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ƩƮ(NASDAQ: INTU), 2б ݴ ȯ
2020 2б 繫ǥ ó ϶, 2018 4б ۵ ϶ ӵǰ ִ. ͷ 4б ϶ߴ.
ͷ ְ ŷҸ ؿ 谡 ſ . ְ Ǿ 鵵 ְ ¿, ͷ ϶ ŵ ϰ ûϰ ִ.
2020 2б 1 ü 6% ϶, (frequency of improvement) 50% 41% ϶ߴ. ߴ. ι 1б ֱ κ ġ ȴµ, ̴ ι ȸ ӹ ʾ ǹѴ.
ֱ ְ ݵ ü ذ ϶ ִ. ̷ ϶ ٴ ͷ ȮεǾµ, ̰ и ʴ. ͷ ſ ̸, ϶ϰ ִ.
̾ ݿ ŷǰ ִ ŵϰ, ڱ(winner) Ȥ ſ Ư¡ żؾ Ѵ. Ҿ (20~30%) ϰ ְ Ȱؾ Ѵ.
ƩƮ(NASDAQ:INTU) ȯ, ݴ ż ̴
ڱ ã : ż ؾ Ѵ
- : ų ü ؿ ȯ
- ǰ ں: ų ü ؿ ϶ ȯ
-
- ä
- ϶ ְ
- ϶ ̼
ڱ ƩƮ, Ȳ
ƩƮ 21 29.9% ںݼͷ ſ ͼ ִ ̴. ƩƮ ְ ü 425% ߴ. ְ (Growth Factors) ſ 踦 µ, Ȱ帧 ְ 90% 踦 .
[1] ƩƮ ְ(Ķ, ) Ȱ帧 ڼͷ(, , %)
ƩƮ 13.2%̸, ̴ б ̴. ä ȸ ϰ ִµ, ̴ 繫ǥ ְ ִ. 2б ְ 谡 ־.
[2] ƩƮ ְ(Ķ, ) (, , %)
2011 ϶ ƩƮ ͷ ħ ȯߴ. ǰ ҿ 2 뵵 ߴ. Ҵ ϴ ٽ̱ ſ ߿ϴ. ǰ ҿ Ѱ谡 ƩƮ б ߰ س´.
ͷ ȯ ﰢ ļ б EBITDA ߴ. ں ټ ں ȸ ؿ ӹ ִ. ̷ Ҵ б 帧 EBITDA , ñ 帧 Ǿ.
EBITDA ' ' Ȥ 'μ ' Ѵ. , ں(Interest), (Tax), (Depreciation & Amortization) , Ϳ (, ڻ) ؼ Ѵ.
[3] ƩƮ ְ(Ķ, ) ͷ(, , %)
ƩƮ , ż ȯ
ְ ƩƮ ͷ 0.6%̸, 5 缺 17.3%̴. 12 Ȱ帧 4.7. ֱ ƩƮ ְ 2013 5 156% ߴ. ƩƮ ֽ 88 ְ ܿ ŷǰ ִ.
ƩƮ ֱ ְ DZ ݴ Ǿ. 츮 Otos ƩƮ 2020 5 ŵ .
[4] ƩƮ ְ
ڷ : ̳
ֽĽ ϳ Ŵ ½Ƿ غ. ֽ ϳ ȭп Ĺ̴. ½ ʿ Ǫ Ҽ ſ ū Ĺ ִ. Ĺ ǰ ̰ ܴ Ȳȭ ӿ Ѹ ִ. ٷ ̷ Ĺ̴!
[5] ƩƮ Otos ü
* ó: ǿ ̸(Pierre Raymond), Global Equity Analytics & Research Services , ںм Otos(https://otos.io/) Ʈ, BUY INTUIT INC. (INTU): STRONG REVERSAL LAST QUARTER," 2020 9 9, https://www.valuewalk.com/2020/09/buy-intuit-inc-intu-strong-reversal-last-quarter/
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