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BankUnited (NYSE:BKU) Shareholders Have Earned a 67% Return Over the Last Year

BankUnited (NYSE:BKU) Shareholders Have Earned a 67% Return Over the Last Year

bankunited(紐交所:BKU)股東在過去一年中獲得了67%的回報
Simply Wall St ·  10/31 21:02

The simplest way to invest in stocks is to buy exchange traded funds. But if you pick the right individual stocks, you could make more than that. To wit, the BankUnited, Inc. (NYSE:BKU) share price is 61% higher than it was a year ago, much better than the market return of around 37% (not including dividends) in the same period. So that should have shareholders smiling. Zooming out, the stock is actually down 17% in the last three years.

投資股票的最簡單方式是購買交易所交易基金。但如果選擇正確的個別股票,你可以獲得比這更多的收益。例如,BankUnited, Inc.(紐約證券交易所:BKU)的股價比一年前高出61%,比同期市場回報約37%(不含紅利)要好得多。因此,股東們應該會心滿意足。在更廣泛的視角下看,該股實際上在過去三年中下跌了17%。

So let's assess the underlying fundamentals over the last 1 year and see if they've moved in lock-step with shareholder returns.

那麼讓我們評估過去一年的基本面,並看看它們是否與股東回報同步變化。

While the efficient markets hypothesis continues to be taught by some, it has been proven that markets are over-reactive dynamic systems, and investors are not always rational. By comparing earnings per share (EPS) and share price changes over time, we can get a feel for how investor attitudes to a company have morphed over time.

儘管一些人繼續教授有效市場假說,但已經證明市場是過度反應的動態系統,並且投資者並不總是理性的。通過比較每股收益(EPS)和股價的變化情況,我們可以了解投資者對公司的態度如何隨着時間變化而變化。

During the last year, BankUnited actually saw its earnings per share drop 17%.

在過去一年中,BankUnited 實際上看到其每股收益下降了17%。

Given the share price gain, we doubt the market is measuring progress with EPS. Since the change in EPS doesn't seem to correlate with the change in share price, it's worth taking a look at other metrics.

考慮到股價的上漲,我們懷疑市場不是根據每股收益來衡量公司的進展。由於每股收益的變化似乎與股價的變化不相關,因此值得查看其他指標。

We think that the revenue growth of 3.6% could have some investors interested. Many businesses do go through a phase where they have to forgo some profits to drive business development, and sometimes its for the best.

我們認爲營業收入增長3.6%可能會引起一些投資者的興趣。許多企業確實會經歷一段階段,他們必須放棄一些利潤來推動業務發展,有時候這是最好的選擇。

The image below shows how earnings and revenue have tracked over time (if you click on the image you can see greater detail).

下圖顯示了收益和營收隨時間變化的情況(如果你點擊圖像,可以看到更多細節):

big
NYSE:BKU Earnings and Revenue Growth October 31st 2024
NYSE:BKU 2024年10月31日盈利和營收增長

You can see how its balance sheet has strengthened (or weakened) over time in this free interactive graphic.

你可以在這個免費的互動圖表中看到它的資產負債表如何隨着時間的推移而加強(或削弱)。

What About Dividends?

那麼分紅怎麼樣呢?

When looking at investment returns, it is important to consider the difference between total shareholder return (TSR) and share price return. The TSR incorporates the value of any spin-offs or discounted capital raisings, along with any dividends, based on the assumption that the dividends are reinvested. It's fair to say that the TSR gives a more complete picture for stocks that pay a dividend. We note that for BankUnited the TSR over the last 1 year was 67%, which is better than the share price return mentioned above. The dividends paid by the company have thusly boosted the total shareholder return.

在考慮投資回報時,重要的是要考慮總股東回報率(TSR)與股價回報之間的差異。TSR包括任何拆股或折價增發的價值,以及任何分紅,基於分紅被再投資的假設。可以說TSR爲支付股息的股票提供了更完整的圖片。我們注意到,對於BankUnited,過去1年的TSR爲67%,比之前提到的股價回報要好。公司支付的分紅因此提高了總股東回報。

A Different Perspective

不同的觀點

It's good to see that BankUnited has rewarded shareholders with a total shareholder return of 67% in the last twelve months. Of course, that includes the dividend. Since the one-year TSR is better than the five-year TSR (the latter coming in at 4% per year), it would seem that the stock's performance has improved in recent times. Given the share price momentum remains strong, it might be worth taking a closer look at the stock, lest you miss an opportunity. I find it very interesting to look at share price over the long term as a proxy for business performance. But to truly gain insight, we need to consider other information, too. For example, we've discovered 1 warning sign for BankUnited that you should be aware of before investing here.

很高興看到BankUnited在過去十二個月裏以總股東回報率爲67%獎勵股東。當然,這包括分紅派息。由於一年的TSR好於五年的TSR(後者爲每年4%),似乎股票表現最近有所改善。鑑於股價勢頭依然強勁,值得更仔細地觀察該股,以免錯失良機。我發現長期關注股價作爲業務表現的一種替代方式非常有趣。但爲了真正獲得見解,我們還需要考慮其他信息。例如,我們發現了一個BankUnited的警示信號,您在此處投資之前應該注意。

We will like BankUnited better if we see some big insider buys. While we wait, check out this free list of undervalued stocks (mostly small caps) with considerable, recent, insider buying.

如果我們看到一些大規模內部人士買入,我們將更喜歡BankUnited。與此同時,請查看這份免費的被低估股票名單(主要是小市值股票),其中包含相當多最近的內部人士交易。

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,本文所引述的市場回報反映了目前在美國交易所上市的股票的市場加權平均回報。

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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