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2022-01-28

Ok

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2021-11-26

nice

Okta: At This Lower Valuation, This Stock Is Now More Attractive<blockquote>Okta：在较低的估值下，这只股票现在更具吸引力</blockquote>

2021-11-25

awesome!

3 Dirt Cheap Stocks That Could Skyrocket<blockquote>3只可能暴涨的极其便宜的股票</blockquote>

2021-09-16

$K GROUP HLDGS(08475)$can someone pump to the moon 🚀 would be interesting to watch, a miracle to behold and silences all the doubters 🤙

2021-03-18

be wise!

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14:15","market":"us","language":"en","title":"Okta: At This Lower Valuation, This Stock Is Now More Attractive<blockquote>Okta：在较低的估值下，这只股票现在更具吸引力</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1104036555","media":"Seeking Alpha","summary":"Summary\n\nOkta is rapidly growing its top line and guides investors for at least 35% CAGR over the ne","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Okta is rapidly growing its top line and guides investors for at least 35% CAGR over the next 4 years.</li>  <li>However, its shares are in negative territory this year, underperforming many high flying peers.</li>  <li>Investors considering this investment, at just 20x forward sales, this is the best entry point for a while now.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2900b6aa2b86f6c931a20cf5419d1493\" tg-width=\"1536\" tg-height=\"983\" width=\"100%\" height=\"auto\"><span>da-kuk/E+ via Getty Images</span></p><p><blockquote><ul><li>Okta正在快速增长其营收，并在未来4年内引导投资者实现至少35%的CAGR。</li><li>然而，其股价今年处于负值区域，表现逊于许多高歌猛进的同行。</li><li>考虑这项投资的投资者，远期销售额仅为 20 倍，这是目前最好的切入点。</li></ul><p class=\"t-img-caption\"><span>da-kuk/E+ 来自盖蒂图片社</span></p></blockquote></p><p> <b>Investment Thesis</b></p><p><blockquote><b>投资论文</b></blockquote></p><p> Okta (OKTA) is an Identity Management platform. It's rapidly growing and declares to investors that it's going to grow its revenues by at least 35% CAGR to $4 billion over the next 4 years.</p><p><blockquote>Okta（Okta）是一个身份管理平台。它正在快速增长，并向投资者宣布，未来 4 年内，其收入将增长至少 35% 的复合年增长率，达到 40 亿美元。</blockquote></p><p> Right now, its valuation is the most enticing it has been for a while, and for investors seeking this investment, this is perhaps the most rewarding time to consider these shares in a while. At 20x forward sales, investors will struggle to get Okta much cheaper.</p><p><blockquote>目前，其估值是一段时间以来最具吸引力的，对于寻求这种投资的投资者来说，这可能是一段时间以来考虑这些股票最有价值的时机。按照 20 倍的远期销售额，投资者将很难以更便宜的价格获得 Okta。</blockquote></p><p> <b>Investors' Sentiment Has Been Choppy</b></p><p><blockquote><b>投资者情绪起伏不定</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/da2e035915a06ec74178d0e812d43522\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据由YCharts提供</span></p></blockquote></p><p> Back in 2020, Okta was a business that could do no wrong. Investors were passionately clamoring for the stock. But this year, very few investors would have had the stamina to withstand this volatility.</p><p><blockquote>早在2020年，Okta是一家不会出错的企业。投资者热情地追捧这只股票。但今年，很少有投资者有耐力承受这种波动。</blockquote></p><p> Incidentally, back in July, Istated,</p><p><blockquote>顺便说一句，早在七月份，</blockquote></p><p>   <i>[...] Given that Okta's stock is already priced at 32x forward sales, new investors to the stock will struggle to find enough of an edge that's not already priced into its stock.</i>  And despite a choppy trajectory, since July the stock has seen its multiple compresses, making it now an interesting investment opportunity.</p><p><blockquote><i>[...]鉴于 Okta 的股票定价已经是远期销售的 32 倍，该股票的新投资者将很难找到足够的优势，而该优势尚未计入其股票的定价。</i>尽管轨迹起伏不定，但自 7 月以来，该股经历了多次压缩，使其成为一个有趣的投资机会。</blockquote></p><p> <b>Okta's Revenue Growth Rates Remain Impressive</b></p><p><blockquote><b>Okta 的收入增长率仍然令人印象深刻</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/755020384382006c7a41ce2012ac63d0\" tg-width=\"640\" tg-height=\"259\" width=\"100%\" height=\"auto\"><span>Source: author's calculations</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：作者的计算</span></p></blockquote></p><p> On the surface, these growth rates and guidance display an impressive growth trajectory for Okta.</p><p><blockquote>从表面上看，这些增长率和指导显示了Okta令人印象深刻的增长轨迹。</blockquote></p><p> That being said, its Q2 2022 results included Auth0, Okta's large acquisition. Without this acquisition, the stand-alone business&nbsp;grew by 39% y/y.</p><p><blockquote>话虽如此，其 2022 年第二季度业绩包括 Okta 的大型收购 Auth0。如果没有这次收购，独立业务同比增长39%。</blockquote></p><p> Thus, investors haven't been as compelled towards Okta, as there are some doubts over whether or not Okta is going to continue growing at such fast rates going forward.</p><p><blockquote>因此，投资者并没有被迫转向 Okta，因为人们对 Okta 未来是否会继续以如此快的速度增长存在一些疑问。</blockquote></p><p> For their part, Okta's management team consistently reassures investors that Okta will grow at a CAGR of&nbsp;at least 35%&nbsp;over the next 4 years to $4 billion in revenues.</p><p><blockquote>就Okta的管理团队而言，他们一直向投资者保证，Okta将在未来4年内以至少35%的CAGR增长，达到40亿美元的收入。</blockquote></p><p> Moreover, Okta's normalized billings in the quarter for its stand-alone business was up 47% y/y. This should ease investors' concerns over whether or not Okta is in fact capable of growing at 35% CAGR.</p><p><blockquote>此外，Okta 本季度独立业务的标准化账单同比增长 47%。这应该会缓解投资者对 Okta 实际上是否有能力以 35% 的复合年增长率增长的担忧。</blockquote></p><p> Indeed, as you know, billings are a leading indicator of a company's revenue growth rates. In the ideal scenario, you want to see billings coming in slightly higher than its revenue growth rates, but if that's not the case, you'd still hope to see them coming in higher than its long-term revenue growth target of 35% CAGR.</p><p><blockquote>事实上，如您所知，账单是公司收入增长率的领先指标。在理想情况下，您希望看到比林斯的收入略高于其收入增长率，但如果不是这种情况，您仍然希望看到它们的收入高于其 35% CAGR 的长期收入增长目标。</blockquote></p><p> So, let's understand the opportunity here some more.</p><p><blockquote>所以，让我们更多地了解一下这里的机会。</blockquote></p><p> <b>Why Okta? Why Now?</b></p><p><blockquote><b>为什么是奥克塔？为什么是现在？</b></blockquote></p><p> Okta allows secure access to devices and enables users to use technology safely. By identifying users, Okta secures users and connects them to the right technology.</p><p><blockquote>Okta允许安全访问设备，并使用户能够安全地使用技术。通过识别用户，Okta保护用户并将他们连接到正确的技术。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/78b5dd11e368a535a5d4abd3174e13bb\" tg-width=\"640\" tg-height=\"627\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> As you can see above, both Okta and Okta (Auth0), Okta's acquisition, have both been recognized as leaders by Gartner.</p><p><blockquote>如上所示，Okta 和 Okta 收购的 Okta (Auth0) 都被 Gartner 认定为领导者。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/2b6f8a9082224044d81f230f2a7362be\" tg-width=\"640\" tg-height=\"85\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Furthermore, as you can see, the number of customers rapidly adopting Okta's platform, with customers spending more than $100K of annual contract value (''ACV''), increased by<i>55% y/y for fiscal Q2 2022</i>.</p><p><blockquote>此外，如您所见，迅速采用Okta平台的客户数量，客户年度合同价值（“ACV”）超过10万美元，增加了<i>2022 财年第二季度同比增长 55%</i>.</blockquote></p><p> Yes, there was a notable jump from its fiscal Q1 2022 quarter, where customers spending more than $100K of ACV were only up 31% y/y. A meaningful portion of that jump in Q2 2022 would have come from its Auth0 acquisition.</p><p><blockquote>是的，与 2022 财年第一季度相比有了显着的增长，当时在 ACV 上花费超过 10 万美元的客户仅同比增长了 31%。2022 年第二季度的增长很大一部分来自于对 Auth0 的收购。</blockquote></p><p> Nevertheless, the recent jump in customers didn't stop Okta's net retention rates from coming in at 124% for Q2.</p><p><blockquote>尽管如此，最近客户数量的激增并没有阻止 Okta 第二季度的净保留率达到 124%。</blockquote></p><p> In sum, the point to impress upon readers is that this company is without a doubt rapidly growing, even if its share price is in negative territory in 2021.</p><p><blockquote>总之，给读者留下深刻印象的一点是，这家公司无疑正在快速增长，即使其股价在 2021 年处于负值区域。</blockquote></p><p> <b>Bearish Consideration: Profitability Profile</b></p><p><blockquote><b>看跌考虑：盈利能力概况</b></blockquote></p><p> <img src=\"https://static.tigerbbs.com/494fa6b9af566e452471c26284affbd9\" tg-width=\"640\" tg-height=\"236\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p></p><p> As you can see above, despite rapidly growing its top-line at a fast rate, Okta isn't quite benefitting from strong operating leverage, as its non-GAAP operating margin points to negative 7% for H1 2022 compared with negative 2% in the same period a year ago.</p><p><blockquote>如上所示，尽管其营收快速增长，但 Okta 并没有完全从强劲的运营杠杆中受益，因为其 2022 年上半年的非 GAAP 营业利润率为负 7%，而去年同期为负 2%。</blockquote></p><p> Obviously, readers would rapidly retort that this is because of the Auth0 acquisition, and integrations the company has had to do.</p><p><blockquote>显然，读者会很快反驳说，这是因为Auth0收购，以及该公司不得不进行的整合。</blockquote></p><p> On that front, I point readers to its guidance for the quarter ahead, where Okta's non-GAAP operating margins are expected to reach negative 10%. Thus, if last quarter the unappetizing profit margins were due to its acquisition of Auth0, what's the reason for its upcoming quarter to point to such lackluster profit margins?</p><p><blockquote>在这方面，我向读者指出其未来季度的指引，Okta 的非 GAAP 营业利润率预计将达到负 10%。因此，如果上季度利润率低迷是由于收购 Auth0，那么下一季度利润率如此低迷的原因是什么？</blockquote></p><p> <b>OKTA Stock Valuation - Attractively Priced</b></p><p><blockquote><b>OKTA 股票估值 - 定价有吸引力</b></blockquote></p><p> Okta is now priced at 20x its fiscal 2023 revenues (ending January 2023).</p><p><blockquote>Okta 目前的定价是其 2023 财年收入（截至 2023 年 1 月）的 20 倍。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/63cc39d8cb3cd78a5127b540cd52d8b0\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据由YCharts提供</span></p></blockquote></p><p> If we look over its past twelve months, this is certainly towards the lower end of its multiple on a forward basis.</p><p><blockquote>如果我们回顾过去 12 个月，从远期来看，这肯定是其倍数的下限。</blockquote></p><p> Compared with other hyper-growth companies, such as CrowdStrike (CRWD) that's priced at 27x forward sales, or MongoDB (MDB) at 31x forward sales, Okta is certainly attractive.</p><p><blockquote>与其他高速增长的公司相比，例如定价为 27 倍远期销售额的 CrowdStrike (CRWD)，或定价为 31 倍远期销售额的 MongoDB (MDB)，Okta 无疑具有吸引力。</blockquote></p><p> <b>The Bottom Line</b></p><p><blockquote><b>底线</b></blockquote></p><p> Investors that are interested in increasing their exposure to digital enabling platforms, Okta right now trades at the cheapest valuation it has been for some time.</p><p><blockquote>对于有兴趣增加对数字支持平台的投资的投资者来说，Okta 目前的交易价格是一段时间以来最便宜的。</blockquote></p><p> The company continues to rapidly grow and appears to be successfully integrating its Auth0 acquisition.</p><p><blockquote>该公司继续快速增长，似乎正在成功整合其 Auth0 收购。</blockquote></p><p> What's more, Okta reassures investors that it can continue growing its revenues at 35% CAGR over the next 4 years, thus offering investors much craved visibility and strong growth prospects.</p><p><blockquote>更重要的是，Okta向投资者保证，它可以在未来4年内继续以35%的CAGR增长收入，从而为投资者提供渴望已久的可见性和强劲的增长前景。</blockquote></p><p> All that being said, given the plethora of stocks that have sold off in the past few weeks, I'm finding better investment opportunities elsewhere.</p><p><blockquote>话虽如此，考虑到过去几周有太多股票被抛售，我正在其他地方寻找更好的投资机会。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nOkta: At This Lower Valuation, This Stock Is Now More Attractive<blockquote>Okta：在较低的估值下，这只股票现在更具吸引力</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking Alpha</strong><span class=\"h-time small\">2021-11-26 14:15</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Okta is rapidly growing its top line and guides investors for at least 35% CAGR over the next 4 years.</li>  <li>However, its shares are in negative territory this year, underperforming many high flying peers.</li>  <li>Investors considering this investment, at just 20x forward sales, this is the best entry point for a while now.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2900b6aa2b86f6c931a20cf5419d1493\" tg-width=\"1536\" tg-height=\"983\" width=\"100%\" height=\"auto\"><span>da-kuk/E+ via Getty Images</span></p><p><blockquote><ul><li>Okta正在快速增长其营收，并在未来4年内引导投资者实现至少35%的CAGR。</li><li>然而，其股价今年处于负值区域，表现逊于许多高歌猛进的同行。</li><li>考虑这项投资的投资者，远期销售额仅为 20 倍，这是目前最好的切入点。</li></ul><p class=\"t-img-caption\"><span>da-kuk/E+ 来自盖蒂图片社</span></p></blockquote></p><p> <b>Investment Thesis</b></p><p><blockquote><b>投资论文</b></blockquote></p><p> Okta (OKTA) is an Identity Management platform. It's rapidly growing and declares to investors that it's going to grow its revenues by at least 35% CAGR to $4 billion over the next 4 years.</p><p><blockquote>Okta（Okta）是一个身份管理平台。