With EPS Growth And More, Globant (NYSE:GLOB) Makes An Interesting Case
With EPS Growth And More, Globant (NYSE:GLOB) Makes An Interesting Case
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 as Peter Lynch said in One Up On Wall Street, 'Long shots almost never pay off.' A loss-making company is yet to prove itself with profit, and eventually the inflow of external capital may dry up.
即使這意味着購買沒有任何營業收入，更別提盈利的“故事股票”，投資者常常被尋找“下一個大事物”的想法所引導。但正如彼得·林奇所說的那樣，如果高風險和高回報的投資理念不適合您，您可能更感興趣的是盈利增長的公司，例如美國石油吸附劑公司（NYSE:ODC）。盈利並不是投資時唯一需要考慮的指標，但值得認識到可以持續產生盈利的企業。長線投資很少能夠收回成本，虧損的公司尚未證明其能夠創利潤，最終外部資本流入可能會枯竭。
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 Globant (NYSE:GLOB). 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，許多投資者仍然採用更傳統的策略，購買像Globant（紐交所：GLOB）這樣盈利的公司股票。雖然利潤不是投資時唯一應考慮的指標，但值得認識到能夠持續產生利潤的企業。
How Fast Is Globant Growing?
Globant增長的速度有多快？
If a company can keep growing earnings per share (EPS) long enough, its share price should eventually follow. Therefore, there are plenty of investors who like to buy shares in companies that are growing EPS. Impressively, Globant has grown EPS by 34% per year, compound, in the last three years. If growth like this continues on into the future, then shareholders will have plenty to smile about.
如果一家公司可以持續增長每股收益（EPS）足夠長的時間，它的股價最終應該會跟隨。因此，有許多投資者喜歡購買增長EPS的公司股票。令人印象深刻的是，在過去三年中，Globant的EPS每年以34％的複合增長。如果像這樣的增長持續到未來，那麼股東們將有很多原因微笑。
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. While we note Globant achieved similar EBIT margins to last year, revenue grew by a solid 19% to US$2.2b. That's progress.
仔細考慮營收增長和利潤率（EBIT）可以有助於了解最近的利潤增長的可持續性。雖然我們注意到Globant實現了類似於去年的EBIT利潤率，但營業收入增長了19％，達到22億美元。這是進展。
The chart below shows how the company's bottom and top lines have progressed over time. To see the actual numbers, click on the chart.
下面的圖表顯示了公司的營業收入和收益是如何隨時間變化的。要查看實際數字，請單擊圖表。
The trick, as an investor, is to find companies that are going to perform well in the future, not just in the past. While crystal balls don't exist, you can check our visualization of consensus analyst forecasts for Globant's future EPS 100% free.
作爲投資者，訣竅是找到那些將要重要的是企業未來的表現，而不僅僅是過去的表現。雖然不存在水晶球，但可以免費查看我們對Globant未來EPS的共識分析師預測的可視化。
Are Globant Insiders Aligned With All Shareholders?
Globant內部人員與所有股東保持一致嗎？
We would not expect to see insiders owning a large percentage of a US$7.6b company like Globant. But thanks to their investment in the company, it's pleasing to see that there are still incentives to align their actions with the shareholders. Notably, they have an enviable stake in the company, worth US$172m. Holders should find this level of insider commitment quite encouraging, since it would ensure that the leaders of the company would also experience their success, or failure, with the stock.
我們不希望看到內部人員擁有像Globant這樣的市值76億美元的公司的大部分股份。但由於他們對公司的投資，很高興看到仍然有與股東行動保持一致的激勵措施。值得注意的是，他們在該公司擁有令人羨慕的股權，價值1.72億美元。持有者應該會發現這種內部承諾非常令人鼓舞，因爲這將確保公司領導人也將與股票的成功或失敗共同經歷。
Should You Add Globant To Your Watchlist?
您是否應該將Globant添加到自選股列表中？
For growth investors, Globant's raw rate of earnings growth is a beacon in the night. With EPS growth rates like that, it's hardly surprising to see company higher-ups place confidence in the company through continuing to hold a significant investment. The growth and insider confidence is looked upon well and so it's worthwhile to investigate further with a view to discern the stock's true value. You should always think about risks though. Case in point, we've spotted 1 warning sign for Globant you should be aware of.
對於增長型投資者而言，Globant的純收益增長速率是夜晚的燈塔。有了像這樣的EPS增長率，也不足爲奇地看到公司高層繼續持有大量股份以表達對企業的信懇智能。這種增長和內部信心很好，所以進一步調查以確定股票的真實價值是值得的。您應該始終考慮風險。例子，我們已發現Globant有1個警告標誌，您應該知道。
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.
雖然選擇不斷增長的收益並且沒有內部買入的股票將會產生結果，但對於評估公司的關鍵指標價值的投資者來說，這是一個仔細挑選的在美國有潛在增長和內部信心的公司列表。
Please note the insider transactions discussed in this article refer to reportable transactions in the relevant jurisdiction.
請注意，本文討論的內部交易是指在相關司法管轄區中報告的交易。
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對本文有反饋？關於內容有所顧慮？直接和我們聯繫。或者，發送電子郵件至editorial-team (at) simplywallst.com。
這篇文章是Simply Wall St的一般性文章。我們根據歷史數據和分析師預測提供評論，只使用公正的方法論，我們的文章並不意味着提供任何金融建議。文章不構成買賣任何股票的建議，也不考慮您的目標或您的財務狀況。我們的目標是帶給您基本數據驅動的長期關注分析。請注意，我們的分析可能不考慮最新的價格敏感公司公告或定性材料。Simply Wall St沒有任何股票頭寸。
Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com
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譯文內容由第三人軟體翻譯。