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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 0.21
CFX's Cash to Debt is ranked lower than
60% of the 1902 Companies
in the Global Diversified Industrials industry.

( Industry Median: 1.35 vs. CFX: 0.21 )
CFX' s 10-Year Cash to Debt Range
Min: 0.04   Max: No Debt
Current: 0.21

Equity to Asset 0.38
CFX's Equity to Asset is ranked lower than
54% of the 1914 Companies
in the Global Diversified Industrials industry.

( Industry Median: 0.53 vs. CFX: 0.38 )
CFX' s 10-Year Equity to Asset Range
Min: -0.01   Max: 0.38
Current: 0.38

-0.01
0.38
Interest Coverage 3.92
CFX's Interest Coverage is ranked lower than
57% of the 1274 Companies
in the Global Diversified Industrials industry.

( Industry Median: 24.60 vs. CFX: 3.92 )
CFX' s 10-Year Interest Coverage Range
Min: 0.25   Max: 6.41
Current: 3.92

0.25
6.41
F-Score: 6
Z-Score: 2.11
M-Score: -2.36
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 (%) 9.66
CFX's Operating margin (%) is ranked higher than
81% of the 1909 Companies
in the Global Diversified Industrials industry.

( Industry Median: 5.93 vs. CFX: 9.66 )
CFX' s 10-Year Operating margin (%) Range
Min: 0.56   Max: 24.35
Current: 9.66

0.56
24.35
Net-margin (%) 4.25
CFX's Net-margin (%) is ranked higher than
67% of the 1909 Companies
in the Global Diversified Industrials industry.

( Industry Median: 4.16 vs. CFX: 4.25 )
CFX' s 10-Year Net-margin (%) Range
Min: -1.65   Max: 18.51
Current: 4.25

-1.65
18.51
ROE (%) 7.11
CFX's ROE (%) is ranked higher than
71% of the 1896 Companies
in the Global Diversified Industrials industry.

( Industry Median: 6.48 vs. CFX: 7.11 )
CFX' s 10-Year ROE (%) Range
Min: -3.37   Max: 122.3
Current: 7.11

-3.37
122.3
ROA (%) 2.71
CFX's ROA (%) is ranked higher than
62% of the 1912 Companies
in the Global Diversified Industrials industry.

( Industry Median: 3.38 vs. CFX: 2.71 )
CFX' s 10-Year ROA (%) Range
Min: -1.05   Max: 8.1
Current: 2.71

-1.05
8.1
ROC (Joel Greenblatt) (%) 32.81
CFX's ROC (Joel Greenblatt) (%) is ranked higher than
90% of the 1908 Companies
in the Global Diversified Industrials industry.

( Industry Median: 12.69 vs. CFX: 32.81 )
CFX' s 10-Year ROC (Joel Greenblatt) (%) Range
Min: 7.97   Max: 67.87
Current: 32.81

7.97
67.87
Revenue Growth (%) 50.00
CFX's Revenue Growth (%) is ranked higher than
99% of the 1516 Companies
in the Global Diversified Industrials industry.

( Industry Median: 5.40 vs. CFX: 50.00 )
CFX' s 10-Year Revenue Growth (%) Range
Min: 0   Max: 52.5
Current: 50

0
52.5
EBITDA Growth (%) 64.80
CFX's EBITDA Growth (%) is ranked higher than
97% of the 1256 Companies
in the Global Diversified Industrials industry.

( Industry Median: 5.10 vs. CFX: 64.80 )
CFX' s 10-Year EBITDA Growth (%) Range
Min: 0   Max: 64.8
Current: 64.8

0
64.8
EPS Growth (%) 62.20
CFX's EPS Growth (%) is ranked higher than
95% of the 1135 Companies
in the Global Diversified Industrials industry.

( Industry Median: 6.20 vs. CFX: 62.20 )
CFX' s 10-Year EPS Growth (%) Range
Min: -40.9   Max: 98.8
Current: 62.2

-40.9
98.8
» CFX's 10-Y Financials

Financials


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

» Details

Guru Trades

Q1 2013

CFX Guru Trades in Q1 2013

Jim Simons 67,900 sh (New)
Chase Coleman 3,500,000 sh (New)
Lee Ainslie 952,031 sh (New)
Chuck Akre 1,617,330 sh (+32.65%)
Ruane Cunniff 503,400 sh (unchged)
Steve Mandel 3,468,370 sh (unchged)
John Griffin 5,370,000 sh (unchged)
Tom Gayner 1,085,070 sh (unchged)
Murray Stahl 996,659 sh (unchged)
Michael Price Sold Out
Caxton Associates Sold Out
Ron Baron 4,730,035 sh (-1.22%)
PRIMECAP Management 113,800 sh (-3.56%)
John Keeley 852,900 sh (-10.12%)
Andreas Halvorsen 2,298,609 sh (-30.13%)
» More
Q2 2013

