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Is Now The Time To Put StoneCo (NASDAQ:STNE) On Your Watchlist?

Is Now The Time To Put StoneCo (NASDAQ:STNE) On Your Watchlist?

现在是时候将StoneCo(纳斯达克股票代码:STNE)列入您的关注清单了吗?
Simply Wall St ·  05/23 21:39

The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even companies that have no revenue, no profit, and a record of falling short, can manage to find investors. 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. While a well funded company may sustain losses for years, it will need to generate a profit eventually, or else investors will move on and the company will wither away.

投资一家能够扭转命运的公司的兴奋感对一些投机者来说是一个很大的吸引力,因此,即使是没有收入、没有利润、有亏损记录的公司,也可以设法找到投资者。有时,这些故事可能会使投资者的头脑蒙上阴影,导致他们用自己的情感进行投资,而不是凭借良好的公司基本面的优点进行投资。尽管一家资金充足的公司可能会持续亏损多年,但它最终需要创造利润,否则投资者将继续前进,公司将消失。

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

如果这种公司不是你的风格,你喜欢创收甚至赚取利润的公司,那么你很可能会对StoneCo(纳斯达克股票代码:STNE)感兴趣。尽管利润不是投资时应考虑的唯一指标,但值得表彰能够持续生产利润的企业。

How Fast Is StoneCo Growing?

StoneCo 的增长速度有多快?

If a company can keep growing earnings per share (EPS) long enough, its share price should eventually follow. So it makes sense that experienced investors pay close attention to company EPS when undertaking investment research. Impressively, StoneCo has grown EPS by 25% per year, compound, in the last three years. If growth like this continues on into the future, then shareholders will have plenty to smile about.

如果一家公司能够在足够长的时间内保持每股收益(EPS)的增长,那么其股价最终应该会紧随其后。因此,经验丰富的投资者在进行投资研究时密切关注公司的每股收益是有道理的。令人印象深刻的是,在过去三年中,StoneCo的每股收益复合增长了25%。如果这样的增长持续到未来,那么股东们将有很多值得微笑的地方。

One way to double-check a company's growth is to look at how its revenue, and earnings before interest and tax (EBIT) margins are changing. It's noted that StoneCo's revenue from operations was lower than its revenue in the last twelve months, so that could distort our analysis of its margins. The music to the ears of StoneCo shareholders is that EBIT margins have grown from 38% to 46% in the last 12 months and revenues are on an upwards trend as well. Ticking those two boxes is a good sign of growth, in our book.

仔细检查公司增长的一种方法是查看其收入以及利息和税前收益(EBIT)利润率如何变化。值得注意的是,StoneCo 的收入 来自运营 低于过去十二个月的收入,因此这可能会扭曲我们对其利润率的分析。令StoneCo股东听到的消息是,在过去的12个月中,息税前利润率从38%增长到46%,收入也呈上升趋势。在我们的书中,勾选这两个方框是增长的好兆头。

You can take a look at the company's revenue and earnings growth trend, in the chart below. Click on the chart to see the exact numbers.

您可以在下表中查看该公司的收入和收益增长趋势。点击图表查看确切的数字。

earnings-and-revenue-history
NasdaqGS:STNE Earnings and Revenue History May 23rd 2024
NASDAQGS: STNE 收益和收入历史记录 2024 年 5 月 23 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 StoneCo's future EPS 100% free.

作为投资者,诀窍是找到符合投资者的公司 将来表现良好,而不仅仅是过去。虽然不存在水晶球,但您可以100%免费查看我们对StoneCo未来每股收益的共识预测的可视化。

Are StoneCo Insiders Aligned With All Shareholders?

StoneCo 内部人士是否与所有股东保持一致?

It should give investors a sense of security owning shares in a company if insiders also own shares, creating a close alignment their interests. StoneCo followers will find comfort in knowing that insiders have a significant amount of capital that aligns their best interests with the wider shareholder group. Notably, they have an enviable stake in the company, worth R$164m. Holders should find this level of insider commitment quite encouraging, since it would ensure that the leaders of the company would also experience their success, or failure, with the stock.

如果内部人士也拥有股份,这应该会给投资者一种拥有公司股份的安全感,从而使他们的利益紧密一致。StoneCo的追随者知道内部人士拥有大量资本,可以使他们的最大利益与更广泛的股东群体保持一致,这会让StoneCo的追随者感到安慰。值得注意的是,他们在该公司拥有令人羡慕的股份,价值1.64亿雷亚尔。持有人应该会发现这种程度的内部承诺相当令人鼓舞,因为这将确保公司的领导者也将经历股票的成败。

Should You Add StoneCo To Your Watchlist?

你应该将 StoneCo 添加到你的关注列表吗?

For growth investors, StoneCo's raw rate of earnings growth is a beacon in the night. This EPS growth rate is something the company should be proud of, and so it's no surprise that insiders are holding on to a considerable chunk of shares. On the balance of its merits, solid EPS growth and company insiders who are aligned with the shareholders would indicate a business that is worthy of further research. What about risks? Every company has them, and we've spotted 1 warning sign for StoneCo you should know about.

对于成长型投资者来说,StoneCo的原始收益增长率是夜间的灯塔。这种每股收益增长率是该公司应该引以为豪的,因此,内部人士持有相当一部分股票也就不足为奇了。从优点来看,稳健的每股收益增长以及与股东保持一致的公司内部人士将表明该业务值得进一步研究。那风险呢?每家公司都有它们,我们发现了一个你应该知道的StoneCo警告标志。

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.

虽然选择收益不增长且没有内幕买盘的股票可以产生业绩,但对于估值这些关键指标的投资者来说,以下是精心挑选的具有良好增长潜力和内部信心的美国公司名单。

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

请注意,本文中讨论的内幕交易是指相关司法管辖区内应报告的交易。

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.

对这篇文章有反馈吗?对内容感到担忧?直接联系我们。 或者,给编辑团队 (at) simplywallst.com 发送电子邮件。
Simply Wall St的这篇文章本质上是笼统的。我们仅使用公正的方法根据历史数据和分析师的预测提供评论,我们的文章无意作为财务建议。它不构成买入或卖出任何股票的建议,也没有考虑到您的目标或财务状况。我们的目标是为您提供由基本数据驱动的长期重点分析。请注意,我们的分析可能不考虑最新的价格敏感型公司公告或定性材料。简而言之,华尔街没有持有任何上述股票的头寸。

译文内容由第三方软件翻译。


以上内容仅用作资讯或教育之目的,不构成与富途相关的任何投资建议。富途竭力但不能保证上述全部内容的真实性、准确性和原创性。
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