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XPO's (NYSE:XPO) Earnings Growth Rate Lags the 45% CAGR Delivered to Shareholders

XPO's (NYSE:XPO) Earnings Growth Rate Lags the 45% CAGR Delivered to Shareholders

XPO(紐交所:XPO)的收益增長率落後於股東實現的45%的年複合增長率。
Simply Wall St ·  2024/12/22 09:21

XPO, Inc. (NYSE:XPO) shareholders might be concerned after seeing the share price drop 13% in the last week. But that shouldn't obscure the pleasing returns achieved by shareholders over the last three years. In the last three years the share price is up, 80%: better than the market.

XPO公司(紐交所:XPO)的股東們可能會因看到股價在過去一週下跌13%而感到擔憂。但這不應該掩蓋過去三年股東們取得的可喜回報。在過去三年裏,股價上漲了80%:超過了市場表現。

While this past week has detracted from the company's three-year return, let's look at the recent trends of the underlying business and see if the gains have been in alignment.

儘管上週的表現影響了公司的三年回報,但我們來看看基礎業務的近期趨勢,看看收益是否與之保持一致。

While markets are a powerful pricing mechanism, share prices reflect investor sentiment, not just underlying business performance. 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.

雖然市場是一個強大的定價機制,但股價反映的卻是投資者情緒,而不僅僅是基礎業務表現。一種不完美但簡單的考慮收入每股收益(EPS)變化與股價變動的市場認知變化的方法是比較它們之間的差異。

During three years of share price growth, XPO achieved compound earnings per share growth of 13% per year. This EPS growth is lower than the 22% average annual increase in the share price. This indicates that the market is feeling more optimistic on the stock, after the last few years of progress. That's not necessarily surprising considering the three-year track record of earnings growth.

在三年的股價增長中,XPO實現了每股收益年複合增長13%。這一每股收益增長低於股價22%的平均年增幅。這表明,在過去幾年的進展之後,市場對該股票的信心變得更加樂觀。這並不令人驚訝,考慮到過去三年的盈利增長記錄。

You can see below how EPS has changed over time (discover the exact values by clicking on the image).

您可以在下面看到EPS如何隨時間變化(點擊圖片可以發現具體數值)。

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NYSE:XPO Earnings Per Share Growth December 22nd 2024
紐交所:XPO每股收益增長 2024年12月22日

We know that XPO has improved its bottom line lately, but is it going to grow revenue? If you're interested, you could check this free report showing consensus revenue forecasts.

我們知道XPO最近改善了其凈利潤,但它的營業收入會增長嗎?如果你有興趣,可以查看這份免費報告,展示了共識收入預測。

What About The Total Shareholder Return (TSR)?

那麼,股東總回報(TSR)呢?

Investors should note that there's a difference between XPO's total shareholder return (TSR) and its share price change, which we've covered above. Arguably the TSR is a more complete return calculation because it accounts for the value of dividends (as if they were reinvested), along with the hypothetical value of any discounted capital that have been offered to shareholders. XPO hasn't been paying dividends, but its TSR of 202% exceeds its share price return of 80%, implying it has either spun-off a business, or raised capital at a discount; thereby providing additional value to shareholders.

投資者應該注意,XPO的總股東回報(TSR)與其股價變化之間存在差異,我們在上面已討論過。可以說,TSR是更完整的回報計算,因爲它考慮了分紅的價值(彷彿被重新投資),以及提供給股東的任何折扣資本的假設價值。XPO沒有支付分紅,但其202%的TSR超過了80%的股價回報,這意味着它要麼剝離了一個業務,要麼以折扣融資,從而爲股東提供了額外的價值。

A Different Perspective

不同的視角

It's good to see that XPO has rewarded shareholders with a total shareholder return of 51% in the last twelve months. That gain is better than the annual TSR over five years, which is 37%. Therefore it seems like sentiment around the company has been positive lately. Someone with an optimistic perspective could view the recent improvement in TSR as indicating that the business itself is getting better with time. It's always interesting to track share price performance over the longer term. But to understand XPO better, we need to consider many other factors. To that end, you should learn about the 2 warning signs we've spotted with XPO (including 1 which is a bit unpleasant) .

看到XPO在過去12個月內以51%的總股東回報來獎勵股東是件好事。這一收益超過了五年來37%的年TSR。因此,似乎最近對公司的情緒一直是積極的。持樂觀觀點的人可能會認爲,最近TSR的改善表明業務本身隨着時間的推移在變得更好。長期跟蹤股價表現總是很有趣。但要更好地了解XPO,我們需要考慮許多其他因素。爲此,你應該了解我們發現的XPO的兩個警告信號(包括一個有點不愉快的)。

For those who like to find winning investments this free list of undervalued companies with recent insider purchasing, could be just the ticket.

對於喜歡尋找贏家投資的人來說,這份關於最近有內部人士購買的被低估公司的免費名單,可能正是你所需要的。

Please note, the market returns quoted in this article reflect the market weighted average returns of stocks that currently trade on American exchanges.

請注意,本文中引用的市場回報反映了當前在美國交易所上市股票的市場加權平均回報。

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.

對本文有反饋?對內容有疑慮?請直接與我們聯繫。或者,發送電子郵件至 editorial-team (at) simplywallst.com。
這篇來自Simply Wall ST的文章是一般性的。我們根據歷史數據和分析師預測提供評論,採用無偏見的方法,我們的文章並不旨在提供財務建議。它不構成對任何股票的買入或賣出建議,也未考慮到您的目標或財務狀況。我們旨在爲您提供以基本數據驅動的長期分析。請注意,我們的分析可能未考慮最新的價格敏感公司公告或定性材料。Simply Wall ST在提到的任何股票中均沒有持倉。

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