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Those Who Invested in Stericycle (NASDAQ:SRCL) a Year Ago Are up 33%

Those Who Invested in Stericycle (NASDAQ:SRCL) a Year Ago Are up 33%

那些一年前投资了消毒循环(纳斯达克:SRCL)的人现在获得了33%的回报
Simply Wall St ·  09/03 09:42

These days it's easy to simply buy an index fund, and your returns should (roughly) match the market. But one can do better than that by picking better than average stocks (as part of a diversified portfolio). To wit, the Stericycle, Inc. (NASDAQ:SRCL) share price is 33% higher than it was a year ago, much better than the market return of around 23% (not including dividends) in the same period. That's a solid performance by our standards! In contrast, the longer term returns are negative, since the share price is 14% lower than it was three years ago.

如今,只需买入一个指数基金,您的回报应(大致)与市场相匹配。但是,通过挑选高于平均水平的股票(作为多元化投资组合的一部分),您可以做得更好。事实上,Stericycle, Inc.(纳斯达克: SRCL)的股价比一年前上涨了33%,远高于市场回报率约23%(不包括股息)的同期表现。按我们的标准来看,这是一个相当出色的表现!相比之下,较长期的回报率为负,因为股价比三年前下跌了14%。

With that in mind, it's worth seeing if the company's underlying fundamentals have been the driver of long term performance, or if there are some discrepancies.

鉴于此,值得看看该公司的基本面是否一直是长期业绩的驱动因素,或者是否存在一些不一致之处。

To paraphrase Benjamin Graham: Over the short term the market is a voting machine, but over the long term it's a weighing machine. One way to examine how market sentiment has changed over time is to look at the interaction between a company's share price and its earnings per share (EPS).

用本杰明·格雷厄姆的话来说:“短期市场是一台投票机,但长期市场是一台称重机”。检查市场情绪如何随时间推移变化的一种方式是查看公司股价和每股收益(EPS)之间的相互作用。

Stericycle went from making a loss to reporting a profit, in the last year.

Stericycle在过去一年里从亏损转为盈利。

While it's good to see positive EPS of US$0.39 this year, the loss wasn't too bad last year. We'd argue the positive share price reflects the move to profitability. Some investors scan for companies that have just become profitable, since that's an important business development milestone.

虽然今年的每股收益为0.39美元,但去年的亏损并不严重。我们认为股价上涨反映了公司的盈利能力。有些投资者会寻找刚刚实现盈利的公司,因为这是一个重要的业务发展里程碑。

The company's earnings per share (over time) is depicted in the image below (click to see the exact numbers).

该公司的每股收益(随时间的推移)如下图所示(单击可查看确切数字)。

big
NasdaqGS:SRCL Earnings Per Share Growth September 3rd 2024
纳斯达克GS:SRCL每股收益增长2024年9月3日

We know that Stericycle has improved its bottom line lately, but is it going to grow revenue? This free report showing analyst revenue forecasts should help you figure out if the EPS growth can be sustained.

我们知道Stericycle最近改善了其底线,但是它是否会增长营业收入?这份免费报告显示分析师的营业收入预测,应该能帮助您判断每股收益增长是否能持续。

A Different Perspective

不同的观点

It's good to see that Stericycle has rewarded shareholders with a total shareholder return of 33% in the last twelve months. That's better than the annualised return of 5% over half a decade, implying that the company is doing better recently. Someone with an optimistic perspective could view the recent improvement in TSR as indicating that the business itself is getting better with time. I find it very interesting to look at share price over the long term as a proxy for business performance. But to truly gain insight, we need to consider other information, too. For instance, we've identified 2 warning signs for Stericycle (1 is concerning) that you should be aware of.

很高兴看到Stericycle在过去十二个月中以33%的股东回报率回报了股东。这比过去五年的年化回报率5%要好,这意味着公司最近的表现更好。持乐观态度的人可能会认为近期TSR的改善表明公司本身正在随着时间的推移变得更好。我觉得以长期股价作为业务表现的代理是非常有趣的。但是为了真正获得洞察力,我们还需要考虑其他信息。例如,我们已经发现Stericycle有2个警示信号(其中1个是令人担忧的),你应该知道。

We will like Stericycle better if we see some big insider buys. While we wait, check out this free list of undervalued stocks (mostly small caps) with considerable, recent, insider buying.

如果我们看到一些大规模的内部买入行为,我们会更喜欢Stericycle。在等待的同时,查看这份免费的低估股票列表(主要是小市值股票),看看最近有没有大量内部买入行为。

Please note, the market returns quoted in this article reflect the market weighted average returns of stocks that currently trade on American exchanges.

请注意,本文所引述的市场回报反映了目前在美国交易所上市的股票的市场加权平均回报。

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。

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