Switch to:

GuruFocus Financial Strength Rank measures how strong a company’s financial situation is. It is based on these factors

1. The debt burden that the company has as measured by its Interest coverage (current year).
2. Debt to revenue ratio. The lower, the better
3. Altman Z-score.

A company ranks high with financial strength is likely to withstand any business slowdowns and recessions.

Financial Strength : 8/10

vs
industry
vs
history
Cash to Debt 0.03
ARG's Cash to Debt is ranked lower than
66% of the 1917 Companies
in the Global Diversified Industrials industry.

( Industry Median: 1.48 vs. ARG: 0.03 )
ARG' s 10-Year Cash to Debt Range
Min: 0.02   Max: 0.05
Current: 0.03

0.02
0.05
Equity to Asset 0.32
ARG's Equity to Asset is ranked lower than
58% of the 1912 Companies
in the Global Diversified Industrials industry.

( Industry Median: 0.51 vs. ARG: 0.32 )
ARG' s 10-Year Equity to Asset Range
Min: 0.26   Max: 0.4
Current: 0.32

0.26
0.4
Interest Coverage 8.37
ARG's Interest Coverage is ranked lower than
52% of the 946 Companies
in the Global Diversified Industrials industry.

( Industry Median: 27.25 vs. ARG: 8.37 )
ARG' s 10-Year Interest Coverage Range
Min: 1.79   Max: 8.51
Current: 8.37

1.79
8.51
F-Score: 6
Z-Score: 2.92
M-Score: -2.77
GuruFocus Profitability Rank ranks how profitable a company is and how likely the company’s business will stay that way. It is based on these factors:

1. Operating Margin
2. Trend of the Operating Margin (5-year average). The company with an uptrend profit margin has a higher rank.
••3. Consistency of the profitability
4. Piotroski F-Score
5. Predictability Rank•

The maximum rank is 10. A rank of 7 or higher means a higher profitability and may stay that way. A rank of 3 or lower indicates that the company has had trouble to make a profit.

Profitability Rank is not directly related to the Financial Strength Rank. But if a company is consistently profitable, its financial strength will be stronger.

Profitability & Growth : 8/10

vs
industry
vs
history
Operating margin (%) 12.43
ARG's Operating margin (%) is ranked higher than
86% of the 1578 Companies
in the Global Diversified Industrials industry.

( Industry Median: 6.47 vs. ARG: 12.43 )
ARG' s 10-Year Operating margin (%) Range
Min: 6.63   Max: 12.43
Current: 12.43

6.63
12.43
Net-margin (%) 6.92
ARG's Net-margin (%) is ranked higher than
78% of the 1578 Companies
in the Global Diversified Industrials industry.

( Industry Median: 4.39 vs. ARG: 6.92 )
ARG' s 10-Year Net-margin (%) Range
Min: -0.64   Max: 6.92
Current: 6.92

-0.64
6.92
ROE (%) 19.06
ARG's ROE (%) is ranked higher than
94% of the 1566 Companies
in the Global Diversified Industrials industry.

( Industry Median: 7.21 vs. ARG: 19.06 )
ARG' s 10-Year ROE (%) Range
Min: -2.07   Max: 22.18
Current: 19.06

-2.07
22.18
ROA (%) 6.05
ARG's ROA (%) is ranked higher than
82% of the 1582 Companies
in the Global Diversified Industrials industry.

( Industry Median: 3.49 vs. ARG: 6.05 )
ARG' s 10-Year ROA (%) Range
Min: -0.61   Max: 6.07
Current: 6.05

-0.61
6.07
ROC (Joel Greenblatt) (%) 17.57
ARG's ROC (Joel Greenblatt) (%) is ranked higher than
77% of the 1579 Companies
in the Global Diversified Industrials industry.

( Industry Median: 13.90 vs. ARG: 17.57 )
ARG' s 10-Year ROC (Joel Greenblatt) (%) Range
Min: 11.08   Max: 20.47
Current: 17.57

11.08
20.47
Revenue Growth (%) 10.70
ARG's Revenue Growth (%) is ranked higher than
84% of the 1671 Companies
in the Global Diversified Industrials industry.

