| [: Ʒ Ư ũ(valuewalk.com) 2024 5 8 Դϴ. ֽĿ ǰ Դϴ. Ǵܿ å ο ֽϴ.]
Ϲ, ڵ Ź Ű(Nike: NYSE—NKE) Ѵ. Ư Ź Ź翡 ϴ ͵ ٸ, ũϽ(Crocs: NASDAQ—CROX) 캸. ũϽ ġֶ , ũϽ 繫¸ ϱ ȸ縦 ʿ . ũϽ Ź- ũν 귣 ̵ε(HEYDUDE) 忡 Ź ôڴ.
߿ Ź Ǵϴ ̴. ũϽ Ź ʴ´ ص, ȸ ġ ϴٸ ֽĿ ̴.
ȸϴ
ũϽ ͼ ϸ, ȸϴ پ б Դ. ũϽ ȭ(5 7) ٽ ƮƮ ġ ȸϴ б ν ߴ.
⺻ . 2024 ȸ迬 1б ũϽ 6.2% 9 3,900 ߴ. ̴ ũϽ б ̴. ֳθƮ 1б ũϽ 8 8,400 ߾.
, ũϽ ݰ ݵ 2023 3 31 1 2,600 2024 3 31 1 5,900 ø鼭 繫¸ ߴ. Ⱓ ũϽ ں 2,800 1,600 ٿ.
̿ , ũϽ ͷ Ǿ. 2023 1б 2024 1б ũϽ ͷ 53.9% 55.6% , ͷ 54.2% 56% ߴ.
ݱ . ũϽ CEO ص (Andrew Rees) ũϽ ϾƸī ؿܽ 信 Ծ 10% ߹ݴ 1б پ ߴ. ü, ũϽ ⺻ 귣 ũϽ 7 4,400 14.6% ߴ.
Ư ũϽ 귣 Źߵ ؿܽ忡 ȸ ִ иϴ. 1б ũϽ 귣 ؿ 3 6,100 21.3% ߴ.
Դٰ, ũϽ ƮƮ ִ 2.25 ȸϴ 3.02 ִ ߴ. ƮƮ б ִ ġ ȸ ̴. Ź 2024 繫 ؼ ʿ䰡 .
: ̵ε 귣
̷ ġ , ũϽ CEO ص 1б ڶϴ 翬ϴ.
״ , ְ ͷ, 츮 ٰȭ 츮 ִ ġ ø ־ϴ١ ߴ.
ũϽ 2024 ִ ġ ٴ ûߴ. ũϽ 2024 ִ 12.05-12.50 ̷ , 12.25-12.73 ϰ ִ. ο ִ ߰ 12.49, ƮƮ ġ 12.47 ణ .
ũϽ Ű ֽ 緯 , ũϽ б 鿡 ʴٴ ؾ Ѵ. ó, ũϽ ̵ε 귣 1б 1 9,500 17.2% ߴ.
ڵ ̵ε 귣忡 Ǹ иߴ.
״ 츮 ̵ε 귣 ȸ Ȯ , ̷ ̵ε ȯϴ Դϴ١ ϸ鼭 ڵ Ƚɽ״.
̻ϰԵ ũϽ ڷῡ ̵ε ϸ(Terence Reilly) ̸ ʾҴ.
·, ũϽ ̵ε 귣 ϱ θ ſ ʿϴ. , ̴ Ϸ ̿ ƴ, ڵ 2б ̵ε 귣 DZ иϴ.
PER ǥ ġ
ũϽ ġֶ ? ũϽ ȣ ǰ ͷ ưư ݴ ִ. ֽĿ ǥ ϰ ʹ.
⸦ ε , ũϽ 4 б ִ 3.59 + 3.25 + 2.58 + 3.02 = 12.44 ˾Ƴ´. ȸ ְ 135(5 8 135.42), 12 PER 135 12.44 = 10.85. , Ϲȸ PER ߾Ӱ 14.6̴.
ũϽ ֽ Ǹ ġ Ű δ. ٸ—ũϽ ø ִ Ȯϱ ̵ε 귣带 ֽϸ鼭—ҷ ֽ ϰ żص . <>
* ó: ̺ Ƶ(David Moadel), ĮϽƮ, "This Footwear Stock Is a Surprisingly Good Value," 2024 5 8, https://www.valuewalk.com/this-footwear-stock-is-a-surprisingly-good-value/
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