Lydall, Inc. designs, manufactures, and markets specialty engineered filtration media, industrial thermal insulating solutions, and automotive thermal and acoustical barriers for filtration/separation and thermal/acoustical applications worldwide.
Fair value with moderate growth potential.
Share Price & News
How has Lydall's share price performed over time and what events caused price changes?
Latest Share Price and Events
Stable Share Price: LDL has not had significant price volatility in the past 3 months.
7 Day Return
1 Year Return
Return vs Industry: LDL underperformed the US Machinery industry which returned 9.3% over the past year.
Return vs Market: LDL underperformed the US Market which returned 17.8% over the past year.
Price Volatility Vs. Market
How volatile is Lydall's share price compared to the market and industry in the last 5 years?
Simply Wall St News
8 hours ago | Simply Wall StAt US$21.79, Is It Time To Put Lydall, Inc. (NYSE:LDL) On Your Watch List?
2 weeks ago | Simply Wall StA Look At The Intrinsic Value Of Lydall, Inc. (NYSE:LDL)
4 weeks ago | Simply Wall StShould You Be Worried About Insider Transactions At Lydall, Inc. (NYSE:LDL)?
Is Lydall undervalued compared to its fair value and its price relative to the market?
Undervalued compared to fair value
Share Price vs. Fair Value
Below Fair Value: LDL ($21.79) is trading below our estimate of fair value ($23.85)
Significantly Below Fair Value: LDL is trading below fair value, but not by a significant amount.
Price To Earnings Ratio
PE vs Industry: LDL is poor value based on its PE Ratio (52.7x) compared to the Machinery industry average (21.5x).
PE vs Market: LDL is poor value based on its PE Ratio (52.7x) compared to the US market (18.2x).
Price to Earnings Growth Ratio
PEG Ratio: LDL is good value based on its PEG Ratio (0.6x)
Price to Book Ratio
PB vs Industry: LDL is good value based on its PB Ratio (1x) compared to the US Machinery industry average (2.2x).
How is Lydall forecast to perform in the next 1 to 3 years based on estimates from 2 analysts?
Forecasted annual earnings growth
Earnings and Revenue Growth Forecasts
Analyst Future Growth Forecasts
Earnings vs Savings Rate: LDL's forecast earnings growth (81.4% per year) is above the savings rate (1.7%).
Earnings vs Market: LDL's earnings (81.4% per year) are forecast to grow faster than the US market (14.1% per year).
High Growth Earnings: earnings are expected to grow significantly over the next 3 years.
Revenue vs Market: LDL's revenue (2.5% per year) is forecast to grow slower than the US market (7.6% per year).
High Growth Revenue: LDL's revenue (2.5% per year) is forecast to grow slower than 20% per year.
Earnings per Share Growth Forecasts
Future Return on Equity
Future ROE: LDL's Return on Equity is forecast to be low in 3 years time (5.9%).
How has Lydall performed over the past 5 years?
Historical annual earnings growth
Earnings and Revenue History
Quality Earnings: LDL has a large one-off loss of $32.8M impacting its September 30 2019 financial results.
Growing Profit Margin: LDL's current net profit margins (0.8%) are lower than last year (5.5%).
Past Earnings Growth Analysis
Earnings Trend: LDL's earnings have declined by -4% per year over the past 5 years.
Accelerating Growth: LDL's has had negative earnings growth over the past year, so it can't be compared to its 5-year average.
Earnings vs Industry: LDL had negative earnings growth (-82.9%) over the past year, making it difficult to compare to the Machinery industry average (0.8%).
Return on Equity
High ROE: LDL's Return on Equity (1.9%) is considered low.
Return on Assets
Return on Capital Employed
How is Lydall's financial position?
Financial Position Analysis
Short Term Liabilities: LDL's short term assets ($312.8M) exceed its short term liabilities ($140.8M).
Long Term Liabilities: LDL's short term assets ($312.8M) do not cover its long term liabilities ($356.4M).
Debt to Equity History and Analysis
Debt Level: LDL's debt to equity ratio (75.1%) is considered high.
Reducing Debt: LDL's debt to equity ratio has increased from 28% to 75.1% over the past 5 years.
Debt Coverage: LDL's debt is well covered by operating cash flow (32.5%).
Interest Coverage: LDL's interest payments on its debt are well covered by EBIT (3.4x coverage).
Inventory Level: LDL has a high level of physical assets or inventory.
Debt Coverage by Assets: LDL's debt is covered by short term assets (assets are 1.1x debt).
What is Lydall's current dividend yield, its reliability and sustainability?
Dividend Yield vs Market
Notable Dividend: Unable to evaluate LDL's dividend yield against the bottom 25% of dividend payers, as the company has not reported any payouts.
High Dividend: Unable to evaluate LDL's dividend yield against the top 25% of dividend payers, as the company has not reported any payouts.
Stability and Growth of Payments
Stable Dividend: Insufficient data to determine if LDL's dividends per share have been stable in the past.
Growing Dividend: Insufficient data to determine if LDL's dividend payments have been increasing.