( Industry Median: 3.80 vs. ARG: 10.70 )
ARG' s 10-Year Revenue Growth (%) Range
Min: 0.7   Max: 25
Current: 10.7

0.7
25
EBITDA Growth (%) 13.80
ARG's EBITDA Growth (%) is ranked higher than
83% of the 1449 Companies
in the Global Diversified Industrials industry.

( Industry Median: 3.30 vs. ARG: 13.80 )
ARG' s 10-Year EBITDA Growth (%) Range
Min: -4.6   Max: 24.3
Current: 13.8

-4.6
24.3
EPS Growth (%) 16.80
ARG's EPS Growth (%) is ranked higher than
81% of the 1298 Companies
in the Global Diversified Industrials industry.

( Industry Median: 4.30 vs. ARG: 16.80 )
ARG' s 10-Year EPS Growth (%) Range
Min: -9.7   Max: 37
Current: 16.8

-9.7
37
» ARG's 10-Y Financials

Financials


Revenue & Net Income
Cash & Debt
Oprt. Cash Flow & Free Cash Flow

» Details

Guru Trades

Q2 2013

ARG Guru Trades in Q2 2013

Steve Mandel 902,488 sh (New)
Chuck Royce 15,800 sh (+88.1%)
Columbia Wanger 384,909 sh (unchged)
Pioneer Investments 661,397 sh (-8.91%)
Ron Baron 529,070 sh (-24.89%)
Paul Tudor Jones 45,000 sh (-30.77%)
Steven Cohen 30,787 sh (-61.03%)
» More
Q3 2013

ARG Guru Trades in Q3 2013

Murray Stahl 3,211 sh (New)
Ray Dalio 5,400 sh (New)
Columbia Wanger 524,054 sh (+36.15%)
Paul Tudor Jones Sold Out
Steve Mandel Sold Out
Pioneer Investments 642,197 sh (-2.9%)
Chuck Royce 14,720 sh (-6.84%)
Ron Baron 462,112 sh (-12.66%)
Steven Cohen 22,500 sh (-26.92%)
» More
Q4 2013

ARG Guru Trades in Q4 2013

Joel Greenblatt 17,838 sh (New)
Bill Frels 3,700 sh (New)
Murray Stahl 4,801 sh (+49.52%)
Columbia Wanger 685,000 sh (+30.71%)
Ray Dalio Sold Out
Ron Baron 459,441 sh (-0.58%)
Pioneer Investments 625,970 sh (-2.53%)
Chuck Royce 9,360 sh (-36.41%)
Steven Cohen 3,890 sh (-82.71%)
» More
Q1 2014

ARG Guru Trades in Q1 2014

Louis Moore Bacon 7,670 sh (New)
Columbia Wanger 1,200,000 sh (+75.18%)
Murray Stahl 7,301 sh (+52.07%)
Joel Greenblatt 24,595 sh (+37.88%)
Ron Baron 460,350 sh (+0.2%)
Chuck Royce 9,360 sh (unchged)
Pioneer Investments 617,511 sh (-1.35%)
Bill Frels 3,000 sh (-18.92%)
Steven Cohen 2,447 sh (-37.1%)
» More
» Details

