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Here's What Analysts Are Forecasting For CNA Financial Corporation (NYSE:CNA) After Its Second-Quarter Results

Here's What Analysts Are Forecasting For CNA Financial Corporation (NYSE:CNA) After Its Second-Quarter Results

在CNA金融公司(纽交所:CNA)发布第二季度业绩后,分析师们预测了以下内容。
Simply Wall St ·  08/01 06:28

Investors in CNA Financial Corporation (NYSE:CNA) had a good week, as its shares rose 3.0% to close at US$49.16 following the release of its second-quarter results. It looks like the results were a bit of a negative overall. While revenues of US$3.5b were in line with analyst predictions, statutory earnings were less than expected, missing estimates by 4.1% to hit US$1.17 per share. Following the result, the analysts have updated their earnings model, and it would be good to know whether they think there's been a strong change in the company's prospects, or if it's business as usual. We thought readers would find it interesting to see the analysts latest (statutory) post-earnings forecasts for next year.

CNA金融公司(NYSE:CNA)的投资者在发布了第二季度业绩后的一周里表现不错,其股票价格上涨了3.0%,收于49.16美元。然而,总的来看,业绩表现略为不佳。营业收入达到了35亿美元,符合分析师的预期,但法定收益未能达到预期,每股收益为1.17美元,低于预期的4.1%。在公布结果之后,分析师已经更新了盈利模型,我们很想知道他们是否认为该公司前景出现了强烈变化或业务照常进行。我们认为读者可能会对看到分析师最新的(法定)后盈利预测感兴趣。

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NYSE:CNA Earnings and Revenue Growth August 1st 2024
2024年8月1日NYSE:CNA收益和收入增长

Taking into account the latest results, the most recent consensus for CNA Financial from two analysts is for revenues of US$14.2b in 2024. If met, it would imply a credible 2.8% increase on its revenue over the past 12 months. Statutory per-share earnings are expected to be US$4.74, roughly flat on the last 12 months. Yet prior to the latest earnings, the analysts had been anticipated revenues of US$14.3b and earnings per share (EPS) of US$4.91 in 2024. So it looks like there's been a small decline in overall sentiment after the recent results - there's been no major change to revenue estimates, but the analysts did make a small dip in their earnings per share forecasts.

考虑到最新的结果,两位分析师对CNA金融的最新共识为2024年营业收入为142亿美元。如果达成,将意味着过去12个月营收增长约2.8%。预计法定每股收益将为4.74美元,与过去12个月的大致持平。然而,在最新的盈利数据之前,分析师曾预计2024年营收为143亿美元,每股收益(EPS)为4.91美元。因此,似乎最近的业绩公布导致整体情绪有所下降-营收估计未发生重大变化,但分析师对每股收益预测进行了小幅下调。

The consensus price target held steady at US$46.50, with the analysts seemingly voting that their lower forecast earnings are not expected to lead to a lower stock price in the foreseeable future.

共识价值目标保持在46.50美元,分析师似乎认为他们对较低的盈利预测不会导致该公司股票价格在可预见的未来下降。

Taking a look at the bigger picture now, one of the ways we can understand these forecasts is to see how they compare to both past performance and industry growth estimates. The period to the end of 2024 brings more of the same, according to the analysts, with revenue forecast to display 5.7% growth on an annualised basis. That is in line with its 5.6% annual growth over the past five years. Compare this with the broader industry, which analyst estimates (in aggregate) suggest will see revenues grow 5.1% annually. It's clear that while CNA Financial's revenue growth is expected to continue on its current trajectory, it's only expected to grow in line with the industry itself.

现在,让我们来看看更广泛的情况,我们可以通过比较过去的业绩和行业增长预测来了解这些预测。根据分析师的预测,到2024年底为止,CNA金融的营业收入预计将以年均增长5.7%,与过去五年的年均增长5.6%相符。与全行业相比,分析师估计营收每年将增长5.1%。很明显,尽管CNA金融的营收增长预计将继续保持其目前的轨迹,但它预计的增长仅与行业本身相当。

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 biggest concern is that the analysts reduced their earnings per share estimates, suggesting business headwinds could lay ahead for CNA Financial. They also reconfirmed their revenue estimates, with the company predicted to grow at about the same rate as the wider industry. The consensus price target held steady at US$46.50, with the latest estimates not enough to have an impact on their price targets.

最大的担忧是分析师降低了每股收益预测,暗示CNA金融的业务头风可能已经出现。他们也重新确认了营收预测,预计该公司的增长率将与整个行业的增长相当。共识价值目标保持在46.50美元,最新的预测不足以对他们的目标价影响。

Following on from that line of thought, we think that the long-term prospects of the business are much more relevant than next year's earnings. At least one analyst has provided forecasts out to 2025, which can be seen for free on our platform here.

继续思考下去,我们认为公司的长期前景比明年的盈利更具相关性。至少有一位分析师提供了到2025年的预测,可以在我们的平台上免费查看。

You should always think about risks though. Case in point, we've spotted 2 warning signs for CNA Financial you should be aware of.

不过,你应该始终考虑风险。就拿这个例子来说,我们发现了CNA金融的2个警告信号,你应该注意。

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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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