Here's Why We Think Box (NYSE:BOX) Might Deserve Your Attention Today
Here's Why We Think Box (NYSE:BOX) Might Deserve Your Attention Today
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. Unfortunately, these high risk investments often have little probability of ever paying off, and many investors pay a price to learn their lesson. A loss-making company is yet to prove itself with profit, and eventually the inflow of external capital may dry up.
很多投資者,特別是那些經驗不足的投資者,常常會購買一些有好故事的公司的股票,即使這些公司處於虧損狀態。不幸的是,這些高風險投資往往幾乎沒有支付的可能性,許多投資者在學習教訓的同時付出了代價。虧損的公司需證明自己能否盈利,外部資本的流入最終可能會枯竭。
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 Box (NYSE:BOX). Now this is not to say that the company presents the best investment opportunity around, but profitability is a key component to success in business.
儘管處於科技股藍天投資時代,但許多投資者仍採取更傳統的策略:購買像Box(紐交所:BOX)這樣的盈利公司的股票。現在這並不是說該公司提供了最佳的投資機會,但盈利能力是業務成功的關鍵因素。
How Fast Is Box Growing Its Earnings Per Share?
Box的每股收益增長有多快?
Strong earnings per share (EPS) results are an indicator of a company achieving solid profits, which investors look upon favourably and so the share price tends to reflect great EPS performance. So a growing EPS generally brings attention to a company in the eyes of prospective investors. It is awe-striking that Box's EPS went from US$0.15 to US$0.74 in just one year. Even though that growth rate may not be repeated, that looks like a breakout improvement.
強大的每股收益(EPS)結果表明公司實現了紮實的利潤,投資者對此視爲佳而股票價格往往反映出良好的EPS表現。因此,成長的EPS通常會引起潛在投資者的關注。令人驚歎的是,Box的EPS在短短一年內從0.15美元增長至0.74美元。即使這種增長率可能無法重複,看起來也像是一次突破性的改進。
Careful consideration of revenue growth and earnings before interest and taxation (EBIT) margins can help inform a view on the sustainability of the recent profit growth. Box maintained stable EBIT margins over the last year, all while growing revenue 4.6% to US$1.1b. That's encouraging news for the company!
仔細考慮營業收入增長和利息和稅前利潤(EBIT)利潤率可以幫助了解最近利潤增長的可持續性。Box保持了穩定的EBIT利潤率,在過去一年中增長了4.6%的營收,達到了11億美元。這對公司來說是令人鼓舞的消息!
You can take a look at the company's revenue and earnings growth trend, in the chart below. For finer detail, click on the image.
你可以在下面的圖表中查看公司的營收和盈利增長趨勢。如需了解更詳細信息,請單擊圖像。
![big](https://usnewsfile.moomoo.com/public/MM-PersistNewsContentImage/7781/20240810/0-4e2ff26155eb3bab5607c9e82e5623bc-0-19902706673eddb73d4a7285e0dcc92c.png/big)
In investing, as in life, the future matters more than the past. So why not check out this free interactive visualization of Box's forecast profits?
在投資中,就像在生活中一樣,未來比過去更重要。因此,不妨查看一下Box預測利潤的免費交互式可視化內容?
Are Box Insiders Aligned With All Shareholders?
Box內部人士與所有股東保持一致嗎?
It's a necessity that company leaders act in the best interest of shareholders and so insider investment always comes as a reassurance to the market. Shareholders will be pleased by the fact that insiders own Box shares worth a considerable sum. Indeed, they have a considerable amount of wealth invested in it, currently valued at US$153m. This suggests that leadership will be very mindful of shareholders' interests when making decisions!
公司領導者以股東的最大利益爲行動準則是必要的,因此內部投資始終讓市場感到放心。股東會高興地發現內部人士擁有一筆相當可觀的Box股票。確實,他們投資了相當數量的財富,目前價值1.53億美元。這表明在做出決策時,領導層將非常注意股東的利益!
It's good to see that insiders are invested in the company, but are remuneration levels reasonable? Our quick analysis into CEO remuneration would seem to indicate they are. The median total compensation for CEOs of companies similar in size to Box, with market caps between US$2.0b and US$6.4b, is around US$6.9m.
看到內部人員投資公司是好事,但薪酬水平合理嗎?我們快速分析了CEO的薪酬情況,似乎是的。與Box大小相似、市值介於20億美元至64億美元之間的公司CEO的中位數總薪酬約爲690萬美元。
The Box CEO received total compensation of just US$211k in the year to January 2024. That's clearly well below average, so at a glance that arrangement seems generous to shareholders and points to a modest remuneration culture. 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.
Box CEO在2024年1月的一年中獲得的總薪酬僅爲21.1萬美元。顯然,這遠低於平均水平,因此乍一看,這筆款項對股東來說似乎很慷慨,並且表明了一種溫和的報酬文化。雖然CEO薪酬水平並不是投資者最重要的指標,但當報酬較低時,這確實支持CEO與普通股東之間的增強一致性。從更一般的角度來看,它也可能是良好治理的標誌。
Is Box Worth Keeping An Eye On?
Box值得關注嗎?
Box's earnings per share growth have been climbing higher at an appreciable rate. The cherry on top is that insiders own a bucket-load of shares, and the CEO pay seems really quite reasonable. The drastic earnings growth indicates the business is going from strength to strength. Hopefully a trend that continues well into the future. Big growth can make big winners, so the writing on the wall tells us that Box is worth considering carefully. Of course, just because Box is growing does not mean it is undervalued. If you're wondering about the valuation, check out this gauge of its price-to-earnings ratio, as compared to its industry.
Box的每股收益增長正在以可觀的速度不斷攀升。另外,內部人士擁有大量的股份,並且CEO的報酬似乎非常合理。大幅增長表明該業務越來越強勁。希望這種趨勢能夠持續到未來。大的增長可以形成大的勝利者,因此站在時代的前沿告訴我們,Box值得仔細考慮。當然,僅僅因爲Box在增長,這並不意味着它被低估。如果你想知道估值情況,不妨查看與行業相比的市盈率儀表盤。
Although Box certainly looks good, it may appeal to more investors if insiders were buying up shares. If you like to see companies with more skin in the game, then check out this handpicked selection of companies that not only boast of strong growth but have strong insider backing.
儘管Box看起來非常出色,但如果內部人士購買股票,它可能會吸引更多投資者的興趣。如果你喜歡看到更多股權,那麼不妨查看這手選的、不僅擁有強勁增長但還擁有強大內部支持的公司組合。
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。
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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.
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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。