Meet Kevin 对 $IRN 的判断变化

频道资料 →本频道有 3 位标注的说话人:Adam Jonas、Goldman Sachs、Wells Fargo共 1 条
2026-08-28
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IRN交易价格非常低廉(PEG为0.33),这得益于强劲的预期增长,但这一估值反映了对终值增长下滑或持续资本支出债务风险的担忧。

让我看看Iron在预期与现实之间发生了什么。所以,我预测了截至2027年6月的年度,你仍然有69美分的盈利。然而,然后你达到1.46美元,从那里开始的增长看起来相当不错。所以当他们开始获得资产回报时。

所以3563除以146美元。它只交易在24倍。而且预测增长实际上非常好。所以让我们记下来,因为它看起来交易得非常便宜。话虽如此,这可能带来自身的风险,比如,你知道,公司的最终增长率是多少,因为它可能不会永远那样增长。

Let me see what happened with Iron on expectation versus reality. So, I ran forecasts for the year ending June 2027, you're still sitting at 69 cents of earnings. However, then you get to a buck 46 and the growth from there looks starts looking pretty good. So as they start getting a return on assets. So 3563 divided by $146. It's only trading for 24 times. And the forecast growth is is actually really good. So let's write this down because it actually looks like it's trading very inexpensively. That said, that can come with its own risks of well, you know, what's the terminal growth rate for the company because it may not grow forever like that.