Here's Why Arch Capital Group (NASDAQ:ACGL) Has Caught The Eye Of Investors
Here's Why Arch Capital Group (NASDAQ:ACGL) Has Caught The Eye Of Investors
Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks' without any revenue, let alone profit. Sometimes these stories can cloud the minds of investors, leading them to invest with their emotions rather than on the merit of good company fundamentals. Loss-making companies are always racing against time to reach financial sustainability, so investors in these companies may be taking on more risk than they should.
投资者常常被发掘“下一个大热门”的想法所引导,即使这意味着买入没有任何收入甚至没有盈利的“故事股票”。有时这些故事会混淆投资者的思维,导致他们出于情感而非好公司基本面进行投资。亏损的公司总是在与时间赛跑,以达到财务可持续性,所以投资这些公司的投资者可能会承担更多的风险。
In contrast to all that, many investors prefer to focus on companies like Arch Capital Group (NASDAQ:ACGL), 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 Arch Capital Group with the means to add long-term value to shareholders.
与其他公司相比,许多投资者更喜欢关注像Arch Capital Group (纳斯达克ACGL) 这样不仅拥有营业收入,而且盈利的公司, 即使这家公司被市场合理定价,投资者也会认为稳定获利将继续为Arch Capital Group的股东增加长期价值的手段。
Arch Capital Group's Earnings Per Share Are Growing
Arch Capital Group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. That means EPS growth is considered a real positive by most successful long-term investors. Recognition must be given to the that Arch Capital Group has grown EPS by 46% per year, over the last three years. Growth that fast may well be fleeting, but it should be more than enough to pique the interest of the wary stock pickers.
如果一家公司能够持续地增长每股收益(EPS),那么其股票价格最终应该会跟随。这意味着,大多数成功的长期投资者认为EPS增长是真正的积极因素。我们必须承认,Arch Capital Group的EPS在过去三年中以每年46%的速度增长。这种增长可能很短暂,但应该足以引起谨慎的股票挑选者的兴趣。
One way to double-check a company's growth is to look at how its revenue, and earnings before interest and tax (EBIT) margins are changing. Arch Capital Group shareholders can take confidence from the fact that EBIT margins are up from 19% to 28%, and revenue is growing. Both of which are great metrics to check off for potential growth.
检查一家公司的增长方式之一是查看其营业收入和利息税前利润(EBIT)利润率的变化。Arch Capital Group的股东可以放心,因为EBIt边际从19%增加到28%,而且营业收入也在增长。这两个都是用于潜在增长的好的指标。
The chart below shows how the company's bottom and top lines have progressed over time. For finer detail, click on the image.
下图显示了该公司底线和顶线随着时间的推移而发展的情况。点击图片以获取更精细的详细信息。
![big](https://usnewsfile.moomoo.com/public/MM-PersistNewsContentImage/7781/20240726/0-644624b3f4b61b69e45368d3e61cf386-0-0846d6aa7b7660293d4ca3d9033e7f03.png/big)
In investing, as in life, the future matters more than the past. So why not check out this free interactive visualization of Arch Capital Group's forecast profits?
在投资中,就像在生活中一样,未来比过去更重要。那么,为什么不看一下Arch Capital Group预测利润的免费交互式可视化呢?
Are Arch Capital Group Insiders Aligned With All Shareholders?
Arch Capital Group的内部人士是否与所有股东保持一致?
Owing to the size of Arch Capital Group, we wouldn't expect insiders to hold a significant proportion of the company. But we are reassured by the fact they have invested in the company. We note that their impressive stake in the company is worth US$1.0b. Investors will appreciate management having this amount of skin in the game as it shows their commitment to the company's future.
由于Arch Capital Group的规模,我们不希望内部人士持有公司的大量股份。但是,我们对他们投资于该公司感到放心。我们注意到,他们在该公司的投资份额令人印象深刻,价值10亿美元。投资者会感激管理层在这场游戏中拥有这样的投资额,因为这表明他们对公司的未来充满信心。
Should You Add Arch Capital Group To Your Watchlist?
你应该把Arch Capital Group加入你的自选列表中吗?
Arch Capital Group's earnings have taken off in quite an impressive fashion. That sort of growth is nothing short of eye-catching, and the large investment held by insiders should certainly brighten the view of the company. At times fast EPS growth is a sign the business has reached an inflection point, so there's a potential opportunity to be had here. So at the surface level, Arch Capital Group is worth putting on your watchlist; after all, shareholders do well when the market underestimates fast growing companies. It's still necessary to consider the ever-present spectre of investment risk. We've identified 1 warning sign with Arch Capital Group , and understanding this should be part of your investment process.
Arch Capital Group的收益以相当惊人的速度增长。这种增长是令人瞩目的,内部人士持有的大量投资肯定会让公司的前景更加明朗。有时,快速的EPS增长是企业达到拐点的标志,因此这里可能存在潜在的机会。因此,从表面上看,Arch Capital Group值得放在你的自选列表上。在市场低估快速增长的公司时,股东表现通常很好。当然,考虑到投资风险的存在仍然非常必要。我们已经确定Arch Capital Group中的1个警示信号,并且了解这一点应该是您投资过程的一部分。
Although Arch Capital Group 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Arch Capital Group看起来不错,但如果内部人士在买股票,它可能会吸引更多投资者的兴趣。如果您喜欢看到有更多利益相关者的公司,则可以查看这些手选的公司,它们不仅具有强劲的增长,而且还具有强大的内部支持。
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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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.
对本文有任何反馈?对内容有任何疑虑?请直接与我们联系。或者,发送电子邮件至editorial-team@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
对本文有任何反馈?对内容有任何疑虑?请直接与我们联系。或者,发送电子邮件至editorial-team@simplywallst.com。