Meet Kevin 对 $IRN 的判断变化
这个频道在这只股票上的每一条判断，按时间倒序，每一步都读完那条视频里关于这只股票的全部内容。相邻两条方向不同的地方标出方向翻转。
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.
所以让我们记下来。Iron，如果我记下IN，我看到它交易在1.46。哦，但那是2028年的估计。好的，这就是原因。所以那是2028年6月的每股收益估计，这意味着当前的估计实际上是负的，不幸的是。
所以这让我们下降到负0.69美元的2027年6月每股收益估计，而且我有远期增长，这意味着它交易在24.4倍市盈率，然后华尔街增长预测8456 5107 81.6除以trace 72.39%平均三年增长之后。
So let's write that down. Iron, if I jot down IN, I've got this trading for 1.46. Oh, but that's the 2028 estimate. Okay, that's why. So that's June 2028 EPS estimate, which means the current estimate is actually negative, unfortunately. So that puts us down at uh dollar sign negative dollar sign 0 69 June 2027 EPS estimate and I've got forward growth that means it's trading for 24.4 4 PE and then Wall Street growth projects 8456 5107 81.6 divided by trace 72.39% average three-year growth thereafter.
那么，它卖得便宜是因为人们认为它会继续需要资本支出债务和发行，还是预期最终增长率会下降？增长率会下降，因为现在那将交易在20 24除以72，交易在约0.33的市盈率与盈利增长率之比。
那很便宜。嗯，市盈率与盈利增长率之比，2028年的市盈率与盈利增长率之比。那太疯狂了。
So, is it selling cheaply because people think uh a that'll keep requiring capex debt and issuance or is the expectation that the terminal growth value will fall? growth rate will fall because right now that would be trading for 20 24 divided by 72 is trading for about a.33 peg. That's cheap. Uh peg peg uh four peg 2028. That's wild.