The Past Year for Lamb Weston Holdings (NYSE:LW) Investors Has Not Been Profitable
The Past Year for Lamb Weston Holdings (NYSE:LW) Investors Has Not Been Profitable
It's easy to match the overall market return by buying an index fund. While individual stocks can be big winners, plenty more fail to generate satisfactory returns. Investors in Lamb Weston Holdings, Inc. (NYSE:LW) have tasted that bitter downside in the last year, as the share price dropped 36%. That falls noticeably short of the market return of around 21%. The silver lining (for longer term investors) is that the stock is still 2.5% higher than it was three years ago. Shareholders have had an even rougher run lately, with the share price down 27% in the last 90 days.
通過購買指數基金很容易匹配整體市場回報。儘管個股可以成爲大贏家,但更多股票無法產生令人滿意的回報。去年,蘭姆·韋斯頓控股公司(紐約證券交易所代碼:LW)的投資者已經嚐到了這種慘痛的下行空間,股價下跌了36%。這明顯低於約21%的市場回報率。(對於長期投資者而言)的一線希望是,該股仍比三年前高出2.5%。股東們最近的表現更加艱難,股價在過去90天中下跌了27%。
Now let's have a look at the company's fundamentals, and see if the long term shareholder return has matched the performance of the underlying business.
現在讓我們來看看公司的基本面,看看長期股東回報是否與基礎業務的表現相匹配。
While markets are a powerful pricing mechanism, share prices reflect investor sentiment, not just underlying business performance. One imperfect but simple way to consider how the market perception of a company has shifted is to compare the change in the earnings per share (EPS) with the share price movement.
雖然市場是一種強大的定價機制,但股價反映了投資者的情緒,而不僅僅是潛在的業務表現。考慮市場對公司的看法發生了怎樣的變化的一種不完美但簡單的方法是將每股收益(EPS)的變化與股價走勢進行比較。
Unhappily, Lamb Weston Holdings had to report a 28% decline in EPS over the last year. This reduction in EPS is not as bad as the 36% share price fall. Unsurprisingly, given the lack of EPS growth, the market seems to be more cautious about the stock.
不幸的是,蘭姆·韋斯頓控股公司不得不報告去年每股收益下降了28%。每股收益的下降沒有股價下跌36%那麼糟糕。毫不奇怪,鑑於每股收益缺乏增長,市場似乎對該股更加謹慎。
The company's earnings per share (over time) is depicted in the image below (click to see the exact numbers).
該公司的每股收益(隨着時間的推移)如下圖所示(點擊查看確切數字)。
![big](https://newsfile.futunn.com/public/NN-PersistNewsContentImage/7781/20240909/0-deacaa7f6092a09d39a11dd449e03cfb-0-2d1733e7ff9126e8c123769580d4d6e0.png/big)
It's probably worth noting we've seen significant insider buying in the last quarter, which we consider a positive. On the other hand, we think the revenue and earnings trends are much more meaningful measures of the business. This free interactive report on Lamb Weston Holdings' earnings, revenue and cash flow is a great place to start, if you want to investigate the stock further.
可能值得注意的是,我們在上個季度看到了大量的內幕買盤,我們認爲這是積極的。另一方面,我們認爲收入和收益趨勢是衡量業務的更有意義的指標。如果你想進一步調查Lamb Weston Holdings的收益、收入和現金流,這份關於蘭姆·韋斯頓控股公司收益、收入和現金流的免費互動報告是一個很好的起點。
A Different Perspective
不同的視角
While the broader market gained around 21% in the last year, Lamb Weston Holdings shareholders lost 35% (even including dividends). Even the share prices of good stocks drop sometimes, but we want to see improvements in the fundamental metrics of a business, before getting too interested. Regrettably, last year's performance caps off a bad run, with the shareholders facing a total loss of 1.5% per year over five years. Generally speaking long term share price weakness can be a bad sign, though contrarian investors might want to research the stock in hope of a turnaround. It's always interesting to track share price performance over the longer term. But to understand Lamb Weston Holdings better, we need to consider many other factors. Consider for instance, the ever-present spectre of investment risk. We've identified 3 warning signs with Lamb Weston Holdings , and understanding them should be part of your investment process.
儘管去年整體市場上漲了約21%,但蘭姆·韋斯頓控股的股東損失了35%(甚至包括股息)。即使是優質股票的股價有時也會下跌,但我們希望在過於感興趣之前看到企業基本指標的改善。遺憾的是,去年的業績結束了糟糕的表現,股東在五年內每年面臨1.5%的總虧損。總的來說,長期股價疲軟可能是一個壞兆頭,儘管逆勢投資者可能希望研究該股以期出現轉機。長期跟蹤股價表現總是很有意思的。但是,要更好地了解蘭姆·韋斯頓控股公司,我們需要考慮許多其他因素。例如,投資風險的幽靈無處不在。我們已經向Lamb Weston Holdings確定了3個警告信號,了解它們應該是您投資過程的一部分。
Lamb Weston Holdings is not the only stock that insiders are buying. For those who like to find lesser know companies this free list of growing companies with recent insider purchasing, could be just the ticket.
蘭姆·韋斯頓控股公司並不是內部人士唯一買入的股票。對於那些喜歡尋找知名度較低的公司的人來說,這份最近有內幕收購的成長型公司的免費清單可能只是入場券。
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。
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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。