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Scorpio Tankers (NYSE:STNG) Pulls Back 3.7% This Week, but Still Delivers Shareholders Splendid 56% CAGR Over 3 Years

Scorpio Tankers (NYSE:STNG) Pulls Back 3.7% This Week, but Still Delivers Shareholders Splendid 56% CAGR Over 3 Years

scorpio tankers(纽交所:STNG)本周回落3.7%,但在过去三年中仍为股东提供了令人赞叹的56%年复合增长率。
Simply Wall St ·  12/08 20:21

Scorpio Tankers Inc. (NYSE:STNG) shareholders might be concerned after seeing the share price drop 29% in the last quarter. In contrast, the return over three years has been impressive. Indeed, the share price is up a very strong 258% in that time. To some, the recent share price pullback wouldn't be surprising after such a good run. The fundamental business performance will ultimately dictate whether the top is in, or if this is a stellar buying opportunity.

纽交所的scorpio tankers股东们可能在看到股价在上个季度下跌29%后感到担忧。相比之下,过去三年的回报表现令人印象深刻。事实上,在那段时间里,股价大涨了258%。对一些人来说,在经历了如此良好的表现之后,最近的股价回调并不令人意外。基本业务表现将最终决定是否触及高点,或者这是否是一个极好的买入机会。

While this past week has detracted from the company's three-year return, let's look at the recent trends of the underlying business and see if the gains have been in alignment.

尽管过去一周公司的三年回报率有所下降,但让我们看看基础业务的最近趋势,以确定收益是否与之相符。

While the efficient markets hypothesis continues to be taught by some, it has been proven that markets are over-reactive dynamic systems, and investors are not always rational. One imperfect but simple way to consider how the market perception of a company has shifted is to compare the change in the earnings per share (EPS) with the share price movement.

虽然一些人仍然相信有效市场假说,但已经证明市场是过度反应的动态系统,投资者并不总是理性的。一个不完美但简单的方法来考虑公司市场看法的变化是比较每股收益(EPS)的变化和股价的波动。

During three years of share price growth, Scorpio Tankers moved from a loss to profitability. That kind of transition can be an inflection point that justifies a strong share price gain, just as we have seen here.

在三年的股价增长中,scorpio tankers已经实现了从亏损到盈利的转变。这种转变可以成为一个拐点,从而为股价的大幅上涨提供合理的解释,就像我们在这里看到的一样。

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)。

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NYSE:STNG Earnings Per Share Growth December 8th 2024
纽交所:scorpio tankers每股收益增长2024年12月8日

It is of course excellent to see how Scorpio Tankers has grown profits over the years, but the future is more important for shareholders. Take a more thorough look at Scorpio Tankers' financial health with this free report on its balance sheet.

看到Scorpio Tankers多年来利润增长当然是非常好的,但对股东来说未来更为重要。通过免费报告详细了解scorpio tankers的财务健康状况。

What About Dividends?

关于分红派息的问题

As well as measuring the share price return, investors should also consider the total shareholder return (TSR). The TSR incorporates the value of any spin-offs or discounted capital raisings, along with any dividends, based on the assumption that the dividends are reinvested. It's fair to say that the TSR gives a more complete picture for stocks that pay a dividend. We note that for Scorpio Tankers the TSR over the last 3 years was 279%, which is better than the share price return mentioned above. And there's no prize for guessing that the dividend payments largely explain the divergence!

除了衡量股价回报外,投资者还应考虑总股东回报(TSR)。TSR包括任何剥离或折价的募资价值,以及任何分红,基于分红再投资的假设。可以说,TSR为支付分红的股票提供了更完整的画面。我们注意到,对于scorpio tankers来说,过去3年的TSR为279%,优于上述股价回报。毫无疑问,分红支付很大程度上解释了这种分歧!

A Different Perspective

另一种看法

Investors in Scorpio Tankers had a tough year, with a total loss of 7.4% (including dividends), against a market gain of about 34%. However, keep in mind that even the best stocks will sometimes underperform the market over a twelve month period. Longer term investors wouldn't be so upset, since they would have made 9%, each year, over five years. It could be that the recent sell-off is an opportunity, so it may be worth checking the fundamental data for signs of a long term growth trend. 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 example, we've discovered 2 warning signs for Scorpio Tankers (1 shouldn't be ignored!) that you should be aware of before investing here.

scorpio tankers的投资者经历了艰难的一年,亏损总额为7.4%(包括分红),而市场收益约为34%。然而,请记住,即使是最好的股票有时也会在十二个月内表现不佳。长期投资者不会太难过,因为他们在过去五年中每年都赚了9%。最近的抛售可能是一个机会,因此值得检查基本数据是否显示出长期增长趋势。我发现长期观察股价作为业务绩效的替代指标非常有趣。但要真正获得洞察,我们也需要考虑其他信息。例如,我们发现了scorpio tankers的2个警示信号(1个不应忽视!)在投资这里前您应该了解。

If you like to buy stocks alongside management, then you might just love this free list of companies. (Hint: many of them are unnoticed AND have attractive valuation).

如果您喜欢与管理层一起购买股票,那么您可能会喜欢这个公司的免费列表。 (提示:其中许多公司不为人注意且具有吸引力的估值。)

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.

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Simply Wall St的这篇文章是一般性质的。我们仅基于历史数据和分析师预测提供评论,使用公正的方法,我们的文章并非意在提供财务建议。这并不构成买入或卖出任何股票的建议,并且不考虑您的目标或财务状况。我们旨在为您带来基于基础数据驱动的长期聚焦分析。请注意,我们的分析可能未考虑最新的价格敏感公司公告或定性材料。Simply Wall St对提及的任何股票都没有持仓。

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