Is Now The Time To Put Strategic Education (NASDAQ:STRA) On Your Watchlist?
Is Now The Time To Put Strategic Education (NASDAQ:STRA) On Your Watchlist?
It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story even if these companies are loss-making. Sometimes these stories can cloud the minds of investors, leading them to invest with their emotions rather than on the merit of good company fundamentals. A loss-making company is yet to prove itself with profit, and eventually the inflow of external capital may dry up.
對於很多投資者,尤其是那些缺乏經驗的人來說,購買一些有好故事的公司的股票是很常見的,即使這些公司是虧損的。有時這些故事可以讓投資者有所動搖,導致他們憑感情而非公司的好基本面進行投資。虧損的公司還未能證明自己具備盈利能力,外部資本流入可能最終會枯竭。
So if this idea of high risk and high reward doesn't suit, you might be more interested in profitable, growing companies, like Strategic Education (NASDAQ:STRA). Even if this company is fairly valued by the market, investors would agree that generating consistent profits will continue to provide Strategic Education with the means to add long-term value to shareholders.
如果高風險高回報的想法不適合您,您可能會更感興趣於像Strategic Education (NASDAQ:STRA)這樣盈利和增長穩健的公司。即使這家公司被市場合理估值,投資者也會同意,持續產生利潤將繼續爲Strategic Education提供增加股東長期價值的手段。
Strategic Education's Earnings Per Share Are Growing
Strategic Education的每股收益正在增長
If a company can keep growing earnings per share (EPS) long enough, its share price should eventually follow. Therefore, there are plenty of investors who like to buy shares in companies that are growing EPS. We can see that in the last three years Strategic Education grew its EPS by 17% per year. That growth rate is fairly good, assuming the company can keep it up.
如果一家公司能夠保持足夠長時間的每股收益增長,其股價最終應該會隨之上漲。因此,有很多投資者喜歡購買那些每股收益正在增長的公司的股票。我們可以看到,在過去的三年中,Strategic Education每年的EPS增長率爲17%。如果這家公司能夠保持這種增長速度,那麼這個增長率是相當不錯的。
Top-line growth is a great indicator that growth is sustainable, and combined with a high earnings before interest and taxation (EBIT) margin, it's a great way for a company to maintain a competitive advantage in the market. The music to the ears of Strategic Education shareholders is that EBIT margins have grown from 5.9% to 12% in the last 12 months and revenues are on an upwards trend as well. Ticking those two boxes is a good sign of growth, in our book.
高線增長是可持續增長的好指標,加上高利潤率,對於一家公司來說,這是保持市場競爭優勢的好方式。對於Strategic Education的股東來說,好消息是,EBIT利潤率在過去12個月內已經從5.9%上升到12%,收入也在上升趨勢中。在我們看來,這兩個方面都得到了滿足,這是一個很好的增長跡象。
The chart below shows how the company's bottom and top lines have progressed over time. To see the actual numbers, click on the chart.
下面的圖表顯示了公司的營業收入和收益是如何隨時間變化的。要查看實際數字,請單擊圖表。
![earnings-and-revenue-history](https://usnewsfile.moomoo.com/public/MM-PersistNewsContentImage/7781/20240629/0-e426119419d7036e958b1c90587c0f44-0-2d9f4fb05abd0df4291a822e5779932d.png/big)
In investing, as in life, the future matters more than the past. So why not check out this free interactive visualization of Strategic Education's forecast profits?
在投資中,就像生活一樣,未來比過去更重要。因此,爲什麼不查看Strategic Education的免費交互式可視化呢?預測利潤?
Are Strategic Education Insiders Aligned With All Shareholders?
Strategic Education的內部人員和所有股東都支持嗎?
Investors are always searching for a vote of confidence in the companies they hold and insider buying is one of the key indicators for optimism on the market. That's because insider buying often indicates that those closest to the company have confidence that the share price will perform well. Of course, we can never be sure what insiders are thinking, we can only judge their actions.
投資者總是在尋找公司的持有者的信心投票,內部人員的購買是市場樂觀情緒的關鍵指標之一。這是因爲內部人員的購買通常表明,那些最靠近公司的人有信心股價會表現良好。當然,我們永遠無法確定內部人員在想什麼,我們只能判斷他們的行爲。
While we did see insider selling of Strategic Education stock in the last year, one single insider spent plenty more buying. Specifically the Independent Director, Viet Dinh, spent US$494k, paying about US$115 per share. It's hard to ignore news like that.
