company background image
ROG logo

Rogers NYSE:ROG Stock Report

Last Price

US$99.95

Market Cap

US$1.9b

7D

-4.7%

1Y

-26.9%

Updated

22 Dec, 2024

Data

Company Financials +

Rogers Corporation

NYSE:ROG Stock Report

Market Cap: US$1.9b

ROG Stock Overview

Engages in the design, development, manufacture, and sale of engineered materials and components worldwide. More details

ROG fundamental analysis
Snowflake Score
Valuation0/6
Future Growth3/6
Past Performance1/6
Financial Health6/6
Dividends0/6

Rewards

Earnings are forecast to grow 29.57% per year

Risk Analysis

Profit margins (5.9%) are lower than last year (10.9%)

Large one-off items impacting financial results


My Notes

Capture your thoughts, links and company narrative

Community Narratives

Create a narrative

Narratives bring a range of perspectives from our community.

WA
Analyst Price Target
Consensus Narrative from 2 Analysts

Investments In China And EV/HEV Markets Will Strengthen Future Prospects

Key Takeaways Strategic investments in China and design wins in EV/HEV markets are set to drive future revenue and margin growth. Diversity in product offerings, including medical devices and BESS, aims to enhance revenue and expand market reach.
View narrative
US$125.00
FV
20.0% undervalued intrinsic discount
5.10%
Revenue growth p.a.
0users have liked this narrative
0users have commented on this narrative
0users have followed this narrative
3 days ago author updated this narrative

Rogers Corporation Competitors

Knowles

NYSE:KN

US$1.7b

Vishay Intertechnology

NYSE:VSH

US$2.3b

Bel Fuse

NasdaqGS:BELF.A

US$1.1b

Belden

NYSE:BDC

US$4.6b

Price History & Performance

Summary of share price highs, lows and changes for Rogers
Historical stock prices
Current Share PriceUS$99.95
52 Week HighUS$137.35
52 Week LowUS$96.10
Beta0.53
1 Month Change-5.65%
3 Month Change-3.15%
1 Year Change-26.92%
3 Year Change-63.35%
5 Year Change-20.26%
Change since IPO3,217.87%

Recent News & Updates

Rogers Corporation's (NYSE:ROG) Intrinsic Value Is Potentially 23% Below Its Share Price

Nov 16
Rogers Corporation's (NYSE:ROG) Intrinsic Value Is Potentially 23% Below Its Share Price

Recent updates

Rogers Corporation's (NYSE:ROG) Intrinsic Value Is Potentially 23% Below Its Share Price

Nov 16
Rogers Corporation's (NYSE:ROG) Intrinsic Value Is Potentially 23% Below Its Share Price

These Return Metrics Don't Make Rogers (NYSE:ROG) Look Too Strong

Sep 28
These Return Metrics Don't Make Rogers (NYSE:ROG) Look Too Strong

Rogers Corporation Eyes Growth In EV And Renewable Energy Markets Despite Profit Challenges

Sep 24

Rogers Corporation's (NYSE:ROG) Share Price Not Quite Adding Up

Aug 13
Rogers Corporation's (NYSE:ROG) Share Price Not Quite Adding Up

Estimating The Intrinsic Value Of Rogers Corporation (NYSE:ROG)

Jul 02
Estimating The Intrinsic Value Of Rogers Corporation (NYSE:ROG)

Rogers' (NYSE:ROG) Returns On Capital Not Reflecting Well On The Business

Jun 10
Rogers' (NYSE:ROG) Returns On Capital Not Reflecting Well On The Business

We Think That There Are More Issues For Rogers (NYSE:ROG) Than Just Sluggish Earnings

May 03
We Think That There Are More Issues For Rogers (NYSE:ROG) Than Just Sluggish Earnings

We Think Rogers (NYSE:ROG) Can Stay On Top Of Its Debt

Apr 25
We Think Rogers (NYSE:ROG) Can Stay On Top Of Its Debt

Rogers: Short-Term Headwinds Are Likely Temporary

Apr 22

A Look At The Fair Value Of Rogers Corporation (NYSE:ROG)

Mar 09
A Look At The Fair Value Of Rogers Corporation (NYSE:ROG)

Rogers Corporation's (NYSE:ROG) Popularity With Investors Is Under Threat From Overpricing

Feb 12
Rogers Corporation's (NYSE:ROG) Popularity With Investors Is Under Threat From Overpricing

These 4 Measures Indicate That Rogers (NYSE:ROG) Is Using Debt Reasonably Well

Jan 17
These 4 Measures Indicate That Rogers (NYSE:ROG) Is Using Debt Reasonably Well

Returns On Capital Signal Tricky Times Ahead For Rogers (NYSE:ROG)

Dec 30
Returns On Capital Signal Tricky Times Ahead For Rogers (NYSE:ROG)

Is Now The Time To Put Rogers (NYSE:ROG) On Your Watchlist?

