If EPS Growth Is Important To You, BJ's Wholesale Club Holdings (NYSE:BJ) Presents An Opportunity
If EPS Growth Is Important To You, BJ's Wholesale Club Holdings (NYSE:BJ) 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.
对于初学者来说,收购一家向投资者讲述好故事的公司似乎是个好主意(也是一个令人兴奋的前景),即使该公司目前缺乏收入和利润记录。但现实是,当一家公司每年亏损时,在足够长的时间内,其投资者通常会从亏损中分担自己的份额。虽然资金充足的公司可能会遭受多年的损失,但它最终需要创造利润,否则投资者将继续前进,公司将萎缩。
So if this idea of high risk and high reward doesn't suit, you might be more interested in profitable, growing companies, like BJ's Wholesale Club Holdings (NYSE:BJ). 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.
因此,如果这种高风险和高回报的想法不适合,那么你可能会对盈利、成长中的公司更感兴趣,例如BJ's Wholesale Club Holdings(纽约证券交易所代码:BJ)。现在,这并不是说该公司提供了最好的投资机会,但盈利能力是业务成功的关键因素。
How Fast Is BJ's Wholesale Club Holdings Growing?
BJ's Wholesale Club 持股量的增长速度有多快?
The market is a voting machine in the short term, but a weighing machine in the long term, so you'd expect share price to follow earnings per share (EPS) outcomes eventually. Therefore, there are plenty of investors who like to buy shares in companies that are growing EPS. BJ's Wholesale Club Holdings managed to grow EPS by 9.8% per year, over three years. That's a good rate of growth, if it can be sustained.
市场在短期内是投票机,但从长远来看是一台权衡器,因此您预计股价最终将跟随每股收益(EPS)的结果。因此,有很多投资者喜欢购买每股收益不断增长的公司的股票。BJ's Wholesale Club Holdings在三年内设法将每股收益增长9.8%。如果可以持续的话,这是一个不错的增长率。
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. EBIT margins for BJ's Wholesale Club Holdings remained fairly unchanged over the last year, however the company should be pleased to report its revenue growth for the period of 5.1% to US$20b. That's a real positive.
仔细考虑收入增长和息税前收益(EBIT)利润率有助于为近期利润增长的可持续性提供信息。去年,BJ批发俱乐部控股公司的息税前利润率基本保持不变,但该公司应该乐于报告其收入增长5.1%至200亿美元。这确实是一个积极的方面。
You can take a look at the company's revenue and earnings growth trend, in the chart below. To see the actual numbers, click on the chart.
您可以在下表中查看该公司的收入和收益增长趋势。要查看实际数字,请单击图表。
![big](https://usnewsfile.moomoo.com/public/MM-PersistNewsContentImage/7781/20240910/0-021eafbf80ddf6c74493da57c7d1375f-0-4bd0c4e639eef6d56aa88379e3446f7c.png/big)
Of course the knack is to find stocks that have their best days in the future, not in the past. You could base your opinion on past performance, of course, but you may also want to check this interactive graph of professional analyst EPS forecasts for BJ's Wholesale Club Holdings.
当然,诀窍是找到未来表现最好的股票,而不是过去的股票。当然,你可以根据过去的表现来看待你的看法,但你可能还需要查看这张专业分析师对BJ's Wholesale Club Holdings每股收益预测的互动图表。
Are BJ's Wholesale Club Holdings Insiders Aligned With All Shareholders?
BJ的批发俱乐部控股内部人士是否与所有股东保持一致?
We would not expect to see insiders owning a large percentage of a US$10b company like BJ's Wholesale Club Holdings. But we do take comfort from the fact that they are investors in the company. Given insiders own a significant chunk of shares, currently valued at US$93m, they have plenty of motivation to push the business to succeed. That's certainly enough to let shareholders know that management will be very focussed on long term growth.
我们预计不会看到内部人士拥有像BJ's Wholesale Club Holdings这样的100亿美元公司的很大一部分股份。但是,他们是公司的投资者,这确实令我们感到欣慰。鉴于内部人士拥有很大一部分股票,目前价值为9300万美元,他们有足够的动力推动业务走向成功。这当然足以让股东知道管理层将非常专注于长期增长。
It's good to see that insiders are invested in the company, but are remuneration levels reasonable? Well, based on the CEO pay, you'd argue that they are indeed. For companies with market capitalisations over US$8.0b, like BJ's Wholesale Club Holdings, the median CEO pay is around US$13m.
很高兴看到内部人士投资于公司,但是薪酬水平是否合理?好吧,根据首席执行官的薪酬,你会认为确实如此。对于市值超过80亿美元的公司,例如BJ的批发俱乐部控股公司,首席执行官的薪酬中位数约为1300万美元。
The BJ's Wholesale Club Holdings CEO received US$11m in compensation for the year ending February 2024. That is actually below the median for CEO's of similarly sized companies. CEO compensation is hardly the most important aspect of a company to consider, but when it's reasonable, that gives a little more confidence that leadership are looking out for shareholder interests. Generally, arguments can be made that reasonable pay levels attest to good decision-making.
截至2024年2月的财年,日本批发俱乐部控股公司首席执行官获得了1100万美元的薪酬。这实际上低于类似规模公司首席执行官的中位数。首席执行官薪酬并不是公司最需要考虑的方面,但如果合理,这可以增强领导层关注股东利益的信心。通常,可以说合理的薪酬水平证明了良好的决策。
Should You Add BJ's Wholesale Club Holdings To Your Watchlist?
你应该将 BJ 的 Wholesale Club Holdings 添加到你的关注列表吗?
One important encouraging feature of BJ's Wholesale Club Holdings is that it is growing profits. The growth of EPS may be the eye-catching headline for BJ's Wholesale Club Holdings, but there's more to bring joy for shareholders. With a meaningful level of insider ownership, and reasonable CEO pay, a reasonable mind might conclude that this is one stock worth watching. What about risks? Every company has them, and we've spotted 1 warning sign for BJ's Wholesale Club Holdings you should know about.
BJ's Wholesale Club Holdings的一个重要令人鼓舞的特点是利润不断增长。每股收益的增长可能是BJ's Wholesale Club Holdings引人注目的头条,但还有更多可以为股东带来欢乐的内容。有了可观的内部所有权水平和合理的首席执行官薪酬,理智的人可能会得出结论,这是一只值得关注的股票。那风险呢?每家公司都有它们,我们已经发现了一个你应该知道的BJ's Wholesale Club Holdings的警告信号。
Although BJ's Wholesale Club Holdings 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BJ's Wholesale Club Holdings确实看起来不错,但如果内部人士买入股票,它可能会吸引更多的投资者。如果你想看到拥有更多风险的公司,那么看看这些精心挑选的公司,这些公司不仅拥有强劲的增长,而且有强大的内部支持。
Please note the insider transactions discussed in this article refer to reportable transactions in the relevant jurisdiction.
请注意,本文中讨论的内幕交易是指相关司法管辖区内应报告的交易。
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Simply Wall St的这篇文章本质上是笼统的。我们仅使用公正的方法根据历史数据和分析师的预测提供评论,我们的文章无意作为财务建议。它不构成买入或卖出任何股票的建议,也没有考虑到您的目标或财务状况。我们的目标是为您提供由基本数据驱动的长期重点分析。请注意,我们的分析可能不考虑最新的价格敏感型公司公告或定性材料。简而言之,华尔街没有持有任何上述股票的头寸。