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 : 5/10

vs
industry
vs
history
Cash to Debt 0.09
PGEM's Cash to Debt is ranked lower than
100% of the Companies
in the Global industry.

( Industry Median: vs. PGEM: 0.09 )
PGEM' s 10-Year Cash to Debt Range
Min: 0.01   Max: 0.09
Current: 0.09

0.01
0.09
Equity to Asset -0.05
PGEM's Equity to Asset is ranked lower than
100% of the Companies
in the Global industry.

( Industry Median: vs. PGEM: -0.05 )
PGEM' s 10-Year Equity to Asset Range
Min: -0.36   Max: 0.21
Current: -0.05

-0.36
0.21
Interest Coverage 0.30
PGEM's Interest Coverage is ranked lower than
100% of the Companies
in the Global industry.

( Industry Median: vs. PGEM: 0.30 )
PGEM' s 10-Year Interest Coverage Range
Min: 0.3   Max: 1.71
Current: 0.3

0.3
1.71
F-Score: 4
Z-Score: 0.37
M-Score: -2.37
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 : 5/10

vs
industry
vs
history
Operating margin (%) 2.03
PGEM's Operating margin (%) is ranked lower than
100% of the Companies
in the Global industry.

( Industry Median: vs. PGEM: 2.03 )
PGEM' s 10-Year Operating margin (%) Range
Min: -36.61   Max: 11.28
Current: 2.03

-36.61
11.28
Net-margin (%) -5.82
PGEM's Net-margin (%) is ranked lower than
100% of the Companies
in the Global industry.

( Industry Median: vs. PGEM: -5.82 )
PGEM' s 10-Year Net-margin (%) Range
Min: -42.42   Max: 3.77
Current: -5.82

-42.42
3.77
ROA (%) -7.63
PGEM's ROA (%) is ranked lower than
100% of the Companies
in the Global industry.

( Industry Median: vs. PGEM: -7.63 )
PGEM' s 10-Year ROA (%) Range
Min: -45.15   Max: 3.34
Current: -7.63

-45.15
3.34
ROC (Joel Greenblatt) (%) 12.76
PGEM's ROC (Joel Greenblatt) (%) is ranked lower than
100% of the Companies
in the Global industry.

( Industry Median: vs. PGEM: 12.76 )
PGEM' s 10-Year ROC (Joel Greenblatt) (%) Range
Min: -150.97   Max: 58.53
Current: 12.76

-150.97
58.53
» PGEM's 10-Y Financials

Financials


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

» Details

Guru Trades

PGEM Guru Trades in

Q2 2013

PGEM Guru Trades in Q2 2013

Pioneer Investments 221,100 sh (New)
Ron Baron 2,643,300 sh (New)
David Tepper 149,498 sh (New)
» More
Q3 2013

PGEM Guru Trades in Q3 2013

Steven Cohen 32,511 sh (New)
David Tepper 439,858 sh (+194.22%)
Pioneer Investments Sold Out
Ron Baron 1,948,560 sh (-26.28%)
» More
Q4 2013

PGEM Guru Trades in Q4 2013

Ron Baron 1,957,340 sh (+0.45%)
Steven Cohen Sold Out
David Tepper 344,231 sh (-21.74%)
» More
» Details

Insider Trades

Latest Guru Trades with PGEM

GuruDate Trades Impact to Portfolio Price Range * (?) Current Price Change from Average Current Shares
Ron Baron 2013-09-30 Reduce -26.28%0.07%$14.16 - $20.65 $ 12.88-26%1948560
Ron Baron 2013-06-30 New Buy0.28%$19.99 - $23.83 $ 12.88-42%2643300
Premium More recent guru trades are included for Premium Members only!!
» Interactive Charts

Peter Lynch Chart ( What is Peter Lynch Charts )

