NYSE:SWM

Stock Analysis Report

Schweitzer-Mauduit International

Executive Summary

Schweitzer-Mauduit International, Inc., together with its subsidiaries, provides engineered solutions and advanced materials for various industries worldwide.

Snowflake

Fundamentals

Established dividend payer with acceptable track record.

Risks

  • Schweitzer-Mauduit International is covered by less than 3 analysts.

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


Market Performance


7 Day Return

1.5%

SWM

0.6%

US Forestry

-0.6%

US Market


1 Year Return

-10.8%

SWM

-18.8%

US Forestry

0.7%

US Market

SWM outperformed the Forestry industry which returned -18.8% over the past year.

SWM underperformed the Market in United States of America which returned 0.6% over the past year.


Share holder returns

SWMIndustryMarket
7 Day1.5%0.6%-0.6%
30 Day8.5%6.4%2.9%
90 Day17.5%-4.4%1.3%
1 Year-6.0%-10.8%-16.0%-18.8%2.9%0.7%
3 Year9.3%-4.6%15.4%7.4%44.6%35.2%
5 Year10.7%-11.0%12.3%0.5%61.9%44.2%

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

3 weeks ago | Simply Wall St

Read This Before Buying Schweitzer-Mauduit International, Inc. (NYSE:SWM) Shares

Valuation

Is Schweitzer-Mauduit International undervalued based on future cash flows and its price relative to the stock market?

13.34x

Price to Earnings (PE) ratio


Intrinsic Value Based on Future Cash Flows

Schweitzer-Mauduit International's share price is above the future cash flow value, it's not available at a moderate discount (< 20%).

Schweitzer-Mauduit International's share price is above the future cash flow value, it's not available at a substantial discount (< 40%).


Price Based on Earnings

Schweitzer-Mauduit International is overvalued based on earnings compared to the US Forestry industry average.

Schweitzer-Mauduit International is good value based on earnings compared to the United States of America market.


Price Based on Expected Growth

Schweitzer-Mauduit International is good value based on expected growth next year.


Price Based on Value of Assets

Schweitzer-Mauduit International is overvalued based on assets compared to the US Forestry industry average.


Next Steps

Future Growth

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

20.7%

Forecasted annual earnings growth


Earnings and Revenue Growth Estimates


Future Annual Growth Analysis

Schweitzer-Mauduit International's revenue is expected to decrease over the next 1-3 years, this is not considered high growth.

Schweitzer-Mauduit International's earnings are expected to grow significantly at over 20% yearly.

Schweitzer-Mauduit International's revenues are expected to decrease over the next 1-3 years, this is below the United States of America market average.

Schweitzer-Mauduit International's earnings growth is expected to exceed the United States of America market average.

Schweitzer-Mauduit International'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 Schweitzer-Mauduit International will efficiently use shareholders’ funds in the future without estimates of Return on Equity.


Next Steps

Past Performance

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

-3.1%

Historical annual earnings growth


Earnings and Revenue History


Past Earnings Growth Analysis

Schweitzer-Mauduit International's year on year earnings growth rate was negative over the past 5 years, however the most recent earnings are above average.

Schweitzer-Mauduit International's 1-year earnings growth exceeds its 5-year average (91.1% vs -3.1%)

Schweitzer-Mauduit International's earnings growth has exceeded the US Forestry industry average in the past year (91.1% vs 88%).


Return on Equity

Schweitzer-Mauduit International has not efficiently used shareholders’ funds last year (Return on Equity less than 20%).


Return on Assets

Schweitzer-Mauduit International used its assets more efficiently than the US Forestry industry average last year based on Return on Assets.


Return on Capital Employed

Schweitzer-Mauduit International's use of capital deteriorated last year versus 3 years ago (Return on Capital Employed).


Next Steps

Financial Health

How is Schweitzer-Mauduit International's financial position?


Financial Position Analysis

Schweitzer-Mauduit International is able to meet its short term (1 year) commitments with its holdings of cash and other short term assets.

Schweitzer-Mauduit International's long term commitments exceed its cash and other short term assets.


Debt to Equity History and Analysis

Schweitzer-Mauduit International's level of debt (105.3%) compared to net worth is high (greater than 40%).

The level of debt compared to net worth has increased over the past 5 years (82.5% vs 105.3% today).

Debt is well covered by operating cash flow (22.9%, greater than 20% of total debt).

Interest payments on debt are well covered by earnings (EBIT is 3.5x coverage).


Balance Sheet

High level of physical assets or inventory.

Debt is not covered by short term assets, assets are 0.7x debt.


Next Steps

Dividend

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

4.73%

Current Dividend Yield


Dividend Yield and Payments Analysis

Schweitzer-Mauduit International's pays a higher dividend yield than the bottom 25% of dividend payers in United States of America (1.44%).