Insider Trades

Latest Guru Trades with ARG

GuruDate Trades Impact to Portfolio Price Range * (?) Current Price Change from Average Current Shares
Joel Greenblatt 2014-03-31 Add 37.88%0.01%$100.17 - $112.49 $ 109.442%24595
Joel Greenblatt 2013-12-31 New Buy0.05%$105.79 - $112.24 $ 109.440%17838
Ray Dalio 2013-12-31 Sold Out $105.79 - $112.24 $ 109.440%0
Steve Mandel 2013-09-30 Sold Out 0.42%$96.3 - $106.98 $ 109.446%0
Ray Dalio 2013-09-30 New Buy$96.3 - $106.98 $ 109.446%5400
Steve Mandel 2013-06-30 New Buy0.42%$93.91 - $103.98 $ 109.4412%902488
Ron Baron 2013-06-30 Reduce -24.89%0.09%$93.91 - $103.98 $ 109.4412%529070
John Burbank 2012-12-31 Sold Out 0.08%$80.11 - $92.39 $ 109.4425%0
John Burbank 2012-09-30 Reduce -91.76%0.63%$78.25 - $86.01 $ 109.4433%19900
John Burbank 2012-06-30 Add 37.45%0.19%$80.02 - $92.54 $ 109.4425%241500
Mario Gabelli 2012-06-30 Sold Out 0.0019%$80.02 - $92.54 $ 109.4425%0
John Burbank 2012-03-31 New Buy0.53%$77.02 - $89.43 $ 109.4445%175700
Jean-Marie Eveillard 2012-03-31 Sold Out 0.2%$77.02 - $89.43 $ 109.4445%0
Mario Gabelli 2012-03-31 Reduce -72.73%$77.02 - $89.43 $ 109.4445%3000
Jean-Marie Eveillard 2011-12-31 New Buy0.2%$62.47 - $80.22 $ 109.4452%577831
Mario Gabelli 2011-12-31 Reduce -56%0.01%$62.47 - $80.22 $ 109.4452%11000
Ron Baron 2011-09-30 Add 28.48%0.08%$58.5 - $70.72 $ 109.4467%797835
Ron Baron 2011-06-30 Add 221.16%0.17%$65.8 - $69.97 $ 109.4462%620993
Mario Gabelli 2011-06-30 Add 26.32%$65.8 - $69.97 $ 109.4462%24000
Daniel Loeb 2011-03-31 Sold Out 1.33%$60.87 - $66.78 $ 109.4473%0
Mario Gabelli 2011-03-31 Reduce -92.92%0.13%$60.87 - $66.78 $ 109.4473%19000
John Paulson 2011-03-31 Sold Out 0.11%$60.87 - $66.78 $ 109.4473%0
Ron Baron 2011-03-31 New Buy0.07%$60.87 - $66.78 $ 109.4473%193359
Jean-Marie Eveillard 2011-03-31 Sold Out $60.87 - $66.78 $ 109.4473%0
Michael Price 2011-03-31 Sold Out $60.87 - $66.78 $ 109.4473%0
Richard Perry 2011-03-31 Sold Out $60.87 - $66.78 $ 109.4473%0
Premium More recent guru trades are included for Premium Members only!!
» Interactive Charts

Peter Lynch Chart ( What is Peter Lynch Charts )

Ratios

vs
industry
vs
history
P/E(ttm) 23.20
ARG's P/E(ttm) is ranked higher than
70% of the 2020 Companies
in the Global Diversified Industrials industry.

( Industry Median: 25.60 vs. ARG: 23.20 )
ARG' s 10-Year P/E(ttm) Range
Min: 8.71   Max: 27.99
Current: 23.2

8.71
27.99
P/B 4.40
ARG's P/B is ranked lower than
56% of the 2020 Companies
in the Global Diversified Industrials industry.

( Industry Median: 1.79 vs. ARG: 4.40 )
ARG' s 10-Year P/B Range
Min: 1.4   Max: 4.9
Current: 4.4

1.4
4.9
P/S 1.60
ARG's P/S is ranked higher than
56% of the 2020 Companies
in the Global Diversified Industrials industry.

( Industry Median: 1.09 vs. ARG: 1.60 )
ARG' s 10-Year P/S Range
Min: 0.52   Max: 1.69
Current: 1.6

0.52
1.69
PFCF 20.90
ARG's PFCF is ranked higher than
80% of the 2020 Companies
in the Global Diversified Industrials industry.