雖然我們在過去一年中確實看到了Strategic Education股票的內部人員賣出,但有一位單一的內部人員花費了更多的時間進行購買。具體而言,獨立董事Viet Dinh花費了494,000美元,每股支付約115美元。這樣的新聞很難被忽視。
On top of the insider buying, it's good to see that Strategic Education insiders have a valuable investment in the business. With a whopping US$88m worth of shares as a group, insiders have plenty riding on the company's success. This would indicate that the goals of shareholders and management are one and the same.
除了內部人員的購買之外,還很高興看到Strategic Education與業務有關的內部人員擁有有價值的投資。作爲一群人,他們持有價值高達8800萬美元的股份,內部人員有很多成就。這表明股東和管理層的目標是一致的。
Shareholders have more to smile about than just insiders adding more shares to their already sizeable holdings. That's because Strategic Education's CEO, Karl McDonnell, is paid at a relatively modest level when compared to other CEOs for companies of this size. The median total compensation for CEOs of companies similar in size to Strategic Education, with market caps between US$2.0b and US$6.4b, is around US$6.7m.
與Strategic Education的CEO相比,市值在20億至64億美元之間的公司的其他CEO的中位總薪酬約爲670萬美元。因此,股東有更多的理由微笑,因爲Karl McDonnell的薪酬相對較低。
The Strategic Education CEO received US$5.4m in compensation for the year ending December 2023. That is actually below the median for CEO's of similarly sized companies. CEO remuneration levels are not the most important metric for investors, but when the pay is modest, that does support enhanced alignment between the CEO and the ordinary shareholders. It can also be a sign of good governance, more generally.
Strategic Education的CEO在2023年12月結束的一年中獲得了540萬美元的報酬。這實際上低於Rule Breakers股票中類似規模公司CEO的中位數。CEO薪酬水平並不是投資者最重要的指標,但當薪酬較低時,這有助於增強CEO和普通股東之間的一致性。這也可能是良好治理的一種跡象。
Does Strategic Education Deserve A Spot On Your Watchlist?
Strategic Education應該列入您的自選股嗎?
One important encouraging feature of Strategic Education is that it is growing profits. Better yet, insiders are significant shareholders, and have been buying more shares. These factors alone make the company an interesting prospect for your watchlist, as well as continuing research. However, before you get too excited we've discovered 1 warning sign for Strategic Education that you should be aware of.
Strategic Education的一個重要的鼓舞人心的特點是其利潤增長。更好的是,公司內部人士是持股人,並且一直在購買更多股票。僅這些因素就讓該公司成爲您自選的有趣前景,以及繼續研究的對象。但是,在您過於興奮之前,我們已經發現了1個有關Strategic Education的警告信號,您應該注意。
Keen growth investors love to see insider activity. Thankfully, Strategic Education isn't the only one. You can see a a curated list of companies which have exhibited consistent growth accompanied by high insider ownership.
狂熱的成長投資者喜歡看到內部活動。值得慶幸的是,Strategic Education並不是唯一一個這樣的公司。您可以看到另一些展現出持續增長並伴隨高內部所有權的公司的精選列表。
Please note the insider transactions discussed in this article refer to reportable transactions in the relevant jurisdiction.
請注意,本文討論的內部交易是指在相關司法管轄區中報告的交易。
Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) simplywallst.com.
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.
對本文有反饋?關於內容有所顧慮?直接和我們聯繫。或電郵 editorial-team (at) simplywallst.com。
這篇文章是Simply Wall St的一般性文章。我們根據歷史數據和分析師預測提供評論,只使用公正的方法論,我們的文章並不意味着提供任何金融建議。文章不構成買賣任何股票的建議,也不考慮您的目標或您的財務狀況。我們的目標是帶給您基本數據驅動的長期關注分析。請注意,我們的分析可能不考慮最新的價格敏感公司公告或定性材料。Simply Wall St沒有任何股票頭寸。
Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com
對本文有反饋?關於內容有所顧慮?直接和我們聯繫。或者,也可以發送電子郵件至editorial-team@simplywallst.com