The Five-year Returns Have Been Favorable for Ambarella (NASDAQ:AMBA) Shareholders Despite Underlying Losses Increasing
The Five-year Returns Have Been Favorable for Ambarella (NASDAQ:AMBA) Shareholders Despite Underlying Losses Increasing
Ambarella, Inc. (NASDAQ:AMBA) shareholders might understandably be very concerned that the share price has dropped 34% in the last quarter. But at least the stock is up over the last five years. However we are not very impressed because the share price is only up 55%, less than the market return of 65%.
安巴雷拉公司納斯達克(Sequoia Capital:AMBA)股東可能會非常擔心上個季度股價下跌了34%,這是可以理解的。但至少在過去五年裡,該股上漲了。然而,我們並不是很印象深刻,因為股價只上漲了55%,低於65%的市場回報率。
After a strong gain in the past week, it's worth seeing if longer term returns have been driven by improving fundamentals.
在過去一週的強勁上漲之後,長期回報是否受到基本面改善的推動值得關注。
See our latest analysis for Ambarella
查看我們對安巴雷拉的最新分析
Because Ambarella made a loss in the last twelve months, we think the market is probably more focussed on revenue and revenue growth, at least for now. Generally speaking, companies without profits are expected to grow revenue every year, and at a good clip. As you can imagine, fast revenue growth, when maintained, often leads to fast profit growth.
由於安巴雷拉在過去12個月中出現虧損,我們認為市場可能更關注收入和收入增長,至少目前是這樣。一般來說,沒有利潤的公司預計每年都會有收入增長,而且增長速度很快。正如你可以想像的那樣,快速的收入增長,如果保持下去,往往會帶來快速的利潤增長。
For the last half decade, Ambarella can boast revenue growth at a rate of 8.9% per year. That's a pretty good long term growth rate. Revenue has been growing at a reasonable clip, so it's debatable whether the share price growth of 9% full reflects the underlying business growth. The key question is whether revenue growth will slow down, and if so, how quickly. Lack of earnings means you have to project further into the future justify the valuation on the basis of future free cash flow.
在過去的五年裡,安巴雷拉的收入以每年8.9%的速度增長。這是一個相當不錯的長期增長率。營收一直在以合理的速度增長,因此9%的股價增長是否完全反映了潛在的業務增長仍有爭議。關鍵問題是收入增長是否會放緩,如果會,會以多快的速度放緩。缺乏收益意味著你必須進一步預測未來,根據未來的自由現金流來證明估值的合理性。
The company's revenue and earnings (over time) are depicted in the image below (click to see the exact numbers).
該公司的收入和收益(隨著時間的推移)如下圖所示(點擊查看具體數位)。
![earnings-and-revenue-growth](https://usnewsfile.moomoo.com/public/MM-PersistNewsContentImage/7781/20231011/0-76d5b1598db579583c211a206daeeeb6-0-ab81a613e9dafa02fc9d3215bc752188.png/big)
Ambarella is well known by investors, and plenty of clever analysts have tried to predict the future profit levels. If you are thinking of buying or selling Ambarella stock, you should check out this free report showing analyst consensus estimates for future profits.
安巴雷拉為投資者所熟知,許多聰明的分析師曾試圖預測未來的利潤水準。如果你正在考慮買賣安巴雷拉的股票,你應該看看這個。免費顯示分析師對未來利潤的一致估計的報告。
A Different Perspective
不同的視角
Ambarella shareholders are up 2.8% for the year. But that was short of the market average. It's probably a good sign that the company has an even better long term track record, having provided shareholders with an annual TSR of 9% over five years. It may well be that this is a business worth popping on the watching, given the continuing positive reception, over time, from the market. I find it very interesting to look at share price over the long term as a proxy for business performance. But to truly gain insight, we need to consider other information, too. To that end, you should be aware of the 3 warning signs we've spotted with Ambarella .
安巴雷拉的股東今年以來上漲了2.8%。但這低於市場平均水準。這可能是一個好跡象,表明該公司擁有更好的長期記錄,在過去五年裡為股東提供了9%的年TSR。考慮到隨著時間的推移,市場對這一業務的持續積極反應,這很可能是一項值得關注的業務。我發現,把股價作為衡量企業業績的長期指標是非常有趣的。但為了真正獲得洞察力,我們還需要考慮其他資訊。為此,您應該意識到3個警示標誌我們發現了安巴雷拉。
Of course, you might find a fantastic investment by looking elsewhere. So take a peek at this free list of companies we expect will grow earnings.
當然了,如果你把目光投向別處,你可能會發現這是一筆很棒的投資。所以讓我們來看看這個免費我們預計收益將會增長的公司名單。
Please note, the market returns quoted in this article reflect the market weighted average returns of stocks that currently trade on American exchanges.
請注意,本文引用的市場回報反映了目前在美國交易所交易的股票的市場加權平均回報.
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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.
對這篇文章有什麼反饋嗎?擔心內容嗎? 保持聯繫直接與我們聯繫.或者,也可以給編輯組發電子郵件,地址是暗示Wallst.com。
本文由Simply Wall St.撰寫,具有概括性.我們僅使用不偏不倚的方法提供基於歷史數據和分析師預測的評論,我們的文章並不打算作為財務建議.它不構成買賣任何股票的建議,也沒有考慮你的目標或你的財務狀況.我們的目標是為您帶來由基本面數據驅動的長期重點分析.請注意,我們的分析可能不會將最新的對價格敏感的公司公告或定性材料考慮在內.Simply Wall St.對上述任何一隻股票都沒有持倉.