( Industry Median: 53.91 vs. ARG: 20.90 )
ARG' s 10-Year PFCF Range
Min: 9.53   Max: 289.38
Current: 20.9

9.53
289.38
EV-to-EBIT 16.70
ARG's EV-to-EBIT is ranked higher than
72% of the 2020 Companies
in the Global Diversified Industrials industry.

( Industry Median: 18.50 vs. ARG: 16.70 )
ARG' s 10-Year EV-to-EBIT Range
Min: 7.5   Max: 18
Current: 16.7

7.5
18
PEG 1.60
ARG's PEG is ranked higher than
85% of the 2020 Companies
in the Global Diversified Industrials industry.

( Industry Median: 9999.00 vs. ARG: 1.60 )
ARG' s 10-Year PEG Range
Min: 0.38   Max: 28.36
Current: 1.6

0.38
28.36
Shiller P/E 29.20
ARG's Shiller P/E is ranked higher than
86% of the 2020 Companies
in the Global Diversified Industrials industry.

( Industry Median: 9999.00 vs. ARG: 29.20 )
ARG' s 10-Year Shiller P/E Range
Min: 13.55   Max: 46.91
Current: 29.2

13.55
46.91

Dividend & Buy Back

vs
industry
vs
history
Dividend Yield 1.80
ARG's Dividend Yield is ranked higher than
61% of the 1484 Companies
in the Global Diversified Industrials industry.

( Industry Median: 1.50 vs. ARG: 1.80 )
ARG' s 10-Year Dividend Yield Range
Min: 0.41   Max: 2.07
Current: 1.8

0.41
2.07
Dividend Payout 0.41
ARG's Dividend Payout is ranked higher than
85% of the 2020 Companies
in the Global Diversified Industrials industry.

( Industry Median: 9999.00 vs. ARG: 0.41 )
ARG' s 10-Year Dividend Payout Range
Min: 0.15   Max: 0.41
Current: 0.41

0.15
0.41
Dividend growth (3y) 23.90
ARG's Dividend growth (3y) is ranked higher than
92% of the 929 Companies
in the Global Diversified Industrials industry.

( Industry Median: 5.50 vs. ARG: 23.90 )
ARG' s 10-Year Dividend growth (3y) Range
Min: 0   Max: 39.5
Current: 23.9

0
39.5
Yield on cost (5-Year) 5.72
ARG's Yield on cost (5-Year) is ranked higher than
92% of the 1500 Companies
in the Global Diversified Industrials industry.

( Industry Median: 1.74 vs. ARG: 5.72 )
ARG' s 10-Year Yield on cost (5-Year) Range
Min: 1.3   Max: 6.57
Current: 5.72

1.3
6.57
Share Buyback Rate 4.20
ARG's Share Buyback Rate is ranked higher than
93% of the 1215 Companies
in the Global Diversified Industrials industry.

( Industry Median: -0.50 vs. ARG: 4.20 )
ARG' s 10-Year Share Buyback Rate Range
Min: 4.2   Max: -3.9
Current: 4.2

Valuation & Return

vs
industry
vs
history
Price/Tangible Book 27.70
ARG's Price/Tangible Book is ranked lower than
58% of the 2020 Companies
in the Global Diversified Industrials industry.

( Industry Median: 2.50 vs. ARG: 27.70 )
ARG' s 10-Year Price/Tangible Book Range
Min: 6.29   Max: 75
Current: 27.7

6.29
75
Price/DCF (Projected) 2.00
ARG's Price/DCF (Projected) is ranked higher than
84% of the 2020 Companies
in the Global Diversified Industrials industry.

( Industry Median: 9999.00 vs. ARG: 2.00 )
ARG' s 10-Year Price/DCF (Projected) Range
Min: 0.57   Max: 2.14
Current: 2

0.57
2.14
Price/Median PS Value 1.50
ARG's Price/Median PS Value is ranked higher than
54% of the 2020 Companies
in the Global Diversified Industrials industry.

