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If EPS Growth Is Important To You, Clean Harbors (NYSE:CLH) Presents An Opportunity

If EPS Growth Is Important To You, Clean Harbors (NYSE:CLH) Presents An Opportunity

如果每股收益增長對您很重要,clean harbors(紐交所:CLH)提供了一個機會
Simply Wall St ·  11/13 18:10

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. But as Peter Lynch said in One Up On Wall Street, 'Long shots almost never pay off.' 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.

對於新手來說,即使一家公司目前缺乏營收和利潤記錄,但向投資者講好故事的公司似乎是個不錯的想法(令人興奮的前景)。但正如彼得·林奇在《華爾街最強音》中所說,「長射擊幾乎從來沒有回報」。虧損的公司總是在爭分奪秒地達到財務可持續性,因此投資這些公司的投資者可能承擔的風險比他們應該承擔的風險更大。

If this kind of company isn't your style, you like companies that generate revenue, and even earn profits, then you may well be interested in Clean Harbors (NYSE:CLH). Even if this company is fairly valued by the market, investors would agree that generating consistent profits will continue to provide Clean Harbors with the means to add long-term value to shareholders.

如果這種公司不是你的風格,而你喜歡那些能夠產生營業收入,甚至能盈利的公司,那麼你可能會對clean harbors(紐交所:CLH)感興趣。即使這家公司在市場上被合理估值,投資者也會同意,持續產生利潤將繼續爲clean harbors提供增加股東長期價值的手段。

How Fast Is Clean Harbors Growing?

clean harbors的增長速度有多快?

If you believe that markets are even vaguely efficient, then over the long term you'd expect a company's share price to follow its earnings per share (EPS) outcomes. Therefore, there are plenty of investors who like to buy shares in companies that are growing EPS. It certainly is nice to see that Clean Harbors has managed to grow EPS by 30% per year over three years. As a general rule, we'd say that if a company can keep up that sort of growth, shareholders will be beaming.

如果你相信市場至少在某種程度上是有效的,那麼在長期內,你會期望一家公司每股收益(EPS)結果的變化與其股價相符。因此,許多投資者願意購買那些每股收益正在增長的公司的股票。很高興看到clean harbors在三年內每股收益增長了30%。通常來說,我們會說如果一家公司能夠保持這種增長,股東們將會非常開心。

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. Clean Harbors maintained stable EBIT margins over the last year, all while growing revenue 8.4% to US$5.8b. That's a real positive.

查看利息和稅前收益(EBIT)利潤率以及營業收入增長,有助於更好地了解公司的增長質量。clean harbors在過去一年保持了穩定的EBIT利潤率,同時營業收入增長了8.4%,達到了58億美元。這是一個真實的積極信號。

The chart below shows how the company's bottom and top lines have progressed over time. For finer detail, click on the image.

下圖顯示了該公司底線和頂線隨着時間的推移而發展的情況。點擊圖片以獲取更精細的詳細信息。

big
NYSE:CLH Earnings and Revenue History November 13th 2024
紐交所:CLH 盈利和營業收入歷史 2024年11月13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 Clean Harbors' future profits.

你不會在開車時盯着後視鏡,所以你可能更感興趣的是這份免費的報告,展示了分析師對clean harbors未來盈利的預測。

Are Clean Harbors Insiders Aligned With All Shareholders?

clean harbors內部人士是否與所有股東一致?

We would not expect to see insiders owning a large percentage of a US$14b company like Clean Harbors. But we are reassured by the fact they have invested in the company. We note that their impressive stake in the company is worth US$853m. 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.

我們不會期望看到內部人士擁有140億美金公司如clean harbors的大比例股份。但我們對他們已投資於公司的事實感到欣慰。我們注意到,他們在公司的令人印象深刻的股份價值是85300萬美金。股東應該對這種內部人士的承諾感到鼓舞,因爲這將確保公司的領導者也會與股票共同體驗成功或失敗。

It means a lot to see insiders invested in the business, but shareholders may be wondering if remuneration policies are in their best interest. A brief analysis of the CEO compensation suggests they are. For companies with market capitalisations over US$8.0b, like Clean Harbors, the median CEO pay is around US$13m.

看到內部人士投資於業務意義重大,但股東可能在想,薪酬政策是否符合他們的利益。對CEO薪酬的簡要分析表明它們符合。對於市值超過80億美金的公司,例如clean harbors,CEO的中位數薪酬約爲1300萬美金。

Clean Harbors' CEO took home a total compensation package of US$4.9m in the year prior to December 2023. That looks like a modest pay packet, and may hint at a certain respect for the interests of shareholders. While the level of CEO compensation shouldn't be the biggest factor in how the company is viewed, modest remuneration is a positive, because it suggests that the board keeps shareholder interests in mind. It can also be a sign of good governance, more generally.

clean harbors的CEO在2023年12月之前的一年中獲得的總薪酬包爲490萬美金。這看起來像是一個適度的薪酬,並可能暗示對股東利益的某種尊重。儘管CEO薪酬水平不應該是評估公司時的最大因素,但適度的薪酬是一個積極信號,因爲它表明董事會考慮了股東的利益。這也可以更普遍地是良好治理的標誌。

Should You Add Clean Harbors To Your Watchlist?

您是否應該將clean harbors添加到自選中?

For growth investors, Clean Harbors' raw rate of earnings growth is a beacon in the night. If you still have your doubts, remember too that company insiders have a considerable investment aligning themselves with the shareholders and CEO pay is quite modest compared to similarly sized companiess. This may only be a fast rundown, but the key takeaway is that Clean Harbors is worth keeping an eye on. We should say that we've discovered 2 warning signs for Clean Harbors that you should be aware of before investing here.

對於成長型投資者而言,clean harbors的收益增長率是夜晚中的一盞明燈。如果您仍然有疑慮,請記住,公司內部人士有相當大的投資,與股東的利益保持一致,而CEO的薪酬與同規模的公司相比相當適中。這可能只是快速的概述,但關鍵要點是clean harbors值得關注。我們還要說的是,我們發現了2個警告信號,您在這裏投資之前應該了解clean harbors。

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.

儘管不增長收益且沒有內部人士購買的股票可能會有回報,但對於重視這些關鍵指標的投資者來說,以下是在美國具有潛在增長和內部人士信心的經過慎重篩選的公司列表。

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。

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?對內容感到擔憂嗎?請直接與我們聯繫。或者,發送電子郵件至editorial-team @ simplywallst.com。
Simply Wall St的這篇文章是一般性質的。我們僅基於歷史數據和分析師預測提供評論,使用公正的方法,我們的文章並非意在提供財務建議。這並不構成買入或賣出任何股票的建議,並且不考慮您的目標或財務狀況。我們旨在爲您帶來基於基礎數據驅動的長期聚焦分析。請注意,我們的分析可能未考慮最新的價格敏感公司公告或定性材料。Simply Wall St對提及的任何股票都沒有持倉。

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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