Is Champion Homes, Inc.'s (NYSE:SKY) Recent Stock Performance Influenced By Its Fundamentals In Any Way?
Is Champion Homes, Inc.'s (NYSE:SKY) Recent Stock Performance Influenced By Its Fundamentals In Any Way?
Champion Homes (NYSE:SKY) has had a great run on the share market with its stock up by a significant 29% over the last three months. We wonder if and what role the company's financials play in that price change as a company's long-term fundamentals usually dictate market outcomes. Particularly, we will be paying attention to Champion Homes' ROE today.
Champion Homes (NYSE:SKY)股票在過去三個月中大幅上漲了29%,在股市上取得了良好的表現。我們想知道公司財務狀況在這一價格變動中起到了什麼作用,因爲公司的長期基本面通常決定市場結果。特別是,我們將關注Champion Homes的roe今天。
ROE or return on equity is a useful tool to assess how effectively a company can generate returns on the investment it received from its shareholders. Put another way, it reveals the company's success at turning shareholder investments into profits.
ROE或股東權益報酬率是一種有用的工具,用於評估一家公司能否有效地利用來自股東的投資產生回報。換句話說,它揭示了公司將股東的投資變成利潤的成功程度。
How To Calculate Return On Equity?
如何計算股東權益報酬率?
ROE can be calculated by using the formula:
淨資產收益率可以使用以下公式進行計算:
Return on Equity = Net Profit (from continuing operations) ÷ Shareholders' Equity
淨資產收益率 = 淨利潤(從持續經營中獲得)÷ 股東權益
So, based on the above formula, the ROE for Champion Homes is:
因此,根據上述公式,Champion Homes的ROE爲:
9.7% = US$141m ÷ US$1.5b (Based on the trailing twelve months to June 2024).
9.7% = 1.41億美元 ÷ 15億美元(基於截至2024年6月的過去十二個月)。
The 'return' is the amount earned after tax over the last twelve months. That means that for every $1 worth of shareholders' equity, the company generated $0.10 in profit.
「回報」是稅後收益的金額,在過去的十二個月中獲得。這意味着,對於每1美元的股東權益,公司都能創造出0.10美元的利潤。
What Has ROE Got To Do With Earnings Growth?
roe與盈利增長有何關係?
We have already established that ROE serves as an efficient profit-generating gauge for a company's future earnings. We now need to evaluate how much profit the company reinvests or "retains" for future growth which then gives us an idea about the growth potential of the company. Assuming all else is equal, companies that have both a higher return on equity and higher profit retention are usually the ones that have a higher growth rate when compared to companies that don't have the same features.
我們已經確定ROE作爲評估公司未來收益的有效指標。現在我們需要評估公司爲未來增長所保留的利潤量,從而給我們一個關於公司增長潛力的想法。假設其他條件都相同,既具有較高ROE又具有較高利潤保留的公司通常是增長率更高的公司,相比之下沒有這些特點的公司會更低。
A Side By Side comparison of Champion Homes' Earnings Growth And 9.7% ROE
Champion Homes的收益增長和9.7%的roe的逐年對比
When you first look at it, Champion Homes' ROE doesn't look that attractive. Next, when compared to the average industry ROE of 15%, the company's ROE leaves us feeling even less enthusiastic. However, we we're pleasantly surprised to see that Champion Homes grew its net income at a significant rate of 33% in the last five years. We reckon that there could be other factors at play here. Such as - high earnings retention or an efficient management in place.
當你第一次看到它時,Champion Homes的roe看起來並不那麼吸引人。 接下來,與行業平均roe的15%相比,該公司的roe讓我們感到更加不熱衷。 然而,我們驚喜地發現,Champion Homes在過去五年中淨利潤以33%的顯着速度增長。 我們認爲可能還有其他因素在起作用。 例如-高利潤留存或有效的管理層。
Next, on comparing with the industry net income growth, we found that Champion Homes' growth is quite high when compared to the industry average growth of 22% in the same period, which is great to see.
接下來,與行業淨利潤增長相比,我們發現Champion Homes的增長相當高,超過了同一時期行業的平均增長22%,這是很好的。
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Earnings growth is an important metric to consider when valuing a stock. What investors need to determine next is if the expected earnings growth, or the lack of it, is already built into the share price. By doing so, they will have an idea if the stock is headed into clear blue waters or if swampy waters await. One good indicator of expected earnings growth is the P/E ratio which determines the price the market is willing to pay for a stock based on its earnings prospects. So, you may want to check if Champion Homes is trading on a high P/E or a low P/E, relative to its industry.
盈利增長是估值股票時需要考慮的重要指標。投資者需要判斷的是,預期的盈利增長或其缺乏是否已經融入了股價。通過這樣做,他們就可以判斷股票是走向清澈的藍色水域,還是即將陷入泥濘的沼澤之中。預期盈利增長的一個良好指標是市盈率,市盈率確定市場願意根據股票的盈利前景支付的價格。因此,您可能希望檢查Champion Homes的市盈率是高還是低,相對於其行業。
Is Champion Homes Making Efficient Use Of Its Profits?
Champion Homes是否有效利用其利潤?
Champion Homes doesn't pay any regular dividends currently which essentially means that it has been reinvesting all of its profits into the business. This definitely contributes to the high earnings growth number that we discussed above.
Champion Homes目前不支付任何常規分紅派息,這基本意味着它一直在將所有利潤重新投資到業務中。這無疑有助於上面討論的高盈利增長數字。
Summary
總的來說,我們對偉明環保的表現非常滿意。具體而言,我們喜歡公司以高回報率再投資了其利潤的很大一部分。當然,這導致公司的收益大幅增長。但是,最新的行業分析師預測表明,該公司的收益預計將加速增長。
Overall, we feel that Champion Homes certainly does have some positive factors to consider. Despite its low rate of return, the fact that the company reinvests a very high portion of its profits into its business, no doubt contributed to its high earnings growth. That being so, a study of the latest analyst forecasts show that the company is expected to see a slowdown in its future earnings growth. To know more about the latest analysts predictions for the company, check out this visualization of analyst forecasts for the company.
總的來說,我們認爲Champion Homes確實有一些積極因素需要考慮。儘管回報率低,但公司將其利潤的很大一部分重新投資到業務中,無疑促成了其高盈利增長。儘管如此,對公司最新的分析師預測的研究顯示,預計公司未來盈利增長將放緩。要了解更多關於該公司的最新分析師預測,請查看該公司的分析師預測的可視化。
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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。
譯文內容由第三人軟體翻譯。