Neenah
Market Cap
US$1.1b
Last Updated
2019/09/15 00:08 UTC
Data Sources
Company Financials +
Executive Summary
Neenah, Inc. produces and sells technical products, and fine paper and packaging products worldwide.
Snowflake
Fundamentals
Adequate balance sheet average dividend payer.
Risks
- Neenah is covered by less than 3 analysts.
Similar Companies
Share Price & News
How has Neenah's share price performed over time and what events caused price changes?
Latest Share Price and Events
Market Performance
7 Day Return
8.5%
NYSE:NP
8.7%
US Forestry
1.2%
US Market
1 Year Return
-29.0%
NYSE:NP
-20.7%
US Forestry
1.7%
US Market
NP underperformed the Forestry industry which returned -20.7% over the past year.
NP underperformed the Market in United States of America which returned 1.7% over the past year.
Share holder returns
| NP | Industry | Market | |
|---|---|---|---|
| 7 Day | 8.5% | 8.7% | 1.2% |
| 30 Day | 1.1% | 7.7% | 4.9% |
| 90 Day | 10.8% | -3.3% | 3.7% |
| 1 Year | -27.1%-29.0% | -18.0%-20.7% | 3.9%1.7% |
| 3 Year | -7.1%-12.9% | 20.1%11.7% | 47.2%37.7% |
| 5 Year | 31.6%18.7% | 11.9%0.05% | 60.0%42.4% |
Price Volatility Vs. Market
How volatile is Neenah's share price compared to the market and industry in the last 5 years?
Simply Wall St News
1 week ago | Simply Wall St
Should Neenah, Inc. (NYSE:NP) Be Part Of Your Dividend Portfolio?2 weeks ago | Simply Wall St
The CEO, President & Director of Neenah, Inc. (NYSE:NP), John O'Donnell, Just Sold 47.8% Of Their Holding3 weeks ago | Simply Wall St
Does Market Volatility Impact Neenah, Inc.'s (NYSE:NP) Share Price?Valuation
Is Neenah undervalued based on future cash flows and its price relative to the stock market?
22.47x
Price to Earnings (PE) ratio
Intrinsic Value Based on Future Cash Flows
Neenah's share price is above the future cash flow value, it's not available at a moderate discount (< 20%).
Neenah's share price is above the future cash flow value, it's not available at a substantial discount (< 40%).
Price Based on Earnings
Neenah is overvalued based on earnings compared to the US Forestry industry average.
Neenah is overvalued based on earnings compared to the United States of America market.
Price Based on Expected Growth
Neenah is poor value based on expected growth next year.
Price Based on Value of Assets
Neenah is overvalued based on assets compared to the US Forestry industry average.
Next Steps
Future Growth
How is Neenah expected to perform in the next 1 to 3 years based on estimates from 2 analysts?
18.8%
Forecasted annual earnings growth
Earnings and Revenue Growth Estimates
Future Annual Growth Analysis
Neenah's revenue is expected to grow by 1.7% yearly, however this is not considered high growth (20% yearly).
Neenah's earnings are expected to grow by 18.8% yearly, however this is not considered high growth (20% yearly).
Neenah's revenue growth is positive but not above the United States of America market average.
Neenah's earnings growth is expected to exceed the United States of America market average.
Neenah's earnings growth is expected to exceed the low risk savings rate of 2.7%.
Earnings per Share Growth Estimates
Future Return on Equity
Unable to establish if Neenah will efficiently use shareholders’ funds in the future without estimates of Return on Equity.
Next Steps
Past Performance
How has Neenah performed over the past 5 years?
-5.0%
Historical annual earnings growth
Earnings and Revenue History
Past Earnings Growth Analysis
Neenah's year on year earnings growth rate was negative over the past 5 years and the most recent earnings are below average.
Neenah's 1-year earnings growth exceeds its 5-year average (4.5% vs -5%)
Neenah's earnings growth has not exceeded the US Forestry industry average in the past year (4.5% vs 88%).
Return on Equity
Neenah has not efficiently used shareholders’ funds last year (Return on Equity less than 20%).
Return on Assets
Neenah used its assets more efficiently than the US Forestry industry average last year based on Return on Assets.
Return on Capital Employed
Neenah's use of capital deteriorated last year versus 3 years ago (Return on Capital Employed).
Next Steps
Financial Health
How is Neenah's financial position?
Financial Position Analysis
Neenah is able to meet its short term (1 year) commitments with its holdings of cash and other short term assets.
Neenah's long term commitments exceed its cash and other short term assets.
Debt to Equity History and Analysis
Neenah's level of debt (55%) compared to net worth is high (greater than 40%).
The level of debt compared to net worth has been reduced over the past 5 years (65.3% vs 55% today).
Debt is well covered by operating cash flow (42%, greater than 20% of total debt).
Interest payments on debt are well covered by earnings (EBIT is 5.7x coverage).
Balance Sheet
High level of physical assets or inventory.
Debt is covered by short term assets, assets are 1.3x debt.
Next Steps
Dividend
What is Neenah's current dividend yield, its reliability and sustainability?
2.65%
Current Dividend Yield
Dividend Yield and Payments Analysis
Neenah's pays a higher dividend yield than the bottom 25% of dividend payers in United States of America (1.45%).
Neenah's dividend is below the markets top 25% of dividend payers in United States of America (3.67%).
Dividends per share have been stable in the past 10 years.
Dividends per share have increased over the past 10 years.
Current Payout to Shareholders
Dividends paid are covered by earnings (1.8x coverage).
Future Payout to Shareholders
Insufficient estimate data to determine if a dividend will be paid in 3 years and that it will be sustainable.
