| Snowflake Score | |
|---|---|
| Valuation | 4/6 |
| Future Growth | 2/6 |
| Past Performance | 4/6 |
| Financial Health | 5/6 |
| Dividends | 6/6 |
SUN Stock Overview
Sulzer Ltd provides fluid engineering services in Switzerland and internationally.
Rewards
Risk Analysis
No risks detected for SUN from our risk checks.
Sulzer Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | CHF86.55 |
| 52 Week High | CHF144.40 |
| 52 Week Low | CHF81.05 |
| Beta | 1.98 |
| 1 Month Change | -1.76% |
| 3 Month Change | -5.00% |
| 1 Year Change | -12.04% |
| 3 Year Change | -4.15% |
| 5 Year Change | -23.48% |
| Change since IPO | 119.67% |
Recent News & Updates
What Is Sulzer Ltd's (VTX:SUN) Share Price Doing?
While Sulzer Ltd ( VTX:SUN ) might not be the most widely known stock at the moment, it received a lot of attention...
Here's What To Make Of Sulzer's (VTX:SUN) Decelerating Rates Of Return
There are a few key trends to look for if we want to identify the next multi-bagger. Ideally, a business will show two...
I Ran A Stock Scan For Earnings Growth And Sulzer (VTX:SUN) Passed With Ease
Like a puppy chasing its tail, some new investors often chase 'the next big thing', even if that means buying 'story...
Here's Why Sulzer (VTX:SUN) Can Manage Its Debt Responsibly
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Sulzer (VTX:SUN) Has More To Do To Multiply In Value Going Forward
What trends should we look for it we want to identify stocks that can multiply in value over the long term? In a...
Shareholder Returns
| SUN | CH Machinery | CH Market | |
|---|---|---|---|
| 7D | -0.06% | -1.8% | -0.6% |
| 1Y | -12.0% | 13.4% | 14.7% |
Return vs Industry: SUN underperformed the Swiss Machinery industry which returned 13.4% over the past year.
Return vs Market: SUN underperformed the Swiss Market which returned 14.7% over the past year.
Price Volatility
| SUN volatility | |
|---|---|
| SUN Average Weekly Movement | 4.0% |
| Machinery Industry Average Movement | 4.6% |
| Market Average Movement | 3.9% |
| 10% most volatile stocks in CH Market | 6.7% |
| 10% least volatile stocks in CH Market | 2.0% |
Stable Share Price: SUN is not significantly more volatile than the rest of Swiss stocks over the past 3 months, typically moving +/- 4% a week.
Volatility Over Time: SUN's weekly volatility (4%) has been stable over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 1834 | 15,574 | Greg Poux-Guillaume | https://www.sulzer.com |
Sulzer Ltd provides fluid engineering services in Switzerland and internationally. The company operates through Pumps Equipment, Rotating Equipment Services, Chemtech, and Applicator Systems divisions. It offers side-mounted horizontal and top-mounted vertical agitators, dynamic chemical mixers, and tower and tank flow management products; tower management systems; turbo compressors, aeration systems, and mechanical aerators; cartridges, mixers, dispensers, and accessories; process solutions; medium consistency products; pumping solutions and auxiliary equipment; and control and monitoring equipment.
Sulzer Fundamentals Summary
| SUN fundamental statistics | |
|---|---|
| Market Cap | CHF2.92b |
| Earnings (TTM) | CHF153.90m |
| Revenue (TTM) | CHF3.44b |
19.0x
P/E Ratio0.8x
P/S RatioIs SUN overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| SUN income statement (TTM) | |
|---|---|
| Revenue | CHF3.44b |
| Cost of Revenue | CHF2.39b |
| Gross Profit | CHF1.06b |
| Expenses | CHF902.10m |
| Earnings | CHF153.90m |
Last Reported Earnings
Jun 30, 2021
Next Earnings Date
Feb 18, 2022
| Earnings per share (EPS) | 4.55 |
| Gross Margin | 30.66% |
| Net Profit Margin | 4.47% |
| Debt/Equity Ratio | 118.5% |
How did SUN perform over the long term?
See historical performance and comparisonDividends
4.6%
Current Dividend Yield88%
Payout RatioValuation
Is Sulzer undervalued compared to its fair value and its price relative to the market?
8.5%
Undervalued compared to fair value
Share Price vs. Fair Value
Below Fair Value: SUN (CHF86.55) is trading below our estimate of fair value (CHF94.6)
Significantly Below Fair Value: SUN is trading below fair value, but not by a significant amount.
Price To Earnings Ratio
PE vs Industry: SUN is good value based on its PE Ratio (19x) compared to the Swiss Machinery industry average (29x).
PE vs Market: SUN is good value based on its PE Ratio (19x) compared to the Swiss market (20.6x).
Price to Earnings Growth Ratio
PEG Ratio: SUN is poor value based on its PEG Ratio (2.3x)
Price to Book Ratio
PB vs Industry: SUN is good value based on its PB Ratio (2x) compared to the CH Machinery industry average (2.5x).
