仕净科技:24Q1开局靓丽,光伏电池+固碳有望打开新空间

Investment Rating - The report assigns a strong buy rating for the company, indicating a positive outlook for future performance [2]. Core Insights - The company is projected to experience significant revenue growth, with estimates of $10.032 billion in 2024, representing a year-over-year increase of 191.4% from 2023 [2]. - The earnings per share (EPS) is expected to rise to $4.12 in 2025, reflecting a substantial growth trajectory [2]. - The report highlights a robust increase in operating income, with a forecasted growth rate of 173.2% in 2024 [2]. Financial Summary - Revenue figures for the years 2022 to 2026 are as follows: - 2022: $1.433 billion - 2023: $3.443 billion - 2024E: $10.032 billion - 2025E: $13.494 billion - 2026E: $17.869 billion [2]. - The company’s operating income is projected to grow from $217 million in 2023 to $592 million in 2024, indicating a growth rate of 173.2% [2]. - The price-to-earnings (P/E) ratio is expected to decrease significantly from 31.8 in 2023 to 5.3 by 2026, suggesting improved valuation metrics over time [2]. - The price-to-book (P/B) ratio is also forecasted to decline from 3.7 in 2023 to 1.6 in 2026, indicating a strengthening balance sheet [2].

SJEF-仕净科技:24Q1开局靓丽,光伏电池+固碳有望打开新空间 - Reportify