Those Who Invested in THOR Industries (NYSE:THO) Five Years Ago Are up 62%
Those Who Invested in THOR Industries (NYSE:THO) Five Years Ago Are up 62%
When you buy and hold a stock for the long term, you definitely want it to provide a positive return. Furthermore, you'd generally like to see the share price rise faster than the market. But THOR Industries, Inc. (NYSE:THO) has fallen short of that second goal, with a share price rise of 45% over five years, which is below the market return. Zooming in, the stock is up a respectable 18% in the last year.
当你长期购买和持有股票时,你肯定希望它能提供正回报。此外,您通常希望看到股价的上涨速度快于市场。但是雷神工业公司(纽约证券交易所代码:THO)尚未实现第二个目标,股价在五年内上涨了45%,低于市场回报率。放大,该股去年上涨了可观的18%。
Let's take a look at the underlying fundamentals over the longer term, and see if they've been consistent with shareholders returns.
让我们来看看长期的基本面,看看它们是否与股东的回报一致。
Check out our latest analysis for THOR Industries
查看我们对 THOR Industries 的最新分析
There is no denying that markets are sometimes efficient, but prices do not always reflect underlying business performance. One imperfect but simple way to consider how the market perception of a company has shifted is to compare the change in the earnings per share (EPS) with the share price movement.
不可否认的是,市场有时是有效的,但价格并不总是能反映基本的业务表现。考虑市场对公司的看法如何变化的一种不完美但简单的方法是将每股收益(EPS)的变化与股价变动进行比较。
THOR Industries' earnings per share are down 3.0% per year, despite strong share price performance over five years.
尽管五年来股价表现强劲,但雷神工业的每股收益每年下降3.0%。
So it's hard to argue that the earnings per share are the best metric to judge the company, as it may not be optimized for profits at this point. Therefore, it's worth taking a look at other metrics to try to understand the share price movements.
因此,很难说每股收益是判断公司的最佳指标,因为目前可能尚未针对利润进行优化。因此,值得研究其他指标来了解股价走势。
We doubt the modest 1.9% dividend yield is attracting many buyers to the stock. In contrast revenue growth of 15% per year is probably viewed as evidence that THOR Industries is growing, a real positive. It's quite possible that management are prioritizing revenue growth over EPS growth at the moment.
我们怀疑1.9%的适度股息收益率是否吸引了许多买家购买该股。相比之下,每年15%的收入增长可能被视为THOR Industries增长的证据,这是一个真正的积极因素。目前,管理层很有可能将收入增长置于每股收益增长之上。
You can see how earnings and revenue have changed over time in the image below (click on the chart to see the exact values).
您可以在下图中查看收入和收入随着时间的推移而发生的变化(点击图表查看确切的数值)。
![earnings-and-revenue-growth](https://usnewsfile.moomoo.com/public/MM-PersistNewsContentImage/7781/20231127/0-e601506473aa1e9aa62a47eb21798ec5-0-7081d69d49cb9354c179349b543d40b4.png/big)
THOR Industries is a well known stock, with plenty of analyst coverage, suggesting some visibility into future growth. So we recommend checking out this free report showing consensus forecasts
THOR Industries是一只知名股票,有大量分析师报道,这表明未来增长有一定的可见性。因此,我们建议您查看这份显示共识预测的免费报告
What About Dividends?
那股息呢?
As well as measuring the share price return, investors should also consider the total shareholder return (TSR). The TSR is a return calculation that accounts for the value of cash dividends (assuming that any dividend received was reinvested) and the calculated value of any discounted capital raisings and spin-offs. So for companies that pay a generous dividend, the TSR is often a lot higher than the share price return. As it happens, THOR Industries' TSR for the last 5 years was 62%, which exceeds the share price return mentioned earlier. And there's no prize for guessing that the dividend payments largely explain the divergence!
除了衡量股价回报率外,投资者还应考虑股东总回报率(TSR)。股东总回报率是一种回报计算方法,它考虑了现金分红的价值(假设收到的任何股息都经过再投资)以及任何贴现资本筹集和分拆的计算价值。因此,对于支付丰厚股息的公司来说,股东总回报率通常远高于股价回报率。碰巧的是,雷神工业过去5年的股东总回报率为62%,超过了前面提到的股价回报率。而且,猜测股息支付在很大程度上解释了这种分歧是没有好处的!
A Different Perspective
不同的视角
It's good to see that THOR Industries has rewarded shareholders with a total shareholder return of 21% in the last twelve months. That's including the dividend. That gain is better than the annual TSR over five years, which is 10%. Therefore it seems like sentiment around the company has been positive lately. Given the share price momentum remains strong, it might be worth taking a closer look at the stock, lest you miss an opportunity. It's always interesting to track share price performance over the longer term. But to understand THOR Industries better, we need to consider many other factors. Consider for instance, the ever-present spectre of investment risk. We've identified 2 warning signs with THOR Industries , and understanding them should be part of your investment process.
很高兴看到THOR Industries在过去十二个月中向股东提供了21%的总股东回报率。这包括股息。这一增幅好于五年内的年度股东总回报率,即10%。因此,最近公司周围的情绪似乎一直很乐观。鉴于股价势头仍然强劲,可能值得仔细研究该股,以免错过机会。长期跟踪股价表现总是很有意思的。但是,为了更好地了解雷神工业,我们需要考虑许多其他因素。例如,投资风险的幽灵无处不在。我们已经确定了THOR Industries的两个警告信号,了解它们应该是您投资过程的一部分。
If you like to buy stocks alongside management, then you might just love this free list of companies. (Hint: insiders have been buying them).
如果你想和管理层一起购买股票,那么你可能会喜欢这份免费的公司清单。(提示:内部人士一直在买入它们)。
Please note, the market returns quoted in this article reflect the market weighted average returns of stocks that currently trade on American exchanges.
请注意,本文引用的市场回报反映了目前在美国交易所交易的股票的市场加权平均回报率。
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Simply Wall St 的这篇文章本质上是笼统的。我们仅使用公正的方法提供基于历史数据和分析师预测的评论,我们的文章并非旨在提供财务建议。它不构成买入或卖出任何股票的建议,也没有考虑到您的目标或财务状况。我们的目标是为您提供由基本数据驱动的长期重点分析。请注意,我们的分析可能不会考虑最新的价格敏感型公司公告或定性材料。华尔街只是没有持有上述任何股票的头寸。