Investors in EnerSys (NYSE:ENS) Have Seen Favorable Returns of 85% Over the Past Five Years
Investors in EnerSys (NYSE:ENS) Have Seen Favorable Returns of 85% Over the Past Five Years
EnerSys (NYSE:ENS) shareholders have seen the share price descend 10% over the month. On the bright side the share price is up over the last half decade. In that time, it is up 76%, which isn't bad, but is below the market return of 105%.
艾诺斯(NYSE:ENS)股东在一个月内看到股价下跌了10%。 好消息是股价在过去的五年里上涨了。 在这段时间内,上涨了76%,这不错,但低于市场回报率的105%。
So let's investigate and see if the longer term performance of the company has been in line with the underlying business' progress.
那么,让我们调查一下并查看公司的长期表现是否符合基本业务的进展。
To paraphrase Benjamin Graham: Over the short term the market is a voting machine, but over the long term it's a weighing machine. One imperfect but simple way to consider how the market perception of a company has shifted is to compare the change in the earnings per share (EPS) with the share price movement.
为了概述本杰明·格雷厄姆(Benjamin Graham)的话:短期内,市场是一台投票机,但长期来看,它是一台衡重机。思考一家公司的市场感知如何转变的一种不完美但简单的方法是将每股收益(EPS)变化与股价变动进行比较。
Over half a decade, EnerSys managed to grow its earnings per share at 12% a year. That makes the EPS growth particularly close to the yearly share price growth of 12%. That suggests that the market sentiment around the company hasn't changed much over that time. Indeed, it would appear the share price is reacting to the EPS.
在过去的五年中,艾诺斯每股收益以12%的年增长率增长。 这使得每股收益增长特别接近每年股价的增长率12%。 这表明市场对公司的情绪在那段时间内没有太大变化。 的确,股价似乎是对每股收益的反应。
The company's earnings per share (over time) is depicted in the image below (click to see the exact numbers).
该公司的每股收益(随时间的推移)如下图所示(单击可查看确切数字)。
![1724675438158](https://usnewsfile.moomoo.com/public/MM-PersistNewsContentImage/7781/20240826/42877984-0-f4c2d327d6529590188d54761a16aa2f.webp/bigjpg)
We know that EnerSys has improved its bottom line lately, but is it going to grow revenue? This free report showing analyst revenue forecasts should help you figure out if the EPS growth can be sustained.
我们知道EnerSys公司近期改善了其底线,但是其营业收入是否会增长呢?这份显示分析师预测营业收入的免费报告应该能帮助您判断EPS增长是否可持续。
What About Dividends?
那么分红怎么样呢?
It is important to consider the total shareholder return, as well as the share price return, for any given stock. The TSR is a return calculation that accounts for the value of cash dividends (assuming that any dividend received was reinvested) and the calculated value of any discounted capital raisings and spin-offs. So for companies that pay a generous dividend, the TSR is often a lot higher than the share price return. We note that for EnerSys the TSR over the last 5 years was 85%, which is better than the share price return mentioned above. This is largely a result of its dividend payments!
对于任何给定的股票,考虑总股东回报和股价回报同样重要。TSR是一个考虑现金分红价值(假设任何股息都被再投资)以及任何折现的增资和剥离计算值的回报计算方法。因此,对于支付丰厚股息的公司来说,TSR往往比股价回报高得多。我们注意到,对于EnerSys来说,过去5年的TSR为85%,这比上面提到的股价回报要好。这在很大程度上是其红利支付的结果!
A Different Perspective
不同的观点
EnerSys shareholders are down 2.9% for the year (even including dividends), but the market itself is up 28%. Even the share prices of good stocks drop sometimes, but we want to see improvements in the fundamental metrics of a business, before getting too interested. On the bright side, long term shareholders have made money, with a gain of 13% per year over half a decade. It could be that the recent sell-off is an opportunity, so it may be worth checking the fundamental data for signs of a long term growth trend. Is EnerSys cheap compared to other companies? These 3 valuation measures might help you decide.
EnerSys的股东今年结束时下跌了2.9%(包括股息),但市场本身上涨了28%。即使好股票的股价有时也会下跌,但在我们产生浓厚兴趣之前,我们希望看到企业基本指标的改善。值得一提的是,长期的股东赚钱了,过去五年年均增长13%。最近的抛售可能是一个机会,因此值得查看基本数据,以找到长期增长趋势的迹象。相较于其他公司来说,EnerSys是否便宜?这三个估值指标可能对您做出决策有所帮助。
We will like EnerSys better if we see some big insider buys. While we wait, check out this free list of undervalued stocks (mostly small caps) with considerable, recent, insider buying.
如果我们看到一些内部人士大规模购买股票,我们会更喜欢艾诺斯。在等待的时候,可以查看这份免费的低估股票名单(主要是小市值股票),其中包括相当多最近的内部购买。
Please note, the market returns quoted in this article reflect the market weighted average returns of stocks that currently trade on American exchanges.
请注意,本文所引述的市场回报反映了目前在美国交易所上市的股票的市场加权平均回报。
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