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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 : 6/10

vs
industry
vs
history
Cash to Debt 0.29
FLOW's Cash to Debt is ranked lower than
76% of the 1771 Companies
in the Global Diversified Industrials industry.

( Industry Median: 1.11 vs. FLOW: 0.29 )
Ranked among companies with meaningful Cash to Debt only.
FLOW' s Cash to Debt Range Over the Past 10 Years
Min: 0.21  Med: 0.27 Max: N/A
Current: 0.29
Equity to Asset 0.38
FLOW's Equity to Asset is ranked lower than
76% of the 1726 Companies
in the Global Diversified Industrials industry.

( Industry Median: 0.53 vs. FLOW: 0.38 )
Ranked among companies with meaningful Equity to Asset only.
FLOW' s Equity to Asset Range Over the Past 10 Years
Min: 0.38  Med: 0.48 Max: 0.5
Current: 0.38
0.38
0.5
Interest Coverage 5.77
FLOW's Interest Coverage is ranked lower than
72% of the 1225 Companies
in the Global Diversified Industrials industry.

( Industry Median: 17.42 vs. FLOW: 5.77 )
Ranked among companies with meaningful Interest Coverage only.
FLOW' s Interest Coverage Range Over the Past 10 Years
Min: 3.37  Med: 7.35 Max: 10.88
Current: 5.77
3.37
10.88
Z-Score: 1.37
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 : 4/10

vs
industry
vs
history
Operating margin (%) 6.09
FLOW's Operating margin (%) is ranked higher than
53% of the 1752 Companies
in the Global Diversified Industrials industry.

( Industry Median: 5.54 vs. FLOW: 6.09 )
Ranked among companies with meaningful Operating margin (%) only.
FLOW' s Operating margin (%) Range Over the Past 10 Years
Min: 6.09  Med: 7.44 Max: 9.19
Current: 6.09
6.09
9.19
Net-margin (%) 3.66
FLOW's Net-margin (%) is ranked lower than
53% of the 1753 Companies
in the Global Diversified Industrials industry.

( Industry Median: 3.96 vs. FLOW: 3.66 )
Ranked among companies with meaningful Net-margin (%) only.
FLOW' s Net-margin (%) Range Over the Past 10 Years
Min: 3.66  Med: 4.57 Max: 4.86
Current: 3.66
3.66
4.86
ROE (%) 4.98
FLOW's ROE (%) is ranked lower than
58% of the 1711 Companies
in the Global Diversified Industrials industry.

( Industry Median: 6.60 vs. FLOW: 4.98 )
Ranked among companies with meaningful ROE (%) only.
FLOW' s ROE (%) Range Over the Past 10 Years
Min: 5.5  Med: 6.46 Max: 11.7
Current: 4.98
5.5
11.7
ROA (%) 2.35
FLOW's ROA (%) is ranked lower than
59% of the 1769 Companies
in the Global Diversified Industrials industry.

( Industry Median: 3.29 vs. FLOW: 2.35 )
Ranked among companies with meaningful ROA (%) only.
FLOW' s ROA (%) Range Over the Past 10 Years
Min: 2.39  Med: 3.16 Max: 5.83
Current: 2.35
2.39
5.83
ROC (Joel Greenblatt) (%) 23.00
FLOW's ROC (Joel Greenblatt) (%) is ranked higher than
74% of the 1760 Companies
in the Global Diversified Industrials industry.

( Industry Median: 11.41 vs. FLOW: 23.00 )
Ranked among companies with meaningful ROC (Joel Greenblatt) (%) only.
FLOW' s ROC (Joel Greenblatt) (%) Range Over the Past 10 Years
Min: 25.47  Med: 43.21 Max: 76.58
Current: 23
25.47
76.58
» FLOW's 10-Y Financials

Financials


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

» Details

Guru Trades

FLOW Guru Trades in

FLOW Guru Trades in

Q3 2015

FLOW Guru Trades in Q3 2015

Barrow, Hanley, Mewhinney & Strauss 2,572,556 sh (New)
Paul Tudor Jones 30,937 sh (New)
Steven Cohen 915,200 sh (New)
Louis Moore Bacon 110,000 sh (New)
Jim Simons 100,800 sh (New)
Third Avenue Management 135,078 sh (New)
David Dreman 2,008 sh (New)
Pioneer Investments 28,969 sh (New)
» More
Q4 2015

FLOW Guru Trades in Q4 2015

Diamond Hill Capital 955,441 sh (New)
Barrow, Hanley, Mewhinney & Strauss 3,662,237 sh (+42.36%)
Louis Moore Bacon Sold Out
Jim Simons Sold Out
Pioneer Investments Sold Out
Third Avenue Management 112,915 sh (-16.41%)
Paul Tudor Jones 25,427 sh (-17.81%)
Steven Cohen 729,464 sh (-20.29%)
David Dreman 447 sh (-77.74%)
» More
» Details

Insider Trades

Latest Guru Trades with FLOW

(List those with share number changes of more than 20%, or impact to portfolio more than 0.1%)

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Guru Investment Theses on SPX FLOW Inc

Third Avenue Management Comments on SPX Flow - Dec 10, 2015

SPX Flow (NASDAQ:FLOW) is a global supplier of flow control equipment including pumps, valves, mixers, filters, air dryers, separators and heat exchangers serving the food and beverage, power and energy and industrial markets. The company was spun out of SPX Corporation in September. The original SPX Corporation management team moved over to SPX Flow where they are continuing to execute on their multi-year restructuring efforts.

