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STO Express Co.,Ltd Just Recorded A 136% EPS Beat: Here's What Analysts Are Forecasting Next

STO Express Co.,Ltd Just Recorded A 136% EPS Beat: Here's What Analysts Are Forecasting Next

申通快递股份有限公司刚刚实现了136%的每股收益超额完成:分析师们接下来的预测是什么
Simply Wall St ·  11/01 18:42

The quarterly results for STO Express Co.,Ltd (SZSE:002468) were released last week, making it a good time to revisit its performance. Revenues were CN¥12b, approximately in line with whatthe analysts expected, although statutory earnings per share (EPS) crushed expectations, coming in at CN¥0.14, an impressive 136% ahead of estimates. This is an important time for investors, as they can track a company's performance in its report, look at what experts are forecasting for next year, and see if there has been any change to expectations for the business. With this in mind, we've gathered the latest statutory forecasts to see what the analysts are expecting for next year.

申通快递股份有限公司(SZSE:002468)上周发布了季度业绩,现在是重新审视其表现的好时机。营业收入为120亿元人民币,与分析师预期基本一致,尽管法定每股收益(EPS)超出预期,达到0.14亿元人民币,比预期高出136%。对投资者来说,这是一个重要时刻,他们可以通过报告追踪公司的表现,查看专家们对明年的预测,并了解对业务预期是否有任何变化。因此,我们收集了最新的法定预测,以查看分析师对明年的预期。

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SZSE:002468 Earnings and Revenue Growth November 1st 2024
SZSE:002468 2024年11月1日的收益和营收增长

Taking into account the latest results, the most recent consensus for STO ExpressLtd from twelve analysts is for revenues of CN¥53.5b in 2025. If met, it would imply a meaningful 19% increase on its revenue over the past 12 months. Per-share earnings are expected to surge 39% to CN¥0.71. Yet prior to the latest earnings, the analysts had been anticipated revenues of CN¥53.5b and earnings per share (EPS) of CN¥0.71 in 2025. So it's pretty clear that, although the analysts have updated their estimates, there's been no major change in expectations for the business following the latest results.

考虑到最新的结果,来自十二名分析师的STO ExpressLtd最新共识是预计2025年营业收入达到535亿元人民币。如果达到,将意味着过去12个月内其营收将实现有意义的19%增长。每股收益预计将激增39%至0.71亿元人民币。然而,在最新收益公布前,分析师此前预期2025年营业收入将达到535亿元人民币,每股收益(EPS)为0.71亿元人民币。因此,很明显,尽管分析师已更新其预测,但根据最新结果,业务预期并没有发生重大变化。

The consensus price target rose 7.8% to CN¥12.54despite there being no meaningful change to earnings estimates. It could be that the analystsare reflecting the predictability of STO ExpressLtd's earnings by assigning a price premium. There's another way to think about price targets though, and that's to look at the range of price targets put forward by analysts, because a wide range of estimates could suggest a diverse view on possible outcomes for the business. There are some variant perceptions on STO ExpressLtd, with the most bullish analyst valuing it at CN¥14.50 and the most bearish at CN¥10.10 per share. Analysts definitely have varying views on the business, but the spread of estimates is not wide enough in our view to suggest that extreme outcomes could await STO ExpressLtd shareholders.

尽管盈利预期没有发生实质性变化,但共识价格目标上涨了7.8%至12.54元人民币。分析师可能反映了申通快递股份有限公司收入的可预测性,从而给予溢价。然而,对价格目标还有另一种看法,那就是查看分析师提出的价格目标范围,因为广泛的估算范围可能表明对业务可能结果存在多种看法。对于申通快递股份有限公司,分析师持有一些不同的看法,最为看好的分析师估值为每股14.50元人民币,而最看淡的为每股10.10元人民币。分析师对该业务的看法确实存在差异,但在我们看来,估算范围并不足够广泛,以表明极端结果可能会等待申通快递股份有限公司的股东。

One way to get more context on these forecasts is to look at how they compare to both past performance, and how other companies in the same industry are performing. The period to the end of 2025 brings more of the same, according to the analysts, with revenue forecast to display 15% growth on an annualised basis. That is in line with its 17% annual growth over the past five years. By contrast, our data suggests that other companies (with analyst coverage) in a similar industry are forecast to see their revenues grow 10% per year. So it's pretty clear that STO ExpressLtd is forecast to grow substantially faster than its industry.

要更多地了解这些预测的背景,一种方法是比较它们与过去业绩以及同行业其他公司的表现。截至2025年底,分析师预测显示营业收入将以年复合增长率15%增长。这与过去五年的年增长率17%保持一致。相比之下,我们的数据显示,其他同行业(有分析师覆盖)的公司预计营业收入每年增长10%。因此,STO ExpressLtd预计增长速度明显快于其所在行业。

The Bottom Line

最重要的事情是分析师增加了它对下一年每股亏损的估计。令人欣慰的是,营收预测未发生重大变化,业务仍有望比整个行业增长更快。共识价格目标稳定在28.50美元,最新估计不足以对价格目标产生影响。

The most obvious conclusion is that there's been no major change in the business' prospects in recent times, with the analysts holding their earnings forecasts steady, in line with previous estimates. Fortunately, they also reconfirmed their revenue numbers, suggesting that it's tracking in line with expectations. Additionally, our data suggests that revenue is expected to grow faster than the wider industry. We note an upgrade to the price target, suggesting that the analysts believes the intrinsic value of the business is likely to improve over time.

最明显的结论是,最近业务前景没有发生重大变化,分析师维持其盈利预测稳定,与先前的估计一致。幸运的是,他们还重申了他们的收入数据,表明其符合预期增长。此外,我们的数据显示,收入预计增速将快于更广泛的行业。我们注意到价格目标有所提升,表明分析师认为企业内在价值可能会随时间改善。

With that said, the long-term trajectory of the company's earnings is a lot more important than next year. At Simply Wall St, we have a full range of analyst estimates for STO ExpressLtd going out to 2026, and you can see them free on our platform here..

话虽如此,公司盈利的长期轨迹比明年更为重要。在Simply Wall St,我们对STO ExpressLtd的分析师预估范围涵盖到2026年,您可以在我们的平台上免费查看。

You can also view our analysis of STO ExpressLtd's balance sheet, and whether we think STO ExpressLtd is carrying too much debt, for free on our platform here.

您还可以在我们的平台上免费查看STO ExpressLtd资产负债表及我们是否认为STO ExpressLtd负债过重的分析。

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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.

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