Ecksdee
2021-12-06
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pu
$Apple(AAPL)$
Small Growth Stocks Are on Sale. 3 That Are Worth a Look.<blockquote>小型成长股正在出售。3个值得一看。</blockquote>
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That’s an opportunity to buy them on the cheap, if recent history is any guide.Cheap valuations, however, aren’t reflecting the potential earnings growth for many of these companies. The ETF’s average expected per-share earnings growth rate for the next two years is 45%. Strong earnings growth could propel these stocks higher in com","content":"<p>Some of the fastest-growing small-cap companies have seen their stocks get hammered lately as investors worry about changes in the Federal Reserve’s monetary policy. That’s an opportunity to buy them on the cheap, if recent history is any guide.</p><p><blockquote>由于投资者担心美联储货币政策的变化，一些增长最快的小盘股公司的股价最近遭受重创。如果最近的历史有任何指导的话，这是一个廉价购买它们的机会。</blockquote></p><p> The iShares Russell 2000 Growth Exchange-Traded Fund (ticker: IWO), which tracks small-capitalization growth companies, has tanked 13% since Nov. 8, when it hit its highest level since mid-February. The decline in these stocks has partially been driven by the Federal Reserve’s plan to end its bond-buying program soon. Wiping out the Fed’s $80 billion in monthly long-dated bond purchases could pressure bond prices and lift their yields. That dents the valuations of companies expecting the bulk of their profits to come many years down the line.</p><p><blockquote>追踪小盘成长型公司的iShares Russell 2000 Growth交易所交易基金（股票代码：IWO）自11月8日触及2月中旬以来的最高水平以来已下跌13%。这些股票下跌的部分原因是美联储计划很快结束债券购买计划。取消美联储每月800亿美元的长期债券购买可能会给债券价格带来压力并提高收益率。这削弱了那些预计大部分利润将在多年后实现的公司的估值。</blockquote></p><p> Small-cap growth stocks are trading at much cheaper valuations. For instance, the iShares Russell 2000 Growth ETF’s aggregate price to forward earnings multiple of 43.3 times is significantly lower than its Nov. 8 level of 51.9 times, according to FactSet. The multiple is also back around levels seen just before the start of the pandemic, when bond yields were higher—suggesting these stocks may already be pricing in the potential for a rise in bond yields.</p><p><blockquote>小盘成长型股票的估值要便宜得多。例如，根据FactSet的数据，iShares Russell 2000 Growth ETF的总市盈率为43.3倍，明显低于11月8日51.9倍的水平。该市盈率也回到了大流行开始前的水平，当时债券收益率较高——这表明这些股票可能已经消化了债券收益率上升的潜力。</blockquote></p><p> Cheap valuations, however, aren’t reflecting the potential earnings growth for many of these companies. The ETF’s average expected per-share earnings growth rate for the next two years is 45%. Strong earnings growth could propel these stocks higher in coming years, so investors might want to think about getting in while the price is right<i>.</i></p><p><blockquote>然而，低廉的估值并不能反映其中许多公司的潜在盈利增长。该ETF未来两年的平均预期每股收益增长率为45%。强劲的盈利增长可能会推动这些股票在未来几年走高，因此投资者可能会考虑在价格合适的时候买入<i>.</i></blockquote></p><p> Here are three stocks that RBC Capital Markets highlights on its quarterly Small Cap Growth Idea list—its highest conviction ideas for growth companies with market caps below $5 billion. RBC rates all three stocks Outperform.</p><p><blockquote>以下是加拿大皇家银行资本市场(RBC Capital Markets)在其季度小盘股成长型想法列表中重点介绍的三只股票，这是该公司对市值低于50亿美元的成长型公司最有说服力的想法。加拿大皇家银行对这三只股票的评级均优于大盘。</blockquote></p><p> Shift4 Payments (FOUR) is provider of secure payment processing solutions with a market cap of $4.6 billion. The stock is down about 20% since Nov. 8, and its multiple on the next 12 months’ expected earnings has fallen to 43 times from 55 times over that period.</p><p><blockquote>Shift4 Payments（FOUR）是安全支付处理解决方案提供商，市值为46亿美元。自11月8日以来，该股已下跌约20%，其未来12个月预期市盈率已从同期的55倍降至43倍。</blockquote></p><p> The company, however, just turned profitable this year and RBC expects it to grow its per-share earnings by 6 times from this year to 2023. While sales grow, so will profit margins, as the company scales. The analysts rate the stock Outperform with a $110 price target, more than double its current price. “The company is tapped into the large and secularly growing payments market in the U.S.,” the analysts wrote.