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Should You Be Adding Travel + Leisure (NYSE:TNL) To Your Watchlist Today?

Should You Be Adding Travel + Leisure (NYSE:TNL) To Your Watchlist Today?

您今天應該將旅行+休閒(紐交所:TNL)添加到您的自選嗎?
Simply Wall St ·  10/28 20:09

For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to investors, even if it currently lacks a track record of revenue and profit. Sometimes these stories can cloud the minds of investors, leading them to invest with their emotions rather than on the merit of good company fundamentals. Loss making companies can act like a sponge for capital - so investors should be cautious that they're not throwing good money after bad.

對於初學者來說,在對投資者講述好故事的公司上進行投資可能是一個不錯(以及令人興奮的)的想法,即使該公司目前缺乏營業收入和利潤的記錄。有時這些故事會迷惑投資者的思想,導致他們出於情感而不是基本面的優點進行投資。虧損公司可能會像資本海綿一樣,吸收資本-因此,投資者應該小心,不要把好錢投入壞賬之後。

If this kind of company isn't your style, you like companies that generate revenue, and even earn profits, then you may well be interested in Travel + Leisure (NYSE:TNL). Now this is not to say that the company presents the best investment opportunity around, but profitability is a key component to success in business.

如果這種類型的公司不符合您的風格,您喜歡創造營業收入甚至盈利的公司,那麼您可能會對Travel + Leisure(紐交所:TNL)感興趣。現在這並不是說該公司提供了最佳的投資機會,但盈利能力是業務成功的關鍵組成部分。

Travel + Leisure's Earnings Per Share Are Growing

Travel + Leisure的每股收益正在增長

The market is a voting machine in the short term, but a weighing machine in the long term, so you'd expect share price to follow earnings per share (EPS) outcomes eventually. Therefore, there are plenty of investors who like to buy shares in companies that are growing EPS. Shareholders will be happy to know that Travel + Leisure's EPS has grown 33% each year, compound, over three years. As a general rule, we'd say that if a company can keep up that sort of growth, shareholders will be beaming.

短期內市場是一臺投票機,但長期來看是一臺稱重機,因此您期望股價最終會跟隨每股收益(EPS)的結果。因此,有許多投資者喜歡購買增長EPS的公司的股票。股東會高興地看到Travel + Leisure的每股收益每年以33%的複合增長。通常情況下,如果一家公司能夠保持這種增長速度,股東們會感到非常滿意。

It's often helpful to take a look at earnings before interest and tax (EBIT) margins, as well as revenue growth, to get another take on the quality of the company's growth. Our analysis has highlighted that Travel + Leisure's revenue from operations did not account for all of their revenue in the previous 12 months, so our analysis of its margins might not accurately reflect the underlying business. While we note Travel + Leisure achieved similar EBIT margins to last year, revenue grew by a solid 3.1% to US$3.8b. That's progress.

查看利息與稅前利潤(EBIT)利潤率以及營業收入增長通常是很有幫助的,以便更全面地了解公司增長質量。我們的分析強調了Travel + Leisure的營運收入在過去12個月中並未佔據其全部營業收入,因此我們對其利潤率的分析可能無法準確反映底層業務。儘管我們注意到Travel + Leisure的EBIT利潤率與去年相似,但營業收入實現了穩健的增長,達到了3.1%,達到了38億美元。這是進步。

You can take a look at the company's revenue and earnings growth trend, in the chart below. For finer detail, click on the image.

你可以在下面的圖表中查看公司的營收和盈利增長趨勢。如需了解更詳細信息,請單擊圖像。

big
NYSE:TNL Earnings and Revenue History October 28th 2024
紐交所:TNL盈利和營業收入歷史 2024年10月28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 Travel + Leisure.

當然,訣竅在於找到那些未來發展潛力巨大的股票,而不是過去的表現。當然,您可以基於過去的表現來評判,但您可能也希望查看旅遊+休閒專業分析師每股收益預測的互動圖表。

Are Travel + Leisure Insiders Aligned With All Shareholders?

旅遊+休閒內部人士與所有股東保持一致嗎?

It's a necessity that company leaders act in the best interest of shareholders and so insider investment always comes as a reassurance to the market. So it is good to see that Travel + Leisure insiders have a significant amount of capital invested in the stock. Given insiders own a significant chunk of shares, currently valued at US$69m, they have plenty of motivation to push the business to succeed. That's certainly enough to let shareholders know that management will be very focussed on long term growth.

公司領導者必須根據股東的最佳利益行事,因此內部投資始終是市場的一種安撫。因此,看到旅遊+休閒內部人士在股票中投入了大量資本是件好事。 鑑於內部人士擁有價值6900萬美元的大部分股份,他們有足夠的動力推動業務取得成功。 這足以讓股東們知道管理層將高度關注長期增長。

Should You Add Travel + Leisure To Your Watchlist?

您應該將旅遊+休閒加入自選嗎?

For growth investors, Travel + Leisure's raw rate of earnings growth is a beacon in the night. Further, the high level of insider ownership is impressive and suggests that the management appreciates the EPS growth and has faith in Travel + Leisure's continuing strength. 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. It's still necessary to consider the ever-present spectre of investment risk. We've identified 3 warning signs with Travel + Leisure (at least 1 which can't be ignored) , and understanding these should be part of your investment process.

對於成長投資者來說,旅遊和休閒領域的利潤增長率是夜晚的信標。此外,高水平的內部股權令人印象深刻,表明管理層欣賞每股收益的增長,並對旅遊和休閒業務的持續實力有信心。這種增長和內部人士的信心受到好評,因此值得進一步調查,以了解股票的真實價值。仍然有必要考慮投資風險的永恒陰影。我們已經發現旅遊和休閒(至少有1個警告信號不容忽視),了解這些應該是您投資過程中的一部分。

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.

儘管不增長收益且沒有內部人士購買的股票可能會有回報,但對於重視這些關鍵指標的投資者來說,以下是在美國具有潛在增長和內部人士信心的經過慎重篩選的公司列表。

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。

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.

對本文有任何反饋?對內容有任何疑慮?請直接與我們聯繫。或者,發送電子郵件至editorial-team@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。

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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