Schweitzer-Mauduit International
Market Cap
US$1.0b
Last Updated
2020/08/07 01:07 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.
Rewards
Risk Analysis
Snowflake Analysis
Established dividend payer with mediocre 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 has not had significant price volatility in the past 3 months.
Market Performance
7 Day Return
1.5%
SWM
-2.3%
US Forestry
3.0%
US Market
1 Year Return
-2.1%
SWM
0.9%
US Forestry
15.8%
US Market
Return vs Industry: SWM underperformed the US Forestry industry which returned 1.1% over the past year.
Return vs Market: SWM underperformed the US Market which returned 15.4% over the past year.
Shareholder returns
| SWM | Industry | Market | |
|---|---|---|---|
| 7 Day | 1.5% | -2.3% | 3.0% |
| 30 Day | 5.6% | 9.3% | 6.0% |
| 90 Day | 8.6% | 15.5% | 16.4% |
| 1 Year | 2.9%-2.1% | 4.2%0.9% | 18.4%15.8% |
| 3 Year | 0.03%-13.2% | 3.0%-5.5% | 44.8%35.4% |
| 5 Year | 17.3%-6.7% | 7.0%-6.1% | 75.7%56.7% |
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
5 hours ago | Simply Wall St
Should We Be Delighted With Schweitzer-Mauduit International, Inc.'s (NYSE:SWM) ROE Of 15%?3 months ago | Simply Wall St
One Thing To Remember About The Schweitzer-Mauduit International, Inc. (NYSE:SWM) Share Price3 months ago | Simply Wall St
Imagine Owning Schweitzer-Mauduit International (NYSE:SWM) And Wondering If The 38% Share Price Slide Is JustifiedValuation
Is Schweitzer-Mauduit International undervalued compared to its fair value and its price relative to the market?
11.24x
Price to Earnings (PE) ratio
Share Price vs. Fair Value
Below Fair Value: SWM ($33.02) is trading above our estimate of fair value ($32.56)
Significantly Below Fair Value: SWM is trading above our estimate of fair value.
Price To Earnings Ratio
PE vs Industry: SWM is good value based on its PE Ratio (11.2x) compared to the US Forestry industry average (19.9x).
PE vs Market: SWM is good value based on its PE Ratio (11.2x) compared to the US market (18.5x).
Price to Earnings Growth Ratio
PEG Ratio: SWM is poor value based on its PEG Ratio (1x)
Price to Book Ratio
PB vs Industry: SWM is overvalued based on its PB Ratio (1.7x) compared to the US Forestry industry average (1.1x).
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?
11.0%
Forecasted annual earnings growth
Earnings and Revenue Growth Forecasts
Analyst Future Growth Forecasts
Earnings vs Savings Rate: SWM's forecast earnings growth (11% per year) is above the savings rate (2.2%).
Earnings vs Market: SWM's earnings (11% per year) are forecast to grow slower than the US market (22.6% per year).
High Growth Earnings: SWM's earnings are forecast to grow, but not significantly.
Revenue vs Market: SWM's revenue (3% per year) is forecast to grow slower than the US market (9.4% per year).
High Growth Revenue: SWM's revenue (3% 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
Next Steps
Past Performance
How has Schweitzer-Mauduit International performed over the past 5 years?
-2.8%
Historical annual earnings growth
Earnings and Revenue History
Quality Earnings: SWM has high quality earnings.
Growing Profit Margin: SWM's current net profit margins (8.8%) are higher than last year (8.7%).
Past Earnings Growth Analysis
Earnings Trend: SWM's earnings have declined by 2.8% 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 (-0.6%) over the past year, making it difficult to compare to the Forestry industry average (-22.9%).
Return on Equity
High ROE: SWM's Return on Equity (15.4%) 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 ($473.7M) exceed its short term liabilities ($142.4M).
Long Term Liabilities: SWM's short term assets ($473.7M) do not cover its long term liabilities ($920.8M).
Debt to Equity History and Analysis
Debt Level: SWM's debt to equity ratio (127.4%) is considered high.
Reducing Debt: SWM's debt to equity ratio has increased from 101.7% to 127.4% over the past 5 years.
Debt Coverage: SWM's debt is well covered by operating cash flow (20.2%).
Interest Coverage: SWM's interest payments on its debt are well covered by EBIT (4x coverage).
Balance Sheet
Next Steps
Dividend
What is Schweitzer-Mauduit International current dividend yield, its reliability and sustainability?
5.33%
Current Dividend Yield
Dividend Yield vs Market
Notable Dividend: SWM's dividend (5.33%) is higher than the bottom 25% of dividend payers in the US market (1.65%).
High Dividend: SWM's dividend (5.33%) is in the top 25% of dividend payers in the US market (4.45%)
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 (59.9%), 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?
3.1yrs
Average management tenure
CEO
Jeff Kramer (60 yo)
3.33yrs
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 ($USD3.09M).
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 | 3.33yrs | US$6.69m | 0.60% $ 6.2m | |
| Executive VP of Finance & CFO | 2.42yrs | US$2.55m | 0.16% $ 1.6m | |
| Executive VP | 2.92yrs | US$1.88m | 0.12% $ 1.2m | |
| Consultant | 10.42yrs | US$1.81m | 0.27% $ 2.8m | |
| Executive Vice President of Advanced Materials & Structures | 4.08yrs | US$1.75m | 0.13% $ 1.3m | |
| Corporate Controller & Chief Accounting Officer | 1.33yrs | no data | 0.033% $ 340.6k | |
| Director of Investor Relations | 7.25yrs | no data | no data | |
| Chief Human Resources Officer | no data | no data | no data | |
| Executive Vice President of Engineered Papers | 0.58yr | no data | 0.030% $ 313.0k |
3.1yrs
Average Tenure
51yo
Average Age
Experienced Management: SWM's management team is considered experienced (3.1 years average tenure).
Board Members
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| CEO & Director | 3.33yrs | US$6.69m | 0.60% $ 6.2m | |
| Independent Director | 4.5yrs | US$175.00k | 0.096% $ 995.4k | |
| Independent Non-Executive Chairman | 1.33yrs | US$230.88k | 0.0064% $ 66.4k | |
| Independent Director | 11.08yrs | US$176.81k | 0.017% $ 173.2k | |
| Independent Director | 3.33yrs | US$164.31k | 0.026% $ 270.8k | |
| Independent Director | 2.42yrs | US$177.72k | no data | |
| Independent Director | 1.5yrs | US$133.04k | no data | |
| Independent Director | 0.50yr | no data | no data |
2.9yrs
Average Tenure
61yo
Average Age
Experienced Board: SWM's board of directors are not considered experienced ( 2.9 years average tenure), which suggests a new board.
Ownership
Who are the major shareholders and have insiders been buying or selling?
Insider Trading Volume
Insider Buying: SWM 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$1.035b
- Shares outstanding: 31.34m
- 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 | 2020/08/07 01:07 |
| End of Day Share Price | 2020/08/06 00:00 |
| Earnings | 2020/03/31 |
| 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.