(SUN) Sulzer - Ratings and Ratios
Pumps,Mixers,Compressors,Heat Exchangers,Tower
Description: SUN Sulzer
Sulzer AG is a global provider of products and services for fluid engineering and chemical processing applications, serving various industries such as bio-based, recycling, construction, and oil & gas. The companys comprehensive portfolio includes agitators, mixers, heat exchangers, compressors, pumps, and separation technology, as well as digital solutions and services for rotating equipment.
To evaluate Sulzers performance, we can examine key performance indicators (KPIs) such as revenue growth, operating margin, and return on equity (RoE). With a reported RoE of 47.74%, Sulzer demonstrates a strong ability to generate profits from shareholder equity. Additionally, the companys forward P/E ratio of 10.93 suggests that the market expects earnings growth, potentially driven by its diversified product portfolio and service offerings.
Further analysis of Sulzers financials reveals that its market capitalization stands at approximately 5.3 billion CHF, indicating a significant presence in the industrial machinery and supplies sector. To gauge the companys valuation, we can consider metrics such as the price-to-book ratio and dividend yield, which can provide insights into its relative attractiveness compared to industry peers.
From a technical analysis perspective, Sulzers stock price has exhibited a positive trend, with its 20-day and 50-day simple moving averages (SMA20 and SMA50) indicating a bullish signal. The stocks relative strength index (RSI) and Bollinger Bands could be used to further assess its momentum and volatility.
SUN Stock Overview
| Market Cap in USD | 6,640m |
| Sub-Industry | Industrial Machinery & Supplies & Components |
| IPO / Inception |
SUN Stock Ratings
| Growth Rating | 84.5% |
| Fundamental | 83.3% |
| Dividend Rating | 71.7% |
| Total Return vs S&P 500 | 8.23% |
| Analyst Rating | - |
SUN Dividends
| Dividend Yield 12m | 2.91% |
| Yield on Cost 5y | 9.56% |
| Annual Growth 5y | 6.89% |
| Payout Consistency | 95.3% |
| Payout Ratio | 34.8% |
SUN Growth Ratios
| Growth Correlation 3m | 3.7% |
| Growth Correlation 12m | 77.8% |
| Growth Correlation 5y | 84.9% |
| CAGR 5y | 28.87% |
| CAGR/Max DD 5y | 0.72 |
| Sharpe Ratio 12m | 1.00 |
| Alpha | 10.79 |
| Beta | 1.010 |
| Volatility | 24.15% |
| Current Volume | 31.2k |
| Average Volume 20d | 37.2k |
| Stop Loss | 148.9 (-3.1%) |
| Signal | 0.10 |
Piotroski VR‑10 (Strict, 0-10) 9.0
| Net Income (527.2m TTM) > 0 and > 6% of Revenue (6% = 417.0m TTM) |
| FCFTA 0.09 (>2.0%) and ΔFCFTA 6.09pp (YES ≥ +1.0pp, WARN ≥ +0.5pp) |
| NWC/Revenue 8.32% (prev 12.67%; Δ -4.35pp) (YES ≤20% & Δ≤-1pp; WARN ≤25% & Δ≤0 oder ≤40% & Δ≤-3pp) |
| CFO/TA 0.13 (>3.0%) and CFO 632.5m > Net Income 527.2m (YES >=105%, WARN >=100%) |
| Net Debt (101.3m) to EBITDA (742.1m) ratio: 0.14 <= 3.0 (WARN <= 3.5) |
| Current Ratio 1.24 (target 1.5–3.0; WARN 1.2–<1.5 or >3.0–5.0; CFO/TA gate active) |
| Outstanding Shares last Quarter (33.9m) change vs 12m ago -1.25% (target <= -2.0% for YES) |
| Gross Margin 32.69% (prev 31.85%; Δ 0.84pp) >=18% & Δ>=+0.5pp (WARN >=15% & Δ>=0) |
| Asset Turnover 150.2% (prev 126.4%; Δ 23.76pp) >=50% & Δ>=+2pp (WARN >=35% & Δ>=0) |
| Interest Coverage Ratio 15.79 (EBITDA TTM 742.1m / Interest Expense TTM 36.1m) >= 6 (WARN >= 3) |
Altman Z'' 3.72
| (A) 0.12 = (Total Current Assets 3.00b - Total Current Liabilities 2.42b) / Total Assets 4.71b |
| (B) 0.44 = Retained Earnings (Balance) 2.10b / Total Assets 4.71b |
| (C) 0.12 = EBIT TTM 571.0m / Avg Total Assets 4.63b |
| (D) 0.60 = Book Value of Equity 2.10b / Total Liabilities 3.48b |
| Total Rating: 3.72 = (6.56 * A) + (3.26 * B) + (6.72 * C) + (1.05 * D) |
ValueRay F-Score (Strict, 0-100) 83.30
| 1. Piotroski 9.0pt = 4.0 |
| 2. FCF Yield 6.93% = 3.47 |
| 3. FCF Margin 6.24% = 1.56 |
| 4. Debt/Equity 0.89 = 2.12 |
| 5. Debt/Ebitda 1.46 = 1.03 |
| 6. ROIC - WACC 11.19% = 12.50 |
| 7. RoE 47.94% = 2.50 |
| 8. Rev. Trend 55.42% = 2.77 |
| 9. Rev. CAGR 6.79% = 0.85 |
| 10. EPS Trend data missing |
| 11. EPS CAGR 164.2% = 2.50 |
What is the price of SUN shares?
