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Should You Be Adding EnerSys (NYSE:ENS) To Your Watchlist Today?

Should You Be Adding EnerSys (NYSE:ENS) To Your Watchlist Today?

你今天應該將EnerSys(紐約證券交易所代碼:ENS)添加到你的關注清單中嗎?
Simply Wall St ·  05/22 20:02

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 the reality is that when a company loses money each year, for long enough, its investors will usually take their share of those losses. A loss-making company is yet to prove itself with profit, and eventually the inflow of external capital may dry up.

投資者通常以發現 “下一件大事” 的想法爲指導,即使這意味着在沒有任何收入的情況下購買 “故事股票”,更不用說獲利了。但現實是,當一家公司每年虧損時,在足夠長的時間內,其投資者通常會從虧損中分擔自己的份額。虧損的公司尚未用利潤證明自己,最終外部資本的流入可能會枯竭。

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 EnerSys (NYSE:ENS). While profit isn't the sole metric that should be considered when investing, it's worth recognising businesses that can consistently produce it.

如果這種公司不是你的風格,你喜歡那些創造收入甚至賺取利潤的公司,那麼你很可能會對EnerSys(紐約證券交易所代碼:ENS)感興趣。儘管利潤不是投資時應考慮的唯一指標,但值得表彰能夠持續生產利潤的企業。

How Fast Is EnerSys Growing?

EnerSys 的增長速度有多快?

If a company can keep growing earnings per share (EPS) long enough, its share price should eventually follow. That means EPS growth is considered a real positive by most successful long-term investors. EnerSys' shareholders have have plenty to be happy about as their annual EPS growth for the last 3 years was 39%. While that sort of growth rate isn't sustainable for long, it certainly catches the eye of prospective investors.

如果一家公司能夠在足夠長的時間內保持每股收益(EPS)的增長,那麼其股價最終應該會緊隨其後。這意味着大多數成功的長期投資者認爲每股收益增長確實是積極的。Enersys的股東有很多值得高興的地方,因爲他們過去3年的每股收益增長了39%。儘管這種增長率不能長期持續下去,但它無疑引起了潛在投資者的注意。

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 revenue is looking a bit flat, the good news is EBIT margins improved by 4.4 percentage points to 11%, in the last twelve months. That's something to smile about.

仔細考慮收入增長和息稅前收益(EBIT)利潤率有助於爲近期利潤增長的可持續性提供信息。儘管收入看似持平,但好消息是,在過去十二個月中,息稅前利潤率提高了4.4個百分點至11%。這是一件值得微笑的事情。

The chart below shows how the company's bottom and top lines have progressed over time. For finer detail, click on the image.

下圖顯示了該公司的收入和收入隨着時間的推移是如何發展的。要了解更多細節,請點擊圖片。

earnings-and-revenue-history
NYSE:ENS Earnings and Revenue History May 22nd 2024
紐約證券交易所:ENS 收益和收入歷史記錄 2024 年 5 月 22 日

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 EnerSys' future EPS 100% free.

作爲投資者,訣竅是找到符合投資者的公司 將來表現良好,而不僅僅是過去。雖然不存在水晶球,但您可以100%免費查看我們對Enersys未來每股收益的共識預測的可視化。

Are EnerSys Insiders Aligned With All Shareholders?

EnerSys 內部人士是否與所有股東保持一致?

It should give investors a sense of security owning shares in a company if insiders also own shares, creating a close alignment their interests. So it is good to see that EnerSys insiders have a significant amount of capital invested in the stock. As a matter of fact, their holding is valued at US$34m. That's a lot of money, and no small incentive to work hard. While their ownership only accounts for 0.9%, this is still a considerable amount at stake to encourage the business to maintain a strategy that will deliver value to shareholders.

如果內部人士也擁有股份,這應該會給投資者一種擁有公司股份的安全感,從而使他們的利益緊密一致。因此,很高興看到EnerSys內部人士將大量資本投資於該股。事實上,他們的持股價值爲3400萬美元。這是一大筆錢,也不是努力工作的小動力。儘管他們的所有權僅佔0.9%,但要鼓勵企業維持爲股東創造價值的戰略,這仍然是一個相當大的風險。

Should You Add EnerSys To Your Watchlist?

您是否應該將 EnerSys 添加到您的關注列表中?

EnerSys' earnings have taken off in quite an impressive fashion. That sort of growth is nothing short of eye-catching, and the large investment held by insiders should certainly brighten the view of the company. At times fast EPS growth is a sign the business has reached an inflection point, so there's a potential opportunity to be had here. Based on the sum of its parts, we definitely think its worth watching EnerSys very closely. Of course, identifying quality businesses is only half the battle; investors need to know whether the stock is undervalued. So you might want to consider this free discounted cashflow valuation of EnerSys.

Enersys的收益以令人印象深刻的方式增長。這種增長簡直引人注目,內部人士持有的巨額投資肯定會照亮公司的視野。有時,每股收益的快速增長表明業務已經到了轉折點,因此這裏有潛在的機會。從各部分的總和來看,我們絕對認爲值得密切關注EnerSys。當然,確定優質企業只是成功的一半;投資者需要知道股票的估值是否被低估。因此,您可能需要考慮EnerSys的這種免費折扣現金流估值。

There's always the possibility of doing well buying stocks that are not growing earnings and do not have insiders buying shares. But for those who consider these important metrics, we encourage you to check out companies that do have those features. You can access a tailored list of companies which have demonstrated growth backed by significant insider holdings.

買入這樣的股票總是有可能表現不錯 不是 不斷增長的收入和 不要 讓內部人士購買股票。但是,對於那些考慮這些重要指標的人,我們鼓勵您查看具有這些功能的公司。您可以訪問量身定製的公司名單,這些公司在大量內部持股的支持下實現了增長。

Please note the insider transactions discussed in this article refer to reportable transactions in the relevant jurisdiction.

請注意,本文中討論的內幕交易是指相關司法管轄區內應報告的交易。

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.

對這篇文章有反饋嗎?對內容感到擔憂?直接聯繫我們。 或者,給編輯團隊 (at) simplywallst.com 發送電子郵件。
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。


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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