CFX Guru Trades in Q2 2013

Caxton Associates 79,600 sh (New)
Steven Cohen 12,849 sh (New)
Chuck Akre 3,899,995 sh (+141.14%)
Jim Simons 134,300 sh (+97.79%)
Lee Ainslie 1,639,418 sh (+72.2%)
Murray Stahl 1,212,955 sh (+21.7%)
Chase Coleman 3,720,000 sh (+6.29%)
Ron Baron 4,750,835 sh (+0.44%)
John Griffin 5,370,000 sh (unchged)
Tom Gayner 1,085,070 sh (unchged)
PRIMECAP Management 113,800 sh (unchged)
Ruane Cunniff 503,400 sh (unchged)
Andreas Halvorsen Sold Out
Steve Mandel Sold Out
John Keeley 811,800 sh (-4.82%)
» More
Q3 2013

CFX Guru Trades in Q3 2013

Ray Dalio 12,858 sh (New)
Andreas Halvorsen 99,723 sh (New)
Ron Baron 4,945,893 sh (+4.11%)
Chuck Akre 3,913,075 sh (+0.34%)
Ruane Cunniff 503,400 sh (unchged)
Tom Gayner 1,085,070 sh (unchged)
John Griffin 5,370,000 sh (unchged)
Caxton Associates Sold Out
Steven Cohen Sold Out
Murray Stahl 1,178,545 sh (-2.84%)
Lee Ainslie 1,541,690 sh (-5.96%)
John Keeley 733,000 sh (-9.71%)
PRIMECAP Management 82,400 sh (-27.59%)
Chase Coleman 2,520,000 sh (-32.26%)
Jim Simons 24,700 sh (-81.61%)
» More
Q4 2013

CFX Guru Trades in Q4 2013

Jim Simons 64,300 sh (+160.32%)
Chase Coleman 3,584,937 sh (+42.26%)
Ray Dalio 15,858 sh (+23.33%)
Chuck Akre 4,224,220 sh (+7.95%)
Ron Baron 5,110,829 sh (+3.33%)
Tom Gayner 1,085,070 sh (unchged)
Ruane Cunniff 503,400 sh (unchged)
John Griffin 5,370,000 sh (unchged)
PRIMECAP Management 82,400 sh (unchged)
Andreas Halvorsen Sold Out
Lee Ainslie Sold Out
Murray Stahl 1,157,367 sh (-1.8%)
John Keeley 58,000 sh (-92.09%)
» More
» Details

Insider Trades

Latest Guru Trades with CFX

GuruDate Trades Impact to Portfolio Price Range * (?) Current Price Change from Average Current Shares
Lee Ainslie 2013-12-31 Sold Out 1.2%$54.97 - $63.55 $ 70.5922%0
Chuck Akre 2013-12-31 Add 7.95%0.74%$54.97 - $63.55 $ 70.5922%4224220
John Keeley 2013-12-31 Reduce -92.09%0.7%$54.97 - $63.55 $ 70.5922%58000
Ray Dalio 2013-12-31 Add 23.33%$54.97 - $63.55 $ 70.5922%15858
Ray Dalio 2013-09-30 New Buy0.01%$50.75 - $57.46 $ 70.5932%12858
PRIMECAP Management 2013-09-30 Reduce -27.59%$50.75 - $57.46 $ 70.5932%82400
Chuck Akre 2013-06-30 Add 141.14%5.38%$42.5 - $53.25 $ 70.5947%3899995
Steve Mandel 2013-06-30 Sold Out 0.84%$42.5 - $53.25 $ 70.5947%0
Lee Ainslie 2013-06-30 Add 72.2%0.5%$42.5 - $53.25 $ 70.5947%1639418
Chuck Akre 2013-03-31 Add 32.65%1.06%$40.35 - $48.62 $ 70.5962%1617330
Michael Price 2013-03-31 Sold Out 0.69%$40.35 - $48.62 $ 70.5962%0
Lee Ainslie 2013-03-31 New Buy0.57%$40.35 - $48.62 $ 70.5962%952031
Premium More recent guru trades are included for Premium Members only!!
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Guru Investment Theses on Colfax Corporation

Chuck Akre Comments on Colfax Corp. - Mar 25, 2014

The only other business included in the top ten which we have not previously mentioned is Colfax Corp. (CFX). This is a manufacturing company whose business model is to acquire other manufacturing business and rationalize them in such a way as to importantly improve their operating results. The management of Colfax Corp. has demonstrated this skill at another company with which we are familiar, and we believe we have an important opportunity here, hence a top ten holding.



