Is Now The Time To Put Cognizant Technology Solutions (NASDAQ:CTSH) On Your Watchlist?
Is Now The Time To Put Cognizant Technology Solutions (NASDAQ:CTSH) On Your Watchlist?
The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even companies that have no revenue, no profit, and a record of falling short, can manage to find investors. But as Peter Lynch said in One Up On Wall Street, 'Long shots almost never pay off.' Loss making companies can act like a sponge for capital - so investors should be cautious that they're not throwing good money after bad.
對於有些投機者,投資能扭轉乾坤的公司的興奮是一個巨大的吸引力,即使這些公司沒有營業收入、沒有利潤,而且業績總是開空,也能找到投資者。但正如彼得·林奇在《華爾街之上》中所說,「長槍影響幾乎從來不會收益」。虧損的公司可能會像資本海綿一樣,吸乾投資者的資金,所以投資者應該謹慎,不要將好錢投向壞錢後面。
In contrast to all that, many investors prefer to focus on companies like Cognizant Technology Solutions (NASDAQ:CTSH), 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.
與此相反,許多投資者更喜歡關注像高知特科技解決方案(納斯達克:CTSH)這樣不僅具有營業收入,還有利潤的公司。雖然這並不一定表明它被低估了,但業務的盈利足以值得一些讚賞-特別是如果它正在增長。
How Quickly Is Cognizant Technology Solutions Increasing Earnings Per Share?
高知特科技解決方案的收益每股增長速度有多快?
Generally, companies experiencing growth in earnings per share (EPS) should see similar trends in share price. Therefore, there are plenty of investors who like to buy shares in companies that are growing EPS. Cognizant Technology Solutions managed to grow EPS by 8.5% per year, over three years. That's a good rate of growth, if it can be sustained.
一般來說,經驗每股收益(EPS)增長的公司應該看到股價的類似趨勢。因此,有許多投資者喜歡買入增長EPS的公司股票。高知特科技解決方案設法在過去的三年裏將EPS每年增長8.5%。如果這種增長能持續下去,那就是一個良好的增長率。
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. Cognizant Technology Solutions reported flat revenue and EBIT margins over the last year. That's not a major concern but nor does it point to the long term growth we like to see.
檢查一家公司增長的一種方法是查看其營業收入以及利息和稅前利潤(EBIT)的毛利率是如何變化的。高知特科技解決方案報告稱,過去一年中,營業收入和EBIT利潤率持平。這並不是一個主要問題,但也不表明我們希望看到的長期增長。
You can take a look at the company's revenue and earnings growth trend, in the chart below. Click on the chart to see the exact numbers.
以下圖表展示了該公司營業收入和盈利增長的趨勢。單擊圖表可以查看準確數字。
Fortunately, we've got access to analyst forecasts of Cognizant Technology Solutions' future profits. You can do your own forecasts without looking, or you can take a peek at what the professionals are predicting.
幸運的是,我們可以訪問分析師對高知特科技解決方案未來利潤的預測。您可以自行進行預測,也可以看看專業人士的預測。
Are Cognizant Technology Solutions Insiders Aligned With All Shareholders?
高知特科技解決方案內部人員是否與所有股東對齊?
Since Cognizant Technology Solutions has a market capitalisation of US$41b, we wouldn't expect insiders to hold a large percentage of shares. But thanks to their investment in the company, it's pleasing to see that there are still incentives to align their actions with the shareholders. Given insiders own a significant chunk of shares, currently valued at US$68m, they have plenty of motivation to push the business to succeed. This would indicate that the goals of shareholders and management are one and the same.
由於高知特科技解決方案的市值爲410億美元,我們不會指望內部人員持有大量股份。但由於他們對公司的投資,令人高興地看到仍有激勵措施來與股東的行動保持一致。由於內部人員擁有價值6800萬美元的大量股份,他們有足夠的動力推動業務取得成功。這表明股東和管理層的目標是一致的。
Should You Add Cognizant Technology Solutions To Your Watchlist?
您應該將高知特科技解決方案加入自選嗎?
As previously touched on, Cognizant Technology Solutions is a growing business, which is encouraging. If that's not enough on its own, there is also the rather notable levels of insider ownership. These two factors are a huge highlight for the company which should be a strong contender your watchlists. Of course, just because Cognizant Technology Solutions is growing does not mean it is undervalued. If you're wondering about the valuation, check out this gauge of its price-to-earnings ratio, as compared to its industry.
正如先前提到的,高知特科技解決方案是一家增長迅速的企業,這是令人鼓舞的。如果僅此還不足以說服您,還有相當顯著的內部持股水平。這兩個因素是這家公司的一大亮點,應該是您自選名單上的一個強有力競爭者。當然,僅僅因爲高知特科技解決方案在增長,並不意味着它被低估。如果您想了解估值情況,請查看其市盈率與行業相比的評估標準。
Although Cognizant Technology Solutions 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.
儘管高知特科技解決方案看起來不錯,但如果內部人員在購買股票,可能會吸引更多投資者。如果您喜歡看到更多投入的公司,那麼請查看這個精選的公司組合,它們不僅擁有強勁的增長,而且擁有強大的內部支持。
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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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。