Current Payout to Shareholders
Dividend Coverage: Insufficient data to calculate payout ratio to determine if its dividend payments are covered by earnings.
Future Payout to Shareholders
Future Dividend Coverage: No need to calculate the sustainability of LDL's dividend in 3 years as they are not forecast to pay a notable one for the US market.
How experienced are the management team and are they aligned to shareholders interests?
Average management tenure
Sara Greenstein 0
Ms. Sara A. Greenstein has been Chief Executive Officer, President and Director of Lydall, Inc. since November 18, 2019. Ms. Greenstein serves as a member of the Board of Directors at Briggs & Stratton Cor ...
|Executive VP & CFO||1.9yrs||US$2.07m||0.24% $931.8k|
|Executive VP||4.8yrs||US$845.02k||0.34% $1.3m|
|Executive Officer||0.3yrs||US$2.15m||1.44% $5.5m|
|President of Thermal Acoustical Solutions||6yrs||US$745.66k||0.34% $1.3m|
|President of Performance Materials||4yrs||US$791.97k||0.18% $688.2k|
|President||0.3yrs||no data||no data|
|VP, Chief Accounting Officer & Treasurer||9.9yrs||US$419.94k||0.12% $459.2k|
|Vice President of Financial Planning & Investor Relations||2.1yrs||no data||no data|
|President of Technical Nonwovens||0.3yrs||no data||0.049% $186.2k|
|GM of Lydall Thermal/Acoustical - Fibers & VP||6yrs||no data||no data|
Experienced Management: LDL's management team is considered experienced (3 years average tenure).
|President||0.3yrs||no data||no data|
|Independent Director||16.7yrs||US$139.24k||0.20% $757.2k|
|Independent Director||16.7yrs||US$130.74k||0.13% $514.8k|
|Independent Director||20.1yrs||US$123.24k||0.19% $715.7k|
|Independent Director||1.8yrs||US$83.00k||0.023% $88.9k|
|Chairman of the Board||2.8yrs||US$177.74k||0.11% $435.2k|
|Independent Director||16.5yrs||US$123.74k||0.23% $869.1k|
|Independent Director||13.8yrs||US$121.74k||0.33% $1.3m|
|Non-Executive Director||2.8yrs||US$111.74k||0.030% $115.4k|
Experienced Board: LDL's board of directors are seasoned and experienced ( 13.8 years average tenure).
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.
Recent Insider Transactions
Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.
Lydall, Inc.'s company bio, employee growth, exchange listings and data sources
- Name: Lydall, Inc.
- Ticker: LDL
- Exchange: NYSE
- Founded: 1879
- Industry: Industrial Machinery
- Sector: Capital Goods
- Market Cap: US$381.822m
- Shares outstanding: 17.52m
- Website: https://www.lydall.com
Number of Employees
- Lydall, Inc.
- One Colonial Road
- United States
|Ticker||Exchange||Primary Security||Security Type||Country||Currency||Listed on|
|LDL||NYSE (New York Stock Exchange)||Yes||Common Stock||US||USD||Sep 1973|
|LY7||DB (Deutsche Boerse AG)||Yes||Common Stock||DE||EUR||Sep 1973|
Lydall, Inc. designs, manufactures, and markets specialty engineered filtration media, industrial thermal insulating solutions, and automotive thermal and acoustical barriers for filtration/separation and thermal/acoustical applications worldwide. It operates through Performance Materials, Technical Nonwovens, and Thermal Acoustical Solutions segments. The Performance Materials segment offers filtration media solutions for air, fluid power, and industrial applications, such as clean-space, commercial, HVAC, power generation, and industrial processes. This segment also provides non-woven veils, papers, and specialty composites for the building products, appliances, and energy and industrial markets; and life sciences filtration products for biopharmaceutical pre-filtration and clarification, diagnostic and analytical testing, respiratory protection, water filtration, and high purity process filtration. The Technical Nonwovens segment offers nonwoven rolled-good felt media and filter bags used primarily in industrial air and liquid filtration applications. The Thermal Acoustical Solutions segment provides engineered products for the transportation sector to thermally shield sensitive components from high heat, improve exhaust gas treatment, and lower harmful emissions, as well as assist in the reduction of noise, vibration, and harshness. Its products are used in the tunnel, fuel tank, wheel well, aerodynamic belly pan, and spare tire applications, as well as outer dash, powertrain, catalytic converter, turbo charger, and manifolds of cars, trucks, SUVs, heavy duty trucks, and recreational vehicles. This segment also offers thermal and acoustical insulating solutions comprising organic and inorganic fiber composites for the automotive markets. The company markets its products to original equipment manufacturers and tier-one suppliers through internal sales force and distribution network. Lydall, Inc. was founded in 1879 and is headquartered in Manchester, Connecticut.
Company Analysis and Financial Data Status
|Data||Last Updated (UTC time)|
|Company Analysis||2020/02/24 00:26|
|End of Day Share Price||2020/02/21 00:00|
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.