它正在快速增长，并向投资者宣布，未来 4 年内，其收入将增长至少 35% 的复合年增长率，达到 40 亿美元。</blockquote></p><p> Right now, its valuation is the most enticing it has been for a while, and for investors seeking this investment, this is perhaps the most rewarding time to consider these shares in a while. At 20x forward sales, investors will struggle to get Okta much cheaper.</p><p><blockquote>目前，其估值是一段时间以来最具吸引力的，对于寻求这种投资的投资者来说，这可能是一段时间以来考虑这些股票最有价值的时机。按照 20 倍的远期销售额，投资者将很难以更便宜的价格获得 Okta。</blockquote></p><p> <b>Investors' Sentiment Has Been Choppy</b></p><p><blockquote><b>投资者情绪起伏不定</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/da2e035915a06ec74178d0e812d43522\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据由YCharts提供</span></p></blockquote></p><p> Back in 2020, Okta was a business that could do no wrong. Investors were passionately clamoring for the stock. But this year, very few investors would have had the stamina to withstand this volatility.</p><p><blockquote>早在2020年，Okta是一家不会出错的企业。投资者热情地追捧这只股票。但今年，很少有投资者有耐力承受这种波动。</blockquote></p><p> Incidentally, back in July, Istated,</p><p><blockquote>顺便说一句，早在七月份，</blockquote></p><p>   <i>[...] Given that Okta's stock is already priced at 32x forward sales, new investors to the stock will struggle to find enough of an edge that's not already priced into its stock.</i>  And despite a choppy trajectory, since July the stock has seen its multiple compresses, making it now an interesting investment opportunity.</p><p><blockquote><i>[...]鉴于 Okta 的股票定价已经是远期销售的 32 倍，该股票的新投资者将很难找到足够的优势，而该优势尚未计入其股票的定价。</i>尽管轨迹起伏不定，但自 7 月以来，该股经历了多次压缩，使其成为一个有趣的投资机会。</blockquote></p><p> <b>Okta's Revenue Growth Rates Remain Impressive</b></p><p><blockquote><b>Okta 的收入增长率仍然令人印象深刻</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/755020384382006c7a41ce2012ac63d0\" tg-width=\"640\" tg-height=\"259\" width=\"100%\" height=\"auto\"><span>Source: author's calculations</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：作者的计算</span></p></blockquote></p><p> On the surface, these growth rates and guidance display an impressive growth trajectory for Okta.</p><p><blockquote>从表面上看，这些增长率和指导显示了Okta令人印象深刻的增长轨迹。</blockquote></p><p> That being said, its Q2 2022 results included Auth0, Okta's large acquisition. Without this acquisition, the stand-alone business&nbsp;grew by 39% y/y.</p><p><blockquote>话虽如此，其 2022 年第二季度业绩包括 Okta 的大型收购 Auth0。如果没有这次收购，独立业务同比增长39%。</blockquote></p><p> Thus, investors haven't been as compelled towards Okta, as there are some doubts over whether or not Okta is going to continue growing at such fast rates going forward.</p><p><blockquote>因此，投资者并没有被迫转向 Okta，因为人们对 Okta 未来是否会继续以如此快的速度增长存在一些疑问。</blockquote></p><p> For their part, Okta's management team consistently reassures investors that Okta will grow at a CAGR of&nbsp;at least 35%&nbsp;over the next 4 years to $4 billion in revenues.</p><p><blockquote>就Okta的管理团队而言，他们一直向投资者保证，Okta将在未来4年内以至少35%的CAGR增长，达到40亿美元的收入。</blockquote></p><p> Moreover, Okta's normalized billings in the quarter for its stand-alone business was up 47% y/y. This should ease investors' concerns over whether or not Okta is in fact capable of growing at 35% CAGR.</p><p><blockquote>此外，Okta 本季度独立业务的标准化账单同比增长 47%。这应该会缓解投资者对 Okta 实际上是否有能力以 35% 的复合年增长率增长的担忧。</blockquote></p><p> Indeed, as you know, billings are a leading indicator of a company's revenue growth rates. In the ideal scenario, you want to see billings coming in slightly higher than its revenue growth rates, but if that's not the case, you'd still hope to see them coming in higher than its long-term revenue growth target of 35% CAGR.</p><p><blockquote>事实上，如您所知，账单是公司收入增长率的领先指标。在理想情况下，您希望看到比林斯的收入略高于其收入增长率，但如果不是这种情况，您仍然希望看到它们的收入高于其 35% CAGR 的长期收入增长目标。</blockquote></p><p> So, let's understand the opportunity here some more.</p><p><blockquote>所以，让我们更多地了解一下这里的机会。</blockquote></p><p> <b>Why Okta? Why Now?</b></p><p><blockquote><b>为什么是奥克塔？为什么是现在？</b></blockquote></p><p> Okta allows secure access to devices and enables users to use technology safely. By identifying users, Okta secures users and connects them to the right technology.</p><p><blockquote>Okta允许安全访问设备，并使用户能够安全地使用技术。通过识别用户，Okta保护用户并将他们连接到正确的技术。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/78b5dd11e368a535a5d4abd3174e13bb\" tg-width=\"640\" tg-height=\"627\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> As you can see above, both Okta and Okta (Auth0), Okta's acquisition, have both been recognized as leaders by Gartner.</p><p><blockquote>如上所示，Okta 和 Okta 收购的 Okta (Auth0) 都被 Gartner 认定为领导者。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/2b6f8a9082224044d81f230f2a7362be\" tg-width=\"640\" tg-height=\"85\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Furthermore, as you can see, the number of customers rapidly adopting Okta's platform, with customers spending more than $100K of annual contract value (''ACV''), increased by<i>55% y/y for fiscal Q2 2022</i>.</p><p><blockquote>此外，如您所见，迅速采用Okta平台的客户数量，客户年度合同价值（“ACV”）超过10万美元，增加了<i>2022 财年第二季度同比增长 55%</i>.</blockquote></p><p> Yes, there was a notable jump from its fiscal Q1 2022 quarter, where customers spending more than $100K of ACV were only up 31% y/y. A meaningful portion of that jump in Q2 2022 would have come from its Auth0 acquisition.</p><p><blockquote>是的，与 2022 财年第一季度相比有了显着的增长，当时在 ACV 上花费超过 10 万美元的客户仅同比增长了 31%。2022 年第二季度的增长很大一部分来自于对 Auth0 的收购。</blockquote></p><p> Nevertheless, the recent jump in customers didn't stop Okta's net retention rates from coming in at 124% for Q2.</p><p><blockquote>尽管如此，最近客户数量的激增并没有阻止 Okta 第二季度的净保留率达到 124%。</blockquote></p><p> In sum, the point to impress upon readers is that this company is without a doubt rapidly growing, even if its share price is in negative territory in 2021.</p><p><blockquote>总之，给读者留下深刻印象的一点是，这家公司无疑正在快速增长，即使其股价在 2021 年处于负值区域。</blockquote></p><p> <b>Bearish Consideration: Profitability Profile</b></p><p><blockquote><b>看跌考虑：盈利能力概况</b></blockquote></p><p> <img src=\"https://static.tigerbbs.com/494fa6b9af566e452471c26284affbd9\" tg-width=\"640\" tg-height=\"236\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p></p><p> As you can see above, despite rapidly growing its top-line at a fast rate, Okta isn't quite benefitting from strong operating leverage, as its non-GAAP operating margin points to negative 7% for H1 2022 compared with negative 2% in the same period a year ago.</p><p><blockquote>如上所示，尽管其营收快速增长，但 Okta 并没有完全从强劲的运营杠杆中受益，因为其 2022 年上半年的非 GAAP 营业利润率为负 7%，而去年同期为负 2%。</blockquote></p><p> Obviously, readers would rapidly retort that this is because of the Auth0 acquisition, and integrations the company has had to do.</p><p><blockquote>显然，读者会很快反驳说，这是因为Auth0收购，以及该公司不得不进行的整合。</blockquote></p><p> On that front, I point readers to its guidance for the quarter ahead, where Okta's non-GAAP operating margins are expected to reach negative 10%. Thus, if last quarter the unappetizing profit margins were due to its acquisition of Auth0, what's the reason for its upcoming quarter to point to such lackluster profit margins?</p><p><blockquote>在这方面，我向读者指出其未来季度的指引，Okta 的非 GAAP 营业利润率预计将达到负 10%。因此，如果上季度利润率低迷是由于收购 Auth0，那么下一季度利润率如此低迷的原因是什么？</blockquote></p><p> <b>OKTA Stock Valuation - Attractively Priced</b></p><p><blockquote><b>OKTA 股票估值 - 定价有吸引力</b></blockquote></p><p> Okta is now priced at 20x its fiscal 2023 revenues (ending January 2023).</p><p><blockquote>Okta 目前的定价是其 2023 财年收入（截至 2023 年 1 月）的 20 倍。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/63cc39d8cb3cd78a5127b540cd52d8b0\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据由YCharts提供</span></p></blockquote></p><p> If we look over its past twelve months, this is certainly towards the lower end of its multiple on a forward basis.</p><p><blockquote>如果我们回顾过去 12 个月，从远期来看，这肯定是其倍数的下限。</blockquote></p><p> Compared with other hyper-growth companies, such as CrowdStrike (CRWD) that's priced at 27x forward sales, or MongoDB (MDB) at 31x forward sales, Okta is certainly attractive.</p><p><blockquote>与其他高速增长的公司相比，例如定价为 27 倍远期销售额的 CrowdStrike (CRWD)，或定价为 31 倍远期销售额的 MongoDB (MDB)，Okta 无疑具有吸引力。</blockquote></p><p> <b>The Bottom Line</b></p><p><blockquote><b>底线</b></blockquote></p><p> Investors that are interested in increasing their exposure to digital enabling platforms, Okta right now trades at the cheapest valuation it has been for some time.</p><p><blockquote>对于有兴趣增加对数字支持平台的投资的投资者来说，Okta 目前的交易价格是一段时间以来最便宜的。</blockquote></p><p> The company continues to rapidly grow and appears to be successfully integrating its Auth0 acquisition.</p><p><blockquote>该公司继续快速增长，似乎正在成功整合其 Auth0 收购。</blockquote></p><p> What's more, Okta reassures investors that it can continue growing its revenues at 35% CAGR over the next 4 years, thus offering investors much craved visibility and strong growth prospects.</p><p><blockquote>更重要的是，Okta向投资者保证，它可以在未来4年内继续以35%的CAGR增长收入，从而为投资者提供渴望已久的可见性和强劲的增长前景。</blockquote></p><p> All that being said, given the plethora of stocks that have sold off in the past few weeks, I'm finding better investment opportunities elsewhere.</p><p><blockquote>话虽如此，考虑到过去几周有太多股票被抛售，我正在其他地方寻找更好的投资机会。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4471919-okta-stock-low-valuation-attractive\">Seeking Alpha</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"OKTA":"Okta Inc."},"source_url":"https://seekingalpha.com/article/4471919-okta-stock-low-valuation-attractive","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1104036555","content_text":"Summary\n\nOkta is rapidly growing its top line and guides investors for at least 35% CAGR over the next 4 years.\nHowever, its shares are in negative territory this year, underperforming many high flying peers.\nInvestors considering this investment, at just 20x forward sales, this is the best entry point for a while now.\n\nda-kuk/E+ via Getty Images\nInvestment Thesis\nOkta (OKTA) is an Identity Management platform. It's rapidly growing and declares to investors that it's going to grow its revenues by at least 35% CAGR to $4 billion over the next 4 years.\nRight now, its valuation is the most enticing it has been for a while, and for investors seeking this investment, this is perhaps the most rewarding time to consider these shares in a while. At 20x forward sales, investors will struggle to get Okta much cheaper.\nInvestors' Sentiment Has Been Choppy\nData by YCharts\nBack in 2020, Okta was a business that could do no wrong. Investors were passionately clamoring for the stock. But this year, very few investors would have had the stamina to withstand this volatility.\nIncidentally, back in July, Istated,\n\n[...] Given that Okta's stock is already priced at 32x forward sales, new investors to the stock will struggle to find enough of an edge that's not already priced into its stock.\n\nAnd despite a choppy trajectory, since July the stock has seen its multiple compresses, making it now an interesting investment opportunity.\nOkta's Revenue Growth Rates Remain Impressive\nSource: author's calculations\nOn the surface, these growth rates and guidance display an impressive growth trajectory for Okta.\nThat being said, its Q2 2022 results included Auth0, Okta's large acquisition. Without this acquisition, the stand-alone business grew by 39% y/y.\nThus, investors haven't been as compelled towards Okta, as there are some doubts over whether or not Okta is going to continue growing at such fast rates going forward.\nFor their part, Okta's management team consistently reassures investors that Okta will grow at a CAGR of at least 35% over the next 4 years to $4 billion in revenues.\nMoreover, Okta's normalized billings in the quarter for its stand-alone business was up 47% y/y. This should ease investors' concerns over whether or not Okta is in fact capable of growing at 35% CAGR.\nIndeed, as you know, billings are a leading indicator of a company's revenue growth rates. In the ideal scenario, you want to see billings coming in slightly higher than its revenue growth rates, but if that's not the case, you'd still hope to see them coming in higher than its long-term revenue growth target of 35% CAGR.\nSo, let's understand the opportunity here some more.\nWhy Okta? Why Now?\nOkta allows secure access to devices and enables users to use technology safely. By identifying users, Okta secures users and connects them to the right technology.\n\nAs you can see above, both Okta and Okta (Auth0), Okta's acquisition, have both been recognized as leaders by Gartner.