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Do ServiceNow's (NYSE:NOW) Earnings Warrant Your Attention?

Do ServiceNow's (NYSE:NOW) Earnings Warrant Your Attention?

ServiceNow(紐約證券交易所代碼:NOW)的收益值得你注意嗎?
Simply Wall St ·  05/26 21:48

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. 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。雖然資金充足的公司可能會遭受多年的損失,但它最終需要創造利潤,否則投資者將繼續前進,公司將萎縮。

So if this idea of high risk and high reward doesn't suit, you might be more interested in profitable, growing companies, like ServiceNow (NYSE:NOW). 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,那麼你可能會對像ServiceNow(紐約證券交易所代碼:NOW)這樣盈利的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 ServiceNow Growing Its Earnings Per Share?

ServiceNow 的每股收益增長速度有多快?

In business, profits are a key measure of success; and share prices tend to reflect earnings per share (EPS) performance. So a growing EPS generally brings attention to a company in the eyes of prospective investors. Commendations have to be given in seeing that ServiceNow grew its EPS from US$1.98 to US$9.39, in one short year. When you see earnings grow that quickly, it often means good things ahead for the company. But the key is discerning whether something profound has changed, or if this is a just a one-off boost.

在商業中,利潤是衡量成功的關鍵指標;股價往往反映每股收益(EPS)的表現。因此,在潛在投資者眼中,每股收益的增長通常會引起公司的關注。看到ServiceNow在短短的一年內將其每股收益從1.98美元增長到9.39美元,必須給予表彰。當你看到收益增長如此之快時,這通常意味着公司未來的好兆頭。但關鍵是要辨別某些深刻的變化是否發生了變化,或者這是否只是一次性的提振。

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. The good news is that ServiceNow is growing revenues, and EBIT margins improved by 4.6 percentage points to 10%, over the last year. Both of which are great metrics to check off for potential growth.

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。好消息是,與去年相比,ServiceNow的收入正在增長,息稅前利潤率提高了4.6個百分點至10%。這兩個指標都是衡量潛在增長的好指標。

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.

您可以在下表中查看該公司的收入和收益增長趨勢。要了解更多細節,請點擊圖片。

earnings-and-revenue-history
NYSE:NOW Earnings and Revenue History May 26th 2024
紐約證券交易所:NOW 收益和收入歷史記錄 2024 年 5 月 26 日

You don't drive with your eyes on the rear-view mirror, so you might be more interested in this free report showing analyst forecasts for ServiceNow's future profits.

你開車時不要注視後視鏡,因此你可能會對這份顯示分析師對ServiceNow未來利潤預測的免費報告更感興趣。

Are ServiceNow Insiders Aligned With All Shareholders?

ServiceNow 內部人士是否與所有股東保持一致?

Owing to the size of ServiceNow, we wouldn't expect insiders to hold a significant proportion of the company. But thanks to their investment in the company, it's pleasing to see that there are still incentives to align their actions with the shareholders. Notably, they have an enviable stake in the company, worth US$267m. While that is a lot of skin in the game, we note this holding only totals to 0.2% of the business, which is a result of the company being so large. This should still be a great incentive for management to maximise shareholder value.

由於ServiceNow的規模,我們預計內部人士不會持有該公司的很大一部分股份。但是,由於他們對公司的投資,令人高興的是,仍然有激勵措施使他們的行動與股東保持一致。值得注意的是,他們擁有該公司令人羨慕的股份,價值2.67億美元。儘管風險很大,但我們注意到,這筆持股總額僅佔業務的0.2%,這是公司規模如此之大的結果。這仍然應該是管理層實現股東價值最大化的巨大激勵。

Should You Add ServiceNow To Your Watchlist?

你應該將 ServiceNow 添加到你的關注列表嗎?

ServiceNow's 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. The hope is, of course, that the strong growth marks a fundamental improvement in the business economics. So based on this quick analysis, we do think it's worth considering ServiceNow for a spot on your watchlist. Don't forget that there may still be risks. For instance, we've identified 1 warning sign for ServiceNow that you should be aware of.

ServiceNow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。當然,希望強勁的增長標誌着商業經濟的根本改善。因此,根據這種快速分析,我們確實認爲值得考慮在關注列表中佔有一席之地ServiceNow。別忘了可能仍然存在風險。例如,我們已經爲ServiceNow確定了1個你應該注意的警告信號。

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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