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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.

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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.

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Guru Trades

Q1 2016

FLOW Guru Trades in Q1 2016

Joel Greenblatt 240,124 sh (New)
Jeremy Grantham 39,100 sh (New)
Diamond Hill Capital 1,229,423 sh (+28.68%)
Steven Cohen Sold Out
Barrow, Hanley, Mewhinney & Strauss Sold Out
David Dreman 420 sh (-6.04%)
Paul Tudor Jones 21,726 sh (-14.56%)
Third Avenue Management 67,624 sh (-40.11%)
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Q2 2016

FLOW Guru Trades in Q2 2016

Jeremy Grantham 45,787 sh (+17.10%)
Diamond Hill Capital 1,297,178 sh (+5.51%)
Third Avenue Management 67,624 sh (unchged)
David Dreman Sold Out
Joel Greenblatt 190,855 sh (-20.52%)
Paul Tudor Jones 11,520 sh (-46.98%)
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Q3 2016

FLOW Guru Trades in Q3 2016

Jim Simons 18,400 sh (New)
Diamond Hill Capital 1,463,263 sh (+12.80%)
Third Avenue Management 67,624 sh (unchged)
Paul Tudor Jones Sold Out
Jeremy Grantham 12,100 sh (-73.57%)
Joel Greenblatt 37,994 sh (-80.09%)
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Q4 2016

FLOW Guru Trades in Q4 2016

Pioneer Investments 163,995 sh (New)
Diamond Hill Capital 1,472,800 sh (+0.65%)
Jeremy Grantham Sold Out
Third Avenue Management Sold Out
Jim Simons Sold Out
Joel Greenblatt 34,915 sh (-8.10%)
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Business Description

Industry: Industrial Products » Diversified Industrials    NAICS: 333249    SIC: 3559
Compare:NYSE:NPO, NYSE:AZZ, OTCPK:GZPZF, NYSE:ATU, NYSE:TNC, NYSE:ATKR, NYSE:MCRN, NYSE:SXI, OTCPK:BYPLF, OTCPK:NRDXF, OTCPK:PFFVF, OTCPK:MCRUF, NAS:RAVN, NYSE:SPXC, NAS:AIMC, NAS:TRS, NAS:HOLI, NAS:SNHY, NYSE:CIR, NAS:FELE » details
Traded in other countries:25X.Germany,
Spx Flow Inc is engaged in engineering, designing and manufacturing of flow control systems integral to process, blend, transport, meter, filter and dehydrate various types of fluids, gases, and powders across a range of applications.

SPX Flow Inc was incorporated in Delaware. It is engaged in engineering, designing and manufacturing of flow control systems integral to process, blend, transport, meter, filters and dehydrate various types of fluids, gases and powders across a range of applications. Its business is organized into three reportable segments including Food & Beverage, Power & Energy and Industrial. The Food and Beverage reportable segment operates in a regulated industry with customers who demand engineered, turn-key solutions. Key demand drivers include dairy consumption, emerging market capacity expansion, sustainability and productivity initiatives, customer product innovation and food safety. Key products for the segment includes mixing, drying, evaporation & separation systems & components, heat exchangers and reciprocating & centrifugal pump technologies. Its brands include Anhydro, APV, Bran+Luebbe, Gerstenberg Schroeder, LIGHTNIN, Seital and Waukesha CherryBurrell. The Power and Energy reportable segment primarily serves customers in the oil & gas industry and, to a lesser extent, the nuclear and other conventional power industries. Key products for the segment includes pumps, valves and the related accessories, while the core brands include APV, Bran+Luebbe, ClydeUnion Pumps, Copes-Vulcan, Dollinger Filtration, LIGHTNIN, M&J Valve, Plenty and Vokes. The Industrial reportable segment primarily serves customers in the chemical, air treatment, mining, pharmaceutical, marine, shipbuilding, infrastructure construction, general industrial and water treatment industries. Key products for the segment are air dryers, filtration equipment, mixers, pumps, hydraulic technologies and heat exchangers. Core brands include Airpel, APV, Bolting Systems, Delair, Deltech, Hankison, Jemaco. The Company operates its business in United States, United Kingdom, China, France, Germany and Denmark. Its serve the food and beverage, power and energy and industrial markets. Its product portfolio of pumps, valves, mixers, filters, air dryers, hydraulic tools, homogenizers, separators and heat exchangers, along with the related aftermarket parts and services, supports industries, including food and beverage, oil and gas, power generation, chemical processing, compressed air and mining. Its competitors include Alfa Laval AB, Flowserve Corporation, GEA Group AG, IDEX Corporation, ITT Gould Pumps, Sulzer Ltd., KSB AG, Sulzer Ltd and Tetra Pak International S.A.

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.

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More Statistics

Revenue (TTM) (Mil) $1,996
EPS (TTM) $ -9.20
Short Percentage of Float1.57%
52-Week Range $16.25 - 36.83
Shares Outstanding (Mil)42.30

Analyst Estimate

Dec17 Dec18 Dec19
Revenue (Mil $) 1,897 1,933 2,014
EPS ($) 1.77 2.31 2.80
EPS w/o NRI ($) 1.77 2.31 2.80
EPS Growth Rate
(3Y to 5Y Estimate)
N/A
Dividends Per Share ($)
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