\n\nFurthermore, as you can see, the number of customers rapidly adopting Okta's platform, with customers spending more than $100K of annual contract value (''ACV''), increased by55% y/y for fiscal Q2 2022.\nYes, there was a notable jump from its fiscal Q1 2022 quarter, where customers spending more than $100K of ACV were only up 31% y/y. A meaningful portion of that jump in Q2 2022 would have come from its Auth0 acquisition.\nNevertheless, the recent jump in customers didn't stop Okta's net retention rates from coming in at 124% for Q2.\nIn sum, the point to impress upon readers is that this company is without a doubt rapidly growing, even if its share price is in negative territory in 2021.\nBearish Consideration: Profitability Profile\n\nAs you can see above, despite rapidly growing its top-line at a fast rate, Okta isn't quite benefitting from strong operating leverage, as its non-GAAP operating margin points to negative 7% for H1 2022 compared with negative 2% in the same period a year ago.\nObviously, readers would rapidly retort that this is because of the Auth0 acquisition, and integrations the company has had to do.\nOn that front, I point readers to its guidance for the quarter ahead, where Okta's non-GAAP operating margins are expected to reach negative 10%. Thus, if last quarter the unappetizing profit margins were due to its acquisition of Auth0, what's the reason for its upcoming quarter to point to such lackluster profit margins?\nOKTA Stock Valuation - Attractively Priced\nOkta is now priced at 20x its fiscal 2023 revenues (ending January 2023).\nData by YCharts\nIf we look over its past twelve months, this is certainly towards the lower end of its multiple on a forward basis.\nCompared with other hyper-growth companies, such as CrowdStrike (CRWD) that's priced at 27x forward sales, or MongoDB (MDB) at 31x forward sales, Okta is certainly attractive.\nThe Bottom Line\nInvestors that are interested in increasing their exposure to digital enabling platforms, Okta right now trades at the cheapest valuation it has been for some time.\nThe company continues to rapidly grow and appears to be successfully integrating its Auth0 acquisition.\nWhat's more, Okta reassures investors that it can continue growing its revenues at 35% CAGR over the next 4 years, thus offering investors much craved visibility and strong growth prospects.\nAll that being said, given the plethora of stocks that have sold off in the past few weeks, I'm finding better investment opportunities elsewhere.","news_type":1,"symbols_score_info":{"OKTA":0.9}},"isVote":1,"tweetType":1,"viewCount":3765,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":874498607,"gmtCreate":1637808135614,"gmtModify":1637808135614,"author":{"id":"3578266893032248","authorId":"3578266893032248","name":"dwzjrma","avatar":"https://static.tigerbbs.com/0a76bf3c2f4914f5491a451a916a6391","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578266893032248","authorIdStr":"3578266893032248"},"themes":[],"title":"","htmlText":"awesome!","listText":"awesome!","text":"awesome!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/874498607","repostId":"1137701323","repostType":4,"repost":{"id":"1137701323","kind":"news","pubTimestamp":1637806144,"share":"https://www.laohunote.com/m/news/1137701323?lang=zh_CN&edition=full","pubTime":"2021-11-25 10:09","market":"us","language":"en","title":"3 Dirt Cheap Stocks That Could Skyrocket<blockquote>3只可能暴涨的极其便宜的股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1137701323","media":"Motley Fool","summary":"Stocks aren't cheap by most gauges these days, but it doesn't mean that there aren't bargains to be ","content":"<p>Stocks aren't cheap by most gauges these days, but it doesn't mean that there aren't bargains to be had.<b>Walmart</b>(NYSE:WMT),<b>Walt Disney</b>(NYSE:DIS), and&nbsp;<b>Sirius XM Holdings</b>(NASDAQ:SIRI)are some of the stocks trading at depressed levels right now.</p><p><blockquote>如今，从大多数标准来看，股票并不便宜，但这并不意味着没有便宜货。<b>沃尔玛</b>（纽约证券交易所代码：WMT），<b>华特·迪士尼</b>（纽约证券交易所代码：DIS），以及<b>天狼星XM控股</b>（纳斯达克股票代码：SIRI）是目前交易处于低迷水平的一些股票。</blockquote></p><p> They are blue chip bargains, something that we're not seeing a lot of with the market soaring this year. Let's take a closer look at what makes these dirt cheap stocks that could skyrocket.</p><p><blockquote>它们是蓝筹股，随着今年市场的飙升，我们很少看到这种情况。让我们仔细看看是什么让这些极其便宜的股票暴涨。</blockquote></p><p> 1. Walmart</p><p><blockquote>1. 沃尔玛</blockquote></p><p> The country's largest retailer is a surprising laggard this year. Walmart shares are up a mere 2% in 2021 despite strong sales that jibe with the overall buoyant economy. The chain has prospered through the pandemic, and its Sam's Club warehouse club concept is faring even better.</p><p><blockquote>该国最大的零售商今年出人意料地落后。尽管销售额强劲，与整体繁荣的经济相符，沃尔玛股价在 2021 年仅上涨了 2%。该连锁店在疫情蓬勃发展，其山姆会员店仓库俱乐部概念表现更好。</blockquote></p><p> It's hard to find the flaws in the mass market discounter that Sam Walton built. It has easily exceeded Wall Street profit targets through its first three quarters of fiscal 2022. Comps rose 9.2% in its latest quarter. We're seeing strong year-over-year store-level comparisons from chains that were depressed last year, but that's not Walmart. It was growing nicely last year, too, and its two-year comps stack is up a hearty 15.6%.</p><p><blockquote>很难在山姆·沃尔顿建造的大众市场折扣店中找到缺陷。该公司在 2022 财年前三个季度轻松超过了华尔街的利润目标。Comps 最近一个季度上涨了 9.2%。我们看到去年不景气的连锁店进行了强劲的同比商店水平比较，但这不是沃尔玛。它去年的增长也很好，两年的同比增长了15.6%。</blockquote></p><p> Walmart raised its guidance when it reported fresh financials last week. It now expects to post an adjusted profit of $6.40 a share for the fiscal year it will wrap up at the end of January. Walmart at 23 times this year's projected earnings may not seem cheap, but with fast-growing e-commerce, grocery delivery, and curbside pick-up businesses thriving Walmart deserves a market premium. The 1.5% dividend yield -- coming from aDividend Aristocratwith 48 years of payout hikes -- is the cherry on top in this climate of low interest rates.</p><p><blockquote>沃尔玛上周公布最新财务数据时上调了指引。该公司目前预计将于 1 月底结束的财年调整后每股利润为 6.40 美元。沃尔玛今年的预计市盈率为 23 倍，这可能看起来并不便宜，但随着电子商务、杂货配送和路边取货业务的快速增长，沃尔玛理应获得市场溢价。1.5% 的股息收益率——来自 48 年派息上调的股息贵族——是这种低利率环境下的锦上添花。</blockquote></p><p> 2. Walt Disney</p><p><blockquote>2. 华特·迪士尼</blockquote></p><p> The House of Mouse is another name that may not seem cheap going by historical profit multiples. Even if we go out to the next fiscal year to see Disney deeper into its turnaround, the stock is trading at 30 times that year's profit target.</p><p><blockquote>老鼠之家是另一个名字，从历史利润倍数来看，它可能看起来并不便宜。即使我们在下一个财年看到迪士尼更深入地扭亏为盈，该股的交易价格也是当年利润目标的 30 倍。</blockquote></p><p> Disney is another surprising slowpoke in 2021. It's the largest U.S. company to be trading more than 10% lower this year. A lot has gone right for Disney this year as the economy starts to reopen. Its theme parks are profitable again. Its cruise ships are sailing again. It's putting out the biggest movies of the year now that multiplexes are starting to get busy again.</p><p><blockquote>迪士尼是2021年另一个令人惊讶的慢动作。它是今年股价下跌 10% 以上的美国最大公司。随着经济开始重新开放，迪士尼今年发生了很多事情。其主题公园再次盈利。它的游轮又开始航行了。现在多厅影院又开始忙碌起来，它正在上映今年最大的电影。</blockquote></p><p> What is holding the stock back? Well, Disney+ is keeping the media giant from risingin more ways than one. The stock has been weak as Disney+ subscriber counts areslowing, and since the business isn't expected to be profitable until 2024 it's a drag on the family entertainment behemoth's bottom line. It's not fair to penalize Disney for the upstart costs of a bar-raising platform that has made it a major player in the booming streaming space. Disney is cheaper than the headline valuation metrics seem to suggest.</p><p><blockquote>是什么阻碍了股票的发展？嗯，迪士尼+在很多方面都阻止了这家媒体巨头的崛起。随着 Disney+ 用户数量下降，该股一直疲软，而且由于该业务预计要到 2024 年才能盈利，这拖累了这家家庭娱乐巨头的利润。惩罚迪士尼的新贵成本是不公平的，因为这个平台使其成为蓬勃发展的流媒体领域的主要参与者。迪士尼比整体估值指标显示的要便宜。</blockquote></p><p> 3. Sirius XM Holdings</p><p><blockquote>3. 天狼星XM控股</blockquote></p><p> Let's pump up the volume on the last pick. Sirius XM Holdings -- like Disney -- is another surprising stock that is trading lower this year. The country's only provider of satellite radio services is benefiting from folks driving again.</p><p><blockquote>让我们在最后一个选择上加大音量。Sirius XM Holdings 与迪士尼一样，是另一只今年股价下跌的令人惊讶的股票。该国唯一的卫星广播服务提供商正受益于人们再次开车。</blockquote></p><p> A dozen years ago Sirius XM was on the brink of bankruptcy, but now it's a thriving platform generating gobs of free cash flow that it uses to buy back stock and reward investors with a growing quarterly dividend. The stock is now fetching less than 20 times this year's projected earnings, and between its namesake satellite radio monopoly and its Pandora streaming service it has a firm grasp on audiophiles no matter where they roam.</p><p><blockquote>十几年前，Sirius XM 濒临破产，但现在它已成为一个蓬勃发展的平台，产生大量的自由现金流，用于回购股票并以不断增长的季度股息奖励投资者。该股目前的市盈率不到今年预计收益的 20 倍，在同名卫星广播垄断和潘多拉流媒体服务之间，无论发烧友在哪里漫游，它都牢牢掌控着他们。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Dirt Cheap Stocks That Could Skyrocket<blockquote>3只可能暴涨的极其便宜的股票</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Dirt Cheap Stocks That Could Skyrocket<blockquote>3只可能暴涨的极其便宜的股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-11-25 10:09</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Stocks aren't cheap by most gauges these days, but it doesn't mean that there aren't bargains to be had.<b>Walmart</b>(NYSE:WMT),<b>Walt Disney</b>(NYSE:DIS), and&nbsp;<b>Sirius XM Holdings</b>(NASDAQ:SIRI)are some of the stocks trading at depressed levels right now.</p><p><blockquote>如今，从大多数标准来看，股票并不便宜，但这并不意味着没有便宜货。<b>沃尔玛</b>（纽约证券交易所代码：WMT），<b>华特·迪士尼</b>（纽约证券交易所代码：DIS），以及<b>天狼星XM控股</b>（纳斯达克股票代码：SIRI）是目前交易处于低迷水平的一些股票。</blockquote></p><p> They are blue chip bargains, something that we're not seeing a lot of with the market soaring this year. Let's take a closer look at what makes these dirt cheap stocks that could skyrocket.</p><p><blockquote>它们是蓝筹股，随着今年市场的飙升，我们很少看到这种情况。让我们仔细看看是什么让这些极其便宜的股票暴涨。</blockquote></p><p> 1. Walmart</p><p><blockquote>1. 沃尔玛</blockquote></p><p> The country's largest retailer is a surprising laggard this year. Walmart shares are up a mere 2% in 2021 despite strong sales that jibe with the overall buoyant economy. The chain has prospered through the pandemic, and its Sam's Club warehouse club concept is faring even better.</p><p><blockquote>该国最大的零售商今年出人意料地落后。尽管销售额强劲，与整体繁荣的经济相符，沃尔玛股价在 2021 年仅上涨了 2%。该连锁店在疫情蓬勃发展，其山姆会员店仓库俱乐部概念表现更好。</blockquote></p><p> It's hard to find the flaws in the mass market discounter that Sam Walton built. It has easily exceeded Wall Street profit targets through its first three quarters of fiscal 2022. Comps rose 9.2% in its latest quarter. We're seeing strong year-over-year store-level comparisons from chains that were depressed last year, but that's not Walmart. It was growing nicely last year, too, and its two-year comps stack is up a hearty 15.6%.</p><p><blockquote>很难在山姆·沃尔顿建造的大众市场折扣店中找到缺陷。该公司在 2022 财年前三个季度轻松超过了华尔街的利润目标。Comps 最近一个季度上涨了 9.2%。我们看到去年不景气的连锁店进行了强劲的同比商店水平比较，但这不是沃尔玛。它去年的增长也很好，两年的同比增长了15.6%。</blockquote></p><p> Walmart raised its guidance when it reported fresh financials last week. It now expects to post an adjusted profit of $6.40 a share for the fiscal year it will wrap up at the end of January. Walmart at 23 times this year's projected earnings may not seem cheap, but with fast-growing e-commerce, grocery delivery, and curbside pick-up businesses thriving Walmart deserves a market premium. The 1.5% dividend yield -- coming from aDividend Aristocratwith 48 years of payout hikes -- is the cherry on top in this climate of low interest rates.</p><p><blockquote>沃尔玛上周公布最新财务数据时上调了指引。该公司目前预计将于 1 月底结束的财年调整后每股利润为 6.40 美元。沃尔玛今年的预计市盈率为 23 倍，这可能看起来并不便宜，但随着电子商务、杂货配送和路边取货业务的快速增长，沃尔玛理应获得市场溢价。1.5% 的股息收益率——来自 48 年派息上调的股息贵族——是这种低利率环境下的锦上添花。</blockquote></p><p> 2. Walt Disney</p><p><blockquote>2. 华特·迪士尼</blockquote></p><p> The House of Mouse is another name that may not seem cheap going by historical profit multiples. Even if we go out to the next fiscal year to see Disney deeper into its turnaround, the stock is trading at 30 times that year's profit target.</p><p><blockquote>老鼠之家是另一个名字，从历史利润倍数来看，它可能看起来并不便宜。即使我们在下一个财年看到迪士尼更深入地扭亏为盈，该股的交易价格也是当年利润目标的 30 倍。</blockquote></p><p> Disney is another surprising slowpoke in 2021. It's the largest U.S. company to be trading more than 10% lower this year. A lot has gone right for Disney this year as the economy starts to reopen. Its theme parks are profitable again. Its cruise ships are sailing again. It's putting out the biggest movies of the year now that multiplexes are starting to get busy again.