Mueller Industries Inc. (NYSE: MLI) ndi kampani yayikulu yopanga zitsulo. Kampaniyo imagwira ntchito pamsika womwe supanga phindu lalikulu kapena malingaliro okulitsa, ndipo ambiri angaone kuti ndi yosasangalatsa. Koma amapeza ndalama ndipo ali ndi bizinesi yodziwikiratu komanso yokhazikika. Awa ndi makampani omwe ndimakonda, ndipo mutha kukhala otsimikiza kuti ena omwe amaika ndalama salabadira mbali iyi yamsika. Kampaniyo idavutika kulipira ngongoleyo, tsopano alibe ngongole ndipo ili ndi ngongole ya $400 miliyoni yomwe sinatengedwe, zomwe zimapangitsa kuti ikhale yosinthasintha kwambiri ngati zolinga zogulira zipezeka ndipo kampaniyo ikhoza kuyenda mwachangu. Ngakhale popanda kugula kulikonse kuti iyambe kukula, kampaniyo ili ndi ndalama zambiri zaulere ndipo yakhala ikukula kwa zaka zambiri, zomwe zikuwoneka kuti zipitilira mtsogolo. Msika ukuwoneka kuti suyamikira kampaniyo, ndipo kukula kwa ndalama ndi phindu m'zaka zaposachedwa zikuwoneka zowonekera kwambiri.
"Mueller Industries, Inc. imapanga ndikugulitsa zinthu zamkuwa, zamkuwa, aluminiyamu ndi pulasitiki ku US, UK, Canada, Korea, Middle East, China ndi Mexico. Kampaniyo imagwira ntchito m'magawo atatu: mapaipi, zitsulo zamafakitale ndi nyengo. Mapaipi a Mapaipi Gawoli limapereka mapaipi amkuwa, zolumikizira, zida zamapaipi ndi zolumikizira, mapaipi a PEX ndi machitidwe owala, komanso zolumikizira zokhudzana ndi mapaipi ndi zida zopangira jekeseni wa pulasitiki ndi mapaipi opangira mapaipi. Gawoli limagulitsa zinthu zake kwa ogulitsa ambiri m'misika ya mapaipi ndi firiji, ogulitsa magalimoto apakhomo ndi zosangalatsa, ogulitsa zida zomangira ndi opanga zida zoziziritsira mpweya (OEMs). Gawo la Industrial Metals limapanga ndodo zamkuwa, zamkuwa ndi zamkuwa, zamkuwa zamapaipi, ma valve ndi zolumikizira; zinthu zozizira zopangidwa ndi aluminiyamu ndi zamkuwa; aluminium processing i, chitsulo, zamkuwa ndi chitsulo choponyedwa ndi zoponyera; zopangira zopangidwa ndi mkuwa ndi aluminiyamu; ma valve opangidwa ndi mkuwa, aluminiyamu ndi chitsulo chosapanga dzimbiri; mayankho owongolera madzi ndi opanga zida zoyambirira zamakina a gasi omwe amasonkhanitsidwa m'misika yamafakitale, zomangamanga, HVAC, mapaipi ndi firiji. Gawo la Climate limapereka ma valve, zoteteza ndi zamkuwa kwa ma OEM osiyanasiyana mu HVAC yamalonda ndi firiji. misika. Zowonjezera; Zipangizo Zamagetsi Zapamwamba ndi zowonjezera zamisika yoziziritsira mpweya ndi firiji; zosinthira kutentha kwa coaxial ndi machubu ozungulira a HVAC, geothermal, firiji, mapampu otenthetsera a dziwe losambira, zomangamanga za sitima, opanga ayezi, ma boiler amalonda ndi misika yobwezeretsa kutentha; machitidwe a HVAC osinthika otetezedwa; manifolds okhala ndi brazed, manifolds ndi ma distributor assemblies. Kampaniyo idakhazikitsidwa mu 1917 ndipo likulu lake lili ku Collierville, Tennessee.
Mu 2021, Mueller Industries idzapereka ndalama zokwana $3.8 biliyoni pachaka, $468.5 miliyoni mu ndalama zonse, ndi $8.25 mu ndalama zonse pa gawo lililonse. Kampaniyo idaperekanso ndalama zokwana $2.16 biliyoni pa kotala loyamba ndi lachiwiri la 2022. Pa theka loyamba la 2022, kampaniyo idapereka ndalama zokwana $2.16 biliyoni, ndalama zonse za $364 miliyoni ndi ndalama zonse pa gawo lililonse za $6.43. Kampaniyo imalipira gawo la $1.00 pa gawo lililonse, kapena phindu la 1.48% pa mtengo wa magawo omwe alipo.
