Mueller Industries Inc. (NYSE: MLI) ikambani hombe inogadzira simbi. Kambani iyi inoshanda mumusika usingaunze purofiti yakakura kana mazano ekukura, uye vazhinji vaizozviona zvichinetsa. Asi vanoita mari uye vane bhizinesi rinofungidzirwa uye rakagadzikana. Aya ndiwo makambani andinofarira, uye unogona kuva nechokwadi chekuti vamwe vanoisa mari havateereri kona iyi yemusika. Kambani iyi yakatambura kubhadhara chikwereti, ikozvino haina chikwereti uye ine mari inosvika mamiriyoni mazana mana emadhora isina kubhadharwa, zvichiita kuti vagone kuchinja-chinja kana zvinangwa zvekutenga zvikaitika uye kambani inogona kufamba nekukurumidza. Kunyangwe pasina kutenga kuti itange kukura, kambani iyi ine mari yakawanda uye yave ichikura kwemakore mazhinji, maitiro anotaridzika kuramba aripo mune ramangwana. Musika hauratidzike seusingakoshese kambani iyi, uye kukura kwemari nemari mumakore achangopfuura kunoita sekunojekesa zvakanyanya.
"Mueller Industries, Inc. inogadzira nekutengesa zvigadzirwa zvemhangura, brass, aruminiyamu nepurasitiki muUS, UK, Canada, Korea, Middle East, China neMexico. Kambani iyi inoshanda muzvikamu zvitatu: masisitimu emapaipi, simbi dzemaindasitiri nemamiriro ekunze. Masisitimu emapaipi Chikamu ichi chinopa mapaipi emhangura, zvigadziko, makit emapaipi nezvigadziko, mapaipi ePEX uye masisitimu eradiant, pamwe nezvigadziko zvine chekuita nemapombi nezvishandiso zvekuumba majekiseni epurasitiki uye mapaipi epombi. Chikamu ichi chinotengesa zvigadzirwa zvacho kune vatengesi vakawanda mumisika yemapaipi nefiriji, vagoveri vemotokari dzemumba nedzekuzorora, vatengesi vezvinhu zvekuvaka uye vagadziri vemidziyo yemhepo inotonhodza (OEMs). Chikamu cheIndustrial Metals chinogadzira tsvimbo dzemhangura, bronze necopper alloy, bronze yemapaipi, mavharuvhu nemidziyo; zvigadzirwa zvearuminiyamu necopper zvakagadzirwa nechando; aluminium processing i, simbi, brass necast iron impact uye castings; forgings dzakagadzirwa nebrass nearuminiyamu; mavharuvhu akagadzirwa nebrass, aruminiyamu nesimbi isina tsvina; mhinduro dzekudzora mvura uye vagadziri vemidziyo yepakutanga yegesi systems dzakaunganidzwa kumisika yeindasitiri, yezvivakwa, HVAC, pombi nefiriji. Chikamu cheClimate chinopa mavharuvhu, magadhi nebrass kune akasiyana-siyana maOEM muHVAC yekutengeserana uye firiji. misika. Zvishongedzo; Zvikamu zveHigh Voltage uye zvishandiso zvemisika yemhepo inotonhodza uye inotonhodza; zvinochinja-chinja kupisa zvecoaxial uye machubhu akamoneredzwa eHVAC, geothermal, firiji, pombi dzekupisa dzedziva rekushambira, kuvaka ngarava, kugadzira ice, mabhoyira ekutengesa uye misika yekudzorera kupisa; masisitimu eHVAC anochinjika anonyungudika; manifolds ane brazed, manifolds uye magungano ekuparadzira. Kambani iyi yakavambwa muna 1917 uye ine muzinda wayo muCollierville, Tennessee.
Muna 2021, Mueller Industries ichashuma mari inosvika mabhiriyoni matatu nehafu emadhora pagore, mari inosvika mamiriyoni mazana mana nemakumi matanhatu nemasere nehafu emadhora ($468.5 million), uye mari inosvika mamiriyoni masere nemakumi maviri nemashanu ($8.25) pamari inowanikwa nechikamu chimwe nechimwe. Kambani iyi yakashumawo mari inosvika mabhiriyoni maviri negumi nematanhatu emadhora ($2.16 billion), mari inowanikwa nechikamu chimwe nechimwe chemadhora ($364 million) uye mari inowanikwa nechikamu chimwe nechimwe yemadhora ($6.43). Kambani iyi inobhadhara dividend yemadhora chiuru ($1.00 per share), kana kuti goho re1.48% pamutengo wechikamu chemasheya uripo.
