ACM Research（纳斯达克股票代码：ACMR）值得在你的关注名单上占有一席之地吗？

2024-04-30 03:35:00 - 富途牛牛综合

Theexcitementofinvestinginacompanythatcanreverseitsfortunesisabigdrawforsomespeculators,soevencompaniesthathavenorevenue,noprofit,andarecordoffallingshort,canmanagetofindinvestors.Buttherealityisthatwhenacompanylosesmoneyeachyear,forlongenough,itsinvestorswillusuallytaketheirshareofthoselosses.Loss-makingcompaniesarealwaysracingagainsttimetoreachfinancialsustainability,soinvestorsinthesecompaniesmaybetakingonmoreriskthantheyshould.

Soifthisideaofhighriskandhighrewarddoesn'tsuit,youmightbemoreinterestedinprofitable,growingcompanies,likeACMResearch(NASDAQ:ACMR).Whilethisdoesn'tnecessarilyspeaktowhetherit'sundervalued,theprofitabilityofthebusinessisenoughtowarrantsomeappreciation-especiallyifitsgrowing.

HowQuicklyIsACMResearchIncreasingEarningsPerShare?

Generally,companiesexperiencinggrowthinearningspershare(EPS)shouldseesimilartrendsinshareprice.ThatmakesEPSgrowthanattractivequalityforanycompany.ACMResearch'sshareholdershavehaveplentytobehappyaboutastheirannualEPSgrowthforthelast3yearswas54%.Growththatfastmaywellbefleeting,butitshouldbemorethanenoughtopiquetheinterestofthewarystockpickers.

It'softenhelpfultotakealookatearningsbeforeinterestandtax(EBIT)margins,aswellasrevenuegrowth,togetanothertakeonthequalityofthecompany'sgrowth.ThemusictotheearsofACMResearchshareholdersisthatEBITmarginshavegrownfrom15%to17%inthelast12monthsandrevenuesareonanupwardstrendaswell.Bothofwhicharegreatmetricstocheckoffforpotentialgrowth.

Inthechartbelow,youcanseehowthecompanyhasgrownearningsandrevenue,overtime.Toseetheactualnumbers,clickonthechart.

ACM Research（纳斯达克股票代码：ACMR）值得在你的关注名单上占有一席之地吗？

NasdaqGM:ACMREarningsandRevenueHistoryApril29th2024

Ofcoursetheknackistofindstocksthathavetheirbestdaysinthefuture,notinthepast.Youcouldbaseyouropiniononpastperformance,ofcourse,butyoumayalsowanttocheckthisinteractivegraphofprofessionalanalystEPSforecastsforACMResearch.

AreACMResearchInsidersAlignedWithAllShareholders?

Itshouldgiveinvestorsasenseofsecurityowningsharesinacompanyifinsidersalsoownshares,creatingaclosealignmenttheirinterests.ShareholderswillbepleasedbythefactthatinsidersownACMResearchsharesworthaconsiderablesum.WenotethattheirimpressivestakeinthecompanyisworthUS$208m.Thistotalsto12%ofsharesinthecompany.Enoughtoleadmanagement'sdecisionmakingprocessdownapaththatbringsthemostbenefittoshareholders.Sothereisopportunityheretoinvestinacompanywhosemanagementhavetangibleincentivestodeliver.

It'sgoodtoseethatinsidersareinvestedinthecompany,butareremunerationlevelsreasonable?OurquickanalysisintoCEOremunerationwouldseemtoindicatetheyare.OuranalysishasdiscoveredthatthemediantotalcompensationfortheCEOsofcompanieslikeACMResearchwithmarketcapsbetweenUS$1.0bandUS$3.2bisaboutUS$5.7m.

ACMResearch'sCEOtookhomeatotalcompensationpackageofUS$405kintheyearpriortoDecember2022.Thatlookslikeamodestpaypacket,andmayhintatacertainrespectfortheinterestsofshareholders.CEOcompensationishardlythemostimportantaspectofacompanytoconsider,butwhenit'sreasonable,thatgivesalittlemoreconfidencethatleadershiparelookingoutforshareholderinterests.Itcanalsobeasignofacultureofintegrity,inabroadersense.

ShouldYouAddACMResearchToYourWatchlist?

ACMResearch'searningspersharegrowthhavebeenclimbinghigheratanappreciablerate.AnaddedbonusforthoseinterestedisthatmanagementholdaheapofstockandtheCEOpayisquitereasonable,illustratinggoodcashmanagement.Thesharpincreaseinearningscouldsignalgoodbusinessmomentum.ACMResearchcertainlyticksafewboxes,sowethinkit'sprobablywellworthfurtherconsideration.Beforeyoutakethenextstepyoushouldknowaboutthe3warningsignsforACMResearch(1can'tbeignored!)thatwehaveuncovered.

AlthoughACMResearchcertainlylooksgood,itmayappealtomoreinvestorsifinsiderswerebuyingupshares.Ifyouliketoseecompanieswithinsiderbuying,thencheckoutthishandpickedselectionofcompaniesthatnotonlyboastofstronggrowthbuthavealsoseenrecentinsiderbuying..

Pleasenotetheinsidertransactionsdiscussedinthisarticlerefertoreportabletransactionsintherelevantjurisdiction.

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ThisarticlebySimplyWallStisgeneralinnature.Weprovidecommentarybasedonhistoricaldataandanalystforecastsonlyusinganunbiasedmethodologyandourarticlesarenotintendedtobefinancialadvice.Itdoesnotconstitutearecommendationtobuyorsellanystock,anddoesnottakeaccountofyourobjectives,oryourfinancialsituation.Weaimtobringyoulong-termfocusedanalysisdrivenbyfundamentaldata.Notethatouranalysismaynotfactorinthelatestprice-sensitivecompanyannouncementsorqualitativematerial.SimplyWallSthasnopositioninanystocksmentioned.