Post spin, management has already increased its segment operating margin targets, and announced plans to expand low cost manufacturing in Poland while shifting production from two higher cost European manufacturing facilities. Management is also focused on improving their material sourcing, streamlining the back office operations and reducing expenses.

From its post-spin levels of just under 3x debt to EBITDA, SPXFlow’s products should benefit from secular long-term growth in the dairy industry as developing nations increase their consumption. Although SPX Flow is facing a cyclical downturn in upstream oil and gas activity, this activity accounts for only 14% of total company revenue. The remaining power and energy businesses should benefit from increased demand from the midstream and power sectors. The industrial segment which primarily serves chemical and air processing industries should remain fairly stable.

We expect the company will generate around $100 million of free cash flow a year representing an 8% free cash flow yield which management will likely use to repay debt—the company’s leverage ratio is just over 2x—and eventually make acquisitions in the highly fragmented pump and valve industry. We also believe that SPX Flow could be an attractive acquisition target for a larger flow control peer, providing another aspect of our downside protection for the shares. At our purchase cost, we see roughly 40% upside to our mid-case NAV.

From Third Avenue Management (Trades, Portfolio)'s Small-Cap Value Fund fourth quarter 2015 portfolio manager commentary.

Check out Martin Whitman latest stock trades

Top Ranked Articles about SPX FLOW Inc

Third Avenue Management Comments on SPX Flow Guru stock highlight
SPX Flow (NASDAQ:FLOW) is a global supplier of flow control equipment including pumps, valves, mixers, filters, air dryers, separators and heat exchangers serving the food and beverage, power and energy and industrial markets. The company was spun out of SPX Corporation in September. The original SPX Corporation management team moved over to SPX Flow where they are continuing to execute on their multi-year restructuring efforts. Read more...

Ratios

vs
industry
vs
history
P/E(ttm) 15.63
FLOW's P/E(ttm) is ranked higher than
58% of the 1351 Companies
in the Global Diversified Industrials industry.

( Industry Median: 18.33 vs. FLOW: 15.63 )
Ranked among companies with meaningful P/E(ttm) only.
FLOW' s P/E(ttm) Range Over the Past 10 Years
Min: 8.39  Med: 14.35 Max: 27.34
Current: 15.63
8.39
27.34
Forward P/E 15.82
FLOW's Forward P/E is ranked higher than
52% of the 174 Companies
in the Global Diversified Industrials industry.

( Industry Median: 15.87 vs. FLOW: 15.82 )
Ranked among companies with meaningful Forward P/E only.
N/A
PE(NRI) 14.06
FLOW's PE(NRI) is ranked higher than
64% of the 1355 Companies
in the Global Diversified Industrials industry.

( Industry Median: 18.33 vs. FLOW: 14.06 )
Ranked among companies with meaningful PE(NRI) only.
FLOW' s PE(NRI) Range Over the Past 10 Years
Min: 7.52  Med: 12.86 Max: 23.57
Current: 14.06
7.52
23.57
P/B 0.99
FLOW's P/B is ranked higher than
65% of the 1685 Companies
in the Global Diversified Industrials industry.

( Industry Median: 1.49 vs. FLOW: 0.99 )
Ranked among companies with meaningful P/B only.
FLOW' s P/B Range Over the Past 10 Years
Min: 0.54  Med: 0.92 Max: 1.28
Current: 0.99
0.54
1.28
P/S 0.67
FLOW's P/S is ranked higher than
62% of the 1736 Companies
in the Global Diversified Industrials industry.

( Industry Median: 0.94 vs. FLOW: 0.67 )
Ranked among companies with meaningful P/S only.
FLOW' s P/S Range Over the Past 10 Years
Min: 0.37  Med: 0.63 Max: 1.32
Current: 0.67
0.37
1.32
PFCF 7.41
FLOW's PFCF is ranked higher than
78% of the 582 Companies
in the Global Diversified Industrials industry.

( Industry Median: 15.56 vs. FLOW: 7.41 )
Ranked among companies with meaningful PFCF only.
FLOW' s PFCF Range Over the Past 10 Years
Min: 3.97  Med: 6.79 Max: 63.63
Current: 7.41
3.97
63.63
POCF 5.84
FLOW's POCF is ranked higher than
74% of the 749 Companies
in the Global Diversified Industrials industry.

