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Do Salesforce's (NYSE:CRM) Earnings Warrant Your Attention?

Do Salesforce's (NYSE:CRM) Earnings Warrant Your Attention?

赛富时(纽交所:CRM)的盈利数据值得关注吗?
Simply Wall St ·  08:42

For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to investors, even if it currently lacks a track record of revenue and profit. Unfortunately, these high risk investments often have little probability of ever paying off, and many investors pay a price to learn their lesson. Loss making companies can act like a sponge for capital - so investors should be cautious that they're not throwing good money after bad.

对于初学者来说,买一个向投资者讲述好故事的公司似乎是一个好主意(也是一个令人兴奋的前景),即使它目前缺少营业收入和利润的记录。不幸的是,这些高风险投资往往很少有可能产生回报,许多投资者付出代价来学习他们的教训。亏损的公司可以像吸取资本的海绵一样 - 所以投资者应谨慎,不要把好钱投进去。

So if this idea of high risk and high reward doesn't suit, you might be more interested in profitable, growing companies, like Salesforce (NYSE:CRM). Even if this company is fairly valued by the market, investors would agree that generating consistent profits will continue to provide Salesforce with the means to add long-term value to shareholders.

如果高风险和高回报的理念不适合您,您可能更感兴趣的是盈利、增长的公司,如Salesforce(纽交所:CRM)。即使这家公司在市场上被合理地价值化,投资者也会同意,持续产生利润将继续为Salesforce提供将长期价值增加到股东中的手段。

Salesforce's Earnings Per Share Are Growing

Salesforce的每股收益正在增长。

Generally, companies experiencing growth in earnings per share (EPS) should see similar trends in share price. That makes EPS growth an attractive quality for any company. Salesforce managed to grow EPS by 5.1% per year, over three years. This may not be setting the world alight, but it does show that EPS is on the upwards trend.

一般来说,每股收益(EPS)增长的公司应该看到类似的股价趋势。这使得EPS增长对于任何公司来说都是一种有吸引力的品质。Salesforce在过去三年中每年EPS增长了5.1%。这可能不会引起轰动,但确实表明EPS正在上升趋势。

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 Salesforce shareholders is that EBIT margins have grown from 9.2% to 18% in the last 12 months and revenues are on an upwards trend as well. Both of which are great metrics to check off for potential growth.

顶线增长是增长可持续性的一个很好的指标,并且结合较高的利润和税前利润(EBIT)率,它是公司在市场上保持竞争优势的好方法。对于Salesforce股东而言,好消息是EBIt毛利率从过去12个月的9.2%增长到18%,收入也呈上升趋势。这两者都是潜在增长的很好指标。

You can take a look at the company's revenue and earnings growth trend, in the chart below. Click on the chart to see the exact numbers.

您可以查看下面的图表,以查看公司的收入和利润增长趋势。单击图表可查看确切数字。

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NYSE:CRM Earnings and Revenue History July 28th 2024
NYSE:CRm的盈利和营业收入历史2024年7月28日。

The trick, as an investor, is to find companies that are going to perform well in the future, not just in the past. While crystal balls don't exist, you can check our visualization of consensus analyst forecasts for Salesforce's future EPS 100% free.

作为投资者,要做的关键是找到未来表现良好的公司,而不仅仅是过去表现良好的公司。虽然没有水晶球,但您可以检查我们对Salesforce未来EPS的共识分析师预测的可视化图表,这是100%免费的。

Are Salesforce Insiders Aligned With All Shareholders?

Salesforce内部人的动向是否与所有股东一致?

Owing to the size of Salesforce, we wouldn't expect insiders to hold a significant proportion of the company. But thanks to their investment in the company, it's pleasing to see that there are still incentives to align their actions with the shareholders. Indeed, they have a considerable amount of wealth invested in it, currently valued at US$6.8b. Holders should find this level of insider commitment quite encouraging, since it would ensure that the leaders of the company would also experience their success, or failure, with the stock.

由于Salesforce的规模,我们不希望内部人士持有公司的大部分股份。但由于他们对公司的投资,令人高兴的是,仍然有激励措施使他们的行动与股东保持一致。实际上,他们在公司中投资了相当大的财富,目前价值68亿美元。持有人应该发现这种内部承诺水平相当鼓舞人心,因为它将确保公司的领导者与股票的成功或失败经历相伴而行。

Should You Add Salesforce To Your Watchlist?

你应该把Salesforce加入自选吗?

As previously touched on, Salesforce 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. The combination definitely favoured by investors so consider keeping the company on a watchlist. You should always think about risks though. Case in point, we've spotted 1 warning sign for Salesforce you should be aware of.

如之前所提到的,Salesforce是一个不断在成长的业务,这是鼓舞人心的。如果这还不足够,还有相当明显的内部所有权水平。这种组合肯定会受到投资者的青睐,因此考虑将该公司列入监视列表。但你应该始终考虑风险。事实证明,我们已经发现了一个关于Salesforce的警告信号,你应该注意。

Although Salesforce 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.

虽然Salesforce看起来不错,但如果内部人员购买了股票,则可能会吸引更多的投资者。如果您喜欢看到内部人员持有更多股票的公司,则可以查看此精选公司的选择,这些公司不仅拥有强劲的增长,而且拥有强大的内部支持。

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.

对本文有任何反馈?对内容有任何疑虑?请直接与我们联系。或者,发送电子邮件至editorial-team@simplywallst.com。
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

对本文有任何反馈?对内容有任何疑虑?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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