(0,0/5 Sterne bei 0 Bewertungen)
Keine günstigen Aktien mehr verpassen!
aus Sicht von:
umrechnen in:

Schlüssel

  • -Alle Kriterien erfüllt-

Payout

  • ∑ Dividenden: 39 $
  • ∑ Gewinn: 102 $
  • Payout-Ratio: 38,0%

fairer Preis

  • Faustformel: 92,9 $
  • ½.KGV: 122,4 $
  • ½.BW: 109,7 $
  • Ø= 108,4 $

Basis, weil: 5 Dividenden in Folge, durchschnittliche Rendite > 0.5%, durchschnittliche Rendite der letzten 3 Jahre > 1%.

Besprechung der letzten Bilanz
Der Umsatz stieg 2021 um 21% auf 24.021 Mio $. Der Gewinn pro Aktie konnte um 23% auf 14,73 $ gesteigert werden. Die Dividende wurde um 6% auf 5,60 $ erhöht. Weiters wurden 4,30 Mio Aktien zurückgekauft. (-3% der gesamten ausstehenden Aktien; Kosten: 1.040 Mio $ bei Ø 241,8 $.)
Die Ø Marktkapitalisierung beträgt 34.988 Mio $.
Das Payout-Ratio (Earnings/Dividenden) beträgt im Schnitt: 38,0% bei einer Rendite von 213,7%..Das Verhältnis von Fremdkapital zu Eigenkapital hält sich mit 180% unter dem Grenzwert von 200%. Das Verhältnis von Intangibles zu TA hält sich mit 9% unter dem Grenzwert von 30%.

letzte Kursanalyse

Berechnungen

Der faire Preis errechnet sich durch einen internen konservativen Algorithmus aus KGV und Buchwert zu: 108,4 $ und gilt für das aktuelle Geschäftsjahr (von 31.12.21 bis 31.12.22).

Der Verlauf der langjährigen Bilanz ist aufgrund der oben genannten Kriterien und des "Schlüssels": sehr interessant.

Aktuelles KGV: 15,5; KBV: 5,2; KGV × KBV= 81; Marktkapitalisierung: 32.957 Mio EINHEIT.

Timing
Das aktuelle Timing-Modell: der Kurs ist angemessen - halten.

Filings FY: 31. Dez.

Achtung: Es liegt ws. ein neuer Geschäftsbericht vor!