From Chuck Akre (Trades, Portfolio)'s semi-annual 2013 report.

Check out Chuck Akre latest stock trades

Baron Funds Comments on Colfax Corp. - Aug 02, 2013

Colfax Corp. (CFX) is a diversified global industrial manufacturing and engineering company that provides gas and fluid handling technology products. Shares of Colfax increased given investors' growing confidence that the company will, in fact, recognize significant synergies from its recent acquisition of Charter International plc.We believe these financial synergies will be achieved despite the challenging near-term outlook for organic growth in Charter's welding and gas handling markets. In addition, Colfax recently completed a small secondary equity offering, which indicated that the company may pursue another attractive acquisition.

From the Baron Funds’ second quarter 2013 commentary.


Check out Ron Baron latest stock trades

Baron Funds Comments on Colfax Corp - Dec 06, 2012

Colfax Corp. (CFX) is a diversified industrial manufacturing and engineering company that provides gas and fluid handling technology products to commercial and governmental customers worldwide. The company's shares rose after Colfax reported in-line earnings and order growth for the second quarter. These results were particularly well-received by the market, given some investors' concerns that Colfax's results would be negatively impacted by its significant exposure to European end-markets.

From Baron Funds’ third quarter commentary.


Check out Ron Baron latest stock trades

Top Ranked Articles about Colfax Corporation

Chuck Akre Comments on Colfax Corp.
The only other business included in the top ten which we have not previously mentioned is Colfax Corp. (CFX). This is a manufacturing company whose business model is to acquire other manufacturing business and rationalize them in such a way as to importantly improve their operating results. The management of Colfax Corp. has demonstrated this skill at another company with which we are familiar, and we believe we have an important opportunity here, hence a top ten holding. Read more...
Baron Funds Comments on Colfax Corp.
Colfax Corp. (CFX) is a diversified global industrial manufacturing and engineering company that provides gas and fluid handling technology products. Shares of Colfax increased given investors' growing confidence that the company will, in fact, recognize significant synergies from its recent acquisition of Charter International plc.We believe these financial synergies will be achieved despite the challenging near-term outlook for organic growth in Charter's welding and gas handling markets. In addition, Colfax recently completed a small secondary equity offering, which indicated that the company may pursue another attractive acquisition. Read more...

Ratios

vs
industry
vs
history
P/E(ttm) 46.50
CFX's P/E(ttm) is ranked lower than
63% of the 1563 Companies
in the Global Diversified Industrials industry.

( Industry Median: 20.10 vs. CFX: 46.50 )
CFX' s 10-Year P/E(ttm) Range
Min: 10.03   Max: 387.83
Current: 46.5

10.03
387.83
P/B 2.80
CFX's P/B is ranked lower than
60% of the 1848 Companies
in the Global Diversified Industrials industry.

( Industry Median: 1.55 vs. CFX: 2.80 )
CFX' s 10-Year P/B Range
Min: 1.17   Max: 8.24
Current: 2.8

1.17
8.24
P/S 1.68
CFX's P/S is ranked lower than
63% of the 1923 Companies
in the Global Diversified Industrials industry.

( Industry Median: 0.91 vs. CFX: 1.68 )
CFX' s 10-Year P/S Range
Min: 0.32   Max: 2.28
Current: 1.68

0.32
2.28
PFCF 26.80
CFX's PFCF is ranked lower than
52% of the 1025 Companies
in the Global Diversified Industrials industry.

( Industry Median: 18.90 vs. CFX: 26.80 )
CFX' s 10-Year PFCF Range
Min: 5.61   Max: 58.47
Current: 26.8

5.61
58.47
EV-to-EBIT 23.80
CFX's EV-to-EBIT is ranked lower than
59% of the 1637 Companies
in the Global Diversified Industrials industry.

( Industry Median: 14.80 vs. CFX: 23.80 )
CFX' s 10-Year EV-to-EBIT Range
Min: 9.5   Max: 127.1
Current: 23.8

9.5
127.1
PEG 1.00
CFX's PEG is ranked higher than
75% of the 823 Companies
in the Global Diversified Industrials industry.

( Industry Median: 1.90 vs. CFX: 1.00 )
CFX' s 10-Year PEG Range
Min: 0.9   Max: 21.12
Current: 1

0.9
21.12
Shiller P/E 330.30
CFX's Shiller P/E is ranked lower than
74% of the 813 Companies
in the Global Diversified Industrials industry.

