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CrowdStrike Holdings (NASDAQ:CRWD) Might Have The Makings Of A Multi-Bagger

CrowdStrike Holdings (NASDAQ:CRWD) Might Have The Makings Of A Multi-Bagger

crowdstrike控股(納斯達克:CRWD)可能具備成爲多袋股的特質
Simply Wall St ·  09/18 22:56

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key financial metrics. Ideally, a business will show two trends; firstly a growing return on capital employed (ROCE) and secondly, an increasing amount of capital employed. If you see this, it typically means it's a company with a great business model and plenty of profitable reinvestment opportunities. Speaking of which, we noticed some great changes in CrowdStrike Holdings' (NASDAQ:CRWD) returns on capital, so let's have a look.

尋找一個有潛力大幅增長的企業並不容易,但如果我們觀察一些關鍵的財務指標是可能的。理想情況下,一個企業應該顯示兩個趨勢:首先是不斷增長的資本使用回報率(ROCE),其次是不斷增加的資本使用量。如果你看到這一點,通常意味着這是一個具有很好的商業模式和豐富的有利可圖的再投資機會的公司。說到這一點,我們注意到CrowdStrike Holdings(納斯達克股票代碼:CRWD)的資本回報率有一些很大的變化,所以讓我們來看一看。

Return On Capital Employed (ROCE): What Is It?

資本僱用回報率(ROCE)是什麼?

For those that aren't sure what ROCE is, it measures the amount of pre-tax profits a company can generate from the capital employed in its business. Analysts use this formula to calculate it for CrowdStrike Holdings:

對於那些不確定ROCE是什麼的人來說,它衡量了一家公司能夠從其經營資本中產生的稅前利潤的數量。分析師使用這個公式來計算CrowdStrike Holdings的ROCE:

Return on Capital Employed = Earnings Before Interest and Tax (EBIT) ÷ (Total Assets - Current Liabilities)

資產僱用回報率(ROCE)是指企業利潤,即企業稅前利潤除以企業投入的總資本(負債加股權)。如果ROCE高於企業財務成本的承受能力,那麼企業就會創造出更多的價值。

0.012 = US$53m ÷ (US$7.2b - US$2.7b) (Based on the trailing twelve months to July 2024).

0.012 = 5300萬美元 ÷ (72億美元 - 2.7億美元)(基於截至2024年7月的過去十二個月)。

Therefore, CrowdStrike Holdings has an ROCE of 1.2%. Ultimately, that's a low return and it under-performs the Software industry average of 8.2%.

因此,CrowdStrike Holdings的ROCE爲1.2%。總的來說,這是一個低迴報率,表現不如軟件行業的平均水平8.2%。

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NasdaqGS:CRWD Return on Capital Employed September 18th 2024
納斯達克股票代碼:CRWD 資本使用回報率 2024年9月18日

In the above chart we have measured CrowdStrike Holdings' prior ROCE against its prior performance, but the future is arguably more important. If you'd like to see what analysts are forecasting going forward, you should check out our free analyst report for CrowdStrike Holdings .

在上面的圖表中,我們已經衡量了CrowdStrike Holdings以往的資本回報率與以往的表現,但未來可能更爲重要。 如果您想了解分析師對未來的預測,請查看我們爲CrowdStrike Holdings提供的免費分析師報告。

The Trend Of ROCE

當尋找下一個倍增器時,如果您不確定從哪裏開始,請關注幾個關鍵趨勢。首先,我們希望看到一個經過驗證的資本使用率。如果您看到這一點,通常意味着這是一家擁有出色業務模式和大量盈利再投資機會的公司。然而,調查蒙托克可再生能源公司(NASDAQ:MNTK)後,我們認爲它的現行趨勢不符合倍增器的模式。

CrowdStrike Holdings has recently broken into profitability so their prior investments seem to be paying off. About five years ago the company was generating losses but things have turned around because it's now earning 1.2% on its capital. And unsurprisingly, like most companies trying to break into the black, CrowdStrike Holdings is utilizing 439% more capital than it was five years ago. This can indicate that there's plenty of opportunities to invest capital internally and at ever higher rates, both common traits of a multi-bagger.

CrowdStrike Holdings最近已經實現了盈利,因此他們之前的投資似乎開始見效。大約五年前,該公司還在虧損,但事情已經好轉,因爲現在資本回報率達到了1.2%。並且並不奇怪,像大多數試圖實現盈利的公司一樣,CrowdStrike Holdings現在比五年前多使用了439%的資本。 這可能表明內部有豐富的投資機會,而且以更高的利率,這兩者都是多贏局面的共同特點。

The Bottom Line On CrowdStrike Holdings' ROCE

CrowdStrike Holdings的資本回報率結論

Long story short, we're delighted to see that CrowdStrike Holdings' reinvestment activities have paid off and the company is now profitable. And a remarkable 330% total return over the last five years tells us that investors are expecting more good things to come in the future. With that being said, we still think the promising fundamentals mean the company deserves some further due diligence.

長話短說,我們很高興看到CrowdStrike Holdings的再投資活動取得了成功,公司現在盈利了。在過去五年裏有着驚人的總回報率達到了330%,這告訴我們投資者對未來有更多好事情的期待。話雖如此,我們仍然認爲這些有利的基本面意味着公司值得進一步盡職調查。

On a final note, we've found 2 warning signs for CrowdStrike Holdings that we think you should be aware of.

最後,我們發現了2個針對CrowdStrike Holdings的警告信號,我認爲您應該注意。

While CrowdStrike Holdings may not currently earn the highest returns, we've compiled a list of companies that currently earn more than 25% return on equity. Check out this free list here.

雖然CrowdStrike Holdings目前可能沒有獲得最高的回報率,我們已經整理了一份目前股本回報率超過25%的公司列表。請查看這份免費名單。

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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