Guru Investment Theses on Ply Gem Holdings Inc

Baron Funds Comments on Ply Gem Holdings Inc. - Aug 08, 2013

Ply Gem Holdings, Inc. (PGEM) is a leading manufacturer of exterior building products, selling siding and windows and doors to both the new construction and repair/remodel channels. The business was built through acquisition in the mid-2000's and then went through a skillful downsizing as the housing market collapsed. The company recently came public to capitalize on the nascent housing recovery. We like the company's leadership position in its product lines and believe management has proved to be very capable. We expect sales and profits to grow materially based on the continued cyclical of recovery of residential housing construction (we expect starts to double from present levels), market share gains, new product introductions and acquisitions. We believe that cash flow can triple from its present base. Putting a reasonable multiple on that expected cash flow and adjusting the balance sheet to reflect projected debt levels drives a stock price that is a double from our cost.

From Ron Baron's second quarter 2013 commentary.


Check out Ron Baron latest stock trades

Top Ranked Articles about Ply Gem Holdings Inc

Baron Funds Comments on Ply Gem Holdings Inc.
Ply Gem Holdings, Inc. (PGEM) is a leading manufacturer of exterior building products, selling siding and windows and doors to both the new construction and repair/remodel channels. The business was built through acquisition in the mid-2000's and then went through a skillful downsizing as the housing market collapsed. The company recently came public to capitalize on the nascent housing recovery. We like the company's leadership position in its product lines and believe management has proved to be very capable. We expect sales and profits to grow materially based on the continued cyclical of recovery of residential housing construction (we expect starts to double from present levels), market share gains, new product introductions and acquisitions. We believe that cash flow can triple from its present base. Putting a reasonable multiple on that expected cash flow and adjusting the balance sheet to reflect projected debt levels drives a stock price that is a double from our cost. Read more...

Ratios

vs
industry
vs
history
P/S 0.60
PGEM's P/S is ranked lower than
100% of the Companies
in the Global industry.

( Industry Median: vs. PGEM: 0.60 )
PGEM' s 10-Year P/S Range
Min: 0.5   Max: 0.95
Current: 0.6

0.5
0.95
EV-to-EBIT 58.80
PGEM's EV-to-EBIT is ranked lower than
100% of the Companies
in the Global industry.

( Industry Median: vs. PGEM: 58.80 )
PGEM' s 10-Year EV-to-EBIT Range
Min: 41.9   Max: 71.1
Current: 58.8

41.9
71.1

Valuation & Return

vs
industry
vs
history
Price/Median PS Value 0.80
PGEM's Price/Median PS Value is ranked lower than
100% of the Companies
in the Global industry.

( Industry Median: vs. PGEM: 0.80 )
PGEM' s 10-Year Price/Median PS Value Range
Min: 1.19   Max: 1.19
Current: 0.8

Earnings Yield (Greenblatt) 1.70
PGEM's Earnings Yield (Greenblatt) is ranked lower than
100% of the Companies
in the Global industry.

( Industry Median: vs. PGEM: 1.70 )
PGEM' s 10-Year Earnings Yield (Greenblatt) Range
Min: 1.4   Max: 2.4
Current: 1.7

1.4
2.4

Business Description

Industry: »
Compare: » details
Traded in other countries:PG6.Germany
Ply Gem Holdings Inc., was incorporated under the laws of the State of Delaware on January 23, 2004. The Company is a manufacturer of residential and commercial building products. It operates in two segments: Siding, Fencing and Stone; and Windows and Doors. Through these segments the Company manufactures and sells products for the residential and commercial construction, manufactured housing, and remodeling and renovation markets, mainly in the United States and Canada. Its product line includes vinyl siding, designer accents, cellular PVC trim, vinyl fencing, vinyl and composite railing, stone veneer and vinyl windows and doors used in both the new construction market and the home repair and remodeling market. It also manufactures vinyl and aluminum soffit and siding accessories with its core products. The Company's competitors include CertainTeed, Associated Materials, Inc., Alsco, Gentek, Azek, Inteplast, Kommerling, U.S. Fence, Homeland, Westech, Boral, and Eldorado Stone. The Company is subject to United States and Canadian federal, state, provincial and local laws and regulation.

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
Hide