Future Growth
How is Sulzer forecast to perform in the next 1 to 3 years based on estimates from 6 analysts?
8.1%
Forecasted annual earnings growth
Earnings and Revenue Growth Forecasts
Analyst Future Growth Forecasts
Earnings vs Savings Rate: SUN's forecast earnings growth (8.1% per year) is above the savings rate (-0.3%).
Earnings vs Market: SUN's earnings (8.1% per year) are forecast to grow faster than the Swiss market (6.9% per year).
High Growth Earnings: SUN's earnings are forecast to grow, but not significantly.
Revenue vs Market: SUN's revenue (2.9% per year) is forecast to grow slower than the Swiss market (4.9% per year).
High Growth Revenue: SUN's revenue (2.9% per year) is forecast to grow slower than 20% per year.
Earnings per Share Growth Forecasts
Future Return on Equity
Future ROE: SUN's Return on Equity is forecast to be low in 3 years time (19.1%).
Past Performance
How has Sulzer performed over the past 5 years?
13.2%
Historical annual earnings growth
Earnings and Revenue History
Quality Earnings: SUN has high quality earnings.
Growing Profit Margin: SUN's current net profit margins (4.5%) are higher than last year (2.9%).
Past Earnings Growth Analysis
Earnings Trend: SUN's earnings have grown by 13.2% per year over the past 5 years.
Accelerating Growth: SUN's earnings growth over the past year (47.6%) exceeds its 5-year average (13.2% per year).
Earnings vs Industry: SUN earnings growth over the past year (47.6%) underperformed the Machinery industry 47.6%.
Return on Equity
High ROE: SUN's Return on Equity (10.7%) is considered low.
Financial Health
How is Sulzer's financial position?
Financial Position Analysis
Short Term Liabilities: SUN's short term assets (CHF3.2B) exceed its short term liabilities (CHF2.1B).
Long Term Liabilities: SUN's short term assets (CHF3.2B) exceed its long term liabilities (CHF2.0B).
Debt to Equity History and Analysis
Debt Level: SUN's net debt to equity ratio (30.4%) is considered satisfactory.
Reducing Debt: SUN's debt to equity ratio has increased from 32.6% to 118.5% over the past 5 years.
Debt Coverage: SUN's debt is well covered by operating cash flow (24.8%).
Interest Coverage: SUN's interest payments on its debt are well covered by EBIT (12.9x coverage).
Balance Sheet
Dividend
What is Sulzer current dividend yield, its reliability and sustainability?
4.62%
Current Dividend Yield
Dividend Yield vs Market
Notable Dividend: SUN's dividend (4.62%) is higher than the bottom 25% of dividend payers in the Swiss market (1.37%).
High Dividend: SUN's dividend (4.62%) is in the top 25% of dividend payers in the Swiss market (3.58%)
Stability and Growth of Payments
Stable Dividend: SUN's dividends per share have been stable in the past 10 years.
Growing Dividend: SUN's dividend payments have increased over the past 10 years.
Current Payout to Shareholders
Dividend Coverage: At its current payout ratio (87.8%), SUN's payments are covered by earnings.
Future Payout to Shareholders
Future Dividend Coverage: SUN's dividends in 3 years are forecast to be covered by earnings (59.1% payout ratio).
Next Steps
Management
How experienced are the management team and are they aligned to shareholders interests?
6.1yrs
Average management tenure
CEO
Greg Poux-Guillaume (51 yo)
6.08yrs
Tenure
CHF5,336,000
Compensation
Mr. Grégoire Poux-Guillaume, also known as Greg, has been the Chief Executive Officer at Sulzer, Ltd., since December 1, 2015 and was its Ad Interim Chief Financial Officer until 2018. Mr. Poux-Guillaume s...
CEO Compensation Analysis
Compensation vs Market: Greg's total compensation ($USD5.85M) is above average for companies of similar size in the Swiss market ($USD1.37M).
Compensation vs Earnings: Greg's compensation has been consistent with company performance over the past year.
Leadership Team
Experienced Management: SUN's management team is seasoned and experienced (6.1 years average tenure).
Board Members
Experienced Board: SUN's board of directors are considered experienced (4.8 years average tenure).
Ownership
Who are the major shareholders and have insiders been buying or selling?
Insider Trading Volume
Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.
Ownership Breakdown
Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.
Top Shareholders
Company Information
Sulzer Ltd's employee growth, exchange listings and data sources
Key Information
- Name: Sulzer Ltd
- Ticker: SUN
- Exchange: SWX
- Founded: 1834
- Industry: Industrial Machinery
- Sector: Capital Goods
- Implied Market Cap: CHF2.924b
- Shares outstanding: 33.79m
- Website: https://www.sulzer.com
Number of Employees
Location
- Sulzer Ltd
- Neuwiesenstrasse 15
- Winterthur
- Zurich
- 8401
- Switzerland
Listings
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2022/01/21 21:17 |
| End of Day Share Price | 2022/01/21 00:00 |
| Earnings | 2021/06/30 |
| Annual Earnings | 2020/12/31 |
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.