Here's Why We Think Box (NYSE:BOX) Might Deserve Your Attention Today
Here's Why We Think Box (NYSE:BOX) Might Deserve Your Attention Today
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. A loss-making company is yet to prove itself with profit, and eventually the inflow of external capital may dry up.
很多投资者,特别是那些经验不足的投资者,常常会购买一些有好故事的公司的股票,即使这些公司处于亏损状态。不幸的是,这些高风险投资往往几乎没有支付的可能性,许多投资者在学习教训的同时付出了代价。亏损的公司需证明自己能否盈利,外部资本的流入最终可能会枯竭。
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 Box (NYSE:BOX). Now this is not to say that the company presents the best investment opportunity around, but profitability is a key component to success in business.
尽管处于科技股蓝天投资时代,但许多投资者仍采取更传统的策略:购买像Box(纽交所:BOX)这样的盈利公司的股票。现在这并不是说该公司提供了最佳的投资机会,但盈利能力是业务成功的关键因素。
How Fast Is Box Growing Its Earnings Per Share?
Box的每股收益增长有多快?
Strong earnings per share (EPS) results are an indicator of a company achieving solid profits, which investors look upon favourably and so the share price tends to reflect great EPS performance. So a growing EPS generally brings attention to a company in the eyes of prospective investors. It is awe-striking that Box's EPS went from US$0.15 to US$0.74 in just one year. Even though that growth rate may not be repeated, that looks like a breakout improvement.
强大的每股收益(EPS)结果表明公司实现了扎实的利润,投资者对此视为佳而股票价格往往反映出良好的EPS表现。因此,成长的EPS通常会引起潜在投资者的关注。令人惊叹的是,Box的EPS在短短一年内从0.15美元增长至0.74美元。即使这种增长率可能无法重复,看起来也像是一次突破性的改进。
Careful consideration of revenue growth and earnings before interest and taxation (EBIT) margins can help inform a view on the sustainability of the recent profit growth. Box maintained stable EBIT margins over the last year, all while growing revenue 4.6% to US$1.1b. That's encouraging news for the company!
仔细考虑营业收入增长和利息和税前利润(EBIT)利润率可以帮助了解最近利润增长的可持续性。Box保持了稳定的EBIT利润率,在过去一年中增长了4.6%的营收,达到了11亿美元。这对公司来说是令人鼓舞的消息!
You can take a look at the company's revenue and earnings growth trend, in the chart below. For finer detail, click on the image.
你可以在下面的图表中查看公司的营收和盈利增长趋势。如需了解更详细信息,请单击图像。
![big](https://usnewsfile.moomoo.com/public/MM-PersistNewsContentImage/7781/20240810/0-4e2ff26155eb3bab5607c9e82e5623bc-0-19902706673eddb73d4a7285e0dcc92c.png/big)
In investing, as in life, the future matters more than the past. So why not check out this free interactive visualization of Box's forecast profits?
在投资中,就像在生活中一样,未来比过去更重要。因此,不妨查看一下Box预测利润的免费交互式可视化内容?
Are Box Insiders Aligned With All Shareholders?
Box内部人士与所有股东保持一致吗?
It's a necessity that company leaders act in the best interest of shareholders and so insider investment always comes as a reassurance to the market. Shareholders will be pleased by the fact that insiders own Box shares worth a considerable sum. Indeed, they have a considerable amount of wealth invested in it, currently valued at US$153m. This suggests that leadership will be very mindful of shareholders' interests when making decisions!
公司领导者以股东的最大利益为行动准则是必要的,因此内部投资始终让市场感到放心。股东会高兴地发现内部人士拥有一笔相当可观的Box股票。确实,他们投资了相当数量的财富,目前价值1.53亿美元。这表明在做出决策时,领导层将非常注意股东的利益!
It's good to see that insiders are invested in the company, but are remuneration levels reasonable? Our quick analysis into CEO remuneration would seem to indicate they are. The median total compensation for CEOs of companies similar in size to Box, with market caps between US$2.0b and US$6.4b, is around US$6.9m.
看到内部人员投资公司是好事,但薪酬水平合理吗?我们快速分析了CEO的薪酬情况,似乎是的。与Box大小相似、市值介于20亿美元至64亿美元之间的公司CEO的中位数总薪酬约为690万美元。
The Box CEO received total compensation of just US$211k in the year to January 2024. That's clearly well below average, so at a glance that arrangement seems generous to shareholders and points to a modest remuneration culture. 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.
Box CEO在2024年1月的一年中获得的总薪酬仅为21.1万美元。显然,这远低于平均水平,因此乍一看,这笔款项对股东来说似乎很慷慨,并且表明了一种温和的报酬文化。虽然CEO薪酬水平并不是投资者最重要的指标,但当报酬较低时,这确实支持CEO与普通股东之间的增强一致性。从更一般的角度来看,它也可能是良好治理的标志。
Is Box Worth Keeping An Eye On?
Box值得关注吗?
Box's earnings per share growth have been climbing higher at an appreciable rate. The cherry on top is that insiders own a bucket-load of shares, and the CEO pay seems really quite reasonable. The drastic earnings growth indicates the business is going from strength to strength. Hopefully a trend that continues well into the future. Big growth can make big winners, so the writing on the wall tells us that Box is worth considering carefully. Of course, just because Box is growing does not mean it is undervalued. If you're wondering about the valuation, check out this gauge of its price-to-earnings ratio, as compared to its industry.
Box的每股收益增长正在以可观的速度不断攀升。另外,内部人士拥有大量的股份,并且CEO的报酬似乎非常合理。大幅增长表明该业务越来越强劲。希望这种趋势能够持续到未来。大的增长可以形成大的胜利者,因此站在时代的前沿告诉我们,Box值得仔细考虑。当然,仅仅因为Box在增长,这并不意味着它被低估。如果你想知道估值情况,不妨查看与行业相比的市盈率仪表盘。
Although Box 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.
尽管Box看起来非常出色,但如果内部人士购买股票,它可能会吸引更多投资者的兴趣。如果你喜欢看到更多股权,那么不妨查看这手选的、不仅拥有强劲增长但还拥有强大内部支持的公司组合。
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。
Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) simplywallst.com.
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。