</p><p><blockquote>迪士尼是2021年另一个令人惊讶的慢动作。它是今年股价下跌 10% 以上的美国最大公司。随着经济开始重新开放，迪士尼今年发生了很多事情。其主题公园再次盈利。它的游轮又开始航行了。现在多厅影院又开始忙碌起来，它正在上映今年最大的电影。</blockquote></p><p> What is holding the stock back? Well, Disney+ is keeping the media giant from risingin more ways than one. The stock has been weak as Disney+ subscriber counts areslowing, and since the business isn't expected to be profitable until 2024 it's a drag on the family entertainment behemoth's bottom line. It's not fair to penalize Disney for the upstart costs of a bar-raising platform that has made it a major player in the booming streaming space. Disney is cheaper than the headline valuation metrics seem to suggest.</p><p><blockquote>是什么阻碍了股票的发展？嗯，迪士尼+在很多方面都阻止了这家媒体巨头的崛起。随着 Disney+ 用户数量下降，该股一直疲软，而且由于该业务预计要到 2024 年才能盈利，这拖累了这家家庭娱乐巨头的利润。惩罚迪士尼的新贵成本是不公平的，因为这个平台使其成为蓬勃发展的流媒体领域的主要参与者。迪士尼比整体估值指标显示的要便宜。</blockquote></p><p> 3. Sirius XM Holdings</p><p><blockquote>3. 天狼星XM控股</blockquote></p><p> Let's pump up the volume on the last pick. Sirius XM Holdings -- like Disney -- is another surprising stock that is trading lower this year. The country's only provider of satellite radio services is benefiting from folks driving again.</p><p><blockquote>让我们在最后一个选择上加大音量。Sirius XM Holdings 与迪士尼一样，是另一只今年股价下跌的令人惊讶的股票。该国唯一的卫星广播服务提供商正受益于人们再次开车。</blockquote></p><p> A dozen years ago Sirius XM was on the brink of bankruptcy, but now it's a thriving platform generating gobs of free cash flow that it uses to buy back stock and reward investors with a growing quarterly dividend. The stock is now fetching less than 20 times this year's projected earnings, and between its namesake satellite radio monopoly and its Pandora streaming service it has a firm grasp on audiophiles no matter where they roam.</p><p><blockquote>十几年前，Sirius XM 濒临破产，但现在它已成为一个蓬勃发展的平台，产生大量的自由现金流，用于回购股票并以不断增长的季度股息奖励投资者。该股目前的市盈率不到今年预计收益的 20 倍，在同名卫星广播垄断和潘多拉流媒体服务之间，无论发烧友在哪里漫游，它都牢牢掌控着他们。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/11/24/3-dirt-cheap-stocks-that-could-skyrocket/\">Motley Fool</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SIRI":"Sirius XM Holdings Inc.","WMT":"沃尔玛","DIS":"迪士尼"},"source_url":"https://www.fool.com/investing/2021/11/24/3-dirt-cheap-stocks-that-could-skyrocket/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1137701323","content_text":"Stocks aren't cheap by most gauges these days, but it doesn't mean that there aren't bargains to be had.Walmart(NYSE:WMT),Walt Disney(NYSE:DIS), and Sirius XM Holdings(NASDAQ:SIRI)are some of the stocks trading at depressed levels right now.\nThey are blue chip bargains, something that we're not seeing a lot of with the market soaring this year. Let's take a closer look at what makes these dirt cheap stocks that could skyrocket.\n1. Walmart\nThe country's largest retailer is a surprising laggard this year. Walmart shares are up a mere 2% in 2021 despite strong sales that jibe with the overall buoyant economy. The chain has prospered through the pandemic, and its Sam's Club warehouse club concept is faring even better.\nIt's hard to find the flaws in the mass market discounter that Sam Walton built. It has easily exceeded Wall Street profit targets through its first three quarters of fiscal 2022. Comps rose 9.2% in its latest quarter. We're seeing strong year-over-year store-level comparisons from chains that were depressed last year, but that's not Walmart. It was growing nicely last year, too, and its two-year comps stack is up a hearty 15.6%.\nWalmart raised its guidance when it reported fresh financials last week. It now expects to post an adjusted profit of $6.40 a share for the fiscal year it will wrap up at the end of January. Walmart at 23 times this year's projected earnings may not seem cheap, but with fast-growing e-commerce, grocery delivery, and curbside pick-up businesses thriving Walmart deserves a market premium. The 1.5% dividend yield -- coming from aDividend Aristocratwith 48 years of payout hikes -- is the cherry on top in this climate of low interest rates.\n2. Walt Disney\nThe House of Mouse is another name that may not seem cheap going by historical profit multiples. Even if we go out to the next fiscal year to see Disney deeper into its turnaround, the stock is trading at 30 times that year's profit target.\nDisney is another surprising slowpoke in 2021. It's the largest U.S. company to be trading more than 10% lower this year. A lot has gone right for Disney this year as the economy starts to reopen. Its theme parks are profitable again. Its cruise ships are sailing again. It's putting out the biggest movies of the year now that multiplexes are starting to get busy again.\nWhat is holding the stock back? Well, Disney+ is keeping the media giant from risingin more ways than one. The stock has been weak as Disney+ subscriber counts areslowing, and since the business isn't expected to be profitable until 2024 it's a drag on the family entertainment behemoth's bottom line. It's not fair to penalize Disney for the upstart costs of a bar-raising platform that has made it a major player in the booming streaming space. Disney is cheaper than the headline valuation metrics seem to suggest.\n3. Sirius XM Holdings\nLet's pump up the volume on the last pick. Sirius XM Holdings -- like Disney -- is another surprising stock that is trading lower this year. The country's only provider of satellite radio services is benefiting from folks driving again.\nA dozen years ago Sirius XM was on the brink of bankruptcy, but now it's a thriving platform generating gobs of free cash flow that it uses to buy back stock and reward investors with a growing quarterly dividend. The stock is now fetching less than 20 times this year's projected earnings, and between its namesake satellite radio monopoly and its Pandora streaming service it has a firm grasp on audiophiles no matter where they roam.","news_type":1,"symbols_score_info":{"SIRI":0.9,"WMT":0.9,"DIS":0.9}},"isVote":1,"tweetType":1,"viewCount":3446,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":885690799,"gmtCreate":1631781895111,"gmtModify":1631890452818,"author":{"id":"3578266893032248","authorId":"3578266893032248","name":"dwzjrma","avatar":"https://static.tigerbbs.com/0a76bf3c2f4914f5491a451a916a6391","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578266893032248","authorIdStr":"3578266893032248"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/08475\">$K GROUP HLDGS(08475)$</a>can someone pump to the moon 🚀 would be interesting to watch, a miracle to behold and silences all&nbsp;the doubters 🤙","listText":"<a href=\"https://laohu8.com/S/08475\">$K GROUP HLDGS(08475)$</a>can someone pump to the moon 🚀 would be interesting to watch, a miracle to behold and silences all&nbsp;the doubters 🤙","text":"$K GROUP HLDGS(08475)$can someone pump to the moon 🚀 would be interesting to watch, a miracle to behold and silences all the doubters 🤙","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/885690799","isVote":1,"tweetType":1,"viewCount":3034,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":327062216,"gmtCreate":1616040366435,"gmtModify":1703496756730,"author":{"id":"3578266893032248","authorId":"3578266893032248","name":"dwzjrma","avatar":"https://static.tigerbbs.com/0a76bf3c2f4914f5491a451a916a6391","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578266893032248","authorIdStr":"3578266893032248"},"themes":[],"title":"","htmlText":"be wise!","listText":"be wise!","text":"be wise!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/327062216","repostId":"2120913696","repostType":2,"isVote":1,"tweetType":1,"viewCount":2473,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":877899323,"gmtCreate":1637908075165,"gmtModify":1637908075165,"author":{"id":"3578266893032248","authorId":"3578266893032248","name":"dwzjrma","avatar":"https://static.tigerbbs.com/0a76bf3c2f4914f5491a451a916a6391","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578266893032248","idStr":"3578266893032248"},"themes":[],"title":"","htmlText":"nice","listText":"nice","text":"nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/877899323","repostId":"1104036555","repostType":4,"repost":{"id":"1104036555","kind":"news","pubTimestamp":1637907300,"share":"https://www.laohunote.com/m/news/1104036555?lang=zh_CN&edition=full","pubTime":"2021-11-26 14:15","market":"us","language":"en","title":"Okta: At This Lower Valuation, This Stock Is Now More Attractive<blockquote>Okta：在较低的估值下，这只股票现在更具吸引力</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1104036555","media":"Seeking Alpha","summary":"Summary\n\nOkta is rapidly growing its top line and guides investors for at least 35% CAGR over the ne","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Okta is rapidly growing its top line and guides investors for at least 35% CAGR over the next 4 years.</li>  <li>However, its shares are in negative territory this year, underperforming many high flying peers.</li>  <li>Investors considering this investment, at just 20x forward sales, this is the best entry point for a while now.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2900b6aa2b86f6c931a20cf5419d1493\" tg-width=\"1536\" tg-height=\"983\" width=\"100%\" height=\"auto\"><span>da-kuk/E+ via Getty Images</span></p><p><blockquote><ul><li>Okta正在快速增长其营收，并在未来4年内引导投资者实现至少35%的CAGR。</li><li>然而，其股价今年处于负值区域，表现逊于许多高歌猛进的同行。</li><li>考虑这项投资的投资者，远期销售额仅为 20 倍，这是目前最好的切入点。</li></ul><p class=\"t-img-caption\"><span>da-kuk/E+ 来自盖蒂图片社</span></p></blockquote></p><p> <b>Investment Thesis</b></p><p><blockquote><b>投资论文</b></blockquote></p><p> Okta (OKTA) is an Identity Management platform. It's rapidly growing and declares to investors that it's going to grow its revenues by at least 35% CAGR to $4 billion over the next 4 years.</p><p><blockquote>Okta（Okta）是一个身份管理平台。它正在快速增长，并向投资者宣布，未来 4 年内，其收入将增长至少 35% 的复合年增长率，达到 40 亿美元。</blockquote></p><p> Right now, its valuation is the most enticing it has been for a while, and for investors seeking this investment, this is perhaps the most rewarding time to consider these shares in a while. At 20x forward sales, investors will struggle to get Okta much cheaper.</p><p><blockquote>目前，其估值是一段时间以来最具吸引力的，对于寻求这种投资的投资者来说，这可能是一段时间以来考虑这些股票最有价值的时机。按照 20 倍的远期销售额，投资者将很难以更便宜的价格获得 Okta。</blockquote></p><p> <b>Investors' Sentiment Has Been Choppy</b></p><p><blockquote><b>投资者情绪起伏不定</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/da2e035915a06ec74178d0e812d43522\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据由YCharts提供</span></p></blockquote></p><p> Back in 2020, Okta was a business that could do no wrong. Investors were passionately clamoring for the stock. But this year, very few investors would have had the stamina to withstand this volatility.</p><p><blockquote>早在2020年，Okta是一家不会出错的企业。投资者热情地追捧这只股票。但今年，很少有投资者有耐力承受这种波动。</blockquote></p><p> Incidentally, back in July, Istated,</p><p><blockquote>顺便说一句，早在七月份，</blockquote></p><p>   <i>[...] Given that Okta's stock is already priced at 32x forward sales, new investors to the stock will struggle to find enough of an edge that's not already priced into its stock.</i>  And despite a choppy trajectory, since July the stock has seen its multiple compresses, making it now an interesting investment opportunity.</p><p><blockquote><i>[...]鉴于 Okta 的股票定价已经是远期销售的 32 倍，该股票的新投资者将很难找到足够的优势，而该优势尚未计入其股票的定价。</i>尽管轨迹起伏不定，但自 7 月以来，该股经历了多次压缩，使其成为一个有趣的投资机会。</blockquote></p><p> <b>Okta's Revenue Growth Rates Remain Impressive</b></p><p><blockquote><b>Okta 的收入增长率仍然令人印象深刻</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/755020384382006c7a41ce2012ac63d0\" tg-width=\"640\" tg-height=\"259\" width=\"100%\" height=\"auto\"><span>Source: author's calculations</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：作者的计算</span></p></blockquote></p><p> On the surface, these growth rates and guidance display an impressive growth trajectory for Okta.</p><p><blockquote>从表面上看，这些增长率和指导显示了Okta令人印象深刻的增长轨迹。</blockquote></p><p> That being said, its Q2 2022 results included Auth0, Okta's large acquisition. Without this acquisition, the stand-alone business&nbsp;grew by 39% y/y.</p><p><blockquote>话虽如此，其 2022 年第二季度业绩包括 Okta 的大型收购 Auth0。如果没有这次收购，独立业务同比增长39%。</blockquote></p><p> Thus, investors haven't been as compelled towards Okta, as there are some doubts over whether or not Okta is going to continue growing at such fast rates going forward.</p><p><blockquote>因此，投资者并没有被迫转向 Okta，因为人们对 Okta 未来是否会继续以如此快的速度增长存在一些疑问。