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Here's Why Universal Display (NASDAQ:OLED) Has Caught The Eye Of Investors

Here's Why Universal Display (NASDAQ:OLED) Has Caught The Eye Of Investors

這就是爲什麼環球顯示器(納斯達克股票代碼:OLED)吸引了投資者的眼球
Simply Wall St ·  05/25 20:49

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. 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 are always racing against time to reach financial sustainability, so investors in these companies may be taking on more risk than they should.

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。有時,這些故事可能會給投資者的思想蒙上陰影,導致他們用自己的情感進行投資,而不是根據良好的公司基本面的優點進行投資。虧損的公司總是與時間賽跑以實現財務可持續性,因此這些公司的投資者承擔的風險可能超出了應有的範圍。

So if this idea of high risk and high reward doesn't suit, you might be more interested in profitable, growing companies, like Universal Display (NASDAQ:OLED). While this doesn't necessarily speak to whether it's undervalued, the profitability of the business is enough to warrant some appreciation - especially if its growing.

因此,如果這種高風險和高回報的想法不適合,你可能會對環球顯示器(納斯達克股票代碼:OLED)等盈利性成長型公司更感興趣。儘管這並不一定說明其估值是否被低估,但該業務的盈利能力足以保證一定的升值——尤其是在其增長的情況下。

How Fast Is Universal Display Growing?

通用顯示器的增長速度有多快?

If a company can keep growing earnings per share (EPS) long enough, its share price should eventually follow. So it makes sense that experienced investors pay close attention to company EPS when undertaking investment research. We can see that in the last three years Universal Display grew its EPS by 14% per year. That's a good rate of growth, if it can be sustained.

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。因此,經驗豐富的投資者在進行投資研究時密切關注公司的每股收益是有道理的。我們可以看到,在過去三年中,環球顯示的每股收益每年增長14%。如果可以持續的話,這是一個不錯的增長率。

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. While Universal Display did well to grow revenue over the last year, EBIT margins were dampened at the same time. If EBIT margins are able to stay balanced and this revenue growth continues, then we should see brighter days ahead.

查看利息和稅前收益(EBIT)利潤率以及收入增長通常會很有幫助,這樣可以重新了解公司的增長質量。儘管環球顯示去年在收入增長方面表現良好,但息稅前利潤率同時受到抑制。如果息稅前利潤率能夠保持平衡並且這種收入持續增長,那麼我們應該會看到更光明的未來。

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該公司的收入和收益增長趨勢。點擊圖表查看確切的數字。

earnings-and-revenue-history
NasdaqGS:OLED Earnings and Revenue History May 25th 2024
納斯達克GS: OLED 收益和收入歷史記錄 2024 年 5 月 25 日

While we live in the present moment, there's little doubt that the future matters most in the investment decision process. So why not check this interactive chart depicting future EPS estimates, for Universal Display?

雖然我們生活在當下,但毫無疑問,未來在投資決策過程中最重要。那麼,爲什麼不查看這張描繪環球顯示未來每股收益估計值的交互式圖表呢?

Are Universal Display Insiders Aligned With All Shareholders?

環球顯示內部人士是否與所有股東保持一致?

We would not expect to see insiders owning a large percentage of a US$8.3b company like Universal Display. But we do take comfort from the fact that they are investors in the company. We note that their impressive stake in the company is worth US$147m. Investors will appreciate management having this amount of skin in the game as it shows their commitment to the company's future.

我們預計不會看到內部人士擁有像環球顯示這樣83億美元的公司的很大一部分股份。但是,他們是公司的投資者,這確實令我們感到欣慰。我們注意到,他們在該公司的可觀股份價值1.47億美元。投資者會感謝管理層擁有如此數量的風險股份,因爲這表明了他們對公司未來的承諾。

Should You Add Universal Display To Your Watchlist?

您是否應該將通用顯示器添加到您的關注列表?

As previously touched on, Universal Display is a growing business, which is encouraging. If that's not enough on its own, there is also the rather notable levels of insider ownership. The combination definitely favoured by investors so consider keeping the company on a watchlist. What about risks? Every company has them, and we've spotted 2 warning signs for Universal Display (of which 1 can't be ignored!) you should know about.

如前所述,環球顯示是一項不斷增長的業務,這令人鼓舞。如果這本身還不夠,那麼內部所有權的水平也相當可觀。這種組合肯定受到投資者的青睞,因此可以考慮將公司保留在觀察名單上。那風險呢?每家公司都有它們,我們已經發現了環球顯示的2個警告標誌(其中1個不容忽視!)你應該知道。

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.

雖然選擇收益不增長且沒有內幕買盤的股票可以產生業績,但對於估值這些關鍵指標的投資者來說,以下是精心挑選的具有良好增長潛力和內部信心的美國公司名單。

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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