share_log

We Ran A Stock Scan For Earnings Growth And Southern (NYSE:SO) Passed With Ease

We Ran A Stock Scan For Earnings Growth And Southern (NYSE:SO) Passed With Ease

我们对盈利增长进行了股票扫描,南方电力(纽交所:SO)轻松通过。
Simply Wall St ·  01/05 13:50

The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even companies that have no revenue, no profit, and a record of falling short, can manage to find investors. Sometimes these stories can cloud the minds of investors, leading them to invest with their emotions rather than on the merit of good company fundamentals. Loss-making companies are always racing against time to reach financial sustainability, so investors in these companies may be taking on more risk than they should.

投资于一个能够扭转局面的公司的兴奋感吸引了一些投机者,因此即使是没有营业收入、没有利润且屡屡失利的公司,也能找到投资者。有时候,这些故事会使投资者的判断模糊,导致他们情绪驱动投资,而不是基于公司基本面的良好业绩。亏损公司总是在争分夺秒地追求财务可持续性,因此这些公司的投资者可能承受着不应有的风险。

In contrast to all that, many investors prefer to focus on companies like Southern (NYSE:SO), which has not only revenues, but also profits. While profit isn't the sole metric that should be considered when investing, it's worth recognising businesses that can consistently produce it.

与所有这些相比,许多投资者更倾向于关注像南方公司(纽交所:SO)这样的企业,它不仅有营业收入,还有利润。虽然利润并不是投资时唯一需要考虑的指标,但值得认可那些可以持续产生利润的业务。

How Fast Is Southern Growing?

南方公司的增长速度有多快?

If you believe that markets are even vaguely efficient, then over the long term you'd expect a company's share price to follow its earnings per share (EPS) outcomes. Therefore, there are plenty of investors who like to buy shares in companies that are growing EPS. We can see that in the last three years Southern grew its EPS by 15% per year. That growth rate is fairly good, assuming the company can keep it up.

如果你认为市场即使是模糊高效的,那么从长期来看,你会期待一家公司的股价跟随其每股收益(EPS)的结果。因此,许多投资者喜欢购买那些每股收益正在增长的公司的股票。我们可以看到,在过去三年里,南方公司的每股收益每年增长了15%。这个增长率相当不错,假设公司能保持住。

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. It's noted that Southern's revenue from operations was lower than its revenue in the last twelve months, so that could distort our analysis of its margins. While revenue is looking a bit flat, the good news is EBIT margins improved by 8.3 percentage points to 30%, in the last twelve months. Which is a great look for the company.

对营业收入增长和利息及税前收入(EBIT)利润率的仔细考虑可以帮助我们评估近期利润增长的可持续性。需要注意的是,南方公司的运营收入低于过去十二个月的收入,这可能会扭曲我们对其利润率的分析。虽然营业收入看起来略显平稳,但好消息是,过去十二个月EBIT利润率提升了8.3个百分点,达到了30%,这对公司来说是个好消息。

In the chart below, you can see how the company has grown earnings and revenue, over time. Click on the chart to see the exact numbers.

在下面的图表中,您可以看到公司随时间增长的收益和收入。点击图表查看确切数字。

big
NYSE:SO Earnings and Revenue History January 5th 2025
纽交所:SO 盈利和营业收入历史 2025年1月5日

The trick, as an investor, is to find companies that are going to perform well in the future, not just in the past. While crystal balls don't exist, you can check our visualization of consensus analyst forecasts for Southern's future EPS 100% free.

作为投资者,诀窍在于找到将来表现良好的公司,而不仅仅是过去表现良好的公司。虽然水晶球并不存在,但您可以免费查看我们对南方公司未来每股收益的共识分析师预测的可视化。

Are Southern Insiders Aligned With All Shareholders?

南部内部人是否与所有股东保持一致?

Since Southern has a market capitalisation of US$90b, we wouldn't expect insiders to hold a large percentage of shares. But we are reassured by the fact they have invested in the company. Notably, they have an enviable stake in the company, worth US$170m. This comes in at 0.2% of shares in the company, which is a fair amount of a business of this size. This still shows shareholders there is a degree of alignment between management and themselves.

由于南方公司的市值为900亿美元,我们不期待内部人士持有大比例的股份。但我们对他们投资该公司的事实感到安心。值得注意的是,他们在公司的股份令人羡慕,价值达17000万美元。这占公司股份的0.2%,对于这样的业务而言是相当可观的。这仍然向股东表明管理层与他们之间存在一定程度的利益一致。

Should You Add Southern To Your Watchlist?

您应该将南方公司添加到您的自选中吗?

One positive for Southern is that it is growing EPS. That's nice to see. To add an extra spark to the fire, significant insider ownership in the company is another highlight. That combination is very appealing. So yes, we do think the stock is worth keeping an eye on. We should say that we've discovered 3 warning signs for Southern (1 shouldn't be ignored!) that you should be aware of before investing here.

对南方公司的一个积极因素是其每股收益正在增长。这很欣慰。为了给这个火焰添加一些额外的火花,公司内人持有的显著股份是另一个亮点。这种组合非常吸引人。所以是的,我们确实认为这只股票值得关注。我们应该说我们发现南方公司有3个警告信号(1个不应被忽视!),在这里投资前您应该注意。

Although Southern 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.

尽管南方公司看起来不错,但如果内部人士购买了股票,则可能会吸引更多投资者。如果你喜欢看到更多具有实际参与的公司,那么请查看这份精心挑选的公司名单,这些公司不仅拥有强劲的增长,还得到了强大的内部支持。

Please note the insider transactions discussed in this article refer to reportable transactions in the relevant jurisdiction.

请注意,本文讨论的内部交易是指在相关管辖区内可报告的交易。

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.

对本文有反馈?对内容有疑虑?请直接与我们联系。或者,发送电子邮件至 editorial-team (at) simplywallst.com。
这篇来自Simply Wall St的文章是一般性的。我们根据历史数据和分析师预测提供评论,采用无偏见的方法,我们的文章并不旨在提供财务建议。它不构成对任何股票的买入或卖出建议,也未考虑到您的目标或财务状况。我们旨在为您提供以基本数据驱动的长期分析。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在提到的任何股票中均没有持仓。

声明:本内容仅用作提供资讯及教育之目的,不构成对任何特定投资或投资策略的推荐或认可。 更多信息
    抢沙发