</p><p><blockquote>然而，该公司今年刚刚扭亏为盈，加拿大皇家银行预计从今年到2023年，其每股收益将增长6倍。随着销售额的增长，随着公司规模的扩大，利润率也会增长。分析师将该股评级为跑赢大盘，目标价为110美元，是当前价格的两倍多。分析师写道：“该公司进军美国庞大且长期增长的支付市场。”</blockquote></p><p> Jamf Holding (JAMF) is a $3.6 billion company that provides software to organizations to manage and protect their <a href=\"https://www.marketwatch.com/investing/stock/AAPL?mod=MW_story_quote\" target=\"_blank\">Apple</a> (AAPL) products and systems. The stock is down 38% since Nov. 8, and its earnings multiple has fallen to 142 times from 164 times. The company’s EPS is expected to more than double by 2023 from this year. RBC analysts’s price target indicate gains of 83% for the stock. “Apple innovation has transformed the technology landscape,” RBC wrote. “Jamf is in a strong position to leverage the growing preference for Apple in the enterprise.”</p><p><blockquote>Jamf Holding(JAMF)是一家价值36亿美元的公司，为组织提供软件来管理和保护其<a href=\"https://www.marketwatch.com/investing/stock/AAPL?mod=MW_story_quote\" target=\"_blank\">苹果</a>（AAPL）产品和系统。自11月8日以来，该股已下跌38%，市盈率从164倍降至142倍。预计到2023年，该公司的每股收益将比今年增长一倍以上。加拿大皇家银行分析师的目标价显示该股上涨83%。“苹果创新改变了技术格局，”加拿大皇家银行写道。“Jamf处于有利地位，可以利用企业中对苹果日益增长的偏好。”</blockquote></p><p> Ping Identity Holding (PING) is a $2 billion identity solutions provider. The stock is down 24% and its price to earnings ratio has declined to 69 times from 87 times. The company’s EPS is expected to almost double by 2023. The RBC analysts see 82% upside to the stock over the next 12 months.</p><p><blockquote>Ping Identity Holding(PING)是一家价值20亿美元的身份解决方案提供商。该股下跌24%，市盈率从87倍降至69倍。预计到2023年，该公司的每股收益将几乎翻一番。加拿大皇家银行分析师预计该股未来12个月上涨82%。</blockquote></p><p></p>","source":"lsy1601382232898","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>Small Growth Stocks Are on Sale. 3 That Are Worth a Look.<blockquote>小型成长股正在出售。3个值得一看。</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\">\nSmall Growth Stocks Are on Sale. 3 That Are Worth a Look.<blockquote>小型成长股正在出售。3个值得一看。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-12-06 15:10</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Some of the fastest-growing small-cap companies have seen their stocks get hammered lately as investors worry about changes in the Federal Reserve’s monetary policy. That’s an opportunity to buy them on the cheap, if recent history is any guide.</p><p><blockquote>由于投资者担心美联储货币政策的变化，一些增长最快的小盘股公司的股价最近遭受重创。如果最近的历史有任何指导的话，这是一个廉价购买它们的机会。</blockquote></p><p> The iShares Russell 2000 Growth Exchange-Traded Fund (ticker: IWO), which tracks small-capitalization growth companies, has tanked 13% since Nov. 8, when it hit its highest level since mid-February. The decline in these stocks has partially been driven by the Federal Reserve’s plan to end its bond-buying program soon. Wiping out the Fed’s $80 billion in monthly long-dated bond purchases could pressure bond prices and lift their yields. That dents the valuations of companies expecting the bulk of their profits to come many years down the line.</p><p><blockquote>追踪小盘成长型公司的iShares Russell 2000 Growth交易所交易基金（股票代码：IWO）自11月8日触及2月中旬以来的最高水平以来已下跌13%。这些股票下跌的部分原因是美联储计划很快结束债券购买计划。取消美联储每月800亿美元的长期债券购买可能会给债券价格带来压力并提高收益率。这削弱了那些预计大部分利润将在多年后实现的公司的估值。</blockquote></p><p> Small-cap growth stocks are trading at much cheaper valuations. For instance, the iShares Russell 2000 Growth ETF’s aggregate price to forward earnings multiple of 43.3 times is significantly lower than its Nov. 8 level of 51.9 times, according to FactSet. The multiple is also back around levels seen just before the start of the pandemic, when bond yields were higher—suggesting these stocks may already be pricing in the potential for a rise in bond yields.