</blockquote></p><p> For their part, Okta's management team consistently reassures investors that Okta will grow at a CAGR of&nbsp;at least 35%&nbsp;over the next 4 years to $4 billion in revenues.</p><p><blockquote>就Okta的管理团队而言，他们一直向投资者保证，Okta将在未来4年内以至少35%的CAGR增长，达到40亿美元的收入。</blockquote></p><p> Moreover, Okta's normalized billings in the quarter for its stand-alone business was up 47% y/y. This should ease investors' concerns over whether or not Okta is in fact capable of growing at 35% CAGR.</p><p><blockquote>此外，Okta 本季度独立业务的标准化账单同比增长 47%。这应该会缓解投资者对 Okta 实际上是否有能力以 35% 的复合年增长率增长的担忧。</blockquote></p><p> Indeed, as you know, billings are a leading indicator of a company's revenue growth rates. In the ideal scenario, you want to see billings coming in slightly higher than its revenue growth rates, but if that's not the case, you'd still hope to see them coming in higher than its long-term revenue growth target of 35% CAGR.</p><p><blockquote>事实上，如您所知，账单是公司收入增长率的领先指标。在理想情况下，您希望看到比林斯的收入略高于其收入增长率，但如果不是这种情况，您仍然希望看到它们的收入高于其 35% CAGR 的长期收入增长目标。</blockquote></p><p> So, let's understand the opportunity here some more.</p><p><blockquote>所以，让我们更多地了解一下这里的机会。</blockquote></p><p> <b>Why Okta? Why Now?</b></p><p><blockquote><b>为什么是奥克塔？为什么是现在？</b></blockquote></p><p> Okta allows secure access to devices and enables users to use technology safely. By identifying users, Okta secures users and connects them to the right technology.</p><p><blockquote>Okta允许安全访问设备，并使用户能够安全地使用技术。通过识别用户，Okta保护用户并将他们连接到正确的技术。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/78b5dd11e368a535a5d4abd3174e13bb\" tg-width=\"640\" tg-height=\"627\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> As you can see above, both Okta and Okta (Auth0), Okta's acquisition, have both been recognized as leaders by Gartner.</p><p><blockquote>如上所示，Okta 和 Okta 收购的 Okta (Auth0) 都被 Gartner 认定为领导者。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/2b6f8a9082224044d81f230f2a7362be\" tg-width=\"640\" tg-height=\"85\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Furthermore, as you can see, the number of customers rapidly adopting Okta's platform, with customers spending more than $100K of annual contract value (''ACV''), increased by<i>55% y/y for fiscal Q2 2022</i>.</p><p><blockquote>此外，如您所见，迅速采用Okta平台的客户数量，客户年度合同价值（“ACV”）超过10万美元，增加了<i>2022 财年第二季度同比增长 55%</i>.</blockquote></p><p> Yes, there was a notable jump from its fiscal Q1 2022 quarter, where customers spending more than $100K of ACV were only up 31% y/y. A meaningful portion of that jump in Q2 2022 would have come from its Auth0 acquisition.</p><p><blockquote>是的，与 2022 财年第一季度相比有了显着的增长，当时在 ACV 上花费超过 10 万美元的客户仅同比增长了 31%。2022 年第二季度的增长很大一部分来自于对 Auth0 的收购。</blockquote></p><p> Nevertheless, the recent jump in customers didn't stop Okta's net retention rates from coming in at 124% for Q2.</p><p><blockquote>尽管如此，最近客户数量的激增并没有阻止 Okta 第二季度的净保留率达到 124%。</blockquote></p><p> In sum, the point to impress upon readers is that this company is without a doubt rapidly growing, even if its share price is in negative territory in 2021.</p><p><blockquote>总之，给读者留下深刻印象的一点是，这家公司无疑正在快速增长，即使其股价在 2021 年处于负值区域。</blockquote></p><p> <b>Bearish Consideration: Profitability Profile</b></p><p><blockquote><b>看跌考虑：盈利能力概况</b></blockquote></p><p> <img src=\"https://static.tigerbbs.com/494fa6b9af566e452471c26284affbd9\" tg-width=\"640\" tg-height=\"236\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p></p><p> As you can see above, despite rapidly growing its top-line at a fast rate, Okta isn't quite benefitting from strong operating leverage, as its non-GAAP operating margin points to negative 7% for H1 2022 compared with negative 2% in the same period a year ago.</p><p><blockquote>如上所示，尽管其营收快速增长，但 Okta 并没有完全从强劲的运营杠杆中受益，因为其 2022 年上半年的非 GAAP 营业利润率为负 7%，而去年同期为负 2%。</blockquote></p><p> Obviously, readers would rapidly retort that this is because of the Auth0 acquisition, and integrations the company has had to do.</p><p><blockquote>显然，读者会很快反驳说，这是因为Auth0收购，以及该公司不得不进行的整合。</blockquote></p><p> On that front, I point readers to its guidance for the quarter ahead, where Okta's non-GAAP operating margins are expected to reach negative 10%. Thus, if last quarter the unappetizing profit margins were due to its acquisition of Auth0, what's the reason for its upcoming quarter to point to such lackluster profit margins?</p><p><blockquote>在这方面，我向读者指出其未来季度的指引，Okta 的非 GAAP 营业利润率预计将达到负 10%。因此，如果上季度利润率低迷是由于收购 Auth0，那么下一季度利润率如此低迷的原因是什么？</blockquote></p><p> <b>OKTA Stock Valuation - Attractively Priced</b></p><p><blockquote><b>OKTA 股票估值 - 定价有吸引力</b></blockquote></p><p> Okta is now priced at 20x its fiscal 2023 revenues (ending January 2023).</p><p><blockquote>Okta 目前的定价是其 2023 财年收入（截至 2023 年 1 月）的 20 倍。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/63cc39d8cb3cd78a5127b540cd52d8b0\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据由YCharts提供</span></p></blockquote></p><p> If we look over its past twelve months, this is certainly towards the lower end of its multiple on a forward basis.</p><p><blockquote>如果我们回顾过去 12 个月，从远期来看，这肯定是其倍数的下限。</blockquote></p><p> Compared with other hyper-growth companies, such as CrowdStrike (CRWD) that's priced at 27x forward sales, or MongoDB (MDB) at 31x forward sales, Okta is certainly attractive.</p><p><blockquote>与其他高速增长的公司相比，例如定价为 27 倍远期销售额的 CrowdStrike (CRWD)，或定价为 31 倍远期销售额的 MongoDB (MDB)，Okta 无疑具有吸引力。</blockquote></p><p> <b>The Bottom Line</b></p><p><blockquote><b>底线</b></blockquote></p><p> Investors that are interested in increasing their exposure to digital enabling platforms, Okta right now trades at the cheapest valuation it has been for some time.</p><p><blockquote>对于有兴趣增加对数字支持平台的投资的投资者来说，Okta 目前的交易价格是一段时间以来最便宜的。</blockquote></p><p> The company continues to rapidly grow and appears to be successfully integrating its Auth0 acquisition.</p><p><blockquote>该公司继续快速增长，似乎正在成功整合其 Auth0 收购。</blockquote></p><p> What's more, Okta reassures investors that it can continue growing its revenues at 35% CAGR over the next 4 years, thus offering investors much craved visibility and strong growth prospects.</p><p><blockquote>更重要的是，Okta向投资者保证，它可以在未来4年内继续以35%的CAGR增长收入，从而为投资者提供渴望已久的可见性和强劲的增长前景。</blockquote></p><p> All that being said, given the plethora of stocks that have sold off in the past few weeks, I'm finding better investment opportunities elsewhere.</p><p><blockquote>话虽如此，考虑到过去几周有太多股票被抛售，我正在其他地方寻找更好的投资机会。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nOkta: At This Lower Valuation, This Stock Is Now More Attractive<blockquote>Okta：在较低的估值下，这只股票现在更具吸引力</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking Alpha</strong><span class=\"h-time small\">2021-11-26 14:15</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul>  <li>Okta is rapidly growing its top line and guides investors for at least 35% CAGR over the next 4 years.</li>  <li>However, its shares are in negative territory this year, underperforming many high flying peers.</li>  <li>Investors considering this investment, at just 20x forward sales, this is the best entry point for a while now.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2900b6aa2b86f6c931a20cf5419d1493\" tg-width=\"1536\" tg-height=\"983\" width=\"100%\" height=\"auto\"><span>da-kuk/E+ via Getty Images</span></p><p><blockquote><ul><li>Okta正在快速增长其营收，并在未来4年内引导投资者实现至少35%的CAGR。</li><li>然而，其股价今年处于负值区域，表现逊于许多高歌猛进的同行。</li><li>考虑这项投资的投资者，远期销售额仅为 20 倍，这是目前最好的切入点。</li></ul><p class=\"t-img-caption\"><span>da-kuk/E+ 来自盖蒂图片社</span></p></blockquote></p><p> <b>Investment Thesis</b></p><p><blockquote><b>投资论文</b></blockquote></p><p> Okta (OKTA) is an Identity Management platform. It's rapidly growing and declares to investors that it's going to grow its revenues by at least 35% CAGR to $4 billion over the next 4 years.</p><p><blockquote>Okta（Okta）是一个身份管理平台。它正在快速增长，并向投资者宣布，未来 4 年内，其收入将增长至少 35% 的复合年增长率，达到 40 亿美元。</blockquote></p><p> Right now, its valuation is the most enticing it has been for a while, and for investors seeking this investment, this is perhaps the most rewarding time to consider these shares in a while. At 20x forward sales, investors will struggle to get Okta much cheaper.</p><p><blockquote>目前，其估值是一段时间以来最具吸引力的，对于寻求这种投资的投资者来说，这可能是一段时间以来考虑这些股票最有价值的时机。按照 20 倍的远期销售额，投资者将很难以更便宜的价格获得 Okta。</blockquote></p><p> <b>Investors' Sentiment Has Been Choppy</b></p><p><blockquote><b>投资者情绪起伏不定</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/da2e035915a06ec74178d0e812d43522\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据由YCharts提供</span></p></blockquote></p><p> Back in 2020, Okta was a business that could do no wrong. Investors were passionately clamoring for the stock. But this year, very few investors would have had the stamina to withstand this volatility.</p><p><blockquote>早在2020年，Okta是一家不会出错的企业。投资者热情地追捧这只股票。但今年，很少有投资者有耐力承受这种波动。</blockquote></p><p> Incidentally, back in July, Istated,</p><p><blockquote>顺便说一句，早在七月份，</blockquote></p><p>   <i>[...] Given that Okta's stock is already priced at 32x forward sales, new investors to the stock will struggle to find enough of an edge that's not already priced into its stock.</i>  And despite a choppy trajectory, since July the stock has seen its multiple compresses, making it now an interesting investment opportunity.</p><p><blockquote><i>[...]鉴于 Okta 的股票定价已经是远期销售的 32 倍，该股票的新投资者将很难找到足够的优势，而该优势尚未计入其股票的定价。</i>尽管轨迹起伏不定，但自 7 月以来，该股经历了多次压缩，使其成为一个有趣的投资机会。</blockquote></p><p> <b>Okta's Revenue Growth Rates Remain Impressive</b></p><p><blockquote><b>Okta 的收入增长率仍然令人印象深刻</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/755020384382006c7a41ce2012ac63d0\" tg-width=\"640\" tg-height=\"259\" width=\"100%\" height=\"auto\"><span>Source: author's calculations</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源：作者的计算</span></p></blockquote></p><p> On the surface, these growth rates and guidance display an impressive growth trajectory for Okta.</p><p><blockquote>从表面上看，这些增长率和指导显示了Okta令人印象深刻的增长轨迹。</blockquote></p><p> That being said, its Q2 2022 results included Auth0, Okta's large acquisition. Without this acquisition, the stand-alone business&nbsp;grew by 39% y/y.</p><p><blockquote>话虽如此，其 2022 年第二季度业绩包括 Okta 的大型收购 Auth0。如果没有这次收购，独立业务同比增长39%。</blockquote></p><p> Thus, investors haven't been as compelled towards Okta, as there are some doubts over whether or not Okta is going to continue growing at such fast rates going forward.</p><p><blockquote>因此，投资者并没有被迫转向 Okta，因为人们对 Okta 未来是否会继续以如此快的速度增长存在一些疑问。</blockquote></p><p> For their part, Okta's management team consistently reassures investors that Okta will grow at a CAGR of&nbsp;at least 35%&nbsp;over the next 4 years to $4 billion in revenues.</p><p><blockquote>就Okta的管理团队而言，他们一直向投资者保证，Okta将在未来4年内以至少35%的CAGR增长，达到40亿美元的收入。</blockquote></p><p> Moreover, Okta's normalized billings in the quarter for its stand-alone business was up 47% y/y. This should ease investors' concerns over whether or not Okta is in fact capable of growing at 35% CAGR.</p><p><blockquote>此外，Okta 本季度独立业务的标准化账单同比增长 47%。这应该会缓解投资者对 Okta 实际上是否有能力以 35% 的复合年增长率增长的担忧。</blockquote></p><p> Indeed, as you know, billings are a leading indicator of a company's revenue growth rates. In the ideal scenario, you want to see billings coming in slightly higher than its revenue growth rates, but if that's not the case, you'd still hope to see them coming in higher than its long-term revenue growth target of 35% CAGR.</p><p><blockquote>事实上，如您所知，账单是公司收入增长率的领先指标。在理想情况下，您希望看到比林斯的收入略高于其收入增长率，但如果不是这种情况，您仍然希望看到它们的收入高于其 35% CAGR 的长期收入增长目标。</blockquote></p><p> So, let's understand the opportunity here some more.</p><p><blockquote>所以，让我们更多地了解一下这里的机会。</blockquote></p><p> <b>Why Okta? Why Now?</b></p><p><blockquote><b>为什么是奥克塔？为什么是现在？</b></blockquote></p><p> Okta allows secure access to devices and enables users to use technology safely. By identifying users, Okta secures users and connects them to the right technology.</p><p><blockquote>Okta允许安全访问设备，并使用户能够安全地使用技术。通过识别用户，Okta保护用户并将他们连接到正确的技术。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/78b5dd11e368a535a5d4abd3174e13bb\" tg-width=\"640\" tg-height=\"627\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> As you can see above, both Okta and Okta (Auth0), Okta's acquisition, have both been recognized as leaders by Gartner.</p><p><blockquote>如上所示，Okta 和 Okta 收购的 Okta (Auth0) 都被 Gartner 认定为领导者。