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Janus Henderson Group's (NYSE:JHG) Investors Will Be Pleased With Their Notable 74% Return Over the Last Five Years

Janus Henderson Group's (NYSE:JHG) Investors Will Be Pleased With Their Notable 74% Return Over the Last Five Years

骏利亨德森集团(纽约证券交易所代码:JHG)的投资者将对过去五年74%的显著回报感到满意
Simply Wall St ·  01/17 19:02

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 Janus Henderson Group plc (NYSE:JHG) has fallen short of that second goal, with a share price rise of 31% over five years, which is below the market return. Looking at the last year alone, the stock is up 8.3%.

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。但是骏利亨德森集团有限公司(纽约证券交易所代码:JHG)尚未实现第二个目标,股价在五年内上涨了31%,低于市场回报率。仅从去年来看,该股就上涨了8.3%。

Now it's worth having a look at the company's fundamentals too, because that will help us determine if the long term shareholder return has matched the performance of the underlying business.

现在也值得一看公司的基本面,因为这将有助于我们确定长期股东回报是否与基础业务的表现相匹配。

Check out our latest analysis for Janus Henderson Group

查看我们对骏利亨德森集团的最新分析

To quote Buffett, 'Ships will sail around the world but the Flat Earth Society will flourish. There will continue to be wide discrepancies between price and value in the marketplace...' By comparing earnings per share (EPS) and share price changes over time, we can get a feel for how investor attitudes to a company have morphed over time.

引用巴菲特的话说:“船只将在世界各地航行,但Flat Earth Society将蓬勃发展。市场上的价格和价值之间将继续存在巨大差异...”通过比较每股收益(EPS)和一段时间内的股价变化,我们可以了解投资者对公司的态度是如何随着时间的推移而变化的。

Janus Henderson Group's earnings per share are down 15% per year, despite strong share price performance over five years.

尽管五年来股价表现强劲,但骏利亨德森集团的每股收益每年下降15%。

This means it's unlikely the market is judging the company based on earnings growth. Because earnings per share don't seem to match up with the share price, we'll take a look at other metrics instead.

这意味着市场不太可能根据收益增长来评判该公司。由于每股收益似乎与股价不符,因此我们将改用其他指标。

In fact, the dividend has increased over time, which is a positive. It could be that the company is reaching maturity and dividend investors are buying for the yield.

实际上,随着时间的推移,股息有所增加,这是一个积极的方面。可能是该公司即将到期,而股息投资者正在买入收益率。

You can see below how earnings and revenue have changed over time (discover the exact values by clicking on the image).

您可以在下面看到收入和收入如何随着时间的推移而变化(点击图片了解确切的值)。

earnings-and-revenue-growth
NYSE:JHG Earnings and Revenue Growth January 17th 2024
纽约证券交易所:JHG 收益和收入增长 2024 年 1 月 17 日

We know that Janus Henderson Group has improved its bottom line over the last three years, but what does the future have in store? This free interactive report on Janus Henderson Group's balance sheet strength is a great place to start, if you want to investigate the stock further.

我们知道骏利亨德森集团在过去三年中提高了利润,但是未来会怎样?如果你想进一步调查该股,这份关于骏利亨德森集团资产负债表实力的免费互动报告是一个很好的起点。

What About Dividends?

分红呢?

When looking at investment returns, it is important to consider the difference between total shareholder return (TSR) and share price return. The TSR incorporates the value of any spin-offs or discounted capital raisings, along with any dividends, based on the assumption that the dividends are reinvested. Arguably, the TSR gives a more comprehensive picture of the return generated by a stock. In the case of Janus Henderson Group, it has a TSR of 74% for the last 5 years. That exceeds its share price return that we previously mentioned. This is largely a result of its dividend payments!

在考虑投资回报时,重要的是要考虑两者之间的区别 股东总回报 (TSR) 和 股价回报。股东总回报率包含任何分拆或贴现资本筹集的价值,以及任何股息,前提是股息是再投资的。可以说,股东总回报率更全面地描述了股票产生的回报。就骏利亨德森集团而言,其在过去5年的股东回报率为74%。这超过了我们之前提到的其股价回报率。这在很大程度上是其股息支付的结果!

A Different Perspective

不同的视角

Janus Henderson Group provided a TSR of 15% over the last twelve months. But that return falls short of the market. The silver lining is that the gain was actually better than the average annual return of 12% per year over five year. This could indicate that the company is winning over new investors, as it pursues its strategy. While it is well worth considering the different impacts that market conditions can have on the share price, there are other factors that are even more important. Like risks, for instance. Every company has them, and we've spotted 2 warning signs for Janus Henderson Group (of which 1 makes us a bit uncomfortable!) you should know about.

在过去的十二个月中,骏利亨德森集团的股东回报率为15%。但是这种回报不及市场。一线希望是,收益实际上好于五年内每年12%的平均年回报率。这可能表明该公司在推行其战略时正在赢得新投资者的青睐。尽管市场状况可能对股价产生的不同影响值得考虑,但还有其他因素更为重要。比如风险。每家公司都有它们,我们发现了骏利亨德森集团的两个警告信号(其中一个让我们有点不舒服!)你应该知道。

If you like to buy stocks alongside management, then you might just love this free list of companies. (Hint: insiders have been buying them).

如果你想与管理层一起购买股票,那么你可能会喜欢这份免费的公司名单。(提示:业内人士一直在购买它们)。

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。

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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.

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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根据历史数据和分析师的预测提供评论,我们的文章无意作为财务建议。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,我们的分析可能不考虑最新的价格敏感型公司公告或定性材料。简而言之,华尔街没有持有任何上述股票的头寸。

声明:本内容仅用作提供资讯及教育之目的,不构成对任何特定投资或投资策略的推荐或认可。 更多信息
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