Schweitzer-Mauduit International
Market Cap
US$1.5b
Last Updated
2021/03/07 23:33 UTC
Data Sources
Company Financials +
Executive Summary
Schweitzer-Mauduit International, Inc., together with its subsidiaries, provides engineered solutions and advanced materials for various industries worldwide. More Details
Rewards
Risk Analysis
Snowflake Analysis
6 star dividend payer with adequate balance sheet.
Similar Companies
Share Price & News
How has Schweitzer-Mauduit International's share price performed over time and what events caused price changes?
Latest Share Price and Events
Stable Share Price: SWM is not significantly more volatile than the rest of US stocks over the past 3 months, typically moving +/- 6% a week.
Volatility Over Time: SWM's weekly volatility (6%) has been stable over the past year.
Market Performance
7 Day Return
1.1%
SWM
2.6%
US Forestry
-0.4%
US Market
1 Year Return
39.5%
SWM
50.1%
US Forestry
36.2%
US Market
Return vs Industry: SWM underperformed the US Forestry industry which returned 50.1% over the past year.
Return vs Market: SWM exceeded the US Market which returned 36.2% over the past year.
Shareholder returns
| SWM | Industry | Market | |
|---|---|---|---|
| 7 Day | 1.1% | 2.6% | -0.4% |
| 30 Day | 21.6% | 15.8% | -2.3% |
| 90 Day | 34.7% | 26.6% | 5.0% |
| 1 Year | 45.2%39.5% | 56.0%50.1% | 39.1%36.2% |
| 3 Year | 34.6%17.5% | 22.0%10.7% | 48.4%39.0% |
| 5 Year | 96.9%57.9% | 72.2%50.7% | 116.6%92.4% |
Long-Term Price Volatility Vs. Market
How volatile is Schweitzer-Mauduit International's share price compared to the market and industry in the last 5 years?
Simply Wall St News
1 day ago | Simply Wall St
Schweitzer-Mauduit International, Inc. (NYSE:SWM) Stock Goes Ex-Dividend In Just Four Days6 days ago | Simply Wall St
Should You Be Impressed By Schweitzer-Mauduit International's (NYSE:SWM) Returns on Capital?2 weeks ago | Simply Wall St
Schweitzer-Mauduit International (NYSE:SWM) Seems To Use Debt Quite SensiblyValuation
Is Schweitzer-Mauduit International undervalued compared to its fair value and its price relative to the market?
19.2%
Undervalued compared to fair value
Share Price vs. Fair Value
Below Fair Value: SWM ($47.22) is trading below our estimate of fair value ($58.41)
Significantly Below Fair Value: SWM is trading below fair value, but not by a significant amount.
Price To Earnings Ratio
PE vs Industry: SWM is good value based on its PE Ratio (17.6x) compared to the US Forestry industry average (27.4x).
PE vs Market: SWM is good value based on its PE Ratio (17.6x) compared to the US market (21.5x).
Price to Earnings Growth Ratio
PEG Ratio: SWM is poor value based on its PEG Ratio (1.1x)
Price to Book Ratio
PB vs Industry: SWM is overvalued based on its PB Ratio (2.3x) compared to the US Forestry industry average (1.3x).
Next Steps
Future Growth
How is Schweitzer-Mauduit International forecast to perform in the next 1 to 3 years based on estimates from 1 analyst?
16.5%
Forecasted annual earnings growth
Earnings and Revenue Growth Forecasts
Analyst Future Growth Forecasts
Earnings vs Savings Rate: SWM's forecast earnings growth (16.5% per year) is above the savings rate (2%).
Earnings vs Market: SWM's earnings (16.5% per year) are forecast to grow slower than the US market (19.2% per year).
High Growth Earnings: SWM's earnings are forecast to grow, but not significantly.
Revenue vs Market: SWM's revenue (1.3% per year) is forecast to grow slower than the US market (10% per year).
High Growth Revenue: SWM's revenue (1.3% per year) is forecast to grow slower than 20% per year.
Earnings per Share Growth Forecasts
Future Return on Equity
Future ROE: SWM's Return on Equity is forecast to be low in 3 years time (14.7%).
Next Steps
Past Performance
How has Schweitzer-Mauduit International performed over the past 5 years?
0.8%
Historical annual earnings growth
Earnings and Revenue History
Quality Earnings: SWM has high quality earnings.
Growing Profit Margin: SWM's current net profit margins (7.7%) are lower than last year (8.3%).
Past Earnings Growth Analysis
Earnings Trend: SWM's earnings have grown by 0.8% per year over the past 5 years.
Accelerating Growth: SWM's has had negative earnings growth over the past year, so it can't be compared to its 5-year average.
Earnings vs Industry: SWM had negative earnings growth (-3%) over the past year, making it difficult to compare to the Forestry industry average (16.9%).
Return on Equity
High ROE: SWM's Return on Equity (12.9%) is considered low.
Next Steps
Financial Health
How is Schweitzer-Mauduit International's financial position?
Financial Position Analysis
Short Term Liabilities: SWM's short term assets ($396.4M) exceed its short term liabilities ($166.9M).
Long Term Liabilities: SWM's short term assets ($396.4M) do not cover its long term liabilities ($768.4M).