( Industry Median: 10.13 vs. FLOW: 5.84 )
Ranked among companies with meaningful POCF only.
FLOW' s POCF Range Over the Past 10 Years
Min: 3.13  Med: 5.35 Max: 28.19
Current: 5.84
3.13
28.19
EV-to-EBIT 13.90
FLOW's EV-to-EBIT is ranked higher than
51% of the 1388 Companies
in the Global Diversified Industrials industry.

( Industry Median: 13.84 vs. FLOW: 13.90 )
Ranked among companies with meaningful EV-to-EBIT only.
FLOW' s EV-to-EBIT Range Over the Past 10 Years
Min: 9.8  Med: 12.80 Max: 14.9
Current: 13.9
9.8
14.9
EV-to-EBITDA 9.74
FLOW's EV-to-EBITDA is ranked higher than
54% of the 1454 Companies
in the Global Diversified Industrials industry.

( Industry Median: 10.32 vs. FLOW: 9.74 )
Ranked among companies with meaningful EV-to-EBITDA only.
FLOW' s EV-to-EBITDA Range Over the Past 10 Years
Min: 6.9  Med: 9.10 Max: 10.9
Current: 9.74
6.9
10.9
Current Ratio 1.51
FLOW's Current Ratio is ranked lower than
67% of the 1601 Companies
in the Global Diversified Industrials industry.

( Industry Median: 1.86 vs. FLOW: 1.51 )
Ranked among companies with meaningful Current Ratio only.
FLOW' s Current Ratio Range Over the Past 10 Years
Min: 1.51  Med: 1.60 Max: 1.62
Current: 1.51
1.51
1.62
Quick Ratio 1.11
FLOW's Quick Ratio is ranked lower than
61% of the 1599 Companies
in the Global Diversified Industrials industry.

( Industry Median: 1.30 vs. FLOW: 1.11 )
Ranked among companies with meaningful Quick Ratio only.
FLOW' s Quick Ratio Range Over the Past 10 Years
Min: 1.11  Med: 1.19 Max: 1.22
Current: 1.11
1.11
1.22
Days Inventory 74.86
FLOW's Days Inventory is ranked higher than
63% of the 1694 Companies
in the Global Diversified Industrials industry.

( Industry Median: 98.11 vs. FLOW: 74.86 )
Ranked among companies with meaningful Days Inventory only.
FLOW' s Days Inventory Range Over the Past 10 Years
Min: 32.75  Med: 66.92 Max: 72.62
Current: 74.86
32.75
72.62
Days Sales Outstanding 73.95
FLOW's Days Sales Outstanding is ranked higher than
54% of the 1350 Companies
in the Global Diversified Industrials industry.

( Industry Median: 78.53 vs. FLOW: 73.95 )
Ranked among companies with meaningful Days Sales Outstanding only.
FLOW' s Days Sales Outstanding Range Over the Past 10 Years
Min: 73.95  Med: 78.01 Max: 93.08
Current: 73.95
73.95
93.08
Days Payable 51.93
FLOW's Days Payable is ranked lower than
60% of the 1419 Companies
in the Global Diversified Industrials industry.

( Industry Median: 63.07 vs. FLOW: 51.93 )
Ranked among companies with meaningful Days Payable only.
FLOW' s Days Payable Range Over the Past 10 Years
Min: 50.18  Med: 51.93 Max: 55.68
Current: 51.93
50.18
55.68

Valuation & Return

vs
industry
vs
history
Price/Median PS Value 1.08
FLOW's Price/Median PS Value is ranked lower than
51% of the 1610 Companies
in the Global Diversified Industrials industry.

( Industry Median: 1.07 vs. FLOW: 1.08 )
Ranked among companies with meaningful Price/Median PS Value only.
FLOW' s Price/Median PS Value Range Over the Past 10 Years
Min: 1.01  Med: 1.01 Max: 1.01
Current: 1.08
Earnings Yield (Greenblatt) (%) 7.22
FLOW's Earnings Yield (Greenblatt) (%) is ranked higher than
60% of the 1735 Companies
in the Global Diversified Industrials industry.

( Industry Median: 5.50 vs. FLOW: 7.22 )
Ranked among companies with meaningful Earnings Yield (Greenblatt) (%) only.
FLOW' s Earnings Yield (Greenblatt) (%) Range Over the Past 10 Years
Min: 6.7  Med: 7.80 Max: 10.2
Current: 7.22
6.7
10.2

More Statistics

Revenue(Mil) $2389
EPS $ 1.95
Short Percentage of Float0.52%
52-Week Range $14.85 - 42.06
Shares Outstanding(Mil)41.63

Analyst Estimate

Dec16 Dec17 Dec18
Revenue(Mil) 2,143 2,151 2,222
EPS($) 1.29 1.89 2.50
EPS without NRI($) 1.29 1.89 2.50
» More Articles for FLOW

Headlines

Articles On GuruFocus.com
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