Here's Why We Think EMCOR Group (NYSE:EME) Might Deserve Your Attention Today
Here's Why We Think EMCOR Group (NYSE:EME) Might Deserve Your Attention Today
The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even companies that have no revenue, no profit, and a record of falling short, can manage to find investors. 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.
对于那些投资于能扭转乾坤的公司的投机者来说,这是一个很大的诱惑,所以即使没有营收、没有盈利和记录表现不佳的公司,也能够吸引到投资者。有时这些故事会迷惑投资者的头脑,导致他们在投资时情感用事,而非根据公司业绩的优秀基本面进行投资。亏损公司总是在与时间赛跑,以达到财务可持续性,因此投资这些公司的投资者可能承担了比该承担的风险更大。
Despite being in the age of tech-stock blue-sky investing, many investors still adopt a more traditional strategy; buying shares in profitable companies like EMCOR Group (NYSE:EME). While this doesn't necessarily speak to whether it's undervalued, the profitability of the business is enough to warrant some appreciation - especially if its growing.
尽管处在科技股蓝天投资时代,许多投资者仍然采用更传统的策略:购买像EMCOR Group(纽交所:EME)这样盈利的公司的股份。尽管这并不一定意味着它被低估,但业务的盈利能力足以引起一定的欣赏,特别是如果它正在增长。
How Fast Is EMCOR Group Growing?
EMCOR Group的增速有多快?
If a company can keep growing earnings per share (EPS) long enough, its share price should eventually follow. That makes EPS growth an attractive quality for any company. Recognition must be given to the that EMCOR Group has grown EPS by 44% per year, over the last three years. That sort of growth rarely ever lasts long, but it is well worth paying attention to when it happens.
如果一家公司能够保持每股收益(EPS)持续增长,其股价最终应该会随之而来。这使EPS增长成为任何公司都具有吸引力的一个好品质。必须承认的是,在过去三年中,EMCOR Group的EPS每年增长了44%。这种增长很少持续很长时间,但当它发生时,非常值得关注。
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. EMCOR Group shareholders can take confidence from the fact that EBIT margins are up from 5.8% to 8.1%, and revenue is growing. That's great to see, on both counts.
检查一家公司增长的一种方法是查看其营业收入和利息和税前利润(EBIT)利润率的变化。EMCOR Group的股东可以对EBIt利润率从5.8%上升至8.1%以及营业收入增长感到放心。这两方面的情况都非常好。
In the chart below, you can see how the company has grown earnings and revenue, over time. To see the actual numbers, click on the chart.
在下面的图表中,您可以看到公司的盈利和营业收入随时间的增长情况。要查看实际数字,请单击图表。
![big](https://usnewsfile.moomoo.com/public/MM-PersistNewsContentImage/7781/20240729/0-7d6f9abaa097a24c94cc4fa6809621cd-0-e1a8a141b9087b503cb749afc2c7d926.png/big)
Fortunately, we've got access to analyst forecasts of EMCOR Group's future profits. You can do your own forecasts without looking, or you can take a peek at what the professionals are predicting.
幸运的是,我们可以访问EMCOR Group未来利润的分析师预测。您可以在不查看的情况下进行自己的预测,或者您可以看看专业人士的预测。
Are EMCOR Group Insiders Aligned With All Shareholders?
EMCOR Group的内部人员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$17b company like EMCOR Group. But we are reassured by the fact they have invested in the company. Indeed, they have a considerable amount of wealth invested in it, currently valued at US$201m. Holders should find this level of insider commitment quite encouraging, since it would ensure that the leaders of the company would also experience their success, or failure, with the stock.
我们不希望看到内部人员拥有像EMCOR Group这样价值170亿美元的公司的大部分股份。但是,他们的投资使我们感到放心。实际上,他们在其中投资了相当数量的财富,目前的估值为2.01亿美元。持有者应该发现这种内部承诺水平非常令人鼓舞,因为它将确保公司的领导者也会经历他们的成功或失败,并与股票一起分享。
It means a lot to see insiders invested in the business, but shareholders may be wondering if remuneration policies are in their best interest. Well, based on the CEO pay, you'd argue that they are indeed. Our analysis has discovered that the median total compensation for the CEOs of companies like EMCOR Group, with market caps over US$8.0b, is about US$13m.
看到内部人员投资公司意义重大,但股东可能想知道薪酬政策是否符合他们的最佳利益。好吧,基于CEO的薪酬,您会认为它们确实符合。我们的分析发现,像EMCOR Group这样市值超过80亿美元的公司的CEO的中位数总补偿约为1,300万美元。
EMCOR Group's CEO took home a total compensation package worth US$12m in the year leading up to December 2023. That seems pretty reasonable, especially given it's below the median for similar sized companies. 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 a culture of integrity, in a broader sense.
EMCOR Group的CEO在截至2023年12月的一年中获得的总补偿包价值1,200万美元。这似乎非常合理,特别是考虑到它低于同等规模的公司的中位数。CEO薪酬水平并非投资者最重要的指标,但是当薪酬适度时,这确实支持CEO和普通股东之间的协调。这也可以是更广泛意义上诚信文化的迹象。
Should You Add EMCOR Group To Your Watchlist?
您是否应将EMCOR Group加入您的自选股?
EMCOR Group's earnings per share have been soaring, with growth rates sky high. The cherry on top is that insiders own a bucket-load of shares, and the CEO pay seems really quite reasonable. The sharp increase in earnings could signal good business momentum. Big growth can make big winners, so the writing on the wall tells us that EMCOR Group is worth considering carefully. You still need to take note of risks, for example - EMCOR Group has 1 warning sign we think you should be aware of.
EMCOR Group的每股收益一直在飙升,增长率非常高。最令人高兴的是,内部人员拥有大量股份,CEO的薪酬似乎相当合理。盈利的急剧增加可能预示着良好的业务势头。强劲的增长可以收获大赢家,因此我们可以得出EMCOR Group值得仔细考虑的结论。您仍然需要注意风险,例如-EMCOR Group有1个警告标志值得您关注。
There's always the possibility of doing well buying stocks that are not growing earnings and do not have insiders buying shares. But for those who consider these important metrics, we encourage you to check out companies that do have those features. You can access a tailored list of companies which have demonstrated growth backed by significant insider holdings.
购买未增长收益且没有内部人买入股票的股票可能会取得良好的成绩。但是对于那些考虑这些重要指标的人,我们鼓励您查看那些具备这些特征的公司列表。您可以访问定制列表,其中有证明会员持股的公司进行了增长。
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。