Do M/I Homes' (NYSE:MHO) Earnings Warrant Your Attention?
Do M/I Homes' (NYSE:MHO) Earnings Warrant Your Attention?
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 as Peter Lynch said in One Up On Wall Street, 'Long shots almost never pay off.' 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.
对于初学者来说,买入一个对投资者讲述良好故事,即使它目前缺乏营收和利润记录的公司似乎是一个好主意(和一个令人兴奋的前景)。但正如彼得·林奇在《华尔街之上》中所说,“长期投注几乎从来没有它的回报”。虽然一家资金充裕的公司可能会持续亏损多年,但最终还是需要产生利润,否则投资者就会离开,公司就会烟消云散。
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 M/I Homes (NYSE:MHO). Even if this company is fairly valued by the market, investors would agree that generating consistent profits will continue to provide M/I Homes with the means to add long-term value to shareholders.
尽管处于科技股蓝天投资的时代,许多投资者仍然采用更传统的策略:购买像M/I Homes(NYSE:MHO)这样盈利的公司的股票。即使该公司被市场合理价值定价,投资者也会认为持续盈利将继续为M/I Homes提供增加长期价值的手段。
How Fast Is M/I Homes Growing?
mi家居的增长速度有多快?
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. Shareholders will be happy to know that M/I Homes' EPS has grown 17% each year, compound, over three years. As a general rule, we'd say that if a company can keep up that sort of growth, shareholders will be beaming.
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。这意味着EPS增长被大多数成功的长期投资者认为是一个真正的积极因素。股东们会高兴地得知,mi家居的EPS在过去三年里每年复合增长了17%。作为一个一般规则,我们可以说,如果一家公司能够保持那种增长,股东们将会喜上眉梢。
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. M/I Homes reported flat revenue and EBIT margins over the last year. That's not a major concern but nor does it point to the long term growth we like to see.
检查一家公司增长的一种方法是看它的营业收入和利润(EBIT)利润率的变化。 mi家居报告称去年营业收入和EBIT利润率持平。这并不是一个重大问题,但也不符合我们希望看到的长期增长。
In the chart below, you can see how the company has grown earnings and revenue, over time. Click on the chart to see the exact numbers.
在下面的图表中,您可以看到该公司随着时间的推移如何增长收入和收益。单击图表以查看确切的数字。
![1724596613361](https://usnewsfile.moomoo.com/public/MM-PersistNewsContentImage/7781/20240825/42836575-0-7f28b61f7d3504408378bc680d7ae8d9.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 M/I Homes' future profits.
你不会一直盯着后视镜开车,因此你可能对这份免费报告更感兴趣,该报告显示分析师对M/I Homes未来利润的预测。
Are M/I Homes Insiders Aligned With All Shareholders?
M/I Homes内部人士与所有股东保持一致吗?
It should give investors a sense of security owning shares in a company if insiders also own shares, creating a close alignment their interests. So it is good to see that M/I Homes insiders have a significant amount of capital invested in the stock. We note that their impressive stake in the company is worth US$104m. Investors will appreciate management having this amount of skin in the game as it shows their commitment to the company's future.
如果内部人士也持有股票,这对于拥有公司股份的投资者来说会给他们带来一种安全感,以实现利益的紧密对齐。所以很高兴看到M/I Homes的内部人士在股票上有大量资本投资。我们注意到他们在公司的持股令人印象深刻,价值为1040万美元。投资者将赞赏管理层在这个游戏中承担的风险,因为它显示他们对公司未来的承诺。
Is M/I Homes Worth Keeping An Eye On?
M/I Homes值得关注吗?
For growth investors, M/I Homes' raw rate of earnings growth is a beacon in the night. Further, the high level of insider ownership is impressive and suggests that the management appreciates the EPS growth and has faith in M/I Homes' continuing strength. On the balance of its merits, solid EPS growth and company insiders who are aligned with the shareholders would indicate a business that is worthy of further research. If you think M/I Homes might suit your style as an investor, you could go straight to its annual report, or you could first check our discounted cash flow (DCF) valuation for the company.
对于成长型投资者而言,M/I Homes的收益增长率是一个指引。此外,内部人士持股水平很高,这令人印象深刻,并表明管理层重视每股收益的增长并对M/I Homes的持续实力充满信心。从其优点来看,稳定的每股收益增长和与股东利益一致的公司内部人士表明该公司值得进一步研究。如果你认为M/I Homes适合你作为投资者的风格,你可以直接查阅它的年度报告,或者你可以先查看我们针对该公司的折现现金流(DCF)估值。
Although M/I Homes 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mi家居股票看起来很不错,但如果内部人士正在大量买入股票,可能会吸引更多投资者。如果您喜欢看到更多内部人士参与的公司,那么请查看这手picked的这些公司,它们不仅拥有强劲的增长,而且有着强大的内部支持。
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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