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/2b6f8a9082224044d81f230f2a7362be\" tg-width=\"640\" tg-height=\"85\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Furthermore, as you can see, the number of customers rapidly adopting Okta's platform, with customers spending more than $100K of annual contract value (''ACV''), increased by<i>55% y/y for fiscal Q2 2022</i>.</p><p><blockquote>此外，如您所见，迅速采用Okta平台的客户数量，客户年度合同价值（“ACV”）超过10万美元，增加了<i>2022 财年第二季度同比增长 55%</i>.</blockquote></p><p> Yes, there was a notable jump from its fiscal Q1 2022 quarter, where customers spending more than $100K of ACV were only up 31% y/y. A meaningful portion of that jump in Q2 2022 would have come from its Auth0 acquisition.</p><p><blockquote>是的，与 2022 财年第一季度相比有了显着的增长，当时在 ACV 上花费超过 10 万美元的客户仅同比增长了 31%。2022 年第二季度的增长很大一部分来自于对 Auth0 的收购。</blockquote></p><p> Nevertheless, the recent jump in customers didn't stop Okta's net retention rates from coming in at 124% for Q2.</p><p><blockquote>尽管如此，最近客户数量的激增并没有阻止 Okta 第二季度的净保留率达到 124%。</blockquote></p><p> In sum, the point to impress upon readers is that this company is without a doubt rapidly growing, even if its share price is in negative territory in 2021.</p><p><blockquote>总之，给读者留下深刻印象的一点是，这家公司无疑正在快速增长，即使其股价在 2021 年处于负值区域。</blockquote></p><p> <b>Bearish Consideration: Profitability Profile</b></p><p><blockquote><b>看跌考虑：盈利能力概况</b></blockquote></p><p> <img src=\"https://static.tigerbbs.com/494fa6b9af566e452471c26284affbd9\" tg-width=\"640\" tg-height=\"236\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p></p><p> As you can see above, despite rapidly growing its top-line at a fast rate, Okta isn't quite benefitting from strong operating leverage, as its non-GAAP operating margin points to negative 7% for H1 2022 compared with negative 2% in the same period a year ago.</p><p><blockquote>如上所示，尽管其营收快速增长，但 Okta 并没有完全从强劲的运营杠杆中受益，因为其 2022 年上半年的非 GAAP 营业利润率为负 7%，而去年同期为负 2%。</blockquote></p><p> Obviously, readers would rapidly retort that this is because of the Auth0 acquisition, and integrations the company has had to do.</p><p><blockquote>显然，读者会很快反驳说，这是因为Auth0收购，以及该公司不得不进行的整合。</blockquote></p><p> On that front, I point readers to its guidance for the quarter ahead, where Okta's non-GAAP operating margins are expected to reach negative 10%. Thus, if last quarter the unappetizing profit margins were due to its acquisition of Auth0, what's the reason for its upcoming quarter to point to such lackluster profit margins?</p><p><blockquote>在这方面，我向读者指出其未来季度的指引，Okta 的非 GAAP 营业利润率预计将达到负 10%。因此，如果上季度利润率低迷是由于收购 Auth0，那么下一季度利润率如此低迷的原因是什么？</blockquote></p><p> <b>OKTA Stock Valuation - Attractively Priced</b></p><p><blockquote><b>OKTA 股票估值 - 定价有吸引力</b></blockquote></p><p> Okta is now priced at 20x its fiscal 2023 revenues (ending January 2023).</p><p><blockquote>Okta 目前的定价是其 2023 财年收入（截至 2023 年 1 月）的 20 倍。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/63cc39d8cb3cd78a5127b540cd52d8b0\" tg-width=\"635\" tg-height=\"417\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p><p><blockquote><p class=\"t-img-caption\"><span>数据由YCharts提供</span></p></blockquote></p><p> If we look over its past twelve months, this is certainly towards the lower end of its multiple on a forward basis.</p><p><blockquote>如果我们回顾过去 12 个月，从远期来看，这肯定是其倍数的下限。</blockquote></p><p> Compared with other hyper-growth companies, such as CrowdStrike (CRWD) that's priced at 27x forward sales, or MongoDB (MDB) at 31x forward sales, Okta is certainly attractive.</p><p><blockquote>与其他高速增长的公司相比，例如定价为 27 倍远期销售额的 CrowdStrike (CRWD)，或定价为 31 倍远期销售额的 MongoDB (MDB)，Okta 无疑具有吸引力。</blockquote></p><p> <b>The Bottom Line</b></p><p><blockquote><b>底线</b></blockquote></p><p> Investors that are interested in increasing their exposure to digital enabling platforms, Okta right now trades at the cheapest valuation it has been for some time.</p><p><blockquote>对于有兴趣增加对数字支持平台的投资的投资者来说，Okta 目前的交易价格是一段时间以来最便宜的。</blockquote></p><p> The company continues to rapidly grow and appears to be successfully integrating its Auth0 acquisition.</p><p><blockquote>该公司继续快速增长，似乎正在成功整合其 Auth0 收购。</blockquote></p><p> What's more, Okta reassures investors that it can continue growing its revenues at 35% CAGR over the next 4 years, thus offering investors much craved visibility and strong growth prospects.</p><p><blockquote>更重要的是，Okta向投资者保证，它可以在未来4年内继续以35%的CAGR增长收入，从而为投资者提供渴望已久的可见性和强劲的增长前景。</blockquote></p><p> All that being said, given the plethora of stocks that have sold off in the past few weeks, I'm finding better investment opportunities elsewhere.</p><p><blockquote>话虽如此，考虑到过去几周有太多股票被抛售，我正在其他地方寻找更好的投资机会。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4471919-okta-stock-low-valuation-attractive\">Seeking Alpha</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"OKTA":"Okta Inc."},"source_url":"https://seekingalpha.com/article/4471919-okta-stock-low-valuation-attractive","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1104036555","content_text":"Summary\n\nOkta is rapidly growing its top line and guides investors for at least 35% CAGR over the next 4 years.\nHowever, its shares are in negative territory this year, underperforming many high flying peers.\nInvestors considering this investment, at just 20x forward sales, this is the best entry point for a while now.\n\nda-kuk/E+ via Getty Images\nInvestment Thesis\nOkta (OKTA) is an Identity Management platform. It's rapidly growing and declares to investors that it's going to grow its revenues by at least 35% CAGR to $4 billion over the next 4 years.\nRight now, its valuation is the most enticing it has been for a while, and for investors seeking this investment, this is perhaps the most rewarding time to consider these shares in a while. At 20x forward sales, investors will struggle to get Okta much cheaper.\nInvestors' Sentiment Has Been Choppy\nData by YCharts\nBack in 2020, Okta was a business that could do no wrong. Investors were passionately clamoring for the stock. But this year, very few investors would have had the stamina to withstand this volatility.\nIncidentally, back in July, Istated,\n\n[...] Given that Okta's stock is already priced at 32x forward sales, new investors to the stock will struggle to find enough of an edge that's not already priced into its stock.\n\nAnd despite a choppy trajectory, since July the stock has seen its multiple compresses, making it now an interesting investment opportunity.\nOkta's Revenue Growth Rates Remain Impressive\nSource: author's calculations\nOn the surface, these growth rates and guidance display an impressive growth trajectory for Okta.\nThat being said, its Q2 2022 results included Auth0, Okta's large acquisition. Without this acquisition, the stand-alone business grew by 39% y/y.\nThus, investors haven't been as compelled towards Okta, as there are some doubts over whether or not Okta is going to continue growing at such fast rates going forward.\nFor their part, Okta's management team consistently reassures investors that Okta will grow at a CAGR of at least 35% over the next 4 years to $4 billion in revenues.\nMoreover, Okta's normalized billings in the quarter for its stand-alone business was up 47% y/y. This should ease investors' concerns over whether or not Okta is in fact capable of growing at 35% CAGR.\nIndeed, as you know, billings are a leading indicator of a company's revenue growth rates. In the ideal scenario, you want to see billings coming in slightly higher than its revenue growth rates, but if that's not the case, you'd still hope to see them coming in higher than its long-term revenue growth target of 35% CAGR.\nSo, let's understand the opportunity here some more.\nWhy Okta? Why Now?\nOkta allows secure access to devices and enables users to use technology safely. By identifying users, Okta secures users and connects them to the right technology.\n\nAs you can see above, both Okta and Okta (Auth0), Okta's acquisition, have both been recognized as leaders by Gartner.\n\nFurthermore, as you can see, the number of customers rapidly adopting Okta's platform, with customers spending more than $100K of annual contract value (''ACV''), increased by55% y/y for fiscal Q2 2022.\nYes, there was a notable jump from its fiscal Q1 2022 quarter, where customers spending more than $100K of ACV were only up 31% y/y. A meaningful portion of that jump in Q2 2022 would have come from its Auth0 acquisition.\nNevertheless, the recent jump in customers didn't stop Okta's net retention rates from coming in at 124% for Q2.\nIn sum, the point to impress upon readers is that this company is without a doubt rapidly growing, even if its share price is in negative territory in 2021.\nBearish Consideration: Profitability Profile\n\nAs you can see above, despite rapidly growing its top-line at a fast rate, Okta isn't quite benefitting from strong operating leverage, as its non-GAAP operating margin points to negative 7% for H1 2022 compared with negative 2% in the same period a year ago.\nObviously, readers would rapidly retort that this is because of the Auth0 acquisition, and integrations the company has had to do.\nOn that front, I point readers to its guidance for the quarter ahead, where Okta's non-GAAP operating margins are expected to reach negative 10%. Thus, if last quarter the unappetizing profit margins were due to its acquisition of Auth0, what's the reason for its upcoming quarter to point to such lackluster profit margins?\nOKTA Stock Valuation - Attractively Priced\nOkta is now priced at 20x its fiscal 2023 revenues (ending January 2023).\nData by YCharts\nIf we look over its past twelve months, this is certainly towards the lower end of its multiple on a forward basis.\nCompared with other hyper-growth companies, such as CrowdStrike (CRWD) that's priced at 27x forward sales, or MongoDB (MDB) at 31x forward sales, Okta is certainly attractive.\nThe Bottom Line\nInvestors that are interested in increasing their exposure to digital enabling platforms, Okta right now trades at the cheapest valuation it has been for some time.\nThe company continues to rapidly grow and appears to be successfully integrating its Auth0 acquisition.\nWhat's more, Okta reassures investors that it can continue growing its revenues at 35% CAGR over the next 4 years, thus offering investors much craved visibility and strong growth prospects.\nAll that being said, given the plethora of stocks that have sold off in the past few weeks, I'm finding better investment opportunities elsewhere.","news_type":1,"symbols_score_info":{"OKTA":0.9}},"isVote":1,"tweetType":1,"viewCount":3765,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":874498607,"gmtCreate":1637808135614,"gmtModify":1637808135614,"author":{"id":"3578266893032248","authorId":"3578266893032248","name":"dwzjrma","avatar":"https://static.tigerbbs.com/0a76bf3c2f4914f5491a451a916a6391","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578266893032248","idStr":"3578266893032248"},"themes":[],"title":"","htmlText":"awesome!","listText":"awesome!","text":"awesome!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/874498607","repostId":"1137701323","repostType":4,"repost":{"id":"1137701323","kind":"news","pubTimestamp":1637806144,"share":"https://www.laohunote.com/m/news/1137701323?lang=zh_CN&edition=full","pubTime":"2021-11-25 10:09","market":"us","language":"en","title":"3 Dirt Cheap Stocks That Could Skyrocket<blockquote>3只可能暴涨的极其便宜的股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1137701323","media":"Motley Fool","summary":"Stocks aren't cheap by most gauges these days, but it doesn't mean that there aren't bargains to be ","content":"<p>Stocks aren't cheap by most gauges these days, but it doesn't mean that there aren't bargains to be had.<b>Walmart</b>(NYSE:WMT),<b>Walt Disney</b>(NYSE:DIS), and&nbsp;<b>Sirius XM Holdings</b>(NASDAQ:SIRI)are some of the stocks trading at depressed levels right now.</p><p><blockquote>如今，从大多数标准来看，股票并不便宜，但这并不意味着没有便宜货。<b>沃尔玛</b>（纽约证券交易所代码：WMT），<b>华特·迪士尼</b>（纽约证券交易所代码：DIS），以及<b>天狼星XM控股</b>（纳斯达克股票代码：SIRI）是目前交易处于低迷水平的一些股票。</blockquote></p><p> They are blue chip bargains, something that we're not seeing a lot of with the market soaring this year. Let's take a closer look at what makes these dirt cheap stocks that could skyrocket.</p><p><blockquote>它们是蓝筹股，随着今年市场的飙升，我们很少看到这种情况。让我们仔细看看是什么让这些极其便宜的股票暴涨。</blockquote></p><p> 1. Walmart</p><p><blockquote>1. 沃尔玛</blockquote></p><p> The country's largest retailer is a surprising laggard this year. Walmart shares are up a mere 2% in 2021 despite strong sales that jibe with the overall buoyant economy. The chain has prospered through the pandemic, and its Sam's Club warehouse club concept is faring even better.