Debt to Equity History and Analysis
Debt Level: SWM's debt to equity ratio (92%) is considered high.
Reducing Debt: SWM's debt to equity ratio has reduced from 122.1% to 92% over the past 5 years.
Debt Coverage: SWM's debt is well covered by operating cash flow (27%).
Interest Coverage: SWM's interest payments on its debt are well covered by EBIT (4.9x coverage).
Balance Sheet
Next Steps
Dividend
What is Schweitzer-Mauduit International current dividend yield, its reliability and sustainability?
3.73%
Current Dividend Yield
Upcoming Dividend Payment
Dividend Yield vs Market
Notable Dividend: SWM's dividend (3.73%) is higher than the bottom 25% of dividend payers in the US market (1.31%).
High Dividend: SWM's dividend (3.73%) is in the top 25% of dividend payers in the US market (3.64%)
Stability and Growth of Payments
Stable Dividend: SWM's dividends per share have been stable in the past 10 years.
Growing Dividend: SWM's dividend payments have increased over the past 10 years.
Current Payout to Shareholders
Dividend Coverage: With its reasonable payout ratio (65.6%), SWM's dividend payments are covered by earnings.
Future Payout to Shareholders
Future Dividend Coverage: SWM's dividends in 3 years are forecast to be well covered by earnings (47.2% payout ratio).
Next Steps
Management
How experienced are the management team and are they aligned to shareholders interests?
3.5yrs
Average management tenure
CEO
Jeff Kramer (60 yo)
3.92yrs
Tenure
US$6,692,939
Compensation
Dr. Jeffrey Kramer, Ph.D., also known as Jeff, has been the Chief Executive Officer and Director at Schweitzer-Mauduit International, Inc. since April 21, 2017. Dr. Kramer serves as the Director at Myers I...
CEO Compensation Analysis
Compensation vs Market: Jeff's total compensation ($USD6.69M) is above average for companies of similar size in the US market ($USD3.62M).
Compensation vs Earnings: Jeff's compensation has increased by more than 20% whilst company earnings have fallen more than 20% in the past year.
Leadership Team
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| CEO & Director | 3.92yrs | US$6.69m | 0.69% $ 10.2m | |
| Executive VP of Finance & CFO | 3yrs | US$2.55m | 0.18% $ 2.7m | |
| Executive VP | 3.5yrs | US$1.88m | 0.14% $ 2.0m | |
| Consultant | 11yrs | US$1.81m | 0.27% $ 4.0m | |
| Corporate Controller & Chief Accounting Officer | 1.92yrs | no data | 0.040% $ 599.2k | |
| Director of Investor Relations | 7.83yrs | no data | no data | |
| Chief Human Resources Officer | no data | no data | no data | |
| Executive Vice President of Engineered Papers | 1.17yrs | no data | 0.057% $ 844.1k |
3.5yrs
Average Tenure
53yo
Average Age
Experienced Management: SWM's management team is considered experienced (3.5 years average tenure).
Board Members
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| CEO & Director | 3.92yrs | US$6.69m | 0.69% $ 10.2m | |
| Independent Director | 5.08yrs | US$175.00k | 0.095% $ 1.4m | |
| Independent Non-Executive Chairman | 1.92yrs | US$230.88k | 0.0064% $ 94.6k | |
| Independent Director | 11.67yrs | US$176.81k | 0.017% $ 246.4k | |
| Independent Director | 3.92yrs | US$164.31k | 0.030% $ 450.1k | |
| Independent Director | 3yrs | US$177.72k | no data | |
| Independent Director | 2.08yrs | US$133.04k | no data | |
| Independent Director | 1.08yrs | no data | no data |
3.5yrs
Average Tenure
61yo
Average Age
Experienced Board: SWM's board of directors are considered experienced (3.5 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.
Recent Insider Transactions
Ownership Breakdown
Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.
Top Shareholders
Company Information
Schweitzer-Mauduit International, Inc.'s company bio, employee growth, exchange listings and data sources
Key Information
- Name: Schweitzer-Mauduit International, Inc.
- Ticker: SWM
- Exchange: NYSE
- Founded: 1995
- Industry: Paper Products
- Sector: Materials
- Market Cap: US$1.483b
- Shares outstanding: 31.42m
- Website: https://www.swmintl.com
Number of Employees
Location
- Schweitzer-Mauduit International, Inc.
- 100 North Point Center East
- Suite 600
- Alpharetta
- Georgia
- 30022-8246
- United States
Listings
| Ticker | Exchange | Primary Security | Security Type | Country | Currency | Listed on |
|---|---|---|---|---|---|---|
| SWM | NYSE (New York Stock Exchange) | Yes | Common Stock | US | USD | Nov 1995 |
| MH2 | DB (Deutsche Boerse AG) | Yes | Common Stock | DE | EUR | Nov 1995 |
Biography
Schweitzer-Mauduit International, Inc., together with its subsidiaries, provides engineered solutions and advanced materials for various industries worldwide. It operates through two segments, Advanced Mat...
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2021/03/07 23:33 |
| End of Day Share Price | 2021/03/05 00:00 |
| Earnings | 2020/12/31 |
| 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.