Mikana yekufambira mberi kwekambani yakanaka. Kuvakwa kwedzimba itsva nekuvandudzwa kwebhizinesi zvinhu zvakakosha zvinopesvedzera uye zvinobatsira kuona kutengeswa kwekambani, sezvo nzvimbo idzi dzichitungamira kudiwa kukuru kwezvigadzirwa zvekambani. Sekureva kweUS Census Bureau, huwandu chaihwo hwedzimba itsva muUS huchava mamiriyoni 1.6 muna 2021, kubva pamamiriyoni 1.38 muna 2020. Pamusoro pezvo, zvivakwa zvepachivande zvisiri zvekugara zvakakosheswa pa467.9 bhiriyoni muna 2021, mabhiriyoni 479 muna 2020 uye mabhiriyoni 500.1 muna 2019. Kudiwa munzvimbo idzi kunotarisirwa kuramba kwakasimba uye makambani anotenda kuti mabhizinesi avo nekushanda kwemari zvichabatsirwa nezvinhu izvi uye zvicharamba zvakagadzikana. . Zvinofungidzirwa kuti muna 2022 na2023 huwandu hwekuvaka zvisiri zvekugara huchakura ne5.4% uye 6.1%, zvichiteerana. Maonero aya ekudiwa achabatsira Mueller Industries, Inc. kuchengetedza kukura kwepamusoro uye mashandiro.
Zvinhu zvinogona kukonzera njodzi zvinogona kukanganisa bhizinesi mamiriro ehupfumi ane chekuita nekuvandudzwa kwedzimba nemabhizimisi. Misika yekuvaka parizvino inoita kunge yakagadzikana uye yave ichishanda zvakanaka mumakore mashoma apfuura, asi kudzikira kwemisika iyi mune ramangwana kunogona kukanganisa bhizinesi rekambani zvakanyanya.
Mari inowanikwa pamusika weMueller Industries Inc. imadhora mabhiriyoni matatu nehafu ($3.8 bhiriyoni) uye ine chiyero chemutengo-ku-mari inowanikwa (P/E) che5.80. Chiyero ichi chemutengo-ku-mari inowanikwa chakaderera zvikuru pane vazhinji vevanokwikwidza naMueller. Mamwe makambani esimbi parizvino ari kutengesa nechiyero cheP/E cheanosvika makumi maviri. Pachishandiswa mutengo-ku-mari inowanikwa, kambani iyi inoita kunge yakachipa kana ichienzaniswa nedzimwe kambani. Zvichienderana nemamiriro ari kuita mashandiro, kambani iyi inoita seisina kukosha zvakanyanya. Tichifunga nezvekukura kwemari inowanikwa nekambani nemari inowanikwa, iyi inoita kunge stock inokwezva zvikuru ine kukosha kusingazivikanwe.
Kambani iyi yave ichibhadhara zvikwereti zvayo zvakanyanya mumakore mashoma apfuura uye kambani iyi yave isina chikwereti. Izvi zvakanaka kwazvo kukambani, nekuti ikozvino hazvidzikisi purofiti yekambani uye zvinoita kuti ikwanise kuchinja-chinja. Kambani iyi yakapedza kota yechipiri nemari inosvika mamiriyoni mazana maviri emadhora ($202 miriyoni) uye vane mari yechikwereti isingashandiswi inosvika mamiriyoni mazana mana ($400 miriyoni) iripo yekushandisa kana paine zvinodiwa pakushanda kana kuti mikana yekuwana zvikwereti ikamuka.
Mueller Industries inoita kunge kambani yakanaka uye ine masheya akanaka. Kambani iyi yagara yakagadzikana uye yakasangana nekukura kwekuda kukuru muna 2021 uko kucharamba kuripo kusvika muna 2022. Mapoka eodha akawanda, kambani iri kuita zvakanaka. Kambani iyi iri kutengesa nemutengo wakaderera-ku-mari inowanikwa, inoita kunge isina kukosha zvakanyanya kana ichienzaniswa nevanokwikwidza nayo uye kazhinji. Dai kambani iyi yaive neP/E ratio yakajairika ye10-15, saka masheya acho aizopetwa kaviri kubva padanho razvino. Kambani iyi inoita kunge yakagadzirira kukura, izvo zvinoita kuti kuderera kwemitengo kuripo kuve kwakanyanya kukwezva, kunyangwe kana bhizinesi ravo rikasakura zvinoshamisa, kana rikaramba rakagadzikana, kambani iyi yakagadzirira zvese zvinopihwa nemusika kubva pamutengo wayo.
Kuzivisa: Ini/Isu hatina masheya, sarudzo kana zvimwe zvakafanana mune chero makambani akanyorwa pamusoro apa, asi tinogona kupinda munzvimbo ine purofiti kwenguva refu nekutenga masheya kana kutenga mafoni kana zvimwe zvakafanana muMLI mukati memaawa makumi manomwe nemaviri anotevera. Ini ndakanyora chinyorwa ichi ini pachangu uye chinoratidza maonero angu. Handina kugamuchira chero muripo (kunze kweSeeking Alpha). Handina hukama hwebhizinesi nechero makambani akanyorwa muchinyorwa chino.