</p><p><blockquote>该国最大的零售商今年出人意料地落后。尽管销售额强劲，与整体繁荣的经济相符，沃尔玛股价在 2021 年仅上涨了 2%。该连锁店在疫情蓬勃发展，其山姆会员店仓库俱乐部概念表现更好。</blockquote></p><p> It's hard to find the flaws in the mass market discounter that Sam Walton built. It has easily exceeded Wall Street profit targets through its first three quarters of fiscal 2022. Comps rose 9.2% in its latest quarter. We're seeing strong year-over-year store-level comparisons from chains that were depressed last year, but that's not Walmart. It was growing nicely last year, too, and its two-year comps stack is up a hearty 15.6%.</p><p><blockquote>很难在山姆·沃尔顿建造的大众市场折扣店中找到缺陷。该公司在 2022 财年前三个季度轻松超过了华尔街的利润目标。Comps 最近一个季度上涨了 9.2%。我们看到去年不景气的连锁店进行了强劲的同比商店水平比较，但这不是沃尔玛。它去年的增长也很好，两年的同比增长了15.6%。</blockquote></p><p> Walmart raised its guidance when it reported fresh financials last week. It now expects to post an adjusted profit of $6.40 a share for the fiscal year it will wrap up at the end of January. Walmart at 23 times this year's projected earnings may not seem cheap, but with fast-growing e-commerce, grocery delivery, and curbside pick-up businesses thriving Walmart deserves a market premium. The 1.5% dividend yield -- coming from aDividend Aristocratwith 48 years of payout hikes -- is the cherry on top in this climate of low interest rates.</p><p><blockquote>沃尔玛上周公布最新财务数据时上调了指引。该公司目前预计将于 1 月底结束的财年调整后每股利润为 6.40 美元。沃尔玛今年的预计市盈率为 23 倍，这可能看起来并不便宜，但随着电子商务、杂货配送和路边取货业务的快速增长，沃尔玛理应获得市场溢价。1.5% 的股息收益率——来自 48 年派息上调的股息贵族——是这种低利率环境下的锦上添花。</blockquote></p><p> 2. Walt Disney</p><p><blockquote>2. 华特·迪士尼</blockquote></p><p> The House of Mouse is another name that may not seem cheap going by historical profit multiples. Even if we go out to the next fiscal year to see Disney deeper into its turnaround, the stock is trading at 30 times that year's profit target.</p><p><blockquote>老鼠之家是另一个名字，从历史利润倍数来看，它可能看起来并不便宜。即使我们在下一个财年看到迪士尼更深入地扭亏为盈，该股的交易价格也是当年利润目标的 30 倍。</blockquote></p><p> Disney is another surprising slowpoke in 2021. It's the largest U.S. company to be trading more than 10% lower this year. A lot has gone right for Disney this year as the economy starts to reopen. Its theme parks are profitable again. Its cruise ships are sailing again. It's putting out the biggest movies of the year now that multiplexes are starting to get busy again.</p><p><blockquote>迪士尼是2021年另一个令人惊讶的慢动作。它是今年股价下跌 10% 以上的美国最大公司。随着经济开始重新开放，迪士尼今年发生了很多事情。其主题公园再次盈利。它的游轮又开始航行了。现在多厅影院又开始忙碌起来，它正在上映今年最大的电影。</blockquote></p><p> What is holding the stock back? Well, Disney+ is keeping the media giant from risingin more ways than one. The stock has been weak as Disney+ subscriber counts areslowing, and since the business isn't expected to be profitable until 2024 it's a drag on the family entertainment behemoth's bottom line. It's not fair to penalize Disney for the upstart costs of a bar-raising platform that has made it a major player in the booming streaming space. Disney is cheaper than the headline valuation metrics seem to suggest.</p><p><blockquote>是什么阻碍了股票的发展？嗯，迪士尼+在很多方面都阻止了这家媒体巨头的崛起。随着 Disney+ 用户数量下降，该股一直疲软，而且由于该业务预计要到 2024 年才能盈利，这拖累了这家家庭娱乐巨头的利润。惩罚迪士尼的新贵成本是不公平的，因为这个平台使其成为蓬勃发展的流媒体领域的主要参与者。迪士尼比整体估值指标显示的要便宜。</blockquote></p><p> 3. Sirius XM Holdings</p><p><blockquote>3. 天狼星XM控股</blockquote></p><p> Let's pump up the volume on the last pick. Sirius XM Holdings -- like Disney -- is another surprising stock that is trading lower this year. The country's only provider of satellite radio services is benefiting from folks driving again.</p><p><blockquote>让我们在最后一个选择上加大音量。Sirius XM Holdings 与迪士尼一样，是另一只今年股价下跌的令人惊讶的股票。该国唯一的卫星广播服务提供商正受益于人们再次开车。</blockquote></p><p> A dozen years ago Sirius XM was on the brink of bankruptcy, but now it's a thriving platform generating gobs of free cash flow that it uses to buy back stock and reward investors with a growing quarterly dividend. The stock is now fetching less than 20 times this year's projected earnings, and between its namesake satellite radio monopoly and its Pandora streaming service it has a firm grasp on audiophiles no matter where they roam.</p><p><blockquote>十几年前，Sirius XM 濒临破产，但现在它已成为一个蓬勃发展的平台，产生大量的自由现金流，用于回购股票并以不断增长的季度股息奖励投资者。该股目前的市盈率不到今年预计收益的 20 倍，在同名卫星广播垄断和潘多拉流媒体服务之间，无论发烧友在哪里漫游，它都牢牢掌控着他们。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Dirt Cheap Stocks That Could Skyrocket<blockquote>3只可能暴涨的极其便宜的股票</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Dirt Cheap Stocks That Could Skyrocket<blockquote>3只可能暴涨的极其便宜的股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-11-25 10:09</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Stocks aren't cheap by most gauges these days, but it doesn't mean that there aren't bargains to be had.<b>Walmart</b>(NYSE:WMT),<b>Walt Disney</b>(NYSE:DIS), and&nbsp;<b>Sirius XM Holdings</b>(NASDAQ:SIRI)are some of the stocks trading at depressed levels right now.</p><p><blockquote>如今，从大多数标准来看，股票并不便宜，但这并不意味着没有便宜货。<b>沃尔玛</b>（纽约证券交易所代码：WMT），<b>华特·迪士尼</b>（纽约证券交易所代码：DIS），以及<b>天狼星XM控股</b>（纳斯达克股票代码：SIRI）是目前交易处于低迷水平的一些股票。</blockquote></p><p> They are blue chip bargains, something that we're not seeing a lot of with the market soaring this year. Let's take a closer look at what makes these dirt cheap stocks that could skyrocket.</p><p><blockquote>它们是蓝筹股，随着今年市场的飙升，我们很少看到这种情况。让我们仔细看看是什么让这些极其便宜的股票暴涨。</blockquote></p><p> 1. Walmart</p><p><blockquote>1. 沃尔玛</blockquote></p><p> The country's largest retailer is a surprising laggard this year. Walmart shares are up a mere 2% in 2021 despite strong sales that jibe with the overall buoyant economy. The chain has prospered through the pandemic, and its Sam's Club warehouse club concept is faring even better.</p><p><blockquote>该国最大的零售商今年出人意料地落后。尽管销售额强劲，与整体繁荣的经济相符，沃尔玛股价在 2021 年仅上涨了 2%。该连锁店在疫情蓬勃发展，其山姆会员店仓库俱乐部概念表现更好。</blockquote></p><p> It's hard to find the flaws in the mass market discounter that Sam Walton built. It has easily exceeded Wall Street profit targets through its first three quarters of fiscal 2022. Comps rose 9.2% in its latest quarter. We're seeing strong year-over-year store-level comparisons from chains that were depressed last year, but that's not Walmart. It was growing nicely last year, too, and its two-year comps stack is up a hearty 15.6%.</p><p><blockquote>很难在山姆·沃尔顿建造的大众市场折扣店中找到缺陷。该公司在 2022 财年前三个季度轻松超过了华尔街的利润目标。Comps 最近一个季度上涨了 9.2%。我们看到去年不景气的连锁店进行了强劲的同比商店水平比较，但这不是沃尔玛。它去年的增长也很好，两年的同比增长了15.6%。</blockquote></p><p> Walmart raised its guidance when it reported fresh financials last week. It now expects to post an adjusted profit of $6.40 a share for the fiscal year it will wrap up at the end of January. Walmart at 23 times this year's projected earnings may not seem cheap, but with fast-growing e-commerce, grocery delivery, and curbside pick-up businesses thriving Walmart deserves a market premium. The 1.5% dividend yield -- coming from aDividend Aristocratwith 48 years of payout hikes -- is the cherry on top in this climate of low interest rates.</p><p><blockquote>沃尔玛上周公布最新财务数据时上调了指引。该公司目前预计将于 1 月底结束的财年调整后每股利润为 6.40 美元。沃尔玛今年的预计市盈率为 23 倍，这可能看起来并不便宜，但随着电子商务、杂货配送和路边取货业务的快速增长，沃尔玛理应获得市场溢价。1.5% 的股息收益率——来自 48 年派息上调的股息贵族——是这种低利率环境下的锦上添花。</blockquote></p><p> 2. Walt Disney</p><p><blockquote>2. 华特·迪士尼</blockquote></p><p> The House of Mouse is another name that may not seem cheap going by historical profit multiples. Even if we go out to the next fiscal year to see Disney deeper into its turnaround, the stock is trading at 30 times that year's profit target.</p><p><blockquote>老鼠之家是另一个名字，从历史利润倍数来看，它可能看起来并不便宜。即使我们在下一个财年看到迪士尼更深入地扭亏为盈，该股的交易价格也是当年利润目标的 30 倍。</blockquote></p><p> Disney is another surprising slowpoke in 2021. It's the largest U.S. company to be trading more than 10% lower this year. A lot has gone right for Disney this year as the economy starts to reopen. Its theme parks are profitable again. Its cruise ships are sailing again. It's putting out the biggest movies of the year now that multiplexes are starting to get busy again.</p><p><blockquote>迪士尼是2021年另一个令人惊讶的慢动作。它是今年股价下跌 10% 以上的美国最大公司。随着经济开始重新开放，迪士尼今年发生了很多事情。其主题公园再次盈利。它的游轮又开始航行了。现在多厅影院又开始忙碌起来，它正在上映今年最大的电影。</blockquote></p><p> What is holding the stock back? Well, Disney+ is keeping the media giant from risingin more ways than one. The stock has been weak as Disney+ subscriber counts areslowing, and since the business isn't expected to be profitable until 2024 it's a drag on the family entertainment behemoth's bottom line. It's not fair to penalize Disney for the upstart costs of a bar-raising platform that has made it a major player in the booming streaming space. Disney is cheaper than the headline valuation metrics seem to suggest.</p><p><blockquote>是什么阻碍了股票的发展？嗯，迪士尼+在很多方面都阻止了这家媒体巨头的崛起。随着 Disney+ 用户数量下降，该股一直疲软，而且由于该业务预计要到 2024 年才能盈利，这拖累了这家家庭娱乐巨头的利润。惩罚迪士尼的新贵成本是不公平的，因为这个平台使其成为蓬勃发展的流媒体领域的主要参与者。迪士尼比整体估值指标显示的要便宜。</blockquote></p><p> 3. Sirius XM Holdings</p><p><blockquote>3. 天狼星XM控股</blockquote></p><p> Let's pump up the volume on the last pick. Sirius XM Holdings -- like Disney -- is another surprising stock that is trading lower this year. The country's only provider of satellite radio services is benefiting from folks driving again.</p><p><blockquote>让我们在最后一个选择上加大音量。Sirius XM Holdings 与迪士尼一样，是另一只今年股价下跌的令人惊讶的股票。该国唯一的卫星广播服务提供商正受益于人们再次开车。</blockquote></p><p> A dozen years ago Sirius XM was on the brink of bankruptcy, but now it's a thriving platform generating gobs of free cash flow that it uses to buy back stock and reward investors with a growing quarterly dividend. The stock is now fetching less than 20 times this year's projected earnings, and between its namesake satellite radio monopoly and its Pandora streaming service it has a firm grasp on audiophiles no matter where they roam.</p><p><blockquote>十几年前，Sirius XM 濒临破产，但现在它已成为一个蓬勃发展的平台，产生大量的自由现金流，用于回购股票并以不断增长的季度股息奖励投资者。该股目前的市盈率不到今年预计收益的 20 倍，在同名卫星广播垄断和潘多拉流媒体服务之间，无论发烧友在哪里漫游，它都牢牢掌控着他们。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/11/24/3-dirt-cheap-stocks-that-could-skyrocket/\">Motley Fool</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SIRI":"Sirius XM Holdings Inc.","WMT":"沃尔玛","DIS":"迪士尼"},"source_url":"https://www.fool.com/investing/2021/11/24/3-dirt-cheap-stocks-that-could-skyrocket/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1137701323","content_text":"Stocks aren't cheap by most gauges these days, but it doesn't mean that there aren't bargains to be had.Walmart(NYSE:WMT),Walt Disney(NYSE:DIS), and Sirius XM Holdings(NASDAQ:SIRI)are some of the stocks trading at depressed levels right now.\nThey are blue chip bargains, something that we're not seeing a lot of with the market soaring this year. Let's take a closer look at what makes these dirt cheap stocks that could skyrocket.\n1. Walmart\nThe country's largest retailer is a surprising laggard this year. Walmart shares are up a mere 2% in 2021 despite strong sales that jibe with the overall buoyant economy. The chain has prospered through the pandemic, and its Sam's Club warehouse club concept is faring even better.\nIt's hard to find the flaws in the mass market discounter that Sam Walton built. It has easily exceeded Wall Street profit targets through its first three quarters of fiscal 2022. Comps rose 9.2% in its latest quarter. We're seeing strong year-over-year store-level comparisons from chains that were depressed last year, but that's not Walmart. It was growing nicely last year, too, and its two-year comps stack is up a hearty 15.6%.\nWalmart raised its guidance when it reported fresh financials last week. It now expects to post an adjusted profit of $6.40 a share for the fiscal year it will wrap up at the end of January. Walmart at 23 times this year's projected earnings may not seem cheap, but with fast-growing e-commerce, grocery delivery, and curbside pick-up businesses thriving Walmart deserves a market premium. The 1.5% dividend yield -- coming from aDividend Aristocratwith 48 years of payout hikes -- is the cherry on top in this climate of low interest rates.\n2. Walt Disney\nThe House of Mouse is another name that may not seem cheap going by historical profit multiples. Even if we go out to the next fiscal year to see Disney deeper into its turnaround, the stock is trading at 30 times that year's profit target.\nDisney is another surprising slowpoke in 2021. It's the largest U.S. company to be trading more than 10% lower this year. A lot has gone right for Disney this year as the economy starts to reopen. Its theme parks are profitable again. Its cruise ships are sailing again. It's putting out the biggest movies of the year now that multiplexes are starting to get busy again.