We Ran A Stock Scan For Earnings Growth And Medpace Holdings (NASDAQ:MEDP) Passed With Ease
We Ran A Stock Scan For Earnings Growth And Medpace Holdings (NASDAQ:MEDP) Passed With Ease
It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story even if these companies are loss-making. Unfortunately, these high risk investments often have little probability of ever paying off, and many investors pay a price to learn their lesson. While a well funded company may sustain losses for years, it will need to generate a profit eventually, or else investors will move on and the company will wither away.
很多投资者,尤其是那些经验不足的投资者,常常会购买公司股票,即使这些公司处于亏损状态。然而,这些高风险投资往往几乎没有赔偿的可能性,很多投资者会为此付出代价并吸取教训。尽管资金充裕的公司可能会连续多年亏损,但它最终需要创造盈利,否则投资者将会离开,公司也将会凋零。
In contrast to all that, many investors prefer to focus on companies like Medpace Holdings (NASDAQ:MEDP), which has not only revenues, but also profits. Even if this company is fairly valued by the market, investors would agree that generating consistent profits will continue to provide Medpace Holdings with the means to add long-term value to shareholders.
相比之下,许多投资者更喜欢关注像Medpace Holdings(纳斯达克:MEDP)这样不仅具有营业收入,而且具有利润的公司。即使这家公司的市值被市场合理估价,投资者也同意,持续盈利将继续为Medpace Holdings提供为股东增长长期价值的手段。
Medpace Holdings' Earnings Per Share Are Growing
Medpace Holdings的每股收益正在增长。
If a company can keep growing earnings per share (EPS) long enough, its share price should eventually follow. Therefore, there are plenty of investors who like to buy shares in companies that are growing EPS. Impressively, Medpace Holdings has grown EPS by 31% per year, compound, in the last three years. As a general rule, we'd say that if a company can keep up that sort of growth, shareholders will be beaming.
如果一家公司能够长期保持每股盈利增长,那么其股价最终应该会上涨。因此,有很多投资者喜欢购买增长EPS的公司股票。令人印象深刻的是,过去三年中,Medpace Holdings每股收益以每年31%的复合增长率增长。通常我们会说,如果一家公司能够保持那样的类型的增长,股东会非常高兴
Top-line growth is a great indicator that growth is sustainable, and combined with a high earnings before interest and taxation (EBIT) margin, it's a great way for a company to maintain a competitive advantage in the market. While we note Medpace Holdings achieved similar EBIT margins to last year, revenue grew by a solid 26% to US$2.0b. That's a real positive.
销售收入增长是持续增长的绝佳指标,尤其是与高息税前利润(EBIT)率相结合时,这是一家公司在市场上保持竞争优势的重要方式。虽然我们注意到Medpace Holdings的息税前利润率与去年相似,但收入增长了26%达到了20亿美元,这是一个真正的积极因素。
The chart below shows how the company's bottom and top lines have progressed over time. To see the actual numbers, click on the chart.
下面的图表显示了公司的营业收入和收益是如何随时间变化的。要查看实际数字,请单击图表。
![earnings-and-revenue-history](https://usnewsfile.moomoo.com/public/MM-PersistNewsContentImage/7781/20240607/0-d6fe9a898fff501d98a6bca8905122dd-0-e2c4be5631cc405b6d14c14a15b7d83f.png/big)
Of course the knack is to find stocks that have their best days in the future, not in the past. You could base your opinion on past performance, of course, but you may also want to check this interactive graph of professional analyst EPS forecasts for Medpace Holdings.
当然,窍门在于找到那些未来前景光明的股票,而不是过去的。您当然可以基于过去的表现来发表意见,但您也可以查看此交互式图表,以了解Medpace Holdings的专业分析师EPS预测。
Are Medpace Holdings Insiders Aligned With All Shareholders?
Medpace Holdings的内部人是否与所有股东保持一致?
We would not expect to see insiders owning a large percentage of a US$12b company like Medpace Holdings. 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. We note that their impressive stake in the company is worth US$2.2b. That equates to 18% of the company, making insiders powerful and aligned with other shareholders. Very encouraging.
像Medpace Holdings这样规模为120亿美元的公司,我们不希望看到内部人拥有大量股份。但由于他们对公司的投资,仍然令人高兴地看到,他们有一些关联行动的动机。我们注意到,他们在公司中令人印象深刻的股份价值为22亿美元。这相当于公司的18%,使内部人变得强大且与其他股东保持一致,非常令人鼓舞。
While it's always good to see some strong conviction in the company from insiders through heavy investment, it's also important for shareholders to ask if management compensation policies are reasonable. Our quick analysis into CEO remuneration would seem to indicate they are. Our analysis has discovered that the median total compensation for the CEOs of companies like Medpace Holdings, with market caps over US$8.0b, is about US$14m.
尽管从内部人的重大投资中看到公司中的一些强烈信念总是好的,但股东也要问管理层的薪酬政策是否合理。我们对CEO的薪酬的快速分析似乎表明他们是合理的。我们的分析发现,具有80亿美元市值的公司的CEO的中值总薪酬约为1,400万美元。
The Medpace Holdings CEO received total compensation of just US$1.6m in the year to December 2023. That looks like a modest pay packet, and may hint at a certain respect for the interests of shareholders. CEO remuneration levels are not the most important metric for investors, but when the pay is modest, that does support enhanced alignment between the CEO and the ordinary shareholders. It can also be a sign of good governance, more generally.
在2023年12月,Medpace Holdings的CEO获得的总薪酬仅为160万美元。这看起来是一个适度的支付,可能暗示了对股东利益的某种尊重。CEO的薪酬水平不是投资者最重要的指标,但当支付是适度的时,这确实支持CEO和普通股东之间的增强关联性。这也可以是良好治理的一个标志。
Does Medpace Holdings Deserve A Spot On Your Watchlist?
Medpace Holdings应该在您的自选列表中吗?
You can't deny that Medpace Holdings has grown its earnings per share at a very impressive rate. That's attractive. If you need more convincing beyond that EPS growth rate, don't forget about the reasonable remuneration and the high insider ownership. Everyone has their own preferences when it comes to investing but it definitely makes Medpace Holdings look rather interesting indeed. You should always think about risks though. Case in point, we've spotted 1 warning sign for Medpace Holdings you should be aware of.
你不会否认Medpace每股收益的增长速度非常令人印象深刻。这是非常有吸引力的。如果你需要更多的理由来证明它的每股收益增长率之外,不要忘记合理的薪酬和高内部股东持股率。当谈到投资时,每个人都有自己的偏好,但这确实让medpace看起来非常有趣。你应该时刻考虑风险。例如,我们发现了medpace的一个警示信号,你应该知道。
Although Medpace Holdings 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.
虽然Medpace Holdings看起来非常不错,但如果内部人正在购买股票,可能会吸引更多投资者。如果您喜欢看到拥有更多股份的公司,则站内手选的这些公司既有强劲的增长,又有强大的内部支持。
Please note the insider transactions discussed in this article refer to reportable transactions in the relevant jurisdiction.
请注意,本文讨论的内部交易是指在相关司法管辖区中报告的交易。
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