尽管 Pepsi 过去 5 年下跌超过 20%,仍是一个绝佳的买入机会;14 倍远期市盈率、超过 4% 的股息率和稳定的业务为其提供支撑。近期业绩非常好:营收增长 6%,营业利润增长 19%,净利润和 EPS 增长 17%;低增长使其无法获得 A+ 评级,但不妨碍买入。
逐段跳播
我不持有的三只股票中的第一只是百事,这实际上是一个很好的机会。这只股票在过去5年里下跌了超过20%。这对 Pepsi 来说是一次大幅下跌,但现在确实是一个非常好的买入机会。
The first of the three stocks I don't own is Pepsi, which is actually a great opportunity. This stock has fallen more than 20 percent in the last 5 years. This is a big drop for Pepsi, but it's a really great opportunity to buy right now.
那么,Pepsi 这只股票,远期市盈率是14倍。股息率超过4%。当然,还有一个非常稳定的商业模式。我看了他们最近的财报,而股价现在这么低,你可能会觉得这家公司的盈利一定很糟糕。
So, Pepsi, this stock has a forward PE ratio of 14. This stock has a dividend yield of over 4 percent, right ? And of course a very stable business model. I was looking at their recent earnings, and with the stock price so low right now, you might think that this company's earnings must be terrible.
看看这个。利润表评级是 A-。它原来是 A- 级。营收增长了6%。销售费用增长了4%。这意味着你的总利润会不错。总利润增长了7%。销售及一般管理费用增长了4%。营业利润增长了19%。
税前利润增长了17%,净利润增长了17%,摊薄每股收益增长了17%。
Look at this. A- grade income statement. It was A- grade. Revenue increased by 6 percent. Selling expenses increased by 4 percent. That means your total profit will be good. Total profit increased by 7 percent.
Selling and general administrative expenses increased by 4%. Operating profit increased by 19%. Pre-tax income increased by 17%, net income by 17% and diluted EPS by 17%.
对 Pepsi 来说,这是一份非常非常好的财报。它是 A 级,对吧?不能给它 A+,因为它的增长不足以拿到 A+。如果增长是15%或20%,我会给它 A+,但6%的增长,我没法给它 A+,不过 Pepsi 的这份财报仍然很棒,对吧?所以,这绝对是一只我会说值得买入的股票,对吧?
Very, very good report for Pepsi. It was A-grade , right? They ca n't be given an A+ because they don't have enough growth to get an A+. If it had been 15% or 20% growth, I would have given them an A +, but I can't give them an A+ for 6% growth, but Pepsi's report is still great, right?
So, this is definitely a stock I would say is worth buying, right ?
这个频道对 $PEP 的历次判断
Financial Education 在这只股票上只有这一条判断。