Schweitzer-Mauduit International
Market Cap
US$1.1b
Last Updated
2020/11/27 00:12 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 and fair value.
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
0.06%
SWM
3.1%
US Forestry
2.1%
US Market
1 Year Return
-19.7%
SWM
-5.0%
US Forestry
19.8%
US Market
Return vs Industry: SWM underperformed the US Forestry industry which returned -5% over the past year.
Return vs Market: SWM underperformed the US Market which returned 19.7% over the past year.
Shareholder returns
| SWM | Industry | Market | |
|---|---|---|---|
| 7 Day | 0.06% | 3.1% | 2.1% |
| 30 Day | 9.9% | 19.4% | 8.1% |
| 90 Day | 13.9% | 1.9% | 6.0% |
| 1 Year | -15.4%-19.7% | -0.5%-5.0% | 22.5%19.8% |
| 3 Year | -8.8%-21.2% | -5.6%-14.7% | 46.5%36.8% |
| 5 Year | 9.5%-13.3% | 26.8%10.1% | 96.9%75.3% |
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 week ago | Simply Wall St
Should Income Investors Look At Schweitzer-Mauduit International, Inc. (NYSE:SWM) Before Its Ex-Dividend?1 week ago | Simply Wall St
The Trends At Schweitzer-Mauduit International (NYSE:SWM) That You Should Know AboutValuation
Is Schweitzer-Mauduit International undervalued compared to its fair value and its price relative to the market?
19.5%
Undervalued compared to fair value
Share Price vs. Fair Value
Below Fair Value: SWM ($35.67) is trading below our estimate of fair value ($44.31)
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 (12.5x) compared to the US Forestry industry average (11.5x).
PE vs Market: SWM is good value based on its PE Ratio (12.5x) compared to the US market (19.7x).
Price to Earnings Growth Ratio
PEG Ratio: SWM is good value based on its PEG Ratio (0.9x)
Price to Book Ratio
PB vs Industry: SWM is overvalued based on its PB Ratio (1.8x) compared to the US Forestry industry average (1.2x).
Next Steps
Future Growth
How is Schweitzer-Mauduit International forecast to perform in the next 1 to 3 years based on estimates from 2 analysts?
13.8%
Forecasted annual earnings growth
Earnings and Revenue Growth Forecasts
Analyst Future Growth Forecasts
Earnings vs Savings Rate: SWM's forecast earnings growth (13.8% per year) is above the savings rate (2.2%).
Earnings vs Market: SWM's earnings (13.8% per year) are forecast to grow slower than the US market (22% per year).
High Growth Earnings: SWM's earnings are forecast to grow, but not significantly.
Revenue vs Market: SWM's revenue (2.6% per year) is forecast to grow slower than the US market (10.2% per year).
High Growth Revenue: SWM's revenue (2.6% 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 (15.1%).
Next Steps
Past Performance
How has Schweitzer-Mauduit International performed over the past 5 years?
-0.2%
Historical annual earnings growth
Earnings and Revenue History
Quality Earnings: SWM has high quality earnings.
Growing Profit Margin: SWM's current net profit margins (8.5%) are higher than last year (7%).
Past Earnings Growth Analysis
Earnings Trend: SWM's earnings have declined by 0.2% per year over the past 5 years.
Accelerating Growth: SWM's earnings growth over the past year (20.8%) exceeds its 5-year average (-0.2% per year).
Earnings vs Industry: SWM earnings growth over the past year (20.8%) underperformed the Forestry industry 29.7%.
Return on Equity
High ROE: SWM's Return on Equity (14.1%) 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 ($422.4M) exceed its short term liabilities ($159.3M).
Long Term Liabilities: SWM's short term assets ($422.4M) do not cover its long term liabilities ($802.8M).
Debt to Equity History and Analysis
Debt Level: SWM's debt to equity ratio (100.7%) is considered high.
Reducing Debt: SWM's debt to equity ratio has increased from 88% to 100.7% over the past 5 years.
Debt Coverage: SWM's debt is well covered by operating cash flow (23.5%).
Interest Coverage: SWM's interest payments on its debt are well covered by EBIT (4.8x coverage).
Balance Sheet
Next Steps
Dividend
What is Schweitzer-Mauduit International current dividend yield, its reliability and sustainability?
4.93%
Current Dividend Yield
Dividend Yield vs Market
Notable Dividend: SWM's dividend (4.93%) is higher than the bottom 25% of dividend payers in the US market (1.47%).
High Dividend: SWM's dividend (4.93%) is in the top 25% of dividend payers in the US market (4.05%)
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 (61.8%), 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 (48.1% payout ratio).
Next Steps
Management
How experienced are the management team and are they aligned to shareholders interests?
3.2yrs
Average management tenure
CEO
Jeff Kramer (60 yo)
3.58yrs
Tenure
US$6,692,939
Compensation
Dr. Jeffrey Kramer, Ph.D., also known as Jeff, has been the Chief Executive Officer and Director at Schweitzer-Mauduit International, Inc. since April 21, 2017. Dr. Kramer served as the Chief Executive Off...
CEO Compensation Analysis
Compensation vs Market: Jeff's total compensation ($USD6.69M) is above average for companies of similar size in the US market ($USD2.56M).
Compensation vs Earnings: Jeff's compensation has increased by more than 20% in the past year.
Leadership Team
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| CEO & Director | 3.58yrs | US$6.69m | 0.60% $ 6.7m | |
| Executive VP of Finance & CFO | 2.67yrs | US$2.55m | 0.16% $ 1.7m | |
| Executive VP | 3.17yrs | US$1.88m | 0.12% $ 1.3m | |
| Consultant | 10.67yrs | US$1.81m | 0.27% $ 3.0m | |
| Corporate Controller & Chief Accounting Officer | 1.58yrs | no data | 0.033% $ 366.1k | |
| Director of Investor Relations | 7.5yrs | no data | no data | |
| Chief Human Resources Officer | no data | no data | no data | |
| Executive Vice President of Engineered Papers | 0.83yr | no data | 0.030% $ 336.5k |
3.2yrs
Average Tenure
53yo
Average Age
Experienced Management: SWM's management team is considered experienced (3.2 years average tenure).
Board Members
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| CEO & Director | 3.58yrs | US$6.69m | 0.60% $ 6.7m | |
| Independent Director | 4.75yrs | US$175.00k | 0.096% $ 1.1m | |
| Independent Non-Executive Chairman | 1.58yrs | US$230.88k | 0.0064% $ 71.5k | |
| Independent Director | 11.33yrs | US$176.81k | 0.017% $ 186.1k | |
| Independent Director | 3.58yrs | US$164.31k | 0.029% $ 318.9k | |
| Independent Director | 2.67yrs | US$177.72k | no data | |
| Independent Director | 1.75yrs | US$133.04k | no data | |
| Independent Director | 0.75yr | no data | no data |
3.1yrs
Average Tenure
61yo
Average Age
Experienced Board: SWM's board of directors are considered experienced (3.1 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$1.117b
- Shares outstanding: 31.32m
- 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. The company operates through two segments, Adv...
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2020/11/27 00:12 |
| End of Day Share Price | 2020/11/25 00:00 |
| Earnings | 2020/09/30 |
| Annual Earnings | 2019/12/31 |
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.