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. More Details
Imperfect balance sheet and overvalued.
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 9.9% over the past year.
Return vs Market: LDL underperformed the US Market which returned 15.6% 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
4 weeks ago | Simply Wall StHealth Check: How Prudently Does Lydall (NYSE:LDL) Use Debt?
2 months ago | Simply Wall StA Look At Lydall's (NYSE:LDL) Share Price Returns
3 months ago | Simply Wall StAre Investors Undervaluing Lydall, Inc. (NYSE:LDL) By 33%?
Is Lydall undervalued compared to its fair value and its price relative to the market?
Price to Book (PB) ratio
Share Price vs. Fair Value
Below Fair Value: LDL ($18.43) is trading above our estimate of fair value ($3.51)
Significantly Below Fair Value: LDL is trading above our estimate of fair value.
Price To Earnings Ratio
PE vs Industry: LDL is unprofitable, so we can't compare its PE Ratio to the US Machinery industry average.
PE vs Market: LDL is unprofitable, so we can't compare its PE Ratio to the US market.
Price to Earnings Growth Ratio
PEG Ratio: Insufficient data to calculate LDL's PEG Ratio to determine if it is good value.
Price to Book Ratio
PB vs Industry: LDL is good value based on its PB Ratio (1.3x) compared to the US Machinery industry average (2.3x).
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 is forecast to remain unprofitable over the next 3 years.
Earnings vs Market: LDL is forecast to remain unprofitable over the next 3 years.
High Growth Earnings: LDL is forecast to remain unprofitable over the next 3 years.
Revenue vs Market: LDL's revenue (6.3% per year) is forecast to grow slower than the US market (10% per year).
High Growth Revenue: LDL's revenue (6.3% per year) is forecast to grow slower than 20% per year.
Earnings per Share Growth Forecasts
Future Return on Equity
Future ROE: Insufficient data to determine if LDL's Return on Equity is forecast to be high in 3 years time
How has Lydall performed over the past 5 years?
Historical annual earnings growth
Earnings and Revenue History
Quality Earnings: LDL is currently unprofitable.
Growing Profit Margin: LDL is currently unprofitable.
Past Earnings Growth Analysis
Earnings Trend: LDL is unprofitable, and losses have increased over the past 5 years at a rate of 50.5% per year.
Accelerating Growth: Unable to compare LDL's earnings growth over the past year to its 5-year average as it is currently unprofitable
Earnings vs Industry: LDL is unprofitable, making it difficult to compare its past year earnings growth to the Machinery industry (-13.9%).
Return on Equity
High ROE: LDL has a negative Return on Equity (-51.23%), as it is currently unprofitable.
How is Lydall's financial position?
Financial Position Analysis
Short Term Liabilities: LDL's short term assets ($316.8M) exceed its short term liabilities ($144.4M).
Long Term Liabilities: LDL's short term assets ($316.8M) do not cover its long term liabilities ($342.9M).
Debt to Equity History and Analysis
Debt Level: LDL's debt to equity ratio (115.5%) is considered high.
Reducing Debt: LDL's debt to equity ratio has increased from 17.3% to 115.5% over the past 5 years.
Debt Coverage: LDL's debt is well covered by operating cash flow (31.1%).
Interest Coverage: Insufficient data to determine if LDL's interest payments on its debt are well covered by EBIT.
What is Lydall current dividend yield, its reliability and sustainability?
Dividend Yield vs Market
Notable Dividend: Unable to evaluate LDL's dividend yield against the bottom 25% of dividend payers, as the company has not reported any recent payouts.
High Dividend: Unable to evaluate LDL's dividend yield against the top 25% of dividend payers, as the company has not reported any recent payouts.
Stability and Growth of Payments
Stable Dividend: Insufficient data to determine if LDL's dividends per share have been stable in the past.
Growing Dividend: Insufficient data to determine if LDL's dividend payments have been increasing.
Current Payout to Shareholders
Dividend Coverage: Insufficient data to calculate payout ratio to determine if its dividend payments are covered by earnings.
Future Payout to Shareholders
Future Dividend Coverage: No need to calculate the sustainability of LDL's dividend in 3 years as they are not forecast to pay a notable one for the US market.
How experienced are the management team and are they aligned to shareholders interests?
Average management tenure
Sara Greenstein (45 yo)
Ms. Sara A. Greenstein has been Chief Executive Officer, President and Director of Lydall, Inc. since November 18, 2019. Ms. Greenstein serves as a member of the Board of Directors at Briggs & Stratton Cor ...
CEO Compensation Analysis
Compensation vs Market: Sara's total compensation ($USD4.17M) is above average for companies of similar size in the US market ($USD1.93M).
Compensation vs Earnings: Insufficient data to compare Sara's compensation with company performance.
|Executive VP & CFO||2.58yrs||US$648.25k||0.33% |
|Executive VP||5.42yrs||US$1.01m||0.33% |
|VP of Finance & Chief Accounting Officer||0.42yr||no data||0.073% |
|Vice President of Financial Planning & Investor Relations||2.75yrs||no data||no data|
|President of Lydall Thermal Acoustical Solutions||1yr||no data||0.15% |
|President of Lydall Performance Materials Inc.||0.75yr||no data||0.16% |
|GM of Lydall Thermal/Acoustical - Fibers & VP||6.67yrs||no data||no data|
Experienced Management: LDL's management team is not considered experienced ( 1.8 years average tenure), which suggests a new team.
|Independent Director||17.33yrs||US$168.51k||0.23% |
|Independent Director||17.33yrs||US$158.01k||0.18% |
|Independent Director||20.75yrs||US$163.51k||0.21% |
|Independent Director||2.5yrs||US$144.01k||0.11% |
|Independent Chairman of the Board||3.5yrs||US$205.51k||0.17% |
|Independent Director||17.17yrs||US$151.01k||0.42% |
|Independent Non-Executive Director||3.5yrs||US$142.01k||0.060% |
Experienced Board: LDL's board of directors are seasoned and experienced ( 10.3 years average tenure).
Who are the major shareholders and have insiders been buying or selling?
Insider Trading Volume
Insider Buying: LDL 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$327.331m
- Shares outstanding: 17.76m
- 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 ...
Company Analysis and Financial Data Status
|Data||Last Updated (UTC time)|
|Company Analysis||2020/10/26 23:37|
|End of Day Share Price||2020/10/26 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.