PEP 全部观点

PEP 这一页 2 条观点条目,其中 0 条方向发生变化。

在本页筛选
排列
Dividendology发布 2026-08-25
This is Bad News for Pepsi Stock... | Pepsi (PEP) Stock Analysis! |
$PEP看跌
看空PEP,因其资本配置不可持续,股息消耗约100%的自由现金流;DDM公允价值为105美元,意味着26%的下行空间。

百事公司的股票目前仍然是投资者中争论最多的股票之一,而且实际上在过去几年里一直如此。最终,如果我们跳到股息明细表并查看百事公司,可以看到该股的股息率超过4%,作为快速参考,如果我们在这里查看Seeking Alpha上的历史股息率,这是该公司在过去十年中见过的最高股息率。

Pepsi stock continues to be one of the most debated stocks among investors right now, and really it's been that way over the last couple of years. Ultimately, if we jump over to the dividend breakdown sheet and look at Pepsi, what you can see is the stock is yielding over 4%, which real quick for reference, if we look here on Seeking Alpha and look at the historical dividend yield, this is the highest dividend yield the company has seen in the last decade.

起始股息率远高于正常水平,股息增长历史超过50年连续增加,10年和5年股息增长率大约在6%到7%之间。所以,你可以理解为什么这立即从股息角度吸引人们的注意,然后当你查看估值时,它正以过去5年中最低的估值倍数交易。

A much higher than normal starting dividend yield, a history of dividend growth over 50 consecutive years of dividend increases, with the 10 and 5-year dividend growth rates sitting roughly between 6% and 7%. So, you can see why this immediately catches people's eye from a dividend perspective, and then when you look at the valuation, it's trading at its lowest valuation multiple in the last 5 years.

Dividendology发布 2026-08-12
5 Dividend Stocks at a 52 Week Low!
$PEP看跌
应回避百事可乐,因其自由现金流停滞且派息率过高,无法支撑可持续增长。

现在,我们来看百事股票,这是一只我在过去几年里一直非常批评的股票。我曾警告投资者这只股票潜伏的潜在问题,以及目前正在发生的问题,结果,我们可以看到这些问题已经显现,股价处于52周低点。

事实上,百事现在的5年回报率为负11%,对于一只在我们经济中如此重要的股票来说,这令人难以置信。但这就是我们现在面临的现实。

Now, we have Pepsi stock, a stock I've been very critical of over the last couple of years. I've warned investors of the potential issues that are looming with this stock, the issues that are currently going on, and as a result, we can see those issues have come to fruition, and the stock is at a 52-week low. In fact, the 5-year returns now for Pepsi are minus 11%, which is mind-blowing to think about for a stock that is this much of a staple in our economy. But, that's the reality that we're looking at right now.

已经是最早的记录
其他股票的全部观点条目
把 $PEP 加入我的股票30 天完整试用
开始试用