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Do Shift4 Payments' (NYSE:FOUR) Earnings Warrant Your Attention?

Do Shift4 Payments' (NYSE:FOUR) Earnings Warrant Your Attention?

shift4 payments(紐交所: FOUR)的收益是否值得關注?
Simply Wall St ·  11/14 19:49

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. 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. A loss-making company is yet to prove itself with profit, and eventually the inflow of external capital may dry up.

對於初學者來說,買入一家向投資者講述美好故事但目前缺乏營業收入和利潤記錄的公司似乎是個不錯的主意(也是激動人心的前景)。有時這些故事會矇蔽投資者的思想,導致他們更憑感性而非公司基本面的價值來投資。一家虧損的公司尚需證明自身盈利能力,過早依賴外部資本很可能會導致流入資金枯竭。

So if this idea of high risk and high reward doesn't suit, you might be more interested in profitable, growing companies, like Shift4 Payments (NYSE:FOUR). Now this is not to say that the company presents the best investment opportunity around, but profitability is a key component to success in business.

因此,如果這種高風險高回報的理念不適合您,您可能會對像Shift4 Payments(NYSE:FOUR)這樣的盈利能力強、增長穩定的公司更感興趣。現在並不是說該公司提供了最佳的投資機會,但盈利能力是企業成功的關鍵組成部分。

Shift4 Payments' Improving Profits

Shift4 Payments的利潤改善

Over the last three years, Shift4 Payments has grown earnings per share (EPS) at as impressive rate from a relatively low point, resulting in a three year percentage growth rate that isn't particularly indicative of expected future performance. So it would be better to isolate the growth rate over the last year for our analysis. In previous twelve months, Shift4 Payments' EPS has risen from US$1.75 to US$1.90. That's a modest gain of 8.5%.

在過去三年中,Shift4 Payments的每股收益(EPS)呈現着令人印象深刻的增長率,從一個相對較低的點開始,導致了一個並不特別反映預期未來表現的三年百分比增長率。因此,最好將過去一年的增長率單獨列出進行分析。在之前的十二個月中,Shift4 Payments的每股收益從US$1.75增長到US$1.90。這是一個適度的增長,達到了8.5%。

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. EBIT margins for Shift4 Payments remained fairly unchanged over the last year, however the company should be pleased to report its revenue growth for the period of 31% to US$3.1b. That's progress.

通常有助於查看利息和稅前收益(EBIT)利潤率以及營業收入增長,以便就公司增長質量得到另一個看法。Shift4 Payments的EBIT利潤率在過去一年中保持基本穩定,然而該公司應該高興地報告其營業收入增長了31%,達到了US$31億。這是進步。

In the chart below, you can see how the company has grown earnings and revenue, over time. Click on the chart to see the exact numbers.

在下面的圖表中,您可以看到該公司隨着時間的推移如何增長收入和收益。單擊圖表以查看確切的數字。

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NYSE:FOUR Earnings and Revenue History November 14th 2024
紐交所:FOUR盈利和營業收入歷史 2024年11月14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 Shift4 Payments' future profits.

你不會開車時一直盯着後視鏡,所以你可能會對這份免費報告更感興趣,顯示Shift4 Payments未來利潤的分析師預測。

Are Shift4 Payments Insiders Aligned With All Shareholders?

Shift4 Payments內部人員與所有股東是否保持一致?

It's said that there's no smoke without fire. For investors, insider buying is often the smoke that indicates which stocks could set the market alight. That's because insider buying often indicates that those closest to the company have confidence that the share price will perform well. However, small purchases are not always indicative of conviction, and insiders don't always get it right.

據說沒有煙就沒有火。對於投資者來說,內部買入常常是暗示哪些股票可能引起市場的關注。因爲內部買入往往表明那些與公司最親近的人有信心股價將表現良好。然而,小額購買並不總是表明內部人士有信心,而且內部人士並不總是正確的。

While there was some insider selling, that pales in comparison to the US$11m that the Founder, Jared Isaacman spent acquiring shares. We should note the average purchase price was around US$66.96. It's not often you see purchases like this and so it should be on the radar of everyone who follows Shift4 Payments.

雖然有一些內部人員賣出股票,但與創始人Jared Isaacman花費1100萬美元購買股票相比,那簡直微不足道。我們應該注意到平均購買價格約爲66.96美元。這樣的購買並不常見,因此每個關注Shift4 Payments的人都應該密切關注。

On top of the insider buying, it's good to see that Shift4 Payments insiders have a valuable investment in the business. Indeed, they have a considerable amount of wealth invested in it, currently valued at US$262m. This suggests that leadership will be very mindful of shareholders' interests when making decisions!

除了內部人員的買入外,看到Shift4 Payments內部人員對業務有着巨大的投資也是好事。實際上,他們在其中投資了相當可觀的財富,目前價值26200萬美元。這表明領導層在做決定時將非常重視股東的利益!

Should You Add Shift4 Payments To Your Watchlist?

您應該將shift4 payments添加到您的自選列表嗎?

As previously touched on, Shift4 Payments is a growing business, which is encouraging. Better yet, insiders are significant shareholders, and have been buying more shares. That should do plenty in prompting budding investors to undertake a bit more research - or even adding the company to their watchlists. Don't forget that there may still be risks. For instance, we've identified 3 warning signs for Shift4 Payments (1 is significant) you should be aware of.

正如之前提到的,shift4 payments是一家不斷增長的業務,這是令人鼓舞的。更棒的是,內部人士是重要股東,並且一直在增持股份。這應該足夠促使初涉投資者進行更多研究,甚至將公司加入到他們的自選列表中。不要忘記仍然可能存在風險。例如,我們已經發現shift4 payments有3個警告信號(其中1個很重要)您應該知曉。

There are plenty of other companies that have insiders buying up shares. So if you like the sound of Shift4 Payments, you'll probably love this curated collection of companies in the US that have an attractive valuation alongside insider buying in the last three months.

還有許多其他公司的內部人士在大量買入股票。因此,如果您喜歡shift4 payments的聲音,您可能會喜歡這個精心策劃的美國公司系列,這些公司在過去三個月內不僅具有吸引人的估值,還有內部人士在買入。

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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