first of all we got the chance to buy these at a multiyear valuation low and for some at a decade and more low. Now to what most do not realize. The combination of higher prices and higher borrowing costs has caused consumers to pull back on discretionary spending more broadly. Typically, merchants swiftly receive deposits for credit and debit card sales within a few days of the transaction. However, the collection of interchange and merchant processing fees is d...
费哲金融服务股票讨论
1986年上市的美国公司,主要做金融技术服务业务,主要市场在美国,当前价格153.82。
2019年公司大幅并购后高速成长了一段时间,近期增速开始放缓,近3年营收平均增速8.7%,营业利润受毛利率持续提升影响平均增速达到52%,归普净利平均增速达到47.4%。2023年利息费用占营业利润的20%,利息负担很重,这也是比较疑惑的地方,净利润已经达到了30多亿,债务负担仍然在提高。毛利率近4年从47.4%提升到了59.8%,净利率从6.6%提升到了16.4%,净资产收益率从2.9%提升到了10.1%。
2024Q1营收增长7.4%,营业利润增长25.9%,净利润增长30.6%。
5年来资产负债率从55%提高到了66.3%,总资产增加不少,但是净资产却减少了,主要可能是库存股造成的,目前已经达到了129亿。 应收的比例和增速比较正常,商誉及其他无形资产484.15亿,是306.69亿净资产的1.6倍,长期借款达到了231.05亿,是2023年净利润的7...
Now to what most do not realize.
The combination of higher prices and higher borrowing costs has caused consumers to pull back on discretionary spending more broadly.
Typically, merchants swiftly receive deposits for credit and debit card sales within a few days of the transaction. However, the collection of interchange and merchant processing fees is d...
暂无评论