Headquartered in Van Nuys, Calif., Superior Industries International (SUP) designs and manufactures cast and forged aluminum road wheels for original equipment manufacturers of automobiles and trucks. With operations across the U.S. and Mexico, the company's OEM wheels are sold mainly for factory installation on vehicle models manufactured by the “Big Three,” Ford Motor Company (F), General Motors (GM) and Chrysler, accounting for 76% of the company’s total sales in the first three quarters of 2012. Superior Industries also makes aluminum wheels for BMW, Nissan (NSANY), Toyota, Subaru, Mitsubishi (MSBHY) and Volkswagen. The company’s operations in Mexico accounted for $520 million and 63% of sales in 2012. Superior Industries International has a market cap of $507.4 million, and a P/E of 16.3. The P/S is 0.6185.
Gabelli’s SUP holding history:
GuruFocus performed a checkup on the company’s financials and performance data and found that the company has no debt. One warning sign is that Superior Industries International revenue growth has slowed down over the past 12 months. Superior Industries International is a cyclical company that must manage the risk from changes in aluminum pricing as well as auto sales from the Big Three. The company has a track record of riding those waves and combatting recession with cost-cutting moves such as closing plants as was needed in the year following 2008.
See the detailed analysis of SUP.
Gabelli’s company, GAMCO Investors lists 792 stocks in a portfolio valued at $13.6 billion, with a quarter over quarter turnover at 6 percent. At the end of fourth quarter 2012, GAMCO Investors, Inc. (GAMCO) (NYSE: GBL) announced fourth quarter earnings of $17.6 million, and assets under management at $36.4 billion, a record at year-end. For revenue, GAMCO Investors ranks higher than 92% of the 13 companies in the industry. For earnings yield, GAMCO Investors ranks higher than 54% of the 13 companies in the industry.
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