While Shareholders of Owens & Minor (NYSE:OMI) Are in the Black Over 5 Years, Those Who Bought a Week Ago Aren't so Fortunate
While Shareholders of Owens & Minor (NYSE:OMI) Are in the Black Over 5 Years, Those Who Bought a Week Ago Aren't so Fortunate
The last three months have been tough on Owens & Minor, Inc. (NYSE:OMI) shareholders, who have seen the share price decline a rather worrying 34%. But that doesn't change the fact that the returns over the last half decade have been spectacular. Indeed, the share price is up a whopping 484% in that time. So it might be that some shareholders are taking profits after good performance. Of course what matters most is whether the business can improve itself sustainably, thus justifying a higher price. While the returns over the last 5 years have been good, we do feel sorry for those shareholders who haven't held shares that long, because the share price is down 62% in the last three years.
过去三个月对纽交所股票(NYSE:OMI)的股东来说都不好过,股价下跌了34%。但是,过去五年的回报率却非常出色,股价上涨了整整484%。因此,有些股东可能会在表现良好后卖出股票以持有利润。当然,最重要的是业务是否可以可持续地得到改善,从而证明更高的价格是合理的。虽然过去5年的回报率不错,但我们确实为那些没有持有股票那么长时间的股东感到遗憾,因为过去三年股票下跌了62%。
Since the long term performance has been good but there's been a recent pullback of 5.5%, let's check if the fundamentals match the share price.
既然长期表现不错,但最近出现了5.5%的回调,让我们来检查一下基本面是否符合股价。
While markets are a powerful pricing mechanism, share prices reflect investor sentiment, not just 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.
虽然市场是一个强大的定价机制,但股价反映的不仅仅是企业的基本业绩,还有投资者的情绪。一个不完美但简单的方式来考虑公司市场意识的变化是比较每股收益(EPS)的变化和股价的变化。
We know that Owens & Minor has been profitable in the past. However, it made a loss in the last twelve months, suggesting profit may be an unreliable metric at this stage. So we might find other metrics can better explain the share price movements.
我们知道Owens & Minor过去是有盈利的,但在过去的12个月中亏损,这表明在这个阶段盈利可能是一种不可靠的指标。因此,我们可能会发现其他指标可以更好地解释股价的波动。
On the other hand, Owens & Minor's revenue is growing nicely, at a compound rate of 3.4% over the last five years. In that case, the company may be sacrificing current earnings per share to drive growth.
另一方面,Owens & Minor的营业收入正在以复合增长率为3.4%的速度增长。在这种情况下,公司可能会在推动增长的同时牺牲目前的每股收益。
The company's revenue and earnings (over time) are depicted in the image below (click to see the exact numbers).
以下图像显示了公司的营业收入和盈利(随时间变化)(单击以查看准确的数字)。
![earnings-and-revenue-growth](https://usnewsfile.moomoo.com/public/MM-PersistNewsContentImage/7781/20240614/0-b9b5224c434cc52a164b6cb48563c4b2-0-bb71b7b1ed17888a19ecd390270d54a6.png/big)
You can see how its balance sheet has strengthened (or weakened) over time in this free interactive graphic.
你可以在这个免费的互动图表中看到它的资产负债表如何随着时间的推移而加强(或削弱)。
A Different Perspective
不同的观点
While the broader market gained around 23% in the last year, Owens & Minor shareholders lost 14%. However, keep in mind that even the best stocks will sometimes underperform the market over a twelve month period. Longer term investors wouldn't be so upset, since they would have made 42%, each year, over five years. If the fundamental data continues to indicate long term sustainable growth, the current sell-off could be an opportunity worth considering. I find it very interesting to look at share price over the long term as a proxy for business performance. But to truly gain insight, we need to consider other information, too. For instance, we've identified 1 warning sign for Owens & Minor that you should be aware of.
尽管更广泛的市场在过去一年中上涨了约23%,但Owens & Minor的股东却亏损了14%。但是,请记住,即使是最好的股票有时也会在12个月的时间内表现不佳。长期投资者不会那么沮丧,因为他们每年都会获得42%的回报,而且是持续5年。如果基本数据继续表明存在长期可持续增长的机会,当前的抛售可能是值得考虑的机会。我发现长期观察股价可以作为业务表现的代理很有意思。但是,为了真正获得洞察力,我们还需要考虑其他信息。例如,我们已经发现了Owens & Minor的1个警示信号,您应该知道。
Of course, you might find a fantastic investment by looking elsewhere. So take a peek at this free list of companies we expect will grow earnings.
当然,您可能在其他地方找到一家出色的企业进行投资。因此,请查看我们预计将实现盈利增长的公司的免费列表。
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,本文所引述的市场回报反映了目前在美国交易所上市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.
对本文有反馈?关于内容有所顾虑?直接和我们联系。或者,发送电子邮件至editorial-team (at) simplywallst.com。
这篇文章是Simply Wall St的一般性文章。我们根据历史数据和分析师预测提供评论,只使用公正的方法论,我们的文章并不意味着提供任何金融建议。文章不构成买卖任何股票的建议,也不考虑您的目标或您的财务状况。我们的目标是带给您基本数据驱动的长期关注分析。请注意,我们的分析可能不考虑最新的价格敏感公司公告或定性材料。Simply Wall St没有任何股票头寸。
Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com
对本文有反馈?关于内容有所顾虑?直接和我们联系。或者发送电子邮件至editorial-team@simplywallst.com。