</p><p><blockquote>小盘成长型股票的估值要便宜得多。例如，根据FactSet的数据，iShares Russell 2000 Growth ETF的总市盈率为43.3倍，明显低于11月8日51.9倍的水平。该市盈率也回到了大流行开始前的水平，当时债券收益率较高——这表明这些股票可能已经消化了债券收益率上升的潜力。</blockquote></p><p> Cheap valuations, however, aren’t reflecting the potential earnings growth for many of these companies. The ETF’s average expected per-share earnings growth rate for the next two years is 45%. Strong earnings growth could propel these stocks higher in coming years, so investors might want to think about getting in while the price is right<i>.</i></p><p><blockquote>然而，低廉的估值并不能反映其中许多公司的潜在盈利增长。该ETF未来两年的平均预期每股收益增长率为45%。强劲的盈利增长可能会推动这些股票在未来几年走高，因此投资者可能会考虑在价格合适的时候买入<i>.</i></blockquote></p><p> Here are three stocks that RBC Capital Markets highlights on its quarterly Small Cap Growth Idea list—its highest conviction ideas for growth companies with market caps below $5 billion. RBC rates all three stocks Outperform.</p><p><blockquote>以下是加拿大皇家银行资本市场(RBC Capital Markets)在其季度小盘股成长型想法列表中重点介绍的三只股票，这是该公司对市值低于50亿美元的成长型公司最有说服力的想法。加拿大皇家银行对这三只股票的评级均优于大盘。</blockquote></p><p> Shift4 Payments (FOUR) is provider of secure payment processing solutions with a market cap of $4.6 billion. The stock is down about 20% since Nov. 8, and its multiple on the next 12 months’ expected earnings has fallen to 43 times from 55 times over that period.</p><p><blockquote>Shift4 Payments（FOUR）是安全支付处理解决方案提供商，市值为46亿美元。自11月8日以来，该股已下跌约20%，其未来12个月预期市盈率已从同期的55倍降至43倍。</blockquote></p><p> The company, however, just turned profitable this year and RBC expects it to grow its per-share earnings by 6 times from this year to 2023. While sales grow, so will profit margins, as the company scales. The analysts rate the stock Outperform with a $110 price target, more than double its current price. “The company is tapped into the large and secularly growing payments market in the U.S.,” the analysts wrote.</p><p><blockquote>然而，该公司今年刚刚扭亏为盈，加拿大皇家银行预计从今年到2023年，其每股收益将增长6倍。随着销售额的增长，随着公司规模的扩大，利润率也会增长。分析师将该股评级为跑赢大盘，目标价为110美元，是当前价格的两倍多。分析师写道：“该公司进军美国庞大且长期增长的支付市场。”</blockquote></p><p> Jamf Holding (JAMF) is a $3.6 billion company that provides software to organizations to manage and protect their <a href=\"https://www.marketwatch.com/investing/stock/AAPL?mod=MW_story_quote\" target=\"_blank\">Apple</a> (AAPL) products and systems. The stock is down 38% since Nov. 8, and its earnings multiple has fallen to 142 times from 164 times. The company’s EPS is expected to more than double by 2023 from this year. RBC analysts’s price target indicate gains of 83% for the stock. “Apple innovation has transformed the technology landscape,” RBC wrote. “Jamf is in a strong position to leverage the growing preference for Apple in the enterprise.”</p><p><blockquote>Jamf Holding(JAMF)是一家价值36亿美元的公司，为组织提供软件来管理和保护其<a href=\"https://www.marketwatch.com/investing/stock/AAPL?mod=MW_story_quote\" target=\"_blank\">苹果</a>（AAPL）产品和系统。自11月8日以来，该股已下跌38%，市盈率从164倍降至142倍。预计到2023年，该公司的每股收益将比今年增长一倍以上。加拿大皇家银行分析师的目标价显示该股上涨83%。“苹果创新改变了技术格局，”加拿大皇家银行写道。“Jamf处于有利地位，可以利用企业中对苹果日益增长的偏好。”</blockquote></p><p> Ping Identity Holding (PING) is a $2 billion identity solutions provider. The stock is down 24% and its price to earnings ratio has declined to 69 times from 87 times. The company’s EPS is expected to almost double by 2023. The RBC analysts see 82% upside to the stock over the next 12 months.</p><p><blockquote>Ping Identity Holding(PING)是一家价值20亿美元的身份解决方案提供商。该股下跌24%，市盈率从87倍降至69倍。预计到2023年，该公司的每股收益将几乎翻一番。加拿大皇家银行分析师预计该股未来12个月上涨82%。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/small-cap-growth-stocks-51638567264?mod=hp_LATEST\">Barrons</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":{"FOUR":"Shift4 Payments, Inc.","PING":"Ping Identity Holding","JAMF":"WT JAPAN MULTIFACTOR FUND"},"source_url":"https://www.barrons.com/articles/small-cap-growth-stocks-51638567264?