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Should You Be Adding Pentair (NYSE:PNR) To Your Watchlist Today?

Should You Be Adding Pentair (NYSE:PNR) To Your Watchlist Today?

您是否應該今天將濱特爾(紐交所:PNR)添加到您的自選?
Simply Wall St ·  10/28 07:15

It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story even if these companies are loss-making. 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 can act like a sponge for capital - so investors should be cautious that they're not throwing good money after bad.

許多投資者,尤其是那些缺乏經驗的人,都喜歡購買那些故事好的公司的股票,即使這些公司虧損。有時候這些故事會矇蔽投資者的思想,導致他們基於感情而非公司政策的優勢進行投資。虧損的公司可能毫無還手之力地吸收花費,因此投資者應該謹慎,不要將優秀的資金投入到不良投資中去。

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

所以,如果這種高風險高回報的理念不適合您,您可能更感興趣的是像濱特爾(紐交所: PNR)這樣盈利能力強、增長穩健的公司。雖然利潤並不是在投資時唯一應考慮的指標,但值得注意的是那些能夠持續產生利潤的企業。

Pentair's Earnings Per Share Are Growing

濱特爾的每股收益正在增長

The market is a voting machine in the short term, but a weighing machine in the long term, so you'd expect share price to follow earnings per share (EPS) outcomes eventually. So it makes sense that experienced investors pay close attention to company EPS when undertaking investment research. Over the last three years, Pentair has grown EPS by 9.8% per year. That growth rate is fairly good, assuming the company can keep it up.

市場在短期內是一部投票機,但在長期內卻是一部稱重機,因此您預計股價最終會跟隨每股收益(EPS)的結果。因此,有經驗的投資者在進行投資研究時會密切關注公司的EPS。在過去的三年中,濱特爾的每股收益每年增長了9.8%。如果公司能夠保持這種增長率,那就相當不錯。

Careful consideration of revenue growth and earnings before interest and taxation (EBIT) margins can help inform a view on the sustainability of the recent profit growth. Pentair reported flat revenue and EBIT margins over the last year. That's not a major concern but nor does it point to the long term growth we like to see.

仔細考慮營業收入增長和利潤前利息稅折舊攤銷(EBIT)利潤率,有助於判斷最近利潤增長的可持續性。濱特爾在過去一年中報告的營業收入和EBIT利潤率基本持平。這並非是一個主要的擔憂,但也沒有指向我們希望看到的長期增長。

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.

以下圖表展示了該公司營業收入和盈利增長的趨勢。單擊圖表可以查看準確數字。

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NYSE:PNR Earnings and Revenue History October 28th 2024
2024年10月28日紐交所濱特爾盈利和營業收入歷史數據

In investing, as in life, the future matters more than the past. So why not check out this free interactive visualization of Pentair's forecast profits?

在投資中,就像生活中一樣,未來比過去更重要。那麼爲什麼不看一下這個免費交互式可視化工具,了解濱特爾預測的利潤呢?

Are Pentair Insiders Aligned With All Shareholders?

濱特爾內部人是否與所有股東保持一致?

Owing to the size of Pentair, we wouldn't expect insiders to hold a significant proportion of the company. But we do take comfort from the fact that they are investors in the company. With a whopping US$71m worth of shares as a group, insiders have plenty riding on the company's success. This would indicate that the goals of shareholders and management are one and the same.

由於濱特爾公司規模龐大,我們不會指望內部人持有公司的大部分股份。但他們是公司的投資者,這讓我們感到安心。作爲一個團體,內部人持有價值驚人的7100萬美元的股份,這意味着內部人對公司的成功有着很大的期望。這表明股東和管理層的目標是一致的。

While it's always good to see some strong conviction in the company from insiders through heavy investment, it's also important for shareholders to ask if management compensation policies are reasonable. A brief analysis of the CEO compensation suggests they are. The median total compensation for CEOs of companies similar in size to Pentair, with market caps over US$8.0b, is around US$13m.

雖然能夠看到內部人通過大量投資對公司有着很強烈的信念總是令人鼓舞的,但股東也需要問問管理層的薪酬政策是否合理。對CEO薪酬的簡要分析表明是合理的。與濱特爾這樣規模相似、市值超過80億美元的公司的CEO的總補償中位數約爲1300萬美元。

The Pentair CEO received US$10m in compensation for the year ending December 2023. That seems pretty reasonable, especially given it's below the median for similar sized companies. While the level of CEO compensation shouldn't be the biggest factor in how the company is viewed, modest remuneration is a positive, because it suggests that the board keeps shareholder interests in mind. It can also be a sign of a culture of integrity, in a broader sense.

濱特爾CEO在截至2023年12月的年度獲得了1000萬美元的報酬。這看起來相當合理,尤其是考慮到它低於類似規模公司的中位數。雖然CEO薪酬水平不應是公司評價中最重要的因素,但適度的薪酬是一種積極的因素,因爲它表明董事會考慮股東利益。這也可能是誠信文化的體現,從更廣泛的意義上說。

Is Pentair Worth Keeping An Eye On?

值得關注濱特爾嗎?

One important encouraging feature of Pentair is that it is growing profits. The growth of EPS may be the eye-catching headline for Pentair, but there's more to bring joy for shareholders. Boasting both modest CEO pay and considerable insider ownership, you'd argue this one is worthy of the watchlist, at least. Still, you should learn about the 1 warning sign we've spotted with Pentair.

濱特爾的一個重要的令人振奮的特點是它正在盈利增長。 每股收益的增長可能是濱特爾引人注目的頭條新聞,但對股東來說還有更多讓人欣喜的地方。 既有着適度的首席執行官薪酬,又有着可觀的內部股東所有權,你可以說這個值得放在自選裏,至少值得考慮。 但是,你應該了解我們在濱特爾發現的1個警示標誌。

Although Pentair 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.

儘管濱特爾看起來確實不錯,但如果內部人員購買股票,可能會吸引更多投資者。 如果你喜歡看到更多深度參與的公司,那就看看這些精心挑選的公司,它們不僅擁有強勁的增長,還有內部人員的強大支持。

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

請注意,本文討論的內部交易是指在相關司法管轄區中報告的交易。

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.

對本文有任何反饋?對內容有任何疑慮?請直接與我們聯繫。或者,發送電子郵件至editorial-team@simplywallst.com。
這篇文章是Simply Wall St的一般性文章。我們根據歷史數據和分析師預測提供評論,只使用公正的方法論,我們的文章並不意味着提供任何金融建議。文章不構成買賣任何股票的建議,也不考慮您的目標或您的財務狀況。我們的目標是帶給您基本數據驅動的長期關注分析。請注意,我們的分析可能不考慮最新的價格敏感公司公告或定性材料。Simply Wall St沒有任何股票頭寸。

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