Next Steps
Management
What is the CEO of Neenah's salary, the management and board of directors tenure and is there insider trading?
4.6yrs
Average management tenure
CEO
John O'Donnell (59yo)
8.3yrs
Tenure
US$2,963,120
Compensation
Mr. John P. O'Donnell has been the Chief Executive Officer and President at Neenah Paper, Inc., since May 18, 2011 and May 2011 respectively. Mr. O'Donnell serves as the Chief Executive Officer and Preside ...
CEO Compensation Analysis
John's remuneration is about average for companies of similar size in United States of America.
John's compensation has been consistent with company performance over the past year, both up more than 20%.
Management Age and Tenure
4.6yrs
Average Tenure
50yo
Average Age
The tenure for the Neenah management team is about average.
Board Age and Tenure
8.8yrs
Average Tenure
66yo
Average Age
The tenure for the Neenah board of directors is about average.
Insider Trading
Neenah individual insiders have only sold shares in the past 3 months.
Recent Insider Transactions
| Entity | Individual |
| Role | Chief Financial Officer Senior VP |
| Shares | 1,242 |
| Max Price | US$66.84 |
| Entity | Individual |
| Role | Chief Financial Officer Senior VP |
| Shares | 912 |
| Max Price | US$65.86 |
| Entity | Individual |
| Role | Senior Key Executive Senior VP & President of Technical Products |
| Shares | 1,500 |
| Max Price | US$64.77 |
| Entity | Individual |
| Role | Chief Financial Officer Senior VP |
| Shares | 7,846 |
| Max Price | US$66.60 |
| Entity | Individual |
| Role | Chief Executive Officer CEO, President & Director |
| Shares | 46,125 |
| Max Price | US$67.67 |
| Entity | Individual |
| Role | Chief Accounting Officer Principal Accounting Officer |
| Shares | 5,000 |
| Max Price | US$67.67 |
| Entity | Individual |
| Role | Chief Accounting Officer Principal Accounting Officer |
| Shares | 5,000 |
| Max Price | US$62.52 |
| Entity | Individual |
| Shares | 489 |
| Max Price | US$64.01 |
| Entity | Individual |
| Shares | 4,155 |
| Max Price | US$70.88 |
| Entity | Individual |
| Role | Chief Legal Officer Senior VP |
| Shares | 950 |
| Max Price | US$70.44 |
| Entity | Individual |
| Role | Member of the Board of Directors Independent Director |
| Shares | 2,488 |
| Max Price | US$71.97 |
Ownership Breakdown
Management Team
John O'Donnell (59yo)
CEO, President & Director
- Tenure: 8.3yrs
- Compensation: US$2.96m
Bill McCarthy
Vice President of Financial Analysis & Investor Relations
- Tenure: 0yrs
Larry Brownlee (63yo)
Principal Accounting Officer
- Tenure: 15.2yrs
Bonnie Cruickshank-Lind (61yo)
Senior VP
- Tenure: 15.3yrs
- Compensation: US$1.02m
Julie Schertell (50yo)
Senior VP & President of Technical Products
- Tenure: 5.7yrs
- Compensation: US$915.60k
Bob Conforti
Vice President of New Business & Technology Development
- Tenure: 0yrs
Ron Lane
Senior Vice President of Operations
- Tenure: 0.2yrs
Matthew Duncan (46yo)
Senior VP & Chief Human Resource Officer
- Tenure: 3.5yrs
- Compensation: US$619.93k
Byron Racki (42yo)
Senior VP and President of Fine Paper & Packaging
- Tenure: 2.7yrs
- Compensation: US$639.72k
Noah Benz (46yo)
Senior VP
- Tenure: 1.1yrs
Board Members
Bill Cook (66yo)
Chairman
- Tenure: 0.3yrs
- Compensation: US$174.02k
Margaret Dano (60yo)
Independent Director
- Tenure: 4.5yrs
- Compensation: US$172.02k
Stephen Wood (73yo)
Independent Director
- Tenure: 14.8yrs
- Compensation: US$206.02k
John O'Donnell (59yo)
CEO, President & Director
- Tenure: 8.3yrs
- Compensation: US$2.96m
Philip Moore (66yo)
Independent Director
- Tenure: 14.8yrs
- Compensation: US$174.02k
Timothy Lucas (73yo)
Independent Director
- Tenure: 14.8yrs
- Compensation: US$206.02k
Tony Thene (58yo)
Independent Director
- Tenure: 0.6yrs
Company Information
Neenah, Inc.'s company bio, employee growth, exchange listings and data sources
Key Information
- Name: Neenah, Inc.
- Ticker: NP
- Exchange: NYSE
- Founded: 2004
- Industry: Paper Products
- Sector: Materials
- Market Cap: US$1.144b
- Shares outstanding: 16.86m
- Website: https://www.neenah.com
Number of Employees
Location
- Neenah, Inc.
- 3460 Preston Ridge Road
- Suite 600
- Alpharetta
- Georgia
- 30005
- United States
Listings
| Ticker | Exchange | Primary Security | Security Type | Country | Currency | Listed on |
|---|---|---|---|---|---|---|
| NP | NYSE (New York Stock Exchange) | Yes | Common Stock | US | USD | Nov 2004 |
| NQI | DB (Deutsche Boerse AG) | Yes | Common Stock | DE | EUR | Nov 2004 |
Biography
Neenah, Inc. produces and sells technical products, and fine paper and packaging products worldwide. Its Technical Products segment offers filtration media for transportation, water, and other uses; satura ...
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2019/09/15 00:08 |
| End of Day Share Price | 2019/09/13 00:00 |
| Earnings | 2019/06/30 |
| Annual Earnings | 2018/12/31 |
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.