Aon是一只强劲的增长型股票(三年复合年增长率27%),由于瑞士法郎报告方式令人困惑,目前被市场低估。
逐段跳播
好,让我们进入我想提出的下一点。这是一家市场目前看不到任何积极面的公司,尽管它仍在疯狂增长。三年复合年增长率为27%。
Okay, let's move on to the next point I wanted to raise. This is a company that the market currently finds nothing positive about , even though it continues to grow wildly. The 3-year compound annual growth rate is 27%.
我认为,在看Aon的业绩时,最令人费解的一点是,他们用瑞士法郎报告数据。这让他们的数据显得极其波动,所以如果你是一位美国投资者,想知道增长率是多少?嗯,是11%,但实际上按复合年增长率算是26%。
I think the most puzzling thing about Aon, when looking at their results , is that they report their figures in Swiss francs. This makes their figures seem extremely volatile, so if you are an American investor wondering what the growth rate is ?
Well, it was 11%, but in reality it was 26% as a compound annual growth rate.
它看起来更低的原因是,他们用瑞士法郎报告,而当换算成美元时,增长率看起来更低,因为美元更弱。因此,美元能买到的东西更少。
The reason it appears lower is that they report in Swiss francs, and when that is converted to US dollars, the growth rate appears lower because the dollar is weaker. Therefore, the dollar buys less .
当你的大部分销售都在美国时,我只希望他们能改变做法,用美元报告。那会让所有人的事情都更简单。尽管如此,这仍然是一家出色的成长型公司。
When most of your sales are in the United States , I just wish they would change things and report in US dollars. That will make things easier for everyone. Despite all this, this is still a fantastic growth company.
它们唯一的缺点,从两个月前的股价走势图上就能看出来。它们下调了2026年的业绩预期,但仍预计2026年同比增长超过20%。
Their only drawback, and you can see it in the stock chart here from two months ago. They lowered their forecast for 2026, but they still expect growth of more than 20% year-on-year for 2026.
这个频道对 $AON 的历次判断
The Motley Fool 在这只股票上只有这一条判断。