nächste Quartalsergebnisse voraussichtlich am 02.02.2024 (in 59 Tagen).
JEDUAU:AE:AMargeMCACLCA:CLCash:A∑ITA∑I:TAEKFKFK:EKE:EKNCIB:APDivRU:A:PP:EP:BP²:E:B
A_211%39%-24%82%70%-0,1%72%126%-24%70%169%89%0,4%28%156%1,0%0,0%42%112%0,5%-0,1%25%49%86%
Ø3,8820.208168,6121,810,218,3%12,159.2855.0391,92025,431.49017.6398,1%7.47910.160134,4%22,5%280,334,0179,82,1%0,68618,315,3399,2
$Mio $Mio$$%TsdMio $Mio $$Mio $Mio $%Mio $Mio $%%Mio $$$%
20215,6024.021144,7166,014,738,9%59,912.3097.0841,7436,12.18723.7109,2%8.47415.236179,8%25,1%43,4276,02,0%0,6018,746,35119,0
20205,2819.811149,0133,012,019,0%61,611.8976.3351,8837,32.25622.62410,0%8.06214.562180,6%22,2%39,0236,62,2%0,5619,706,07119,6
20194,9023.571156,1151,014,489,6%9.3876.2601,5020,032.28919.73711,6%7.50712.230162,9%30,1%33,4186,42,6%0,8112,885,5871,8
20184,4423.771162,8146,013,159,0%9.8186.3841,5421,102.03519.06210,7%7.34811.714159,4%29,1%91127,04192,52,3%0,7614,647,12104,2
20174,2120.428165,7123,36,034,9%8.9285.6771,5719,622.05518.07511,4%7.25910.816149,0%13,8%90525,95180,42,3%0,6829,916,95207,9
20164,0017.509169,3103,48,238,0%7.7074.3251,7819,9781215.0115,4%6.8758.136118,3%20,3%299,034,0146,52,7%0,7117,804,3076,6
20153,5119.110178,4107,17,847,3%7.9473.8032,0923,2381015.1345,4%7.4067.728104,3%18,9%34435,0147,92,4%0,7218,864,2279,6
20142,8119.221183,1105,09,028,6%9.0554.0212,2527,5082215.7645,2%7.7498.015103,4%21,3%34436,0160,61,8%0,6517,804,4779,5
20132,2517.301187,492,37,918,6%8.6393.3682,5728,1281814.7285,6%7.5107.21896,1%19,7%35,7141,01,6%0,6517,823,9570,4
20121,8017.334189,791,48,679,5%7.1673.1362,2921,2581412.5486,5%6.6035.94590,0%24,9%30,52130,01,4%0,7014,994,2663,9
227,8 $ (+3,9 $ | +1,73%); vom 12.08.2022; Hoch: 276,0 $, Tief: 83,5 $ im gezeigten Zeitraum.
Legende
Cummins Inc. designs, manufactures, sells and services diesel and alternative fuel engines from 2.8 to 95 liters, diesel and alternative-fueled electrical generator sets from 2.5 to 3,500 kW, as well as related components and technology. Cummins Inc. is organized into four distinct but complementary business segments:   Engine Segment The Engine Segment designs and manufactures state-of-the-art diesel and natural gas powered engines for on-highway and off-highway use. The business also offers new parts and remanufactured parts and engines.   Power Systems Segment The Power Systems Segment is a global provider of high-speed high-horsepower engines and power generation equipment, including standby and prime power generator sets, alternators, switchgear and other components. Power Systems offers engines, power generation systems, components and services, and alternative-fuel electrical generators for use in residential standby, commercial industrial, mining, marine, oil and gas, defense, data centers, telecom and healthcare applications and industries, to name a few.   Components Segment The Components Segment consists of four businesses with key technologies for delivering integrated solutions: Cummins Filtration, Cummins Turbo Technologies, Cummins Emission Solutions and Cummins Electronics and Fuel Systems.   Cummins Filtration Cummins Filtration designs, manufactures and distributes heavy-duty air, fuel, hydraulic and lube filtration, chemicals and exhaust system technology products for diesel and gas-powered equipment. For more information, visit the Cummins Filtration website.   Cummins Turbo Technologies Cummins Turbo Technologies designs and manufactures turbochargers and related products, on a global scale, for diesel engines above three liters. For more information, visit the Cummins Turbo Technologies page.   Cummins Emission Solutions Cummins Emission Solutions develops and produces various emission solutions designed to meet the highest emissions standards worldwide. For more information, visit the Cummins Emission Solutions website.   Cummins Electronics and Fuel Systems Cummins Electronics and Fuel Systems consists of two separate product lines. The electronics product line develops engine control modules and electronics control units, software, sensors and tools.  The fuel system product line designs, develops, manufactures and remanufactures both unit injector and common rail systems. For more information, visit the Cummins Fuel Systems page.   Distribution Segment The Distribution Segment drives a comprehensive global distribution strategy and channel management. This business provides sales, service and support to our customers around the world through the largest number of certified service and support locations of any engine manufacturer. Cummins has the technical expertise and experience to deliver fast, high-quality repairs, planned maintenance and upgrade solutions. Our local distributor locations offer a complete range of Cummins products and Cummins genuine parts – supporting parts availability and the custom engineering requirements necessary to keep customers operating 24/7. No matter where a customer’s equipment operates, they will have access to one of the most capable support networks in the industry – consisting of more than 6,000 dealer and distributor locations in over 190 countries.