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Those Who Invested in Stericycle (NASDAQ:SRCL) a Year Ago Are up 33%

Those Who Invested in Stericycle (NASDAQ:SRCL) a Year Ago Are up 33%

那些在一年前投資消毒循環(納斯達克股票代碼:SRCL)的人如今已經獲利33%。
Simply Wall St ·  09/03 21:42

These days it's easy to simply buy an index fund, and your returns should (roughly) match the market. But one can do better than that by picking better than average stocks (as part of a diversified portfolio). To wit, the Stericycle, Inc. (NASDAQ:SRCL) share price is 33% higher than it was a year ago, much better than the market return of around 23% (not including dividends) in the same period. That's a solid performance by our standards! In contrast, the longer term returns are negative, since the share price is 14% lower than it was three years ago.

如今,只需買入一個指數基金,您的回報應(大致)與市場相匹配。但是,通過挑選高於平均水平的股票(作爲多元化投資組合的一部分),您可以做得更好。事實上,Stericycle, Inc.(納斯達克: SRCL)的股價比一年前上漲了33%,遠高於市場回報率約23%(不包括股息)的同期表現。按我們的標準來看,這是一個相當出色的表現!相比之下,較長期的回報率爲負,因爲股價比三年前下跌了14%。

With that in mind, it's worth seeing if the company's underlying fundamentals have been the driver of long term performance, or if there are some discrepancies.

鑑於此,值得看看該公司的基本面是否一直是長期業績的驅動因素,或者是否存在一些不一致之處。

To paraphrase Benjamin Graham: Over the short term the market is a voting machine, but over the long term it's a weighing machine. One way to examine how market sentiment has changed over time is to look at the interaction between a company's share price and its earnings per share (EPS).

用本傑明·格雷厄姆的話來說:「短期市場是一臺投票機,但長期市場是一臺稱重機」。檢查市場情緒如何隨時間推移變化的一種方式是查看公司股價和每股收益(EPS)之間的相互作用。

Stericycle went from making a loss to reporting a profit, in the last year.

Stericycle在過去一年裏從虧損轉爲盈利。

While it's good to see positive EPS of US$0.39 this year, the loss wasn't too bad last year. We'd argue the positive share price reflects the move to profitability. Some investors scan for companies that have just become profitable, since that's an important business development milestone.

雖然今年的每股收益爲0.39美元,但去年的虧損並不嚴重。我們認爲股價上漲反映了公司的盈利能力。有些投資者會尋找剛剛實現盈利的公司,因爲這是一個重要的業務發展里程碑。

The company's earnings per share (over time) is depicted in the image below (click to see the exact numbers).

該公司的每股收益(隨時間的推移)如下圖所示(單擊可查看確切數字)。

big
NasdaqGS:SRCL Earnings Per Share Growth September 3rd 2024
納斯達克GS:SRCL每股收益增長2024年9月3日

We know that Stericycle has improved its bottom line lately, but is it going to grow revenue? This free report showing analyst revenue forecasts should help you figure out if the EPS growth can be sustained.

我們知道Stericycle最近改善了其底線,但是它是否會增長營業收入?這份免費報告顯示分析師的營業收入預測,應該能幫助您判斷每股收益增長是否能持續。

A Different Perspective

不同的觀點

It's good to see that Stericycle has rewarded shareholders with a total shareholder return of 33% in the last twelve months. That's better than the annualised return of 5% over half a decade, implying that the company is doing better recently. Someone with an optimistic perspective could view the recent improvement in TSR as indicating that the business itself is getting better with time. I find it very interesting to look at share price over the long term as a proxy for business performance. But to truly gain insight, we need to consider other information, too. For instance, we've identified 2 warning signs for Stericycle (1 is concerning) that you should be aware of.

很高興看到Stericycle在過去十二個月中以33%的股東回報率回報了股東。這比過去五年的年化回報率5%要好,這意味着公司最近的表現更好。持樂觀態度的人可能會認爲近期TSR的改善表明公司本身正在隨着時間的推移變得更好。我覺得以長期股價作爲業務表現的代理是非常有趣的。但是爲了真正獲得洞察力,我們還需要考慮其他信息。例如,我們已經發現Stericycle有2個警示信號(其中1個是令人擔憂的),你應該知道。

We will like Stericycle better if we see some big insider buys. While we wait, check out this free list of undervalued stocks (mostly small caps) with considerable, recent, insider buying.

如果我們看到一些大規模的內部買入行爲,我們會更喜歡Stericycle。在等待的同時,查看這份免費的低估股票列表(主要是小市值股票),看看最近有沒有大量內部買入行爲。

Please note, the market returns quoted in this article reflect the market weighted average returns of stocks that currently trade on American exchanges.

請注意,本文所引述的市場回報反映了目前在美國交易所上市的股票的市場加權平均回報。

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.

對本文有任何反饋?對內容有任何疑慮?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。

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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