Kuthekera kwa chitukuko cha kampaniyi kuli bwino. Kumanga nyumba zatsopano ndi chitukuko cha malonda ndi zinthu zofunika kwambiri zomwe zimakhudza ndikuthandiza kudziwa malonda a kampani, chifukwa madera awa ndi omwe amafunikira kwambiri zinthu za kampaniyo. Malinga ndi US Census Bureau, chiwerengero chenicheni cha nyumba zatsopano ku US chidzakhala 1.6 miliyoni mu 2021, kuchokera pa 1.38 miliyoni mu 2020. Kuphatikiza apo, nyumba zachinsinsi zomwe sizikhalamo zinali ndi mtengo wa 467.9 biliyoni mu 2021, 479 biliyoni mu 2020 ndi 500.1 biliyoni mu 2019. Kufunika m'maderawa kukuyembekezeka kukhalabe kolimba ndipo makampani akukhulupirira kuti bizinesi yawo ndi magwiridwe antchito azachuma adzapindula ndi zinthuzi ndikukhalabe okhazikika. . Zikuyembekezeredwa kuti mu 2022 ndi 2023 kuchuluka kwa zomangamanga zomwe sizikhalamo kudzakula ndi 5.4% ndi 6.1%, motsatana. Kufunika kumeneku kudzathandiza Mueller Industries, Inc. kukhalabe ndi kukula kwakukulu ndi ntchito.
Zinthu zomwe zingakhudze bizinesiyo ndi momwe chuma chimakhalira chifukwa cha chitukuko cha nyumba ndi malonda. Misika yomanga nyumba ikuwoneka yokhazikika pakadali pano ndipo yakhala ikuyenda bwino m'zaka zingapo zapitazi, koma kuwonongeka kwa misika iyi mtsogolomu kungakhudze kwambiri bizinesi ya kampaniyo.
Ndalama zomwe Mueller Industries Inc. imagwiritsa ntchito pamsika panopa ndi $3.8 biliyoni ndipo ili ndi chiŵerengero cha mtengo ndi phindu (P/E) cha 5.80. Chiŵerengero cha mtengo ndi phindu ichi n’chotsika kwambiri kuposa makampani ambiri omwe akupikisana nawo a Mueller. Makampani ena achitsulo pakadali pano amagulitsa pa chiŵerengero cha P/E cha pafupifupi 20. Pamaziko a mtengo ndi phindu, kampaniyo imawoneka yotsika mtengo poyerekeza ndi anzawo. Kutengera momwe ntchito ikuyendera panopa, kampaniyo ikuwoneka yosafunika kwenikweni. Poganizira kukula kwa ndalama zomwe kampaniyo ikupeza komanso ndalama zomwe ikupeza, iyi ikuwoneka ngati masheya okongola kwambiri omwe ali ndi mtengo wosadziwika.
Kampaniyo yakhala ikulipira ngongole mwachangu m'zaka zingapo zapitazi ndipo kampaniyo tsopano ilibe ngongole. Izi ndi zabwino kwambiri kwa kampaniyo, chifukwa tsopano sizikuchepetsa phindu la kampaniyo ndipo zimawapangitsa kukhala osinthasintha kwambiri. Kampaniyo inatha kotala lachiwiri ndi ndalama zokwana $202 miliyoni ndipo ali ndi ngongole yozungulira yosagwiritsidwa ntchito yokwana $400 miliyoni yomwe ilipo kuti igwiritsidwe ntchito ngati pakufunika ntchito kapena mwayi wopeza njira zogwirira ntchito wapezeka.
Mueller Industries ikuwoneka ngati kampani yabwino komanso masheya abwino kwambiri. Kampaniyi yakhala yokhazikika m'mbiri ndipo yakhala ikukula kwambiri mu 2021 komwe kudzapitirira mpaka 2022. Maoda ambiri ndi akulu, kampaniyo ikuchita bwino. Kampaniyo ikugulitsa pamtengo wotsika poyerekeza ndi phindu, ikuwoneka kuti ilibe mtengo wokwanira poyerekeza ndi omwe akupikisana nawo komanso ambiri. Ngati kampaniyo ikanakhala ndi chiŵerengero cha P/E cha 10-15, ndiye kuti masheyawo akadawirikiza kawiri kuposa momwe alili pano. Kampaniyo ikuwoneka kuti ikukonzekera kukula kwina, zomwe zimapangitsa kuti kuchepa kwa mtengo komwe kulipo pano kukhale kokongola kwambiri, ngakhale bizinesi yawo isakule modabwitsa, ngati ikhalabe yokhazikika, kampaniyo yakonzekera chilichonse chomwe msika uli nacho kuti uwapatse kuyambira pachiyambi.
Kuulula: Ine/Ife tilibe masheya, zosankha kapena zotumphukira zofanana m'makampani aliwonse omwe atchulidwa pamwambapa, koma tingalowe mu malo opindulitsa kwa nthawi yayitali pogula masheya kapena kugula mafoni kapena zotumphukira zofanana mu MLI mkati mwa maola 72 otsatira. Ndinalemba nkhaniyi ndekha ndipo ikufotokoza maganizo anga. Sindinalandire chipukuta misozi chilichonse (kupatula Seeking Alpha). Ndilibe ubale wamalonda ndi makampani aliwonse omwe atchulidwa m'nkhaniyi.