Here's Why We Think RBC Bearings (NYSE:RBC) Is Well Worth Watching
Here's Why We Think RBC Bearings (NYSE:RBC) Is Well Worth Watching
For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to investors, even if it currently lacks a track record of revenue and profit. Unfortunately, these high risk investments often have little probability of ever paying off, and many investors pay a price to learn their lesson. 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.
對於初學者來說，購買一家對投資者講述了一個好故事的公司，即使它當前缺乏營收和利潤的記錄，似乎是一個好主意（和一個令人興奮的前景）。不幸的是，這些高風險投資往往很少有可能被付清，許多投資者爲了學習教訓而付出了代價。虧損公司始終在與時間賽跑，以實現財務可持續性，因此這些公司的投資者可能承擔更多的風險。
In contrast to all that, many investors prefer to focus on companies like RBC Bearings (NYSE:RBC), which has not only revenues, but also profits. 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.
與那些僅有收入但也有盈利的公司相比，許多投資者更喜歡專注於像RBC Bearings（NYSE:RBC）這樣的公司。雖然這並不一定表明它被低估了，但企業的盈利能力足以引起一些讚賞，特別是如果它正在增長。
How Fast Is RBC Bearings Growing?
RBC Bearings增長有多快？
The market is a voting machine in the short term, but a weighing machine in the long term, so you'd expect share price to follow earnings per share (EPS) outcomes eventually. So it makes sense that experienced investors pay close attention to company EPS when undertaking investment research. Shareholders will be happy to know that RBC Bearings' EPS has grown 21% each year, compound, over three years. If growth like this continues on into the future, then shareholders will have plenty to smile about.
市場短期內是個投票機，但長期是個稱重機，所以你預計股價將最終跟隨每股收益（EPS）的結果。因此，有經驗的投資者在進行投資研究時密切關注公司的每股收益。股東們會很高興地知道，RBC Bearings的每股收益在過去的三年中每年複合增長了21%。如果這樣的增長持續到未來，那麼股東們將有很多原因微笑。
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. RBC Bearings maintained stable EBIT margins over the last year, all while growing revenue 6.2% to US$1.6b. That's progress.
檢查一家公司的增長方式的一種方法是看其營收和利息稅前利潤（EBIT）利潤率是如何變化的。在過去一年中，RBC Bearings保持了穩定的EBIT利潤率，同時將營收增長了6.2%至16億美元。這是進展。
In the chart below, you can see how the company has grown earnings and revenue, over time. For finer detail, click on the image.
在下面的圖表中，您可以看到公司隨時間增長的收入和利潤。要獲得更精細的詳細信息，請單擊圖像。
NYSE:RBC Earnings and Revenue History June 22nd 2024
紐約證交所RBC的盈利和營業收入歷史（2024年6月22日）
In investing, as in life, the future matters more than the past. So why not check out this free interactive visualization of RBC Bearings' forecast profits?
在投資中，就像在生活中一樣，未來的情況比過去更重要。那麼，不妨查看一下RBC Bearings預測利潤的免費交互式可視化吧？
Are RBC Bearings Insiders Aligned With All Shareholders?
RBC Bearings內部股東是否與所有股東一致？由於RBC Bearings的市值爲80億美元，我們不希望內部人持有大量股份。但我們對他們已經投資於公司的事實感到放心。事實上，他們在其中投資了相當可觀的財富，目前價值爲1.42億美元。持有者應該發現內部人承諾的水平非常令人鼓舞，因爲這將確保公司的領導者也會隨着股票的成功或失敗而經歷他們的成功或失敗。
Since RBC Bearings has a market capitalisation of US$8.0b, we wouldn't expect insiders to hold a large percentage of shares. But we are reassured by the fact they have invested in the company. Indeed, they have a considerable amount of wealth invested in it, currently valued at US$142m. 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.
對於成長型投資者來說，RBC Bearings的原始盈利增長率是黑夜中的燈塔。憑藉這樣的EPS增長率，很難想象高層會通過繼續持有大量投資來表達對公司的信心。增長和內部信心都很好，因此值得進一步調查以了解該股的真正價值。我們不想對此作過多投影，但我們還發現了2個有關RBC Bearings需要注意的警示標誌。
Is RBC Bearings Worth Keeping An Eye On?
值得關注RBC Bearings嗎？
For growth investors, RBC Bearings' raw rate of earnings growth is a beacon in the night. With EPS growth rates like that, it's hardly surprising to see company higher-ups place confidence in the company through continuing to hold a significant investment. The growth and insider confidence is looked upon well and so it's worthwhile to investigate further with a view to discern the stock's true value. We don't want to rain on the parade too much, but we did also find 2 warning signs for RBC Bearings that you need to be mindful of.
對於成長型投資者，RBC Bearings的原始盈利增長率是黑夜中的燈塔。憑藉這樣的EPS增長率，很難想象高層會通過繼續持有大量投資來表達對公司的信心。增長和內部信心都很好，因此值得進一步調查以了解該股的真正價值。我們不想對此作過多投影，但我們還發現了2個有關RBC Bearings需要注意的警示標誌。
Although RBC Bearings certainly looks good, it may appeal to more investors if insiders were buying up shares. If you like to see companies with more skin in the game, then check out this handpicked selection of companies that not only boast of strong growth but have strong insider backing.
儘管RBC Bearings看上去非常不錯，但如果內部人在買入股票，它可能會吸引更多投資者的興趣。如果您喜歡看到更多公司持有更多股份，那麼請查看這些精選篩選的不僅擁有強勁增長，而且還有強大內部支持的公司。
Please note the insider transactions discussed in this article refer to reportable transactions in the relevant jurisdiction.
請注意，本文討論的內部交易是指在相關司法管轄區中報告的交易。
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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.
對本文有反饋？關注內容？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。
Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com
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譯文內容由第三人軟體翻譯。