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Do Nextracker's (NASDAQ:NXT) Earnings Warrant Your Attention?

Do Nextracker's (NASDAQ:NXT) Earnings Warrant Your Attention?

Nextracker(納斯達克股票代碼:NXT)的收益值得你注意嗎?
Simply Wall St ·  05/23 21:51

It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story even if these companies are loss-making. Unfortunately, these high risk investments often have little probability of ever paying off, and many investors pay a price to learn their lesson. While a well funded company may sustain losses for years, it will need to generate a profit eventually, or else investors will move on and the company will wither away.

許多投資者,尤其是那些沒有經驗的投資者,通常會購買有好故事的公司的股票,即使這些公司虧損。不幸的是,這些高風險投資通常幾乎不可能獲得回報,許多投資者爲吸取教訓付出了代價。雖然資金充足的公司可能會遭受多年的損失,但它最終需要創造利潤,否則投資者將繼續前進,公司將萎縮。

So if this idea of high risk and high reward doesn't suit, you might be more interested in profitable, growing companies, like Nextracker (NASDAQ:NXT). While profit isn't the sole metric that should be considered when investing, it's worth recognising businesses that can consistently produce it.

因此,如果這種高風險和高回報的想法不適合,那麼你可能會對像Nextracker(納斯達克股票代碼:NXT)這樣盈利的成長型公司更感興趣。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。

How Fast Is Nextracker Growing Its Earnings Per Share?

Nextracker 的每股收益增長速度有多快?

Even modest earnings per share growth (EPS) can create meaningful value, when it is sustained reliably from year to year. So it's no surprise that some investors are more inclined to invest in profitable businesses. Commendations have to be given in seeing that Nextracker grew its EPS from US$0.025 to US$2.24, in one short year. While it's difficult to sustain growth at that level, it bodes well for the company's outlook for the future. This could point to the business hitting a point of inflection.

即使每股收益的適度增長(EPS)能夠可靠地逐年持續下去,也可以創造有意義的價值。因此,一些投資者更傾向於投資盈利業務也就不足爲奇了。看到Nextracker在短短的一年內將其每股收益從0.025美元增長到2.24美元,必須給予表彰。儘管很難維持該水平的增長,但這對公司的未來前景來說是個好兆頭。這可能表明該業務正處於轉折點。

One way to double-check a company's growth is to look at how its revenue, and earnings before interest and tax (EBIT) margins are changing. The good news is that Nextracker is growing revenues, and EBIT margins improved by 14.5 percentage points to 23%, over the last year. That's great to see, on both counts.

仔細檢查公司增長的一種方法是查看其收入以及利息和稅前收益(EBIT)利潤率如何變化。好消息是,Nextracker的收入正在增長,息稅前利潤率比去年提高了14.5個百分點至23%。無論從哪個方面來看,都很高興看到。

You can take a look at the company's revenue and earnings growth trend, in the chart below. To see the actual numbers, click on the chart.

您可以在下表中查看該公司的收入和收益增長趨勢。要查看實際數字,請單擊圖表。

earnings-and-revenue-history
NasdaqGS:NXT Earnings and Revenue History May 23rd 2024
NASDAQGS: NXT 收益和收入歷史記錄 2024 年 5 月 23 日

Of course the knack is to find stocks that have their best days in the future, not in the past. You could base your opinion on past performance, of course, but you may also want to check this interactive graph of professional analyst EPS forecasts for Nextracker.

當然,訣竅是找到未來表現最好的股票,而不是過去的股票。當然,你可以根據過去的表現來發表自己的看法,但你可能還需要查看這張專業分析師對Nextracker每股收益預測的互動圖表。

Are Nextracker Insiders Aligned With All Shareholders?

Nextracker 內部人士是否與所有股東保持一致?

Since Nextracker has a market capitalisation of US$6.8b, we wouldn't expect insiders to hold a large percentage of shares. But we are reassured by the fact they have invested in the company. To be specific, they have US$18m worth of shares. That's a lot of money, and no small incentive to work hard. While their ownership only accounts for 0.3%, this is still a considerable amount at stake to encourage the business to maintain a strategy that will deliver value to shareholders.

由於Nextracker的市值爲68億美元,我們預計內部人士不會持有很大比例的股票。但是他們投資了該公司,這讓我們感到放心。具體而言,他們擁有價值1800萬美元的股票。這是一大筆錢,也不是努力工作的小動力。儘管他們的所有權僅佔0.3%,但要鼓勵企業維持爲股東創造價值的戰略,這仍然是一個相當大的風險。

Does Nextracker Deserve A Spot On Your Watchlist?

Nextracker 值得在你的關注清單上佔有一席之地嗎?

Nextracker'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. So at the surface level, Nextracker is worth putting on your watchlist; after all, shareholders do well when the market underestimates fast growing companies. Of course, identifying quality businesses is only half the battle; investors need to know whether the stock is undervalued. So you might want to consider this free discounted cashflow valuation of Nextracker.

Nextracker的每股收益一直在飆升,增長率居高不下。這種每股收益的增長水平爲吸引投資創造了奇蹟,而對該公司的巨額內部投資只是頭等大事。當然,希望強勁的增長標誌着商業經濟的根本改善。因此,從表面上看,Nextracker值得列入您的觀察名單;畢竟,當市場低估快速增長的公司時,股東表現良好。當然,確定優質企業只是成功的一半;投資者需要知道股票的估值是否被低估。因此,你可能需要考慮Nextracker的這種免費折扣現金流估值。

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 tailored list of companies which have demonstrated growth backed by significant insider holdings.

買入這樣的股票總是有可能表現不錯 不是 不斷增長的收入和 不要 讓內部人士購買股票。但是,對於那些考慮這些重要指標的人,我們鼓勵您查看具有這些功能的公司。您可以訪問量身定製的公司名單,這些公司在大量內部持股的支持下實現了增長。

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。

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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