{"F": {"ts_code": "US.WWD", "name": "伍德沃德", "mkt": "US", "ccy": "美元", "sw1": "航空航天与国防", "sw2": "航空航天与国防", "sw3": "", "ind": "航空航天与国防", "fin_source": "futu", "market": "NASDAQ", "list_date": null, "is_fin": false, "roles": {"fin": false, "commodity": false, "precious": false, "regulated": false, "hard": false, "growth": true}, "province": null, "main_business": "", "introduction": "", "close": 346.22, "pe_ttm": 38.511, "pb": 8.263, "dv_ttm": 0.35, "total_mv": 2044284.3800400002, "trade_date": "20260904", "years": ["最近年报"], "multi_year": false, "period": "最近年报", "gm_series": [26.8], "rev_series": [35.7], "np_series": [4.4], "roe_series": [18.6], "rev_ttm": 35.7, "np_ttm": 5.5, "ocf_ttm": 5.9, "fcf_ttm": null, "fcf_yield": null, "ocf_yield": 2.9, "gm_median": 26.8, "gm_std": null, "gm_stab": null, "gm_chg_2022": null, "npm_median": 12.4, "roe_median": 18.6, "commodity": false, "hard_ratio": 20.9, "fix_assets": 9.4, "hard_note": "PP&E 毛额 × 0.5 近似净额", "goodwill_ratio": null, "pb_calc": null, "capex_dep": null, "interest_debt": null, "debt_ebitda": null, "ebitda": 6.8, "debt_ratio": 44.6, "debt_mv": null, "payout": 13.0, "div_years": 1, "rev_cagr3": null, "np_cagr3": null, "rev_yoy": 7.3, "np_yoy": 18.5, "np_vol": null, "loss_years": 0, "far_share": 87.0, "earn_yield": 2.6, "consensus_n": 0, "fwd_pe": null, "fwd_pe2": null, "fwd_g1": null, "fwd_g2": null, "peg": null, "consensus_disp": null, "mainbz": [], "ret_prev_year": null, "ret_prev2_year": null, "ret_pivot": null, "prev_year": "", "prev2_year": "", "ret_ytd": 14.8, "ret_20": -4.5, "ret_60": -5.6, "ret_120": -5.6, "ret_250": 44.2, "mdd_250": null, "vol_250": null, "pos_52w": 76.8, "eps": 7.19}, "S": {"duration": 62, "pricing": 45, "hard": 33, "bondness": 20}, "label": "中性", "tags": [], "text": {"像什么": ["PE 38.5 倍、股息率 0.3%、毛利率最新年报 26.8%、固定资产占比 21%、资产负债率 45%:四轴都不突出。"], "为什么(不)算钱的替代品": "两条都不占:固定资产占比 21%,毛利率最新年报 26.8%。", "加息期怎么走": "按行业与估值常规看,没有明确的利率方向性。", "四问": [["当前 FCF 能覆盖多少市值?", "经营现金流/市值 2.9%(futu 无资本开支,FCF 按经营现金流 × 0.7 近似)。一般。"], ["能否每年提价而不掉量?", "毛利率最新年报 26.8%。取决于竞争。"], ["资产重置成本随通胀涨吗?", "固定资产占总资产 21%。有一些。"], ["估值里多少来自 5 年后的故事?", "按 PE 38.5 倍 粗算,约 87%(1 − 5/PE)。>70%,把 5 年后的假设砍一半,这个股票值多少钱?"]], "价格行为": "近一年 44%,现价在 52 周高点的 77%;近 20 / 60 / 120 日 -4% / -6% / -6%。", "行业对照": ["同富途行业「航空航天与国防」93 家中位:PE 35.4 / 股息率 0.0% / 毛利率 26.2% / 固定资产占比 13% / 分红率 4%。", "伍德沃德:PE 比行业中位高 3.1倍;股息率 比行业中位高 0.3个百分点;毛利率 比行业中位高 0.6个百分点;固定资产占比 比行业中位高 8.2个百分点。"]}}