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2 Canadian Stocks With Strong Momentum for 2025

2 Canadian Stocks With Strong Momentum for 2025

2025年有強勁動能的兩隻加拿大股票
The Motley Fool ·  01/09 09:15

Stock market prices do take random paths each day. However, some Canadian stocks have mastered the art of sustained growth. Two standout performers have not just weathered market storms – they've thrived through them. Celestica Inc. (TSX:CLS) and Dollarama (TSX:DOL) didn't just have a good past year; they're riding multi-year waves of success that have transformed modest investments into substantial wealth, and they may retain the positive momentum in 2025.

股市價格每天確實會走出隨機的軌跡。然而,一些加拿大股票已經掌握了持續增長的藝術。兩個傑出表現者不僅經受住了市場風暴——它們還通過風暴蓬勃發展。天弘科技(TSX:CLS)和Dollarama(TSX:DOL)不僅在過去一年表現良好;它們正在經歷多年成功的浪潮,將適度的投資轉化爲可觀的財富,並且它們可能在2025年保持積極的勢頭。

Picture this: A $10,000 investment in Dollarama stock back in 2010 would now be worth nearly half a million dollars. Meanwhile, Celestica stock has turned the same investment into more than $130,000 in just five years. These aren't just lucky breaks – they're the result of robust business models meeting powerful market trends. Let's take a closer look.

想象一下:如果在2010年投資10,000美元購買Dollarama股票,現在價值將近50萬美元。而與此同時,天弘科技的股票在短短五年內將同樣的投資轉化爲超過130,000美元。這並非僅僅是運氣好——而是強大的商業模型與強有力的市場趨勢相結合的結果。讓我們仔細看看。

Celestica stock rides on AI growth momentum

天弘科技的股票順應着人工智能增長的勢頭。

Celestica stock has sustained positive growth momentum for half a decade. Shares gained 68% during the past six months, more than tripled in value during the past year, and delivered a stunning 1,200% gain over the past five years.

天弘科技的股票在過去五年中保持了積極的增長勢頭。過去六個月,股票上漲了68%,在過去一年中價值增長了三倍,並在過去五年中實現了驚人的1,200%的收益。

The tech industry's supply chain partner had positioned itself perfectly in the artificial intelligence (AI) boom. Riding on strong demand for AI-related products, Celestica's total revenue surged by 22% year-over-year during the third quarter of 2024 to US$2.5 billion, exceeding management's earlier expectations. The business's adjusted operating margin expanded by 100 basis points and adjusted earnings per share climbed 60% higher while operating cash flow improved by 64%.

科技行業的供應鏈合作伙伴在人工智能(AI)熱潮中完美地定位自己。由於對人工智能相關產品的強勁需求,天弘科技的總營業收入在2024年第三季度同比暴增22%,達到了人民幣25億,超出了管理層之前的預期。該業務的調整後營業利潤率擴大了100個點子,調整後的每股收益增長了60%,同時運營現金流改善了64%。

Good times are rolling at Celestica and momentum should spill over into 2025.

天弘科技的好時光正在醞釀,勢頭應該會延續到2025年。

Can Celestica stock sustain recent growth momentum?

天弘科技的股票能否維持近期的增長勢頭?

Given the "unexpectedly" strong revenue growth momentum, the company increased its revenue guidance for 2024 to US$9.6 billion in October. Its sales guidance for US$10.4 billion for 2025 implies sustained revenue growth while its adjusted earnings outlook for this year suggests a potential 14.8% upsurge in profits. Actual results have been exceeding management's expectations lately, adding to the market's joy.

考慮到"意外的"強勁營業收入增長勢頭,公司在10月份將其2024年的營業收入指引上調至人民幣96億。其2025年營業收入指引爲人民幣104億,這意味着營業收入將持續增長,而其今年的調整後利潤展望則暗示利潤可能會上漲14.8%。近期實際結果超出了管理層的預期,進一步增添了市場的喜悅。

Adding to the momentum, Celestica's management is showing confidence through share buybacks, with recent authorization to repurchase up to 10% of public shares through October 2025. Over the past five years, the company has reduced its share count by more than 10%, effectively boosting each remaining share's claim on future earnings.

