Is Champion Homes, Inc.'s (NYSE:SKY) Recent Stock Performance Influenced By Its Fundamentals In Any Way?
Is Champion Homes, Inc.'s (NYSE:SKY) Recent Stock Performance Influenced By Its Fundamentals In Any Way?
Champion Homes (NYSE:SKY) has had a great run on the share market with its stock up by a significant 29% over the last three months. We wonder if and what role the company's financials play in that price change as a company's long-term fundamentals usually dictate market outcomes. Particularly, we will be paying attention to Champion Homes' ROE today.
Champion Homes (NYSE:SKY)股票在过去三个月中大幅上涨了29%,在股市上取得了良好的表现。我们想知道公司财务状况在这一价格变动中起到了什么作用,因为公司的长期基本面通常决定市场结果。特别是,我们将关注Champion Homes的roe今天。
ROE or return on equity is a useful tool to assess how effectively a company can generate returns on the investment it received from its shareholders. Put another way, it reveals the company's success at turning shareholder investments into profits.
ROE或股东权益报酬率是一种有用的工具,用于评估一家公司能否有效地利用来自股东的投资产生回报。换句话说,它揭示了公司将股东的投资变成利润的成功程度。
How To Calculate Return On Equity?
如何计算股东权益报酬率?
ROE can be calculated by using the formula:
净资产收益率可以使用以下公式进行计算:
Return on Equity = Net Profit (from continuing operations) ÷ Shareholders' Equity
净资产收益率 = 净利润(从持续经营中获得)÷ 股东权益
So, based on the above formula, the ROE for Champion Homes is:
因此,根据上述公式,Champion Homes的ROE为:
9.7% = US$141m ÷ US$1.5b (Based on the trailing twelve months to June 2024).
9.7% = 1.41亿美元 ÷ 15亿美元(基于截至2024年6月的过去十二个月)。
The 'return' is the amount earned after tax over the last twelve months. That means that for every $1 worth of shareholders' equity, the company generated $0.10 in profit.
“回报”是税后收益的金额,在过去的十二个月中获得。这意味着,对于每1美元的股东权益,公司都能创造出0.10美元的利润。
What Has ROE Got To Do With Earnings Growth?
roe与盈利增长有何关系?
We have already established that ROE serves as an efficient profit-generating gauge for a company's future earnings. We now need to evaluate how much profit the company reinvests or "retains" for future growth which then gives us an idea about the growth potential of the company. Assuming all else is equal, companies that have both a higher return on equity and higher profit retention are usually the ones that have a higher growth rate when compared to companies that don't have the same features.
我们已经确定ROE作为评估公司未来收益的有效指标。现在我们需要评估公司为未来增长所保留的利润量,从而给我们一个关于公司增长潜力的想法。假设其他条件都相同,既具有较高ROE又具有较高利润保留的公司通常是增长率更高的公司,相比之下没有这些特点的公司会更低。
A Side By Side comparison of Champion Homes' Earnings Growth And 9.7% ROE
Champion Homes的收益增长和9.7%的roe的逐年对比
When you first look at it, Champion Homes' ROE doesn't look that attractive. Next, when compared to the average industry ROE of 15%, the company's ROE leaves us feeling even less enthusiastic. However, we we're pleasantly surprised to see that Champion Homes grew its net income at a significant rate of 33% in the last five years. We reckon that there could be other factors at play here. Such as - high earnings retention or an efficient management in place.
当你第一次看到它时,Champion Homes的roe看起来并不那么吸引人。 接下来,与行业平均roe的15%相比,该公司的roe让我们感到更加不热衷。 然而,我们惊喜地发现,Champion Homes在过去五年中净利润以33%的显着速度增长。 我们认为可能还有其他因素在起作用。 例如-高利润留存或有效的管理层。
Next, on comparing with the industry net income growth, we found that Champion Homes' growth is quite high when compared to the industry average growth of 22% in the same period, which is great to see.
接下来,与行业净利润增长相比,我们发现Champion Homes的增长相当高,超过了同一时期行业的平均增长22%,这是很好的。
Earnings growth is an important metric to consider when valuing a stock. What investors need to determine next is if the expected earnings growth, or the lack of it, is already built into the share price. By doing so, they will have an idea if the stock is headed into clear blue waters or if swampy waters await. One good indicator of expected earnings growth is the P/E ratio which determines the price the market is willing to pay for a stock based on its earnings prospects. So, you may want to check if Champion Homes is trading on a high P/E or a low P/E, relative to its industry.
盈利增长是估值股票时需要考虑的重要指标。投资者需要判断的是,预期的盈利增长或其缺乏是否已经融入了股价。通过这样做,他们就可以判断股票是走向清澈的蓝色水域,还是即将陷入泥泞的沼泽之中。预期盈利增长的一个良好指标是市盈率,市盈率确定市场愿意根据股票的盈利前景支付的价格。因此,您可能希望检查Champion Homes的市盈率是高还是低,相对于其行业。
Is Champion Homes Making Efficient Use Of Its Profits?
Champion Homes是否有效利用其利润?
Champion Homes doesn't pay any regular dividends currently which essentially means that it has been reinvesting all of its profits into the business. This definitely contributes to the high earnings growth number that we discussed above.
Champion Homes目前不支付任何常规分红派息,这基本意味着它一直在将所有利润重新投资到业务中。这无疑有助于上面讨论的高盈利增长数字。
Summary
总的来说,我们对伟明环保的表现非常满意。具体而言,我们喜欢公司以高回报率再投资了其利润的很大一部分。当然,这导致公司的收益大幅增长。但是,最新的行业分析师预测表明,该公司的收益预计将加速增长。
Overall, we feel that Champion Homes certainly does have some positive factors to consider. Despite its low rate of return, the fact that the company reinvests a very high portion of its profits into its business, no doubt contributed to its high earnings growth. That being so, a study of the latest analyst forecasts show that the company is expected to see a slowdown in its future earnings growth. To know more about the latest analysts predictions for the company, check out this visualization of analyst forecasts for the company.
总的来说,我们认为Champion Homes确实有一些积极因素需要考虑。尽管回报率低,但公司将其利润的很大一部分重新投资到业务中,无疑促成了其高盈利增长。尽管如此,对公司最新的分析师预测的研究显示,预计公司未来盈利增长将放缓。要了解更多关于该公司的最新分析师预测,请查看该公司的分析师预测的可视化。
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