share_log

AECOM (NYSE:ACM) Shareholders Have Earned a 24% CAGR Over the Last Five Years

AECOM (NYSE:ACM) Shareholders Have Earned a 24% CAGR Over the Last Five Years

在過去五年中,AECOM(紐約證券交易所代碼:ACM)股東的複合年增長率爲24%
Simply Wall St ·  05/22 01:49

When you buy shares in a company, it's worth keeping in mind the possibility that it could fail, and you could lose your money. But on the bright side, you can make far more than 100% on a really good stock. For example, the AECOM (NYSE:ACM) share price has soared 184% in the last half decade. Most would be very happy with that. The last week saw the share price soften some 2.6%.

當你購買一家公司的股票時,值得記住它可能倒閉的可能性,你可能會賠錢。但好的一面是,購買一隻非常好的股票,您可以賺取超過100%的收入。例如,AECOM(紐約證券交易所代碼:ACM)的股價在過去五年中飆升了184%。大多數人會對此感到非常滿意。上週,股價下跌了約2.6%。

With that in mind, it's worth seeing if the company's underlying fundamentals have been the driver of long term performance, or if there are some discrepancies.

考慮到這一點,值得一看公司的基本面是否是長期業績的驅動力,或者是否存在一些差異。

To quote Buffett, 'Ships will sail around the world but the Flat Earth Society will flourish. There will continue to be wide discrepancies between price and value in the marketplace...' One way to examine how market sentiment has changed over time is to look at the interaction between a company's share price and its earnings per share (EPS).

引用巴菲特的話說:“船隻將在世界各地航行,但Flat Earth Society將蓬勃發展。市場上的價格和價值之間將繼續存在巨大差異...”研究市場情緒如何隨着時間的推移而變化的一種方法是研究公司股價與其每股收益(EPS)之間的相互作用。

AECOM's earnings per share are down 9.9% per year, despite strong share price performance over five years.

儘管五年來股價表現強勁,但AECOM的每股收益每年下降9.9%。

This means it's unlikely the market is judging the company based on earnings growth. Because earnings per share don't seem to match up with the share price, we'll take a look at other metrics instead.

這意味着市場不太可能根據收益增長來評判該公司。由於每股收益似乎與股價不符,因此我們將改用其他指標。

We doubt the modest 1.0% dividend yield is attracting many buyers to the stock. The revenue reduction of 0.5% per year is not a positive. So it seems one might have to take closer look at earnings and revenue trends to see how they might influence the share price.

我們懷疑1.0%的適度股息收益率是否吸引了許多買家購買該股。每年減少0.5%的收入並不是積極的。因此,看來人們可能必須仔細研究收益和收入趨勢,以了解它們將如何影響股價。

The graphic below depicts how earnings and revenue have changed over time (unveil the exact values by clicking on the image).

下圖描述了收入和收入隨時間推移而發生的變化(點擊圖片即可顯示確切的數值)。

earnings-and-revenue-growth
NYSE:ACM Earnings and Revenue Growth May 21st 2024
紐約證券交易所:ACM 收益和收入增長 2024 年 5 月 21 日

This free interactive report on AECOM's balance sheet strength is a great place to start, if you want to investigate the stock further.

如果你想進一步調查AECOM的股票,這份關於AECOM資產負債表實力的免費互動報告是一個很好的起點。

What About Dividends?

分紅呢?

It is important to consider the total shareholder return, as well as the share price return, for any given stock. Whereas the share price return only reflects the change in the share price, the TSR includes the value of dividends (assuming they were reinvested) and the benefit of any discounted capital raising or spin-off. So for companies that pay a generous dividend, the TSR is often a lot higher than the share price return. We note that for AECOM the TSR over the last 5 years was 190%, which is better than the share price return mentioned above. And there's no prize for guessing that the dividend payments largely explain the divergence!

重要的是要考慮任何給定股票的股東總回報率和股價回報率。儘管股價回報率僅反映股價的變化,但股東總回報率包括股息的價值(假設已進行再投資)以及任何折扣融資或分拆的收益。因此,對於支付豐厚股息的公司來說,股東總回報率通常遠高於股價回報率。我們注意到,對於AECOM而言,過去5年的股東總回報率爲190%,好於上述股價回報率。而且,猜測股息支付在很大程度上解釋了這種分歧是沒有好處的!

A Different Perspective

不同的視角

AECOM shareholders gained a total return of 14% during the year. But that was short of the market average. On the bright side, the longer term returns (running at about 24% a year, over half a decade) look better. It may well be that this is a business worth popping on the watching, given the continuing positive reception, over time, from the market. It's always interesting to track share price performance over the longer term. But to understand AECOM better, we need to consider many other factors. Consider risks, for instance. Every company has them, and we've spotted 3 warning signs for AECOM you should know about.

AECOM股東在年度的總回報率爲14%。但這低於市場平均水平。好的一面是,長期回報(超過五年,每年約24%)看起來更好。鑑於隨着時間的推移,市場持續給予積極的歡迎,這很可能是一項值得關注的業務。長期跟蹤股價表現總是很有意思的。但是,爲了更好地理解 AECOM,我們需要考慮許多其他因素。例如,考慮風險。每家公司都有它們,我們發現了你應該知道的 3 個 AECOM 警告信號。

If you like to buy stocks alongside management, then you might just love this free list of companies. (Hint: many of them are unnoticed AND have attractive valuation).

如果你想和管理層一起購買股票,那麼你可能會喜歡這份免費的公司清單。(提示:其中許多未被注意且估值誘人)。

Please note, the market returns quoted in this article reflect the market weighted average returns of stocks that currently trade on American exchanges.

請注意,本文引用的市場回報反映了目前在美國交易所交易的股票的市場加權平均回報。

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。
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