( Industry Median: 1.20 vs. ARG: 1.50 )
ARG' s 10-Year Price/Median PS Value Range
Min: 0.29   Max: 1.42
Current: 1.5

0.29
1.42
Price/Peter Lynch Fair Value 1.80
ARG's Price/Peter Lynch Fair Value is ranked higher than
91% of the 2020 Companies
in the Global Diversified Industrials industry.

( Industry Median: 9999.00 vs. ARG: 1.80 )
ARG' s 10-Year Price/Peter Lynch Fair Value Range
Min: 0.48   Max: 3.56
Current: 1.8

0.48
3.56
Price/Graham Number 5.30
ARG's Price/Graham Number is ranked higher than
55% of the 2020 Companies
in the Global Diversified Industrials industry.

( Industry Median: 2.52 vs. ARG: 5.30 )
ARG' s 10-Year Price/Graham Number Range
Min: 2.1   Max: 9.8
Current: 5.3

2.1
9.8
Earnings Yield (Greenblatt) 6.00
ARG's Earnings Yield (Greenblatt) is ranked higher than
64% of the 1791 Companies
in the Global Diversified Industrials industry.

( Industry Median: 6.40 vs. ARG: 6.00 )
ARG' s 10-Year Earnings Yield (Greenblatt) Range
Min: 5.5   Max: 13.3
Current: 6

5.5
13.3
Forward Rate of Return (Yacktman) 14.63
ARG's Forward Rate of Return (Yacktman) is ranked higher than
83% of the 1318 Companies
in the Global Diversified Industrials industry.

( Industry Median: 5.93 vs. ARG: 14.63 )
ARG' s 10-Year Forward Rate of Return (Yacktman) Range
Min: 5.8   Max: 29.3
Current: 14.63

5.8
29.3

Business Description

Industry: Industrial Products » Diversified Industrials
Compare:UTX, MMM, AP, EMR, SBGSY » details
Traded in other countries:AAS.Germany
Airgas, Inc. is a distributor of industrial, medical, and specialty gases and hardgoods, such as welding equipment and related products. The Company has two reporting business segments, Distribution and All Other Operations. The Distribution business segment's products include industrial, medical and specialty gases sold in packaged and bulk quantities, as well as hardgoods. The Company's air separation production facilities and national specialty gas labs produce gases that are sold by the Distribution segment's business units. Gas sales include nitrogen, oxygen, argon, helium, hydrogen, welding and fuel gases such as acetylene, propylene and propane, carbon dioxide, nitrous oxide, ultra high purity grades, special application blends and process chemicals. Within the Distribution business segment, the Company also recognizes rent revenue derived from the rental of its gas cylinders, cryogenic liquid containers, bulk storage tanks, tube trailers and welding-related and other equipment The All Other Operations business segment consists of six business units. The main products produced and supplied are carbon dioxide, dry ice (solid form of carbon dioxide), nitrous oxide, ammonia and refrigerant gases. Customers for carbon dioxide and dry ice include food processors, food service businesses, pharmaceutical and biotech industries, and wholesale trade and grocery outlets. Nitrous oxide is used as an anesthetic in the medical and dental fields, as a propellant in the packaged food business and in the manufacturing process of certain electronics industries. Airgas The Company is a distributor of anhydrous and aqua ammonia. Industrial ammonia applications mainly include the abatement of nitrogen oxide compounds in the utilities industry (DeNOx), chemical processing, commercial refrigeration, water treatment and metal treatment. Refrigerants are used in a variety of commercial and consumer freezing and cooling applications. The Company purchases and distributes refrigerants and provides technical and refrigerant reclamation services. It markets these products to its diversified customer base through multiple sales channels including branch-based sales representatives, retail stores, strategic customer account programs, telesales, catalogs, eBusiness and independent distributors. The Company's registered trademarks are 'Airgas,' 'National Carbonation,' 'Airgas Total Access,' 'Airgas Retail Solutions,' 'AcuGrav,' 'AIR BOSS,' 'Aspen,' 'Aspen Refrigerants,' 'Any Refrigerant, Any Place, Any Time,' 'For All Your Refrigerant Needs,' 'Radnor,' 'Gold Gas,' 'SteelMIX,' 'StainMIX,' 'AluMIX,' 'Outlook,' 'Ny-Trous+,' 'Red-D-Arc,' 'RED-D-ARC WELDERENTALS,' 'Gaspro,' 'GAIN,' 'MasterCut,' 'Walk- O2 -Bout,' 'Airgas Puritan Medical,' 'Penguin Brand Dry Ice,' 'Kangaroo Kart,' 'National Farm and Shop,' 'National/HEF,' 'UNAMIX,' 'UNAMIG Xtra,' 'UNAMIG Six,' 'FreezeRight,' 'Reklaim,' 'Safe-T-Cyl,' 'StatusChecker,' 'Smart-Logic,' 'When You're Ready To Weld,' '
» More Articles for ARG

