其過去五年中9.9%的歷史增長。相比之下,我們的數據表明,預計類似行業的其他公司(有分析師報道)的收入將以每年13%的速度增長。考慮到收入增長的預測,很明顯,Petpal寵物營養技術的增長速度預計將比其行業快得多。

The Bottom Line

底線

The biggest takeaway for us is the consensus earnings per share upgrade, which suggests a clear improvement in sentiment around Petpal Pet Nutrition Technology's earnings potential next year. They also downgraded Petpal Pet Nutrition Technology's revenue estimates, but industry data suggests that it is expected to grow faster than the wider industry. Even so, long term profitability is more important for the value creation process. We note an upgrade to the price target, suggesting that the analysts believes the intrinsic value of the business is likely to improve over time.

對我們來說,最大的收穫是共識的每股收益上調,這表明人們對Petpal Pet Nutrition Technology明年盈利潛力的看法明顯改善。他們還下調了Petpal Pet Nutrition Technology的收入預期,但行業數據表明,預計其增長速度將快於整個行業。即便如此,長期盈利能力對於價值創造過程更爲重要。我們注意到目標股價已上調,這表明分析師認爲該業務的內在價值可能會隨着時間的推移而提高。

With that in mind, we wouldn't be too quick to come to a conclusion on Petpal Pet Nutrition Technology. Long-term earnings power is much more important than next year's profits. At Simply Wall St, we have a full range of analyst estimates for Petpal Pet Nutrition Technology going out to 2026, and you can see them free on our platform here..

考慮到這一點,我們不會很快就Petpal寵物營養技術得出結論。長期盈利能力比明年的利潤重要得多。在Simply Wall St,我們有分析師對Petpal寵物營養技術到2026年的全方位估計,你可以在我們的平台上免費看到這些估計。

You can also view our analysis of Petpal Pet Nutrition Technology's balance sheet, and whether we think Petpal Pet Nutrition Technology is carrying too much debt, for free on our platform here.

您還可以在我們的平台上免費查看我們對Petpal寵物營養技術資產負債表的分析,以及我們是否認爲Petpal寵物營養技術揹負了過多的債務。

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。

譯文內容由第三人軟體翻譯。


以上內容僅用作資訊或教育之目的,不構成與富途相關的任何投資建議。富途竭力但無法保證上述全部內容的真實性、準確性和原創性。
    搶先評論