ODP's lower P/E ratio, compared to the market, suggests investor expectations of limited future growth. The company's poor earnings outlook, reflected in analyst forecasts, contributes to its low P/E. Investors, perceiving no future pleasant surprises in earnings, seem content with the low P/E, potentially curbing a strong rise in share price.
$欧迪办公(ODP.US)$Office Depot plans to cut more than 13,000 jobsand close an undetermined number of stores by the end of 2023. The office supplies retailer said the restructuring could save it as much as $860 million.
欧迪办公股票讨论
2023Q1营收继续下滑3.2%,营业利润受成本和营业费用下降影响反而提升了25.3%,净利润增长了30.9%。
目前市盈率14.3,市盈率TTM略降到12.1,可以多观察几个季度再做判断。
我喜欢$SHOP和$SQ的想法,但是估值和资本配置问题让我担心会继续增加这些头寸。我发现很难专注于这么多不同的头寸,所以我继续专注于将新资金部署到更整合的业务中...
对收益/指导的回应:
• $欧迪办公(ODP.US)$ +8.03%(ODP公司因引导第二季度和22财年收益高于市场预期;回购6亿美元股票而上涨)
• $Synchrony Financial(SYF.US)$ +4.2%(FactSet的数据显示,这家金融服务公司公布的截至6月份季度的调整后每股收益为1.60美元,超过了分析师预期的每股1.41美元。)
• $高盛(GS.US)$ +4.2%(高盛击败...
#Buzzdfatkid
$Toughbuilt Industries(TBLT.US)$ $Build-A-Bear Workshop(BBW.US)$ $Superior Industries International(SUP.US)$ $欧迪办公(ODP.US)$
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