Headlines

Articles On GuruFocus.com
Industrial Gases: 3 Stocks to Consider May 29 2014 
Ackman's Air Products and Chemicals Is the World's Leading Helium Supplier Oct 10 2013 
Air Products and Chemicals (APD) Dividend Stock Analysis Aug 30 2013 
PepsiCo, IBM and 7 Other Dividend Stocks Raising Their Payouts May 06 2013 
My 4 Favorite Stocks With Dividend Growth From Last Week May 05 2013 
My 3 Favorite Dividend Stocks at All-Time-Highs | Stock List Dec 27 2012 
Air Products and Chemicals Inc. (APD) Dividend Stock Analysis Jul 20 2012 
Air Products and Chemicals (APD) Dividend Stock Analysis Jun 29 2012 
Eighteen Companies Sending More Cash To Their Shareholders May 07 2012 
The Best Stocks With Dividend Growth From Last Week (April 30 – May 06, 2012) May 06 2012 

More From Other Websites
Airgas Named to 2014 Fortune 500® List of Largest U.S. Companies by Annual Revenue Jul 02 2014
Airgas Named to 2014 Fortune 500® List of Largest U.S. Companies by Annual Revenue Jul 02 2014
Airgas Announces First Quarter Earnings Release Schedule Jun 26 2014
Air Products Soars As CEO Pick Suggests Asset Sales Jun 18 2014
Airgas Acquires Technical Alloy & Prices $300M Senior Notes Jun 17 2014
AIRGAS INC Files SEC form 8-K, Entry into a Material Definitive Agreement, Creation of a Direct... Jun 17 2014
Airgas acquires Technical Alloy & Industrial Gas Jun 16 2014
Airgas Acquires Team Welding, Ltd. d/b/a Technical Alloy & Industrial Gas Jun 16 2014
Airgas Issues $300 Million of 3.65% Senior Notes Due 2024 Jun 12 2014
AIRGAS INC Financials Jun 05 2014
Airgas Names National Branch of the Year Winners for 2014 Jun 05 2014
Airgas CFO to Present at William Blair Growth Stock Conference Jun 04 2014
Airgas Downgraded to Strong Sell Jun 02 2014
AIRGAS INC Files SEC form 10-K, Annual Report May 29 2014
Airgas Announces Price Hike May 28 2014
Airgas Riddled with Near-Term Challenges May 27 2014
Airgas rising prices on industrial, medical, specialty gases and argon May 27 2014
Airgas Announces Pricing Actions May 27 2014

Personalized Checklist








Within your circle of competence?
Macro economic environment favorable?
High quality business?
Enough margin of safety with stocks?
Gurus are buying?
Insiders are buying?
Management capable and shareholder friendly?
Catalyst for stock price to appreciate?
Your level of confidence with the research?

Add Notes, Comments or Ask Questions

User Comments

No comment yet

Get WordPress Plugins for easy affiliate links on Stock Tickers and Guru Names | Earn affiliate commissions by embedding GuruFocus Charts
GuruFocus Affiliate Program: Earn up to $400 per referral. ( Learn More)
Free 7-day Trial
FEEDBACK
Email Hide