Dec 15
Is Now The Time To Put Rogers (NYSE:ROG) On Your Watchlist?

Estimating The Fair Value Of Rogers Corporation (NYSE:ROG)

Dec 01
Estimating The Fair Value Of Rogers Corporation (NYSE:ROG)

Why Rogers Corporation (NYSE:ROG) Could Be Worth Watching

Nov 06
Why Rogers Corporation (NYSE:ROG) Could Be Worth Watching

Rogers: High Multiples, Flat Economic Performance, Rated Hold

Sep 30

Holding Rogers Was The Right Call - Potential Rotation

Jul 18

Rogers to reduce ~7% of global workforce

Feb 16

Activist investor Starboard said to build stake in Rogers Corp. - report

Feb 05

Rogers Corporation: I Bought, Did You?

Jan 20

Rogers: Why The Company Is Worth More Than $100 After Third-Quarter Results

Nov 09

Some progress said to be made in China's review of Rogers/Dupont deal

Sep 29

Rogers gains on report of remedy talks in Chinese review of Dupont deal

Sep 22

Rogers ticks lower on report Dupont deal approval in China taking longer

Aug 19

Rogers GAAP EPS of $0.94, revenue of $252M

Aug 03

At US$189, Is Rogers Corporation (NYSE:ROG) Worth Looking At Closely?

Oct 15
At US$189, Is Rogers Corporation (NYSE:ROG) Worth Looking At Closely?

A Look At The Fair Value Of Rogers Corporation (NYSE:ROG)

Sep 13
A Look At The Fair Value Of Rogers Corporation (NYSE:ROG)

Rogers Looking To EVs To Drive Growth Acceleration

Aug 31

Rogers (NYSE:ROG) Is Experiencing Growth In Returns On Capital

Aug 11
Rogers (NYSE:ROG) Is Experiencing Growth In Returns On Capital

We Think Rogers (NYSE:ROG) Can Manage Its Debt With Ease

Jul 27
We Think Rogers (NYSE:ROG) Can Manage Its Debt With Ease

Shareholder Returns

ROGUS ElectronicUS Market
7D-4.7%-3.1%-2.4%
1Y-26.9%17.7%23.4%

Return vs Industry: ROG underperformed the US Electronic industry which returned 17.6% over the past year.

Return vs Market: ROG underperformed the US Market which returned 23.3% over the past year.

Price Volatility

Is ROG's price volatile compared to industry and market?
ROG volatility
ROG Average Weekly Movement4.7%
Electronic Industry Average Movement6.4%
Market Average Movement6.3%
10% most volatile stocks in US Market16.8%
10% least volatile stocks in US Market3.1%

Stable Share Price: ROG has not had significant price volatility in the past 3 months compared to the US market.

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

About the Company

FoundedEmployeesCEOWebsite
18323,300Randall Gouveiawww.rogerscorp.com

Rogers Corporation engages in the design, development, manufacture, and sale of engineered materials and components worldwide. It operates through Advanced Electronics Solutions (AES), Elastomeric Material Solutions (EMS), and Other segments. The AES segment offers circuit materials, ceramic substrate materials, busbars, and cooling solutions for applications in electric and hybrid electric vehicles (EV/HEV), wireless infrastructure, automotive, renewable energy, aerospace and defense, mass transit, industrial, connected devices, and wired infrastructure.

Rogers Corporation Fundamentals Summary

How do Rogers's earnings and revenue compare to its market cap?
ROG fundamental statistics
Market capUS$1.87b
Earnings (TTM)US$49.80m
Revenue (TTM)US$842.50m

37.5x

P/E Ratio

2.2x

P/S Ratio

Is ROG overvalued?

See Fair Value and valuation analysis

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
ROG income statement (TTM)
RevenueUS$842.50m
Cost of RevenueUS$559.70m
Gross ProfitUS$282.80m
Other ExpensesUS$233.00m
EarningsUS$49.80m

Last Reported Earnings

Sep 30, 2024

Next Earnings Date

n/a

Earnings per share (EPS)2.67
Gross Margin33.57%
Net Profit Margin5.91%
Debt/Equity Ratio0%

How did ROG perform over the long term?

See historical performance and comparison

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2024/12/22 02:05
End of Day Share Price 2024/12/20 00:00
Earnings2024/09/30
Annual Earnings2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* example for US securities, for non-US equivalent regulatory forms and sources are used.

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.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Rogers Corporation is covered by 12 analysts. 2 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Craig EllisB. Riley Securities, Inc.
Jonathan DorsheimerCanaccord Genuity
Daniel MooreCJS Securities, Inc.