Do Allegro MicroSystems' (NASDAQ:ALGM) Earnings Warrant Your Attention?
Do Allegro MicroSystems' (NASDAQ:ALGM) Earnings Warrant Your Attention?
For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to investors, even if it currently lacks a track record of revenue and profit. But as Peter Lynch said in One Up On Wall Street, 'Long shots almost never pay off.' While a well funded company may sustain losses for years, it will need to generate a profit eventually, or else investors will move on and the company will wither away.
對於初學者來說,收購一家向投資者講述好故事的公司似乎是個好主意(也是一個令人興奮的前景),即使該公司目前缺乏收入和利潤記錄。但是正如彼得·林奇所說 One Up On Wall 街,“遠射幾乎永遠不會得到回報。”雖然資金充足的公司可能會遭受多年的損失,但它最終需要創造利潤,否則投資者將繼續前進,公司將萎縮。
Despite being in the age of tech-stock blue-sky investing, many investors still adopt a more traditional strategy; buying shares in profitable companies like Allegro MicroSystems (NASDAQ:ALGM). Even if this company is fairly valued by the market, investors would agree that generating consistent profits will continue to provide Allegro MicroSystems with the means to add long-term value to shareholders.
儘管處於科技股藍天投資時代,但許多投資者仍然採取更傳統的策略:購買Allegro MicroSystems(納斯達克股票代碼:ALGM)等盈利公司的股票。即使市場對這家公司進行了合理的估值,投資者也會同意,創造持續的利潤將繼續爲Allegro MicroSystems提供爲股東增加長期價值的手段。
How Fast Is Allegro MicroSystems Growing?
Allegro MicroSystems 的增長速度有多快?
The market is a voting machine in the short term, but a weighing machine in the long term, so you'd expect share price to follow earnings per share (EPS) outcomes eventually. That makes EPS growth an attractive quality for any company. Impressively, Allegro MicroSystems has grown EPS by 26% per year, compound, in the last three years. If growth like this continues on into the future, then shareholders will have plenty to smile about.
市場在短期內是投票機,但從長遠來看是一臺權衡器,因此您預計股價最終將跟隨每股收益(EPS)的結果。這使得每股收益的增長對任何公司來說都是一種有吸引力的品質。令人印象深刻的是,在過去三年中,Allegro MicroSystems的每股收益複合增長了26%。如果這樣的增長持續到未來,那麼股東們將有很多值得微笑的地方。
It's often helpful to take a look at earnings before interest and tax (EBIT) margins, as well as revenue growth, to get another take on the quality of the company's growth. The good news is that Allegro MicroSystems is growing revenues, and EBIT margins improved by 3.0 percentage points to 22%, over the last year. That's great to see, on both counts.
查看利息和稅前收益(EBIT)利潤率以及收入增長通常會很有幫助,這樣可以重新了解公司的增長質量。好消息是,Allegro MicroSystems的收入正在增長,息稅前利潤率比去年提高了3.0個百分點至22%。無論從哪個方面來看,都很高興看到。
You can take a look at the company's revenue and earnings growth trend, in the chart below. Click on the chart to see the exact numbers.
您可以在下表中查看該公司的收入和收益增長趨勢。點擊圖表查看確切的數字。
![earnings-and-revenue-history](https://usnewsfile.moomoo.com/public/MM-PersistNewsContentImage/7781/20240220/0-3bdd7006e852c72a7619818dd2adacd8-0-871aedf4e358697b3b0a49011fb2196e.png/big)
In investing, as in life, the future matters more than the past. So why not check out this free interactive visualization of Allegro MicroSystems' forecast profits?
在投資中,就像在生活中一樣,未來比過去更重要。那麼,爲什麼不看看這個 Allegro MicroSystems 的免費交互式可視化效果呢 預測 利潤?
Are Allegro MicroSystems Insiders Aligned With All Shareholders?
Allegro MicroSystems 內部人士是否與所有股東保持一致?
Since Allegro MicroSystems has a market capitalisation of US$6.0b, we wouldn't expect insiders to hold a large percentage of shares. But we do take comfort from the fact that they are investors in the company. Notably, they have an enviable stake in the company, worth US$111m. This suggests that leadership will be very mindful of shareholders' interests when making decisions!
由於Allegro MicroSystems的市值爲60億美元,我們預計內部人士不會持有很大比例的股份。但是,他們是公司的投資者,這確實令我們感到欣慰。值得注意的是,他們擁有該公司令人羨慕的股份,價值1.11億美元。這表明領導層在做出決策時會非常注意股東的利益!
Should You Add Allegro MicroSystems To Your Watchlist?
您是否應該將 Allegro MicroSystems 添加到您的關注列表中?
If you believe that share price follows earnings per share you should definitely be delving further into Allegro MicroSystems' strong EPS growth. This EPS growth rate is something the company should be proud of, and so it's no surprise that insiders are holding on to a considerable chunk of shares. Fast growth and confident insiders should be enough to warrant further research, so it would seem that it's a good stock to follow. What about risks? Every company has them, and we've spotted 1 warning sign for Allegro MicroSystems you should know about.
如果你認爲股價緊隨每股收益,那麼你肯定應該進一步研究Allegro MicroSystems的強勁每股收益增長。這種每股收益增長率是該公司應該引以爲豪的,因此,內部人士持有相當一部分股票也就不足爲奇了。快速增長和自信的內部人士應該足以值得進一步研究,因此看來這是一隻值得關注的好股票。那風險呢?每家公司都有它們,我們發現了一個你應該知道的Allegro MicroSystems警告標誌。
There's always the possibility of doing well buying stocks that are not growing earnings and do not have insiders buying shares. But for those who consider these important metrics, we encourage you to check out companies that do have those features. You can access a tailored list of companies which have demonstrated growth backed by recent insider purchases.
買入這樣的股票總是有可能表現不錯 不是 不斷增長的收入和 不要 讓內部人士購買股票。但是,對於那些考慮這些重要指標的人,我們鼓勵您查看具有這些功能的公司。您可以訪問量身定製的公司名單,這些公司在近期內幕收購的支持下實現了增長。
Please note the insider transactions discussed in this article refer to reportable transactions in the relevant jurisdiction.
請注意,本文中討論的內幕交易是指相關司法管轄區內應報告的交易。
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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
對這篇文章有反饋嗎?對內容感到擔憂?直接聯繫我們。 或者,給編輯團隊 (at) simplywallst.com 發送電子郵件。
Simply Wall St的這篇文章本質上是籠統的。我們僅使用公正的方法根據歷史數據和分析師的預測提供評論,我們的文章無意作爲財務建議。它不構成買入或賣出任何股票的建議,也沒有考慮到您的目標或財務狀況。我們的目標是爲您提供由基本數據驅動的長期重點分析。請注意,我們的分析可能不考慮最新的價格敏感型公司公告或定性材料。簡而言之,華爾街沒有持有任何上述股票的頭寸。