在推動力的加持下,天弘科技的管理層通過股票回購展示出信心,最近獲得授權可以在2025年10月之前回購最多10%的公衆股票。在過去五年中,該公司減少了超過10%的股票總數,顯著提高了每一股剩餘股票對未來收益的索取權。

Shares currently trade at a forward price-to-earnings (P/E) multiple of 31, and look expensively priced given an industry average PE of 27. High quality blue-chips usually fetch premium valuations, especially when good momentum is going for them.

目前股票的市盈率(PE)爲31,鑑於行業平均市盈率爲27,價格顯得偏高。高質量的藍籌股通常會獲得溢價的估值,尤其是在它們表現良好的時候。

Dollarama stock: Discount retail champion sustains 10-year upside momentum

Dollarama股票:折扣零售冠軍維持十年的上漲勢頭

While tech stocks often grab headlines, Dollarama proves that sometimes the best investments come from simpler business models. With a straightforward strategy of selling merchandise under $5, this discount retail giant has delivered extraordinary returns to its stock investors – a 47.5% gain in the past year and an astounding 600% return over the last decade.

雖然科技股票常常引起關注,但Dollarama證明有時候最佳投資來自於更簡單的商業模式。通過以低於5美元的價格銷售商品的簡單策略,這家折扣零售巨頭爲其股票投資者帶來了非凡的回報——過去一年增長了47.5%,而在過去十年中驚人地實現了600%的回報。

Can Dollarama stock keep growing your investment dollars?

Dollarama的股票能否繼續增加你的投資收入?

What makes Dollarama particularly interesting for 2025 is its defensive nature. As Canada faces potential trade uncertainties with the United States, value-conscious consumers are likely to find Dollarama's discount offerings increasingly appealing. The company's expansion into South America through Dollarcity adds another growth dimension, with these outlets already outperforming their Canadian counterparts in revenue per square foot.

Dollarama在2025年特別有吸引力的原因在於其防禦性。隨着加拿大面臨與美國的潛在貿易不確定性,注重價值的消費者可能會發現Dollarama的折扣商品愈加吸引人。該公司通過Dollarcity擴展到南美,爲其增長增加了一個新維度,這些門店在每平方英尺的營業收入上已超越了其加拿大同行。

Dollarama's profitable business model and its established moats combine with astute management teams to foster DOL stock forward, and the consumer defensive stock may sustain positive investment returns for long-term oriented investors for decades more.

Dollarama盈利的商業模式和其建立的護城河,加上敏銳的管理團隊,推動DOL股票向前發展,而這隻消費防禦性股票可能會在未來幾十年內爲長期投資者持續帶來積極的投資回報。

Despite sustained positive momentum, Dollarama stock's P/E ratio of 35 lies below an industry average of 37, and the shares appear fairly valued.

儘管持續保持積極的動能,Dollarama股票的市盈率爲35,低於行業平均的37,且該股票似乎估值合理。

Investor takeaway

投資者總結

Celestica stock and Dollarama stock continue to offer compelling buy-and-hold cases for investors seeking Canadian stocks with proven track records and continuing momentum. While past performance doesn't guarantee future returns, both blue-chip companies have demonstrated their ability to adapt and thrive in changing market conditions, making them worthy of consideration for long-term growth-oriented portfolios.

天弘科技股票和Dollarama股票繼續爲尋求具有良好業績記錄和持續動能的加拿大股票的投資者提供有吸引力的買入和持有案例。雖然過去的表現不能保證未來的回報,但這兩家藍籌公司已經證明了它們在變化的市場條件下適應和繁榮的能力,使它們值得考慮納入長期增長導向的投資組合。

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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