Icon PLC股票讨论

$Icon PLC (ICLR.US)$营收除2020下滑0.3%以外高速增长了4年，5年平均增速为34.5%，营业利润除2020年下滑6.55%以外高速增长了4年，5年平均增速为20%，净利润受重组和并购影响在2021年大幅下滑54%，5年平均增速为12.4%。
利润表有个非常不好的趋势，最近利息费用高速增长，2022年达到2.3亿，占营业利润的26%，负担很重。
2023Q1营收增长4%，营业利润增长27.5%，净利润受利息费用大幅增长影响仅增长了4.2%。
资产负债表显示公司在2021年举债54亿进行大笔收购，商誉及其他无形资产从10亿增长到138亿，远超净资产。
2022年应收账款增长7.3亿到28亿，增长部分超过当年5.05亿净利润，占当年营收的36%，比例和增速都极不健康，2023Q1应收账款又增长1.8亿，超过当季的1.2亿净利润
目前市盈率40.2，市盈率TTM略降到39.8，可以多等几份财报看看收购的效果以及应收账款是否改善再判断。

Upgrades
• $Marqeta (MQ.US)$ : Morgan Stanley Upgrades to Overweight from Equalweight - PT $15
• $西北天然气 (NWN.US)$ : BofA Securities Upgrades to Neutral from Underperform - PT $53 (from $51)
• $奥的斯 (OTIS.US)$ : Barclays Upgrades to Overweight from Equalweight - PT $82 (from $80)
• $Snowflake (SNOW.US)$ : Rosenblatt Upgrades to Buy from Neutral - PT $255 (from $325)
Downgrades
• $伊顿 (ETN.US)$ : Barclays Downgrades to Underweight from Eq...

Upgrades
• $Aptiv PLC (APTV.US)$ : Wells Fargo Upgrades to Equal Weight from Underweight - PT $112 (from $108)
• $ASM INTERNATIONAL NV SPON ADR EACH REP 1 ORD SHS (ASMIY.US)$ : Barclays Upgrades to Overweight from EqualWeight - PT $425 (from $300)
• $Brighthouse Financial (BHF.US)$ : Wells Fargo Upgrades to Equal Weight from Underweight - PT $54 (from $53)
• $卡地纳健康 (CAH.US)$ : Morgan Stanley Upgrades to Overweight from Equalweight - PT $74 (from $54)
• $CrowdStrike (CRWD.US)$ : Goldman...

$Icon PLC (ICLR.US)$ nice

$施贵宝 (BMY.US)$ $武田制药 (TAK.US)$ $PPD Inc (PPD.US)$ $Icon PLC (ICLR.US)$ Anyone have any input on some of these Biotech and Research stocks below. Some of them are trading at pretty high prices. Yet a few of them are priced low and was wondering if now would be a good time to get in and hold for a long time. Thank you for any input or discussion.
Bristol-Myers Squibb Company (BMY)
Takeda Pharmaceutical Company (TAK)
PPD Inc (PPD)
ICON Public Limited Company (ICLR)
Charles Rivers Laboratories International (CRL)
Laboratory Corporation of America (LH)
IDEXX Laboratories Inc (IDXX)
Bio-Rad Laboratories Inc (BIO)

$Icon PLC (ICLR.US)$
good Q2 report