Over the past week, the price has changed by -2.54%, over one month by +2.95%, over three months by -1.29% and over the past year by +25.97%.
Is Sulzer a good stock to buy?
Based on momentum, paid dividends and discounted-cash-flow analyses, the fair value of SUN is around 174.10 CHF . This means that SUN is currently undervalued and has a potential upside of +13.35% (Margin of Safety).
Is SUN a buy, sell or hold?
What are the forecasts/targets for the SUN price?
| Issuer | Target | Up/Down from current |
|---|---|---|
| Wallstreet Target Price | 165.7 | 7.9% |
| Analysts Target Price | - | - |
| ValueRay Target Price | 193.6 | 26% |
SUN Fundamental Data Overview
Market Cap CHF = 5.36b (5.36b CHF * 1.0 CHF.CHF)
CCE Cash And Equivalents = 188.9m CHF (last fiscal year)
P/E Trailing = 20.8126
P/E Forward = 10.929
P/S = 1.4992
P/B = 4.3143
Beta = 1.341
Revenue TTM = 6.95b CHF
EBIT TTM = 571.0m CHF
EBITDA TTM = 742.1m CHF
Long Term Debt = 745.0m CHF (from longTermDebt, last fiscal year)
Short Term Debt = 338.6m CHF (from shortTermDebt, last fiscal year)
Debt = 1.08b CHF (Calculated: Short Term 338.6m + Long Term 745.0m)
Net Debt = 101.3m CHF (from netDebt column, last fiscal year)
Enterprise Value = 6.25b CHF (5.36b + Debt 1.08b - CCE 188.9m)
Interest Coverage Ratio = 15.79 (Ebit TTM 571.0m / Interest Expense TTM 36.1m)
FCF Yield = 6.93% (FCF TTM 433.7m / Enterprise Value 6.25b)
FCF Margin = 6.24% (FCF TTM 433.7m / Revenue TTM 6.95b)
Net Margin = 7.59% (Net Income TTM 527.2m / Revenue TTM 6.95b)
Gross Margin = 32.69% ((Revenue TTM 6.95b - Cost of Revenue TTM 4.68b) / Revenue TTM)
Tobins Q-Ratio = 2.98 (Enterprise Value 6.25b / Book Value Of Equity 2.10b)
Interest Expense / Debt = 0.67% (Interest Expense 7.30m / Debt 1.08b)
Taxrate = 24.95% (from yearly Income Tax Expense: 88.2m / 353.5m)
NOPAT = 428.5m (EBIT 571.0m * (1 - 24.95%))
Current Ratio = 1.24 (Total Current Assets 3.00b / Total Current Liabilities 2.42b)
Debt / Equity = 0.89 (Debt 1.08b / last Fiscal Year total Stockholder Equity 1.22b)
Debt / EBITDA = 1.46 (Net Debt 101.3m / EBITDA 742.1m)
Debt / FCF = 2.50 (Debt 1.08b / FCF TTM 433.7m)
Total Stockholder Equity = 1.10b (last 4 quarters mean)
RoA = 11.18% (Net Income 527.2m, Total Assets 4.71b )
RoE = 47.94% (Net Income TTM 527.2m / Total Stockholder Equity 1.10b)
RoCE = 30.95% (Ebit 571.0m / (Equity 1.10b + L.T.Debt 745.0m))
RoIC = 19.37% (NOPAT 428.5m / Invested Capital 2.21b)
WACC = 8.19% (E(5.36b)/V(6.44b) * Re(9.74%)) + (D(1.08b)/V(6.44b) * Rd(0.67%) * (1-Tc(0.25)))
Shares Correlation 5-Years: -50.0 | Cagr: -0.28%
Discount Rate = 9.74% (= CAPM, Blume Beta Adj.)
[DCF Debug] Terminal Value 76.71% ; FCFE base≈316.7m ; Y1≈405.3m ; Y5≈752.3m
Fair Price DCF = 279.0 (DCF Value 9.42b / Shares Outstanding 33.8m; 5y FCF grow 30.0% → 3.0% )
Revenue Correlation: 55.42 | Revenue CAGR: 6.79%
Revenue Growth Correlation: 10.91%
EPS Correlation: N/A | EPS CAGR: 164.2%
EPS Growth Correlation: 42.13%