Results: Great Southern Bancorp, Inc. Beat Earnings Expectations And Analysts Now Have New Forecasts
Results: Great Southern Bancorp, Inc. Beat Earnings Expectations And Analysts Now Have New Forecasts
A week ago, Great Southern Bancorp, Inc. (NASDAQ:GSBC) came out with a strong set of quarterly numbers that could potentially lead to a re-rate of the stock. It was overall a positive result, with revenues beating expectations by 5.4% to hit US$57m. Great Southern Bancorp also reported a statutory profit of US$1.45, which was an impressive 20% above what the analysts had forecast. The analysts typically update their forecasts at each earnings report, and we can judge from their estimates whether their view of the company has changed or if there are any new concerns to be aware of. We thought readers would find it interesting to see the analysts latest (statutory) post-earnings forecasts for next year.
一周前,南方万通金控公司 (NASDAQ:GSBC) 公布了一组强劲的季度财报数据,这可能会导致该股的再次评级。总体上来说,结果是积极的,营业收入以5.4%的超额预期增长至5700万美元。南方万通金控公司还报告了1.45美元的税后利润,比分析师预期的高出20%。分析师通常会在每个盈利报告后更新他们的预测,我们可以从他们的预测中判断他们对该公司的看法是否发生了变化,或者是否有任何要注意的新问题。我们认为读者会发现分析师对明年最新的(税后)盈利预测很有趣。
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Following last week's earnings report, Great Southern Bancorp's three analysts are forecasting 2024 revenues to be US$214.9m, approximately in line with the last 12 months. Statutory per share are forecast to be US$5.09, approximately in line with the last 12 months. In the lead-up to this report, the analysts had been modelling revenues of US$214.3m and earnings per share (EPS) of US$4.81 in 2024. The analysts seems to have become more bullish on the business, judging by their new earnings per share estimates.
在上周的收益报告之后,南方万通金控公司的三位分析师预测2024年的营业收入将达到21490万美元,与过去的12个月基本一致。据预测,每股收益将达到5.09美元,与过去的12个月基本一致。在此报告前,分析师们预测2024年的营业收入为21430万美元,每股收益为4.81美元。从他们的新每股收益预测来看,分析师似乎对该业务变得更为看好。
The consensus price target rose 13% to US$62.00, suggesting that higher earnings estimates flow through to the stock's valuation as well. It could also be instructive to look at the range of analyst estimates, to evaluate how different the outlier opinions are from the mean. Currently, the most bullish analyst values Great Southern Bancorp at US$64.00 per share, while the most bearish prices it at US$60.00. Still, with such a tight range of estimates, it suggeststhe analysts have a pretty good idea of what they think the company is worth.
共识价格目标上涨13%,达到62.00美元,表明更高的盈利预测也会反映在股票估值上。查看分析师预估价值范围也很重要,以评估与平均值不同的离群观点。目前,最看好的分析师认为南方万通金控股价为64.00美元,而最看淡观点则为60.00美元。但是,由于预测范围非常狭窄,这表明分析师对他们认为该公司价值的看法非常明确。
One way to get more context on these forecasts is to look at how they compare to both past performance, and how other companies in the same industry are performing. These estimates imply that revenue is expected to slow, with a forecast annualised decline of 1.6% by the end of 2024. This indicates a significant reduction from annual growth of 3.2% over the last five years. By contrast, our data suggests that other companies (with analyst coverage) in the same industry are forecast to see their revenue grow 5.7% annually for the foreseeable future. So although its revenues are forecast to shrink, this cloud does not come with a silver lining - Great Southern Bancorp is expected to lag the wider industry.
了解这些预测的更多背景信息的一种方法是,比较南方万通金控公司过去的业绩,以及同一行业其他公司的表现。这些预测显示,营业收入有望下降,到2024年底预计年化下降1.6%。这表明,与过去五年的年均增长率3.2%相比,预计出现了显着降低。相比之下,我们的数据表明,同一行业的其他(有分析师覆盖的)公司预计在可预见的未来每年增长5.7%。因此,尽管营业收入预计会下降,但这片阴霾并没有银边,南方万通金控预计将落后于更广泛的行业。
The Bottom Line
最重要的事情是分析师增加了它对下一年每股亏损的估计。令人欣慰的是,营收预测未发生重大变化,业务仍有望比整个行业增长更快。共识价格目标稳定在28.50美元,最新估计不足以对价格目标产生影响。
The most important thing here is that the analysts upgraded their earnings per share estimates, suggesting that there has been a clear increase in optimism towards Great Southern Bancorp following these results. On the plus side, there were no major changes to revenue estimates; although forecasts imply they will perform worse than the wider industry. There was also a nice increase in the price target, with the analysts clearly feeling that the intrinsic value of the business is improving.
这里最重要的是,分析师提高了他们的每股收益预测,表明在这些结果之后,市场对南方万通金控的乐观情绪明显增强。好的一面是,营业收益预期没有出现大的变化,尽管预测显示营业收益表现将会劣于整个行业。股价目标也有了不错的增长,分析师明显认为该业务的内在价值正在改善。
With that in mind, we wouldn't be too quick to come to a conclusion on Great Southern Bancorp. Long-term earnings power is much more important than next year's profits. We have estimates - from multiple Great Southern Bancorp analysts - going out to 2025, and you can see them free on our platform here.
因此,我们不应过快地得出关于南方万通金控的结论,长期的盈利能力比明年的利润更重要。从多位南方万通金控的分析师的预测来看,我们的平台目前提供了2025年的估计值,您可以在这里免费查看。
Before you take the next step you should know about the 1 warning sign for Great Southern Bancorp that we have uncovered.
在您采取下一步行动之前,您应该了解我们发现的南方万通金控的1个警告信号。
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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。