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Do MasterBrand's (NYSE:MBC) Earnings Warrant Your Attention?

Do MasterBrand's (NYSE:MBC) Earnings Warrant Your Attention?

纽交所上MasterBrand(NYSE:MBC)的收益值得您的关注吗?
Simply Wall St ·  07/18 11:22

Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks' without any revenue, let alone profit. 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. Loss-making companies are always racing against time to reach financial sustainability, so investors in these companies may be taking on more risk than they should.

投资者常常被发掘“下一个大热门”的想法所引导,即使这意味着买入没有任何收入甚至没有盈利的“故事股票”。有时这些故事会混淆投资者的思维,导致他们出于情感而非好公司基本面进行投资。亏损的公司总是在与时间赛跑,以达到财务可持续性,所以投资这些公司的投资者可能会承担更多的风险。

So if this idea of high risk and high reward doesn't suit, you might be more interested in profitable, growing companies, like MasterBrand (NYSE:MBC). While profit isn't the sole metric that should be considered when investing, it's worth recognising businesses that can consistently produce it.

如果高风险和高回报的想法不适合您,您可能更感兴趣的是像MasterBrand(纽约证券交易所:MBC)这样的盈利、增长公司。虽然利润并不是投资时应考虑的唯一标准,但应该认识到那些能够持续生产利润的企业是值得关注的。

How Quickly Is MasterBrand Increasing Earnings Per Share?

MasterBrand的每股收益增长速度有多快?

If you believe that markets are even vaguely efficient, then over the long term you'd expect a company's share price to follow its earnings per share (EPS) outcomes. That means EPS growth is considered a real positive by most successful long-term investors. MasterBrand managed to grow EPS by 6.2% per year, over three years. That might not be particularly high growth, but it does show that per-share earnings are moving steadily in the right direction.

如果您认为市场甚至稍微有效,那么长期来看,您会期望一家公司的股价跟随其每股收益结果。这意味着大多数成功的长期投资者认为每股收益增长是真正的积极因素。MasterBrand在三年内每年成功增长了6.2%的每股收益。这可能不是特别高的增长,但它确实表明每股盈利稳步向正确方向发展。

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. While MasterBrand may have maintained EBIT margins over the last year, revenue has fallen. Suffice it to say that is not a great sign of growth.

顶线增长是可持续增长的一个很好的指标,并且与高利润和税前利润(EBIT)边际相结合,是一家公司在市场上保持竞争优势的好方法。虽然MasterBrand在过去一年中保持了EBIT边际,但营业收入已经下降。可以说这不是增长的好迹象。

In the chart below, you can see how the company has grown earnings and revenue, over time. For finer detail, click on the image.

在下面的图表中,您可以看到公司的盈利和收入随着时间的推移而增长。要获得更精细的详细信息,请单击图像。

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NYSE:MBC Earnings and Revenue History July 18th 2024
纽约证券交易所:MBC的收益和营业收入历史(2024年7月18日)

Of course the knack is to find stocks that have their best days in the future, not in the past. You could base your opinion on past performance, of course, but you may also want to check this interactive graph of professional analyst EPS forecasts for MasterBrand.

当然,窍门就是要找到未来有最好表现的股票,而不是过去的表现。当然,您可以基于过去的表现来做出看法,但您也可以查看专业分析师EPS预测的交互式图表来了解MasterBrand。

Are MasterBrand Insiders Aligned With All Shareholders?

MasterBrand内部人员与所有股东的利益是否保持一致?

It should give investors a sense of security owning shares in a company if insiders also own shares, creating a close alignment their interests. MasterBrand followers will find comfort in knowing that insiders have a significant amount of capital that aligns their best interests with the wider shareholder group. As a matter of fact, their holding is valued at US$29m. This considerable investment should help drive long-term value in the business. Even though that's only about 1.3% of the company, it's enough money to indicate alignment between the leaders of the business and ordinary shareholders.

如果内部人员也拥有股票,为股东创造了密切的利益关系,这对于拥有公司股份的投资者来说应该是一种安全感。MasterBrand的追随者会感到安慰,因为内部人员拥有大量资本,这与更广泛的股东群体的最佳利益保持一致。事实上,他们的持股价值为2900万美元。这种相当大的投资应该有助于推动业务的长期价值。尽管这只占该公司的1.3%,但足以表明企业领导层和普通股东之间的利益一致。

Does MasterBrand Deserve A Spot On Your Watchlist?

MasterBrand是否值得被添加到您的自选列表中?

As previously touched on, MasterBrand is a growing business, which is encouraging. If that's not enough on its own, there is also the rather notable levels of insider ownership. These two factors are a huge highlight for the company which should be a strong contender your watchlists. You should always think about risks though. Case in point, we've spotted 1 warning sign for MasterBrand you should be aware of.

如前所述,MasterBrand是一家增长中的企业,这是令人鼓舞的。如果光这一点还不够的话,还有非常引人注目的内部所有权水平。这些两个因素是该公司的巨大亮点,应该是竞争对手自选股清单上的有力候选者。当然,您也应该考虑到风险。例如,我们发现了MasterBrand的1个警告标志,您应该注意。

While opting for stocks without growing earnings and absent insider buying can yield results, for investors valuing these key metrics, here is a carefully selected list of companies in the US with promising growth potential and insider confidence.

虽然选择不断增长的收益并且没有内部买入的股票将会产生结果,但对于评估公司的关键指标价值的投资者来说,这是一个仔细挑选的在美国有潜在增长和内部信心的公司列表。

Please note the insider transactions discussed in this article refer to reportable transactions in the relevant jurisdiction.

请注意,本文讨论的内部交易是指在相关司法管辖区中报告的交易。

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.

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这篇文章是Simply Wall St的一般性文章。我们根据历史数据和分析师预测提供评论,只使用公正的方法论,我们的文章并不意味着提供任何金融建议。文章不构成买卖任何股票的建议,也不考虑您的目标或您的财务状况。我们的目标是带给您基本数据驱动的长期关注分析。请注意,我们的分析可能不考虑最新的价格敏感公司公告或定性材料。Simply Wall St没有任何股票头寸。

Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com

对本文有反馈?对内容感到担忧?请直接与我们联系。或者,发送电子邮件至editorial-team@simplywallst.com。

声明:本内容仅用作提供资讯及教育之目的,不构成对任何特定投资或投资策略的推荐或认可。 更多信息
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