Schweitzer-Mauduit International's dividend is above the markets top 25% of dividend payers in United States of America (3.71%).

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 (1.6x 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 Schweitzer-Mauduit International's salary, the management and board of directors tenure and is there insider trading?

2.4yrs

Average management tenure


CEO

Jeff Kramer (59yo)

2.4yrs

Tenure

US$3,250,775

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 served as the Chief Executive Off ...


CEO Compensation Analysis

Jeff's remuneration is about average for companies of similar size in United States of America.

Jeff's compensation has been consistent with company performance over the past year, both up more than 20%.


Management Age and Tenure

2.4yrs

Average Tenure

50yo

Average Age

The tenure for the Schweitzer-Mauduit International management team is about average.


Board Age and Tenure

2.4yrs

Average Tenure

60yo

Average Age

The average tenure for the Schweitzer-Mauduit International board of directors is less than 3 years, this suggests a new board.


Insider Trading

No 3 month open market individual insider trading information.


Recent Insider Transactions

SellUS$796,15028 Feb 19
Michel Fievez
EntityIndividual
Role
Senior Key Executive
Executive Vice President of Engineered Papers
Shares20,000
Max PriceUS$39.81
SellUS$111,35015 Nov 18
Robert Cardin
EntityIndividual
Shares3,579
Max PriceUS$31.11
BuyUS$62,18013 Nov 18
Kimberly Ritrievi
EntityIndividual
Shares2,000
Max PriceUS$31.09

Ownership Breakdown


Management Team

  • Jeff Kramer (59yo)

    CEO & Director

    • Tenure: 2.4yrs
    • Compensation: US$3.25m
  • Michel Fievez (61yo)

    Executive Vice President of Engineered Papers

    • Tenure: 9.5yrs
    • Compensation: US$1.16m
  • Ricardo Nuñez (54yo)

    Executive VP

    • Tenure: 2yrs
    • Compensation: US$981.39k
  • Mark Chekanow

    Director of Investor Relations

    • Tenure: 6.3yrs
  • Dano Lister (46yo)

    Executive Vice President of Advanced Materials & Structures

    • Tenure: 3.2yrs
    • Compensation: US$914.86k
  • R. Wamser (45yo)

    Executive VP of Finance & CFO

    • Tenure: 1.5yrs
    • Compensation: US$1.35m
  • Michael Schmit (46yo)

    Corporate Controller & Chief Accounting Officer

    • Tenure: 0.4yrs
  • Mari Sifo

    Chief Human Resources Officer

    • Tenure: 0yrs

Board Members

  • Jeffrey Keenan (61yo)

    Director

    • Tenure: 3.6yrs
    • Compensation: US$175.00k
  • John Rogers (57yo)

    Chairman & Lead Independent Director

    • Tenure: 0.6yrs
    • Compensation: US$175.00k
  • K. Caldabaugh (72yo)

    Director

    • Tenure: 23.8yrs
    • Compensation: US$245.00k
  • Andy Warlick (62yo)

    Director

    • Tenure: 10.2yrs
    • Compensation: US$165.00k
  • Jeff Kramer (59yo)

    CEO & Director

    • Tenure: 2.4yrs
    • Compensation: US$3.25m
  • Marco Levi (60yo)

    Director

    • Tenure: 2.4yrs
    • Compensation: US$155.00k
  • Kimberly Ritrievi (60yo)

    Independent Director

    • Tenure: 1.5yrs
    • Compensation: US$127.50k
  • Deborah Borg (41yo)

    Director

    • Tenure: 0.6yrs

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$1.150b
  • Shares outstanding: 30.90m
  • Website: https://www.swmintl.com

Number of Employees


Location

  • Schweitzer-Mauduit International, Inc.
  • 100 North Point Center East
  • Suite 600
  • Alpharetta
  • Georgia
  • 30022
  • United States

Listings

TickerExchangePrimary SecuritySecurity TypeCountryCurrencyListed on
SWMNYSE (New York Stock Exchange)YesCommon StockUSUSDNov 1995
MH2DB (Deutsche Boerse AG)YesCommon StockDEEURNov 1995

Biography

Schweitzer-Mauduit International, Inc., together with its subsidiaries, provides engineered solutions and advanced materials for various industries worldwide. The company operates through two segments, Eng ...


Company Analysis and Financial Data Status

All financial data provided by Standard & Poor's Capital IQ.
DataLast Updated (UTC time)
Company Analysis2019/09/21 23:46
End of Day Share Price2019/09/20 00:00
Earnings2019/06/30
Annual Earnings2018/12/31


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.