If EPS Growth Is Important To You, Verisk Analytics (NASDAQ:VRSK) Presents An Opportunity
If EPS Growth Is Important To You, Verisk Analytics (NASDAQ:VRSK) Presents An Opportunity
For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to investors, even if it currently lacks a track record of revenue and profit. But the reality is that when a company loses money each year, for long enough, its investors will usually take their share of those losses. 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.
对于新手来说,即使一家公司目前缺乏营业收入和利润的记录,向投资者展示一篇好的故事可能是一个好主意(和一个令人兴奋的前景)购买该公司股票。但现实情况是,当一家公司每年亏损足够长时间时,其投资者通常会承担这些亏损。尽管一家资金充足的公司可以持续多年的亏损,但它最终需要产生利润,否则投资者将离开,而公司将逐渐消失。
If this kind of company isn't your style, you like companies that generate revenue, and even earn profits, then you may well be interested in Verisk Analytics (NASDAQ:VRSK). 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.
如果这种公司不符合你的风格,你喜欢那些能够产生营业收入甚至盈利的公司,那么你可能会对verisk分析(纳斯达克:VRSK)感兴趣。虽然这并不能说明它是否被低估,但业务的盈利能力足以获得一些赞赏-尤其是如果它还在增长。
Verisk Analytics' Earnings Per Share Are Growing
verisk分析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 makes EPS growth an attractive quality for any company. Verisk Analytics managed to grow EPS by 14% per year, over three years. That growth rate is fairly good, assuming the company can keep it up.
如果一家公司能够持续增长每股收益(EPS)足够长的时间,那么它的股价最终应该会跟随。这使得EPS的增长成为任何公司都具有吸引力的品质。verisk分析在过去三年中成功地使每股收益增长了14%。假设公司能够保持这个增长率,那将是相当不错的。
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. While we note Verisk Analytics achieved similar EBIT margins to last year, revenue grew by a solid 8.1% to US$2.8b. That's progress.
检查一家公司的增长的一种方法是看其营业收入和利润前利息和税项(EBIT)利润率的变化。尽管我们注意到verisk分析去年的EBIT利润率与前年相似,但营业收入增长了8.1%,达到28亿美元。这是进步。
You can take a look at the company's revenue and earnings growth trend, in the chart below. Click on the chart to see the exact numbers.
以下图表展示了该公司营业收入和盈利增长的趋势。单击图表可以查看准确数字。
![1724588280316](https://usnewsfile.moomoo.com/public/MM-PersistNewsContentImage/7781/20240825/42835729-0-d4f91960f8df3822c49629bca4ec6b4b.webp/bigjpg)
You don't drive with your eyes on the rear-view mirror, so you might be more interested in this free report showing analyst forecasts for Verisk Analytics' future profits.
你不会一直盯着后视镜开车,所以你可能更感兴趣的是这份免费报告,其中显示了关于Verisk Analytics未来利润的分析师预测。
Are Verisk Analytics Insiders Aligned With All Shareholders?
Verisk Analytics内部人和所有股东是否保持一致?
Investors are always searching for a vote of confidence in the companies they hold and insider buying is one of the key indicators for optimism on the market. That's because insider buying often indicates that those closest to the company have confidence that the share price will perform well. However, small purchases are not always indicative of conviction, and insiders don't always get it right.
投资者始终在寻找对所持有的公司的信心投票,内部人士的买入是市场乐观情绪的关键指标之一。这是因为内部人士的买入通常表明那些最接近公司的人有信心股价将表现良好。然而,小额购买并不总是表现出信念,内部人士并不总是正确的。
It's worth noting that there was some insider selling of Verisk Analytics shares last year, worth US$54k. But this is outweighed by the trades from Independent Director Wendy Lane who spent US$158k buying shares, at an average price of around US$264. And that's a reason to be optimistic.
值得注意的是,去年Verisk Analytics的内部人有进行了一些股票卖出交易,价值5.4万美元。但这被独立董事温迪·兰恩(Wendy Lane)以15.8万美元的平均价格购买股票的交易所抵消了,而平均价格约为264美元。这是一个乐观的理由。
Along with the insider buying, another encouraging sign for Verisk Analytics is that insiders, as a group, have a considerable shareholding. Given insiders own a significant chunk of shares, currently valued at US$59m, they have plenty of motivation to push the business to succeed. This should keep them focused on creating long term value for shareholders.
除了内部人的购买之外,对于Verisk Analytics来说,另一个令人鼓舞的迹象是内部人作为一个群体持有相当数量的股份。鉴于内部人拥有价值5900万美元的大量股份,他们有足够的动力推动业务的成功。这应该使他们专注于为股东创造长期价值。
While insiders already own a significant amount of shares, and they have been buying more, the good news for ordinary shareholders does not stop there. The cherry on top is that the CEO, Lee Shavel is paid comparatively modestly to CEOs at similar sized companies. The median total compensation for CEOs of companies similar in size to Verisk Analytics, with market caps over US$8.0b, is around US$13m.
尽管内部人员已经拥有大量股份,并且他们一直在增持股票,对普通股东来说好消息还不止于此。最棒的是,CEO李舍维尔的薪酬相对于同规模公司的CEO来说相当适中。与Verisk Analytics相似规模、市值超过80亿美元的公司的CEO的中位总薪酬约为1300万美元左右。
Verisk Analytics offered total compensation worth US$10m to its CEO in the year to December 2023. That comes in below the average for similar sized companies and seems pretty reasonable. While the level of CEO compensation shouldn't be the biggest factor in how the company is viewed, modest remuneration is a positive, because it suggests that the board keeps shareholder interests in mind. Generally, arguments can be made that reasonable pay levels attest to good decision-making.
在截至2023年12月的一年中,Verisk Analytics向其CEO提供了价值1000万美元的总薪酬。这低于同规模公司的平均水平,看起来相当合理。虽然CEO薪酬水平不应该是评价公司的最大因素,但适度的报酬是积极的,因为它表明董事会考虑股东利益。一般来说,可以认为合理的薪酬水平证明了良好的决策。
Does Verisk Analytics Deserve A Spot On Your Watchlist?
verisk分析是否应该出现在你的自选列表中?
One positive for Verisk Analytics is that it is growing EPS. That's nice to see. Better yet, insiders are significant shareholders, and have been buying more shares. That should do plenty in prompting budding investors to undertake a bit more research - or even adding the company to their watchlists. Don't forget that there may still be risks. For instance, we've identified 1 warning sign for Verisk Analytics that you should be aware of.
Verisk Analytics的一个积极因素是其每股收益正在增长。这是件好事。更重要的是,内部人员是重要的股东,并且一直在增持股票。这将大大促使新手投资者进行更多的研究,甚至将公司加入他们的自选列表中。不要忘记仍然可能存在风险。例如,我们已经发现了一项关于Verisk Analytics的警示标志,你应该知道。
There are plenty of other companies that have insiders buying up shares. So if you like the sound of Verisk Analytics, you'll probably love this curated collection of companies in the US that have an attractive valuation alongside insider buying in the last three months.
有许多其他公司的内部人员在大量增持股票。因此,如果你喜欢Verisk Analytics的情况,你可能会喜欢美国股市中这些过去三个月内有吸引估值和内部人员增持的公司的精选收藏。
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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