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1195034100","content_text":"Some of the fastest-growing small-cap companies have seen their stocks get hammered lately as investors worry about changes in the Federal Reserve’s monetary policy. That’s an opportunity to buy them on the cheap, if recent history is any guide.\nThe iShares Russell 2000 Growth Exchange-Traded Fund (ticker: IWO), which tracks small-capitalization growth companies, has tanked 13% since Nov. 8, when it hit its highest level since mid-February. The decline in these stocks has partially been driven by the Federal Reserve’s plan to end its bond-buying program soon. Wiping out the Fed’s $80 billion in monthly long-dated bond purchases could pressure bond prices and lift their yields. That dents the valuations of companies expecting the bulk of their profits to come many years down the line.\nSmall-cap growth stocks are trading at much cheaper valuations. For instance, the iShares Russell 2000 Growth ETF’s aggregate price to forward earnings multiple of 43.3 times is significantly lower than its Nov. 8 level of 51.9 times, according to FactSet. The multiple is also back around levels seen just before the start of the pandemic, when bond yields were higher—suggesting these stocks may already be pricing in the potential for a rise in bond yields.\nCheap valuations, however, aren’t reflecting the potential earnings growth for many of these companies. The ETF’s average expected per-share earnings growth rate for the next two years is 45%. Strong earnings growth could propel these stocks higher in coming years, so investors might want to think about getting in while the price is right.\nHere are three stocks that RBC Capital Markets highlights on its quarterly Small Cap Growth Idea list—its highest conviction ideas for growth companies with market caps below $5 billion. RBC rates all three stocks Outperform.\nShift4 Payments (FOUR) is provider of secure payment processing solutions with a market cap of $4.6 billion. The stock is down about 20% since Nov. 8, and its multiple on the next 12 months’ expected earnings has fallen to 43 times from 55 times over that period.\nThe company, however, just turned profitable this year and RBC expects it to grow its per-share earnings by 6 times from this year to 2023. While sales grow, so will profit margins, as the company scales. The analysts rate the stock Outperform with a $110 price target, more than double its current price. “The company is tapped into the large and secularly growing payments market in the U.S.,” the analysts wrote.\nJamf Holding (JAMF) is a $3.6 billion company that provides software to organizations to manage and protect their Apple (AAPL) products and systems. The stock is down 38% since Nov. 8, and its earnings multiple has fallen to 142 times from 164 times. The company’s EPS is expected to more than double by 2023 from this year. RBC analysts’s price target indicate gains of 83% for the stock. “Apple innovation has transformed the technology landscape,” RBC wrote. “Jamf is in a strong position to leverage the growing preference for Apple in the enterprise.”\nPing Identity Holding (PING) is a $2 billion identity solutions provider. The stock is down 24% and its price to earnings ratio has declined to 69 times from 87 times. The company’s EPS is expected to almost double by 2023. The RBC analysts see 82% upside to the stock over the next 12 months.","news_type":1,"symbols_score_info":{"PING":0.9,"JAMF":0.9,"FOUR":0.9}},"isVote":1,"tweetType":1,"viewCount":1045,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["AAPL"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":24,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/608418335"}
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