( Industry Median: 22.75 vs. CFX: 330.30 )
CFX' s 10-Year Shiller P/E Range
Min: 48.27   Max: 343.24
Current: 330.3

48.27
343.24

Valuation & Return

vs
industry
vs
history
Price/DCF (Projected) 2.30
CFX's Price/DCF (Projected) is ranked lower than
59% of the 818 Companies
in the Global Diversified Industrials industry.

( Industry Median: 1.30 vs. CFX: 2.30 )
CFX' s 10-Year Price/DCF (Projected) Range
Min: 1.99   Max: 4.03
Current: 2.3

1.99
4.03
Price/Median PS Value 1.60
CFX's Price/Median PS Value is ranked lower than
63% of the 1806 Companies
in the Global Diversified Industrials industry.

( Industry Median: 1.10 vs. CFX: 1.60 )
CFX' s 10-Year Price/Median PS Value Range
Min: 0.53   Max: 1.64
Current: 1.6

0.53
1.64
Price/Peter Lynch Fair Value 1.90
CFX's Price/Peter Lynch Fair Value is ranked lower than
51% of the 396 Companies
in the Global Diversified Industrials industry.

( Industry Median: 1.30 vs. CFX: 1.90 )
CFX' s 10-Year Price/Peter Lynch Fair Value Range
Min: 1.73   Max: 16.46
Current: 1.9

1.73
16.46
Earnings Yield (Greenblatt) 4.20
CFX's Earnings Yield (Greenblatt) is ranked lower than
51% of the 1742 Companies
in the Global Diversified Industrials industry.

( Industry Median: 6.70 vs. CFX: 4.20 )
CFX' s 10-Year Earnings Yield (Greenblatt) Range
Min: 0.8   Max: 10.5
Current: 4.2

0.8
10.5
Forward Rate of Return (Yacktman) 44.84
CFX's Forward Rate of Return (Yacktman) is ranked higher than
97% of the 1135 Companies
in the Global Diversified Industrials industry.

( Industry Median: 4.73 vs. CFX: 44.84 )
CFX' s 10-Year Forward Rate of Return (Yacktman) Range
Min: 0.7   Max: 45
Current: 44.84

0.7
45

Business Description

Industry: Industrial Products » Diversified Industrials
Compare: » details
Traded in other countries:C52.Germany
Colfax Corporation was organized as a Delaware corporation in 1998. It is a supplier of a range of fluid handling products, including pumps, fluid handling systems and controls, and specialty valves. It is a manufacturer of rotary positive displacement pumps, which include screw pumps, gear pumps and progressive cavity pumps. The Company designs and engineers its products to high quality and reliability standards for use in critical fluid handling applications where performance is paramount. It also offers customized fluid handling solutions to meet individual customer needs based on its in-depth technical knowledge of the applications in which its products are used. The Company employs a set of tools that it refers to as the Colfax Business System, or CBS. CBS is a disciplined strategic planning and execution methodology designed to achieve excellence and world-class financial performance in all aspects of its business by focusing on the Voice of the Customer and continuously improving quality, delivery and cost. Modeled on the Danaher Business System, CBS focuses on conducting root-cause analysis, developing process improvements and implementing sustainable systems. The Company's products are marketed mainly under the Allweiler, Fairmount, Houttuin, Imo, LSC, Portland Valve, Tushaco, Warren and Zenith brand names. It manufactures and assembles its products at 13 locations in Europe, North America and Asia. Each of its manufacturing sites offers machining, fabrication and assembly capabilities that gives it the flexibility to source some of its products from multiple facilities. It currently serves markets that have a need for highly engineered, critical fluid handling solutions and are global in scope. The Company serves a global customer base across multiple markets through a combination of direct sales and marketing associates and third-party distribution channels. Its customer base includes commercial, industrial and government customers. The Company obtains raw materials, component parts and supplies from a number of sources, generally from more than one supplier. Its main raw materials are metals, castings, motors, seals and bearings. The Company has many different competitors in each of its strategic markets. In the commercial marine market, it competes mainly with Naniwa Pump Manufacturing Co., Ltd., Shinko Industries, Ltd., Shin Shin Machinery Group Co., Ltd. and Taiko Kikai Industries Co., Ltd. In the oil and gas market, the Company competes mainly with Joh. Heinr. Bornemann GmbH, Leistritz Pumpen GmbH, Netzsch Mohnopumpen GmbH and Robbins & Myers, Inc. In the power generation market, it competes with Buffalo Pumps, a subsidiary of Ampco-Pittsburgh Corporation. In the global navy market, it competes with Buffalo Pumps, Carver Pump Company, Curtiss-Wright Corporation and Tyco International, Inc. In February 2011, it acquired Rosscor Holding, B.V. ("Rosscor"), a supplier of multiphase pumping technology and certain other

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