I-Mueller Industries Inc. (NYSE: MLI) yinkampani enkulu yokuvelisa isakhiwo sentsimbi. Inkampani isebenza kwimarike engavelisi ngeniso enkulu okanye iimbono zokukhula, kwaye abaninzi banokuyifumana ikruqula. Kodwa benza imali kwaye baneshishini eliqikelelwayo nelizinzileyo. Ezi ziinkampani endizikhethayo, kwaye unokuqiniseka ukuba abanye abatyali-mali abayihoyi le kona yentengiso. Inkampani iye yasokola ukuhlawula ityala, ngoku inamatyala ayi-zero kwaye inomda wetyala ongabhalwanga ngokupheleleyo we-$400 yezigidi zeerandi, nto leyo ebenza babe bhetyebhetye kakhulu ukuba iithagethi zokufumana ziyavela kwaye inkampani inokuhamba ngokukhawuleza. Ngaphandle kokufumana naluphi na ukuthengwa kokuqalisa ukukhula, inkampani inemali ephumayo yasimahla kwaye ikhule iminyaka emininzi, umkhwa ojongeka ukuba uzoqhubeka nakwixesha elizayo. Imarike ayibonakali iyayixabisa inkampani, kwaye ukukhula kwengeniso kunye nenzuzo kwiminyaka yamuva kubonakala kutyhila ngakumbi.
"I-Mueller Industries, Inc. ivelisa kwaye ithengise iimveliso zobhedu, ubhedu, i-aluminium kunye neeplastiki e-US, e-UK, eCanada, eKorea, kuMbindi Mpuma, e-China naseMexico. Le nkampani isebenza ngamacandelo amathathu: iinkqubo zemibhobho, isinyithi zoshishino kunye nemozulu. izixhobo zokubumba kunye nonikezelo lwemibhobho yemibhobho.Le nxalenye ithengisa iimveliso zayo kubathengisi kwiimarike zemibhobho kunye nefriji, abasasazi bezithuthi zasekhaya kunye nezokuzonwabisa, abathengisi bezinto zokwakha kunye nabenzi bezixhobo zomoya zomoya (i-OEMs) i, intsimbi, ubhedu kunye nempembelelo yentsimbi kunye nokuphosa; iivalvu ezenziwe ngobhedu, i-aluminiyam kunye nesinyithi esingenasici kunye nabavelisi bezixhobo zegesi ezidityanisiweyo kwimizi-mveliso, i-architectural, i-HVAC, i-plumbing kunye ne-refrigeration ye-OEM yokuthengisa kunye ne-OEM. Izixhobo zombane eziPhakamileyo kunye nezincedisi kwiimarike zomoya kunye nezikhenkcezisi kunye neetyhubhu ezidityanisiweyo ze-HVAC, i-geothermal, iimpompo zokufudumala zedama lokuqubha, abenzi bomkhenkce, ii-boilers zentengiso kunye nee-maketfold ze-HVAC eziguquguqukayo; yasekwa ngowe-1917 yaye ikomkhulu layo liseCollierville, eTennessee.”
Ngo-2021, iMueller Industries iya kuxela i-3.8 yeebhiliyoni zeedola kwingeniso yonyaka, i-468.5 yezigidi zeedola kwingeniso eshiyekileyo, kunye ne-8.25 yeedola kwingeniso ehlanjululweyo ngesabelo ngasinye. Inkampani iphinde ichaze ingeniso yekota yokuqala neyesibini ye-2022. Kwisiqingatha sokuqala se-2022, inkampani ibike ingeniso ye-2.16 yeebhiliyoni zeedola, ingeniso ye-364 yezigidi zeedola kunye nengeniso ehlanjululweyo ngesabelo ngasinye se-6.43 yeedola. Inkampani ihlawula isahlulo sangoku se-$1.00 ngesabelo ngasinye, okanye isivuno se-1.48% kwixabiso lesabelo sangoku.
