美股期权个股详情

GLOB241220P350000

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延时15分钟行情收盘价 11/26 09:30 (美东)
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  • 5日
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    $Globant (GLOB.US)$在2023.3.23的分析中因为利润增长的含金量过低被排除,至今股价提升11%。
    2014年上市的卢森堡公司,从阿根廷起步,主要做定制软件业务,主要市场在美国,当前价格172.68。
    5年来营收持续增长,平均增速32%,2023年增速为17.7%,营业利润平均增速25.2%,2023年降到2.2%,净利润平均增速25.3%,2023年降到6.5%。受股票增发影响,每股收益5年平均增速降到20.8%,2023年降到4.9%。毛利率近5年从38.6%微降到36.1%,净利率则从8.2%下降到7.6%,净资产收益率降到9.8%。
    2024Q1营收增长20.9%,营业利润增长2.4%,净利润增长20.7%。
    5年来商誉和无形资产持续增加,上次分析时还是9.2亿,目前已经达到13.7亿,而1年的净利润仅有1.6亿。
    目前市盈率47.6,市盈率TTM45.3,考虑到靠收购驱动的增长很难持久,缺乏吸引力。
    Despite a lower than average ROE, Globant's significant net income growth and reinvestment of all profits into the business are positive indicators. The company's current growth rate is expected to be maintained according to industry analyst forecasts.
    Despite the short-term decrease in ROCE, the increase in revenue and capital employed for Globant is seen as promising. If these growth trends continue, the stock could be a good investment in the long term.
    Globant's high P/E ratio is justified by its superior earnings outlook. Shareholders' confidence and the company's high growth prospects provide strong support to the share price.
    With rapidly growing earnings per share and a sizeable insider stake, Globant could be a viable candidate for your watchlist. This growth may suggest substantial business transformation. Evaluating its ROE against industry standards is advised.
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