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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

在过去五年中,AECOM(纽约证券交易所代码:ACM)股东的复合年增长率为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%.

当你购买一家公司的股票时,值得记住它可能倒闭的可能性,你可能会赔钱。但好的一面是,购买一只非常好的股票,您可以赚取超过100%的收入。例如,AECOM(纽约证券交易所代码:ACM)的股价在过去五年中飙升了184%。大多数人会对此感到非常满意。上周,股价下跌了约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.

考虑到这一点,值得一看公司的基本面是否是长期业绩的驱动力,或者是否存在一些差异。

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).

引用巴菲特的话说:“船只将在世界各地航行,但Flat Earth Society将蓬勃发展。市场上的价格和价值之间将继续存在巨大差异...”研究市场情绪如何随着时间的推移而变化的一种方法是研究公司股价与其每股收益(EPS)之间的相互作用。

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

尽管五年来股价表现强劲,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.

这意味着市场不太可能根据收益增长来评判该公司。由于每股收益似乎与股价不符,因此我们将改用其他指标。

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.

我们怀疑1.0%的适度股息收益率是否吸引了许多买家购买该股。每年减少0.5%的收入并不是积极的。因此,看来人们可能必须仔细研究收益和收入趋势,以了解它们将如何影响股价。

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

下图描述了收入和收入随时间推移而发生的变化(点击图片即可显示确切的数值)。

earnings-and-revenue-growth
NYSE:ACM Earnings and Revenue Growth May 21st 2024
纽约证券交易所:ACM 收益和收入增长 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.

如果你想进一步调查AECOM的股票,这份关于AECOM资产负债表实力的免费互动报告是一个很好的起点。

What About Dividends?

分红呢?

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!

重要的是要考虑任何给定股票的股东总回报率和股价回报率。尽管股价回报率仅反映股价的变化,但股东总回报率包括股息的价值(假设已进行再投资)以及任何折扣融资或分拆的收益。因此,对于支付丰厚股息的公司来说,股东总回报率通常远高于股价回报率。我们注意到,对于AECOM而言,过去5年的股东总回报率为190%,好于上述股价回报率。而且,猜测股息支付在很大程度上解释了这种分歧是没有好处的!

A Different Perspective

不同的视角

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股东在年度的总回报率为14%。但这低于市场平均水平。好的一面是,长期回报(超过五年,每年约24%)看起来更好。鉴于随着时间的推移,市场持续给予积极的欢迎,这很可能是一项值得关注的业务。长期跟踪股价表现总是很有意思的。但是,为了更好地理解 AECOM,我们需要考虑许多其他因素。例如,考虑风险。每家公司都有它们,我们发现了你应该知道的 3 个 AECOM 警告信号。

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).

如果你想和管理层一起购买股票,那么你可能会喜欢这份免费的公司清单。(提示:其中许多未被注意且估值诱人)。

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

请注意,本文引用的市场回报反映了目前在美国交易所交易的股票的市场加权平均回报。

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.

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Simply Wall St的这篇文章本质上是笼统的。我们仅使用公正的方法根据历史数据和分析师的预测提供评论,我们的文章无意作为财务建议。它不构成买入或卖出任何股票的建议,也没有考虑到您的目标或财务状况。我们的目标是为您提供由基本数据驱动的长期重点分析。请注意,我们的分析可能不考虑最新的价格敏感型公司公告或定性材料。简而言之,华尔街没有持有任何上述股票的头寸。

译文内容由第三方软件翻译。


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