\nWhat is holding the stock back? Well, Disney+ is keeping the media giant from risingin more ways than one. The stock has been weak as Disney+ subscriber counts areslowing, and since the business isn't expected to be profitable until 2024 it's a drag on the family entertainment behemoth's bottom line. It's not fair to penalize Disney for the upstart costs of a bar-raising platform that has made it a major player in the booming streaming space. Disney is cheaper than the headline valuation metrics seem to suggest.\n3. Sirius XM Holdings\nLet's pump up the volume on the last pick. Sirius XM Holdings -- like Disney -- is another surprising stock that is trading lower this year. The country's only provider of satellite radio services is benefiting from folks driving again.\nA dozen years ago Sirius XM was on the brink of bankruptcy, but now it's a thriving platform generating gobs of free cash flow that it uses to buy back stock and reward investors with a growing quarterly dividend. The stock is now fetching less than 20 times this year's projected earnings, and between its namesake satellite radio monopoly and its Pandora streaming service it has a firm grasp on audiophiles no matter where they roam.","news_type":1,"symbols_score_info":{"SIRI":0.9,"WMT":0.9,"DIS":0.9}},"isVote":1,"tweetType":1,"viewCount":3446,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":639537501,"gmtCreate":1643342346023,"gmtModify":1643342346094,"author":{"id":"3578266893032248","authorId":"3578266893032248","name":"dwzjrma","avatar":"https://static.tigerbbs.com/0a76bf3c2f4914f5491a451a916a6391","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578266893032248","idStr":"3578266893032248"},"themes":[],"title":"","htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/639537501","repostId":"2206412188","repostType":4,"isVote":1,"tweetType":1,"viewCount":2979,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":885690799,"gmtCreate":1631781895111,"gmtModify":1631890452818,"author":{"id":"3578266893032248","authorId":"3578266893032248","name":"dwzjrma","avatar":"https://static.tigerbbs.com/0a76bf3c2f4914f5491a451a916a6391","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578266893032248","idStr":"3578266893032248"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/08475\">$K GROUP HLDGS(08475)$</a>can someone pump to the moon 🚀 would be interesting to watch, a miracle to behold and silences all&nbsp;the doubters 🤙","listText":"<a href=\"https://laohu8.com/S/08475\">$K GROUP HLDGS(08475)$</a>can someone pump to the moon 🚀 would be interesting to watch, a miracle to behold and silences all&nbsp;the doubters 🤙","text":"$K GROUP HLDGS(08475)$can someone pump to the moon 🚀 would be interesting to watch, a miracle to behold and silences all the doubters 🤙","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/885690799","isVote":1,"tweetType":1,"viewCount":3034,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":327062216,"gmtCreate":1616040366435,"gmtModify":1703496756730,"author":{"id":"3578266893032248","authorId":"3578266893032248","name":"dwzjrma","avatar":"https://static.tigerbbs.com/0a76bf3c2f4914f5491a451a916a6391","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578266893032248","idStr":"3578266893032248"},"themes":[],"title":"","htmlText":"be wise!","listText":"be wise!","text":"be wise!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/327062216","repostId":"2120913696","repostType":2,"repost":{"id":"2120913696","kind":"news","pubTimestamp":1616037222,"share":"https://www.laohunote.com/m/news/2120913696?lang=zh_CN&edition=full","pubTime":"2021-03-18 11:13","market":"us","language":"en","title":"GameStop Outpaces Stock Market Gains: What You Should Know<blockquote>游戏驿站超过股市涨幅：您应该知道什么</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2120913696","media":"Zacks","summary":"GameStop (GME) closed at $209.81 in the latest trading session, marking a +0.79% move from the prior","content":"<p>GameStop (GME) closed at $209.81 in the latest trading session, marking a +0.79% move from the prior day. The stock outpaced the S&amp;P 500's daily gain of 0.29%. Elsewhere, the Dow gained 0.58%, while the tech-heavy Nasdaq added 0.4%.</p><p><blockquote>游戏驿站 (GME) 在最新交易日收于 209.81 美元，较前一日上涨 0.79%。该股超过了标准普尔 500 指数每日 0.29% 的涨幅。其他方面，道琼斯指数上涨 0.58%，而以科技股为主的纳斯达克指数上涨 0.4%。</blockquote></p><p>Coming into today, shares of the video game retailer had gained 320.11% in the past month. In that same time, the Retail-Wholesale sector lost 4.91%, while the S&amp;P 500 gained 0.91%.</p><p><blockquote>截至今日，这家视频游戏零售商的股价在过去一个月上涨了 320.11%。与此同时，零售批发板块下跌4.91%，而标普500上涨0.91%。</blockquote></p><p>Investors will be hoping for strength from GME as it approaches its next earnings release, which is expected to be March 23, 2021. The company is expected to report EPS of $1.46, up 14.96% from the prior-year quarter. Meanwhile, the Zacks Consensus Estimate for revenue is projecting net sales of $2.24 billion, up 2.19% from the year-ago period.</p><p><blockquote>随着 GME 即将于 2021 年 3 月 23 日发布下一次财报，投资者将寄希望于 GME 的实力。该公司预计每股收益为 1.46 美元，比去年同期增长 14.96%。与此同时，Zacks 对收入的一致预期预计净销售额为 22.4 亿美元，比去年同期增长 2.19%。</blockquote></p><p>Investors should also note any recent changes to analyst estimates for GME. These revisions typically reflect the latest short-term business trends, which can change frequently. With this in mind, we can consider positive estimate revisions a sign of optimism about the company's business outlook.</p><p><blockquote>投资者还应注意分析师对 GME 估计的最新变化。这些修订通常反映最新的短期业务趋势，而这些趋势可能会经常变化。考虑到这一点，我们可以将积极的预期修正视为对公司业务前景持乐观态度的迹象。</blockquote></p><p>Our research shows that these estimate changes are directly correlated with near-term stock prices. Investors can capitalize on this by using the Zacks Rank. This model considers these estimate changes and provides a simple, actionable rating system.</p><p><blockquote>我们的研究表明，这些估计变化与近期股票价格直接相关。投资者可以通过使用 Zacks 排名来利用这一点。该模型考虑了这些估计变化，并提供了一个简单、可操作的评级系统。</blockquote></p><p>Ranging from #1 (Strong Buy) to #5 (Strong Sell), the Zacks Rank system has a proven, outside-audited track record of outperformance, with #1 stocks returning an average of +25% annually since 1988. Within the past 30 days, our consensus EPS projection remained stagnant. GME is currently a Zacks Rank #3 (Hold).</p><p><blockquote>从#1（强力买入）到#5（强力卖出），Zacks排名系统拥有经过外部审计的优异表现记录，自1988年以来，排名第一的股票平均每年回报率为+25%。在过去 30 天内，我们一致的每股收益预测仍然停滞不前。GME 目前是 Zacks 排名第三（持有）。</blockquote></p><p>The Retail - Consumer Electronics industry is part of the Retail-Wholesale sector. This industry currently has a Zacks Industry Rank of 187, which puts it in the bottom 27% of all 250+ industries.</p><p><blockquote>零售-消费电子行业是零售-批发部门的一部分。该行业目前的 Zacks 行业排名为 187，在所有 250 多个行业中排名倒数 27%。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>GameStop Outpaces Stock Market Gains: What You Should Know<blockquote>游戏驿站超过股市涨幅：您应该知道什么</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGameStop Outpaces Stock Market Gains: What You Should Know<blockquote>游戏驿站超过股市涨幅：您应该知道什么</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Zacks</strong><span class=\"h-time small\">2021-03-18 11:13</span>\n</p>\n</h4>\n</header>\n<article>\n<p>GameStop (GME) closed at $209.81 in the latest trading session, marking a +0.79% move from the prior day. The stock outpaced the S&amp;P 500's daily gain of 0.29%. Elsewhere, the Dow gained 0.58%, while the tech-heavy Nasdaq added 0.4%.</p><p><blockquote>游戏驿站 (GME) 在最新交易日收于 209.81 美元，较前一日上涨 0.79%。该股超过了标准普尔 500 指数每日 0.29% 的涨幅。其他方面，道琼斯指数上涨 0.58%，而以科技股为主的纳斯达克指数上涨 0.4%。</blockquote></p><p>Coming into today, shares of the video game retailer had gained 320.11% in the past month. In that same time, the Retail-Wholesale sector lost 4.91%, while the S&amp;P 500 gained 0.91%.</p><p><blockquote>截至今日，这家视频游戏零售商的股价在过去一个月上涨了 320.11%。与此同时，零售批发板块下跌4.91%，而标普500上涨0.91%。</blockquote></p><p>Investors will be hoping for strength from GME as it approaches its next earnings release, which is expected to be March 23, 2021. The company is expected to report EPS of $1.46, up 14.96% from the prior-year quarter. Meanwhile, the Zacks Consensus Estimate for revenue is projecting net sales of $2.24 billion, up 2.19% from the year-ago period.</p><p><blockquote>随着 GME 即将于 2021 年 3 月 23 日发布下一次财报，投资者将寄希望于 GME 的实力。该公司预计每股收益为 1.46 美元，比去年同期增长 14.96%。与此同时，Zacks 对收入的一致预期预计净销售额为 22.4 亿美元，比去年同期增长 2.19%。</blockquote></p><p>Investors should also note any recent changes to analyst estimates for GME. These revisions typically reflect the latest short-term business trends, which can change frequently. With this in mind, we can consider positive estimate revisions a sign of optimism about the company's business outlook.</p><p><blockquote>投资者还应注意分析师对 GME 估计的最新变化。这些修订通常反映最新的短期业务趋势，而这些趋势可能会经常变化。考虑到这一点，我们可以将积极的预期修正视为对公司业务前景持乐观态度的迹象。</blockquote></p><p>Our research shows that these estimate changes are directly correlated with near-term stock prices. Investors can capitalize on this by using the Zacks Rank. This model considers these estimate changes and provides a simple, actionable rating system.</p><p><blockquote>我们的研究表明，这些估计变化与近期股票价格直接相关。投资者可以通过使用 Zacks 排名来利用这一点。该模型考虑了这些估计变化，并提供了一个简单、可操作的评级系统。</blockquote></p><p>Ranging from #1 (Strong Buy) to #5 (Strong Sell), the Zacks Rank system has a proven, outside-audited track record of outperformance, with #1 stocks returning an average of +25% annually since 1988. Within the past 30 days, our consensus EPS projection remained stagnant. GME is currently a Zacks Rank #3 (Hold).</p><p><blockquote>从#1（强力买入）到#5（强力卖出），Zacks排名系统拥有经过外部审计的优异表现记录，自1988年以来，排名第一的股票平均每年回报率为+25%。在过去 30 天内，我们一致的每股收益预测仍然停滞不前。GME 目前是 Zacks 排名第三（持有）。</blockquote></p><p>The Retail - Consumer Electronics industry is part of the Retail-Wholesale sector. This industry currently has a Zacks Industry Rank of 187, which puts it in the bottom 27% of all 250+ industries.</p><p><blockquote>零售-消费电子行业是零售-批发部门的一部分。该行业目前的 Zacks 行业排名为 187，在所有 250 多个行业中排名倒数 27%。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.zacks.com/stock/news/1281645/gamestop-gme-outpaces-stock-market-gains-what-you-should-know?art_rec=quote-stock_overview-zacks_news-ID01-txt-1281645\">Zacks</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GME":"游戏驿站"},"source_url":"https://www.zacks.com/stock/news/1281645/gamestop-gme-outpaces-stock-market-gains-what-you-should-know?art_rec=quote-stock_overview-zacks_news-ID01-txt-1281645","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2120913696","content_text":"GameStop (GME) closed at $209.81 in the latest trading session, marking a +0.79% move from the prior day. The stock outpaced the S&P 500's daily gain of 0.29%. Elsewhere, the Dow gained 0.58%, while the tech-heavy Nasdaq added 0.4%.Coming into today, shares of the video game retailer had gained 320.11% in the past month. In that same time, the Retail-Wholesale sector lost 4.91%, while the S&P 500 gained 0.91%.Investors will be hoping for strength from GME as it approaches its next earnings release, which is expected to be March 23, 2021. The company is expected to report EPS of $1.46, up 14.96% from the prior-year quarter. Meanwhile, the Zacks Consensus Estimate for revenue is projecting net sales of $2.24 billion, up 2.19% from the year-ago period.Investors should also note any recent changes to analyst estimates for GME. These revisions typically reflect the latest short-term business trends, which can change frequently. With this in mind, we can consider positive estimate revisions a sign of optimism about the company's business outlook.Our research shows that these estimate changes are directly correlated with near-term stock prices. Investors can capitalize on this by using the Zacks Rank. This model considers these estimate changes and provides a simple, actionable rating system.Ranging from #1 (Strong Buy) to #5 (Strong Sell), the Zacks Rank system has a proven, outside-audited track record of outperformance, with #1 stocks returning an average of +25% annually since 1988. Within the past 30 days, our consensus EPS projection remained stagnant. GME is currently a Zacks Rank #3 (Hold).The Retail - Consumer Electronics industry is part of the Retail-Wholesale sector. This industry currently has a Zacks Industry Rank of 187, which puts it in the bottom 27% of all 250+ industries.","news_type":1,"symbols_score_info":{"GME":0.9}},"isVote":1,"tweetType":1,"viewCount":2473,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}