NYSE:SWM

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Schweitzer-Mauduit International

Market Cap

US$1.3b

Last Updated

2021/06/15 05:53 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


Snowflake Analysis

Established dividend payer with reasonable growth potential.


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 +/- 5% a week.

Volatility Over Time: SWM's weekly volatility (5%) has been stable over the past year.


Market Performance


7 Day Return

-3.1%

SWM

-3.4%

US Forestry

0.8%

US Market


1 Year Return

22.5%

SWM

80.4%

US Forestry

43.1%

US Market

Return vs Industry: SWM underperformed the US Forestry industry which returned 80.4% over the past year.

Return vs Market: SWM underperformed the US Market which returned 43.1% over the past year.


Shareholder returns

SWMIndustryMarket
7 Day-3.1%-3.4%0.8%
30 Day-14.4%-8.6%3.0%
90 Day-14.5%6.5%4.8%
1 Year28.0%22.5%85.9%80.4%45.5%43.1%
3 Year6.8%-7.5%34.2%21.4%60.2%50.3%
5 Year46.8%16.9%69.6%49.3%126.4%101.0%

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

Valuation

Is Schweitzer-Mauduit International undervalued compared to its fair value and its price relative to the market?

7.7%

Undervalued compared to fair value


Share Price vs. Fair Value

Below Fair Value: SWM ($40.3) is trading below our estimate of fair value ($43.68)

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 poor value based on its PE Ratio (15.2x) compared to the US Forestry industry average (13.2x).

PE vs Market: SWM is good value based on its PE Ratio (15.2x) compared to the US market (19.7x).


Price to Earnings Growth Ratio

PEG Ratio: SWM is good value based on its PEG Ratio (0.7x)


Price to Book Ratio

PB vs Industry: SWM is overvalued based on its PB Ratio (1.9x) compared to the US Forestry industry average (1.2x).


Future Growth

How is Schweitzer-Mauduit International forecast to perform in the next 1 to 3 years based on estimates from 1 analyst?

23.3%

Forecasted annual earnings growth


Earnings and Revenue Growth Forecasts


Analyst Future Growth Forecasts

Earnings vs Savings Rate: SWM's forecast earnings growth (23.3% per year) is above the savings rate (2%).

Earnings vs Market: SWM's earnings (23.3% per year) are forecast to grow faster than the US market (15.5% per year).

High Growth Earnings: earnings are expected to grow significantly over the next 3 years.

Revenue vs Market: SWM's revenue (12.2% per year) is forecast to grow faster than the US market (9.3% per year).

High Growth Revenue: SWM's revenue (12.2% 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 SWM's Return on Equity is forecast to be high in 3 years time


Past Performance

How has Schweitzer-Mauduit International performed over the past 5 years?

2.0%

Historical annual earnings growth


Earnings and Revenue History

Quality Earnings: SWM has high quality earnings.

Growing Profit Margin: SWM's current net profit margins (7.4%) are lower than last year (8.8%).


Past Earnings Growth Analysis

Earnings Trend: SWM's earnings have grown by 2% 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 (-9.1%) over the past year, making it difficult to compare to the Forestry industry average (323.1%).


Return on Equity

High ROE: SWM's Return on Equity (12.7%) is considered low.


Financial Health

How is Schweitzer-Mauduit International's financial position?


Financial Position Analysis

Short Term Liabilities: SWM's short term assets ($428.1M) exceed its short term liabilities ($157.7M).

Long Term Liabilities: SWM's short term assets ($428.1M) do not cover its long term liabilities ($776.9M).


Debt to Equity History and Analysis

Debt Level: SWM's debt to equity ratio (93.8%) is considered high.

Reducing Debt: SWM's debt to equity ratio has reduced from 115.9% to 93.8% over the past 5 years.

Debt Coverage: SWM's debt is well covered by operating cash flow (27.6%).

Interest Coverage: SWM's interest payments on its debt are well covered by EBIT (5.4x coverage).


Balance Sheet


Dividend

What is Schweitzer-Mauduit International current dividend yield, its reliability and sustainability?

4.37%

Current Dividend Yield


Dividend Yield vs Market

Notable Dividend: SWM's dividend (4.37%) is higher than the bottom 25% of dividend payers in the US market (1.27%).

High Dividend: SWM's dividend (4.37%) is in the top 25% of dividend payers in the US market (3.36%)


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 (66.4%), SWM's dividend payments are covered by earnings.


Future Payout to Shareholders

Future Dividend Coverage: Insufficient data to determine if a dividend will be paid in 3 years and that it will be covered by earnings.


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)

4.17yrs

Tenure

US$5,757,874

Compensation

Dr. Jeffrey Kramer, also known as Jeff, Ph.D., 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 ($USD5.76M) is above average for companies of similar size in the US market ($USD3.68M).

Compensation vs Earnings: Jeff's compensation has been consistent with company performance over the past year.


Leadership Team

Experienced Management: SWM's management team is considered experienced (3.5 years average tenure).


Board Members

Experienced Board: SWM's board of directors are considered experienced (3.7 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

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$1.266b
  • Shares outstanding: 31.41m
  • 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


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

All financial data provided by Standard & Poor's Capital IQ.
DataLast Updated (UTC time)
Company Analysis2021/06/15 05:53
End of Day Share Price2021/06/14 00:00
Earnings2021/03/31
Annual Earnings2020/12/31


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.