Recent substantial insider selling of Asbury Automotive Group shares and lack of insider buying could be a red flag for shareholders. Despite some alignment between management and smaller shareholders, caution is advised before buying shares.
Asbury Automotive Group's respectable ROE is concerning due to high debt usage. Changes in credit markets could impact the company's performance. A debt-free company with high ROE could be a high quality business.
Investor sentiment towards the company remains steady despite a recent share price drop. Long-term shareholders have seen a 26% annual gain over five years. If fundamentals suggest sustainable growth, the current sell-off could be a worthwhile opportunity.
Asbury Automotive Group's low P/E ratio may reflect investor uncertainty about future growth. Despite a strong earnings outlook and rapid market growth, potential risks could be impacting the P/E ratio. Investors appear to expect significant future earnings volatility.
Asbury Automotive Group's high beta and optimistic future earnings growth, not yet fully factored into the share price, suggest a potential buying opportunity, especially if the market is bearish.
Recent stock disposals by insiders at current price render caution necessary. Lack of purchases in last year and recent sales warrant careful consideration for Asbury Automotive Group's stock despite profitability and growth. Insider sales history crucial to keep in mind.
Pre-Market Stock Movers Gapping up $Adobe (ADBE.US)$stock rose 1.6% after Mizuho Securities upgraded the computer software company to ‘buy’ from ‘neutral’, saying it is well-positioned to capitalize on digital transformation with its highly comprehensive end-to-end offering. $DocuSign (DOCU.US)$stock rose 1% after the e-signature company beat expectations in its second quarter, with revenue up 10.5% year-on-year, and thu...
阿斯伯里汽车股票讨论
Gapping up
$Adobe (ADBE.US)$ stock rose 1.6% after Mizuho Securities upgraded the computer software company to ‘buy’ from ‘neutral’, saying it is well-positioned to capitalize on digital transformation with its highly comprehensive end-to-end offering.
$DocuSign (DOCU.US)$ stock rose 1% after the e-signature company beat expectations in its second quarter, with revenue up 10.5% year-on-year, and thu...
新增数据：2022后两季度及全年，2023前两季度
2022年营收增长56.9%，营业利润增长61.8%，净利润增长87.3%，近些年来利息费用一直在上升，2022年利息费用占营业利润的12.6%，比例偏高，2022年还有2.1亿的业务出售收益推高了净利。
2023上半年营收下滑6.8%，营业利润下滑14%，净利润下滑14%。
2022年资产负债率从73.6%下降到63.8%，应收账款略有下降，存货有所增长，但是比例比较健康。
2023前两季度应收账款继续下降，但是存货继续增加达到12亿，比例仍然健康。
商誉及其他无形资产35.84亿，是30.69亿净资产的1.17倍。长期借款31.81亿，杠杆率很高。库存股10.66亿，但是近些年来没有注销过股份。
目前看来2021年的大幅收购的效果还算不错，目前市盈率4.9，市盈率TTM略升至5.1，由于目前仓位很轻，没有调整必要。
5年来毛利率从16.4%缓慢上升至19.3%，净资产收益率从41.3%下滑至35.3%，处于很高的水平。
近5年中前4年营收波动中增长，2021年暴涨38%，营业利润除2017年微跌外，连续增长4年，其中2021年增长一倍，净利润则是在2017年萎缩17%之后连续快速增长4年，其中2021年增长109%。
2022前两季度营收增加64.6%，营业利润增加85%，净利润增加79.3%。
5年来总体利息费用在提升，2021年利息费用占营业利润的13%，负担中等。
资产负债率5年来从83.3%下降到68.5%，应收款项占比和增速都正常，存货近5年持续下降。
长期借款33.16亿，占净资产24.1亿的138%，即使加上10.5亿的库存股，占比依然接近100%。
5年来经营净额累计低于投资净额，没有产生股东盈余，主要是2021年有过一次大的收购行为。
目前6.1倍市盈率，4.8倍市盈率TTM，可以谨慎选择...
In reaction to earnings/guidance:
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