Amathuba ophuhliso oluqhubekayo lwenkampani mahle. Ukwakhiwa kwekhaya elitsha kunye nophuhliso lwezorhwebo zizinto ezibalulekileyo eziphembelela kwaye zinceda ukumisela intengiso yenkampani, njengoko ezi ndawo zibangela uninzi lwemfuno yeemveliso zenkampani. Ngokutsho kwe-US Census Bureau, elona nani lamakhaya amatsha e-US aya kuba yi-1.6 yezigidi ngo-2021, ukusuka kwi-1.38 yezigidi ngo-2020. Ukongeza, izakhiwo ezizimeleyo ezingekho zokuhlala zazixabiswa kwi-467.9 billion ngo-2021, i-479 billion ngo-2020 kunye ne-500.1 yezigidigidi ezilindelekileyo kwi-2020 kwaye i-500.19 ikholelwa ukuba i-Dema ilindeleke ukuba i-2001. ishishini labo kunye nokusebenza kwemali kuya kuxhamla kwezi zinto kwaye bahlale bezinzile. . Kuqikelelwa ukuba kwi-2022 kunye ne-2023 umthamo wokwakhiwa okungeyona indawo yokuhlala uya kukhula nge-5.4% kunye ne-6.1%, ngokulandelanayo. Lo mbono wemfuno uya kunceda i-Mueller Industries, Inc. igcine amanqanaba aphezulu okukhula kunye nokusebenza.
Imiba enokubakho yengozi enokuthi ichaphazele ishishini ziimeko zoqoqosho ezinxulumene nophuhliso lweendawo zokuhlala nezorhwebo. Iimarike zokwakha okwangoku zikhangeleka zizinzile kwaye beziqhuba kakuhle kule minyaka imbalwa idlulileyo, kodwa ukuwohloka kwezi marike kwixesha elizayo kunokuba nefuthe elibonakalayo kwishishini lenkampani.
I-capitalisation yemalike yangoku ye-Mueller Industries Inc. yi-3.8 yeebhiliyoni zeedola kwaye inomlinganiselo wexabiso lokufumana umvuzo (P/E) we-5.80. Lo mlinganiselo wexabiso ukuya kwingeniso eneneni ungaphantsi kakhulu kunoninzi lwabakhuphisana noMueller. Ezinye iinkampani zentsimbi okwangoku zirhweba kwi-P / E ye-ratios ejikeleze i-20. Kwisiseko sexabiso lokufumana, inkampani ibonakala ingabizi kakhulu xa kuthelekiswa noontanga bayo. Ngokusekwe kwimeko yangoku yokusebenza, inkampani ikhangeleka ingenaxabiso. Ukuqwalasela ukukhula kwengeniso yenkampani kunye nengeniso eshiyekileyo, oku kubonakala ngathi yinto ekhangayo kakhulu enexabiso elingaziwayo.
Inkampani ibihlawula amatyala ngamandla kule minyaka imbalwa idlulileyo kwaye inkampani ngoku ayinatyala. Oku kuhle kakhulu kwinkampani, kuba ngoku ayithinteli ingeniso yenkampani kwaye ibenze babe bhetyebhetye kakhulu. Inkampani igqibe ikota yesibini ngemali ezizigidi ezingama-202 zeerandi kwaye banesibonelelo setyala esingasetyenziswanga esingasetyenziswanga esikhoyo sokutsalela kuso ukuba imisebenzi iyafuneka okanye amathuba okufumana amaqhinga avela.
I-Mueller Industries ijongeka njengenkampani enkulu kunye nesitokhwe esikhulu. Inkampani ngokwembali izinzile kwaye yafumana ukukhula kweemfuno eziqhumayo kwi-2021 eya kuqhubeka kwi-2022. Ipotfoliyo yee-odolo inkulu, inkampani yenza kakuhle. Inkampani irhweba ngexabiso eliphantsi lokufumana umvuzo, ikhangeleka iphantsi kakhulu xa ithelekiswa nabakhuphisana nayo kwaye ngokubanzi. Ukuba inkampani inomlinganiselo oqhelekileyo we-P / E we-10-15, ngoko isitokhwe siya kuba ngaphezu kokuphindwe kabini ukusuka kumanqanaba angoku. Inkampani ijongeka ilungele ukukhula ngakumbi, nto leyo eyenza ukuba ixabiso eliphantsi langoku lithandeke ngakumbi, nokuba ishishini labo alikhuli ngokumangalisayo, ukuba lihlala lizinzile, inkampani ilungiselele yonke into enokuthi ibanike yona kwishelufu.
Ukubhengezwa: Mna / asibambeli izitokhwe, ukhetho okanye i-derivatives efanayo kuyo nayiphi na iinkampani ezidweliswe ngasentla, kodwa sinokungena kwindawo enenzuzo ende ngokuthenga amasheya okanye ukuthenga iifowuni okanye i-derivatives efanayo kwi-MLI kwiiyure ezilandelayo ze-72. Ndibhale eli nqaku ngokwam kwaye livakalisa uluvo lwam. Andifumananga mbuyekezo (ngaphandle koKufuna iAlpha). Andinabudlelwane beshishini kunye nayo nayiphi na inkampani edweliswe kweli nqaku.