The President & COO's sale of all holdings, even below current price, could be seen negatively, implying they deemed a lower price reasonable. However, it's not a clear sign that insiders think shares are fully valued. The absence of insider purchases in the past year, along with recent selling, calls for caution.
Fabrinet's short term liquidity and net cash position suggest easy debt payoff. Its balance sheet isn't stretched, and it doesn't carry heavy debt. With 66% of its EBIT converted to free cash flow, it's well-positioned for debt reduction when needed. Thus, Fabrinet's debt usage isn't seen as risky.
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$Fabrinet (FN.US)$
标准普尔500指数、道琼斯工业平均指数和纳斯达克指数是...
2010年上市的注册在开曼的美国公司,主要为原厂设备制造商提供外包制造服务,近一半市场在美国,当前价格169.76。
5年来营收持续增长,平均增速14%,营业利润除2020年外增长了4年,平均增速22%,净利润类似,平均增速24%。近年来没有利息费用。毛利率近5年从11.3%提升到12.7%,净资产收益率从15.1%提升到18.2%。
2024上半年营收增长5.6%,营业利润增长3.5%,净利润增长5%。
资产负债率5年来从31.2%下降到25.8%,24Q4降到了24.5%,总资产和净资产都持续提升。
5年来除2022年外,现金流经营净额有4年高于投资净额,产生了较小比例的股东盈余。
目前市盈率25.3,市盈率TTM24.6,和长期增速比有一定折扣,可以选择 (⭐️⭐️)
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