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 1.24
PLXS's Cash to Debt is ranked lower than
54% of the 2488 Companies
in the Global Contract Manufacturers industry.

( Industry Median: 4.04 vs. PLXS: 1.24 )
PLXS' s 10-Year Cash to Debt Range
Min: 0.03   Max: No Debt
Current: 1.24

Equity to Asset 0.49
PLXS's Equity to Asset is ranked lower than
52% of the 2478 Companies
in the Global Contract Manufacturers industry.

( Industry Median: 0.58 vs. PLXS: 0.49 )
PLXS' s 10-Year Equity to Asset Range
Min: 0.29   Max: 0.75
Current: 0.49

0.29
0.75
Interest Coverage 7.65
PLXS's Interest Coverage is ranked lower than
59% of the 1547 Companies
in the Global Contract Manufacturers industry.

( Industry Median: 76.29 vs. PLXS: 7.65 )
PLXS' s 10-Year Interest Coverage Range
Min: 2.99   Max: 423.17
Current: 7.65

2.99
423.17
F-Score: 7
Z-Score: 3.92
M-Score: -2.82
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 : 7/10

vs
industry
vs
history
Operating margin (%) 4.34
PLXS's Operating margin (%) is ranked higher than
67% of the 2464 Companies
in the Global Contract Manufacturers industry.

( Industry Median: 3.42 vs. PLXS: 4.34 )
PLXS' s 10-Year Operating margin (%) Range
Min: -8.85   Max: 9.3
Current: 4.34

-8.85
9.3
Net-margin (%) 3.69
PLXS's Net-margin (%) is ranked higher than
66% of the 2465 Companies
in the Global Contract Manufacturers industry.

( Industry Median: 2.74 vs. PLXS: 3.69 )
PLXS' s 10-Year Net-margin (%) Range
Min: -8.41   Max: 6.85
Current: 3.69

-8.41
6.85
ROE (%) 11.76
PLXS's ROE (%) is ranked higher than
83% of the 2428 Companies
in the Global Contract Manufacturers industry.

( Industry Median: 5.17 vs. PLXS: 11.76 )
PLXS' s 10-Year ROE (%) Range
Min: -18.32   Max: 27.96
Current: 11.76

-18.32
27.96
ROA (%) 5.68
PLXS's ROA (%) is ranked higher than
79% of the 2466 Companies
in the Global Contract Manufacturers industry.

( Industry Median: 2.74 vs. PLXS: 5.68 )
PLXS' s 10-Year ROA (%) Range
Min: -12.29   Max: 15.51
Current: 5.68

-12.29
15.51
ROC (Joel Greenblatt) (%) 16.26
PLXS's ROC (Joel Greenblatt) (%) is ranked higher than
74% of the 2460 Companies
in the Global Contract Manufacturers industry.

( Industry Median: 10.23 vs. PLXS: 16.26 )
PLXS' s 10-Year ROC (Joel Greenblatt) (%) Range
Min: -27.09   Max: 50.26
Current: 16.26

-27.09
50.26
Revenue Growth (%) 9.00
PLXS's Revenue Growth (%) is ranked higher than
78% of the 1668 Companies
in the Global Contract Manufacturers industry.

( Industry Median: 3.30 vs. PLXS: 9.00 )
PLXS' s 10-Year Revenue Growth (%) Range
Min: -0.5   Max: 24
Current: 9

-0.5
24
EBITDA Growth (%) 7.20
PLXS's EBITDA Growth (%) is ranked higher than
71% of the 1276 Companies
in the Global Contract Manufacturers industry.

( Industry Median: 5.20 vs. PLXS: 7.20 )
PLXS' s 10-Year EBITDA Growth (%) Range
Min: -28.8   Max: 102.6
Current: 7.2

-28.8
102.6
EPS Growth (%) 2.50
PLXS's EPS Growth (%) is ranked higher than
65% of the 1124 Companies
in the Global Contract Manufacturers industry.

( Industry Median: 5.90 vs. PLXS: 2.50 )
PLXS' s 10-Year EPS Growth (%) Range
Min: -18.5   Max: 42.6
Current: 2.5

-18.5
42.6
» PLXS's 10-Y Financials

Financials


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

» Details

Guru Trades

Q1 2013

PLXS Guru Trades in Q1 2013

Steven Cohen 21,679 sh (New)
Paul Tudor Jones 26,900 sh (+80.54%)
Jim Simons 47,693 sh (+23.26%)
Chuck Royce 1,077,700 sh (-0.07%)
Columbia Wanger 1,309,000 sh (-1.58%)
James Barrow 1,721,232 sh (-1.69%)
Ken Fisher 893,101 sh (-5.07%)
Joel Greenblatt 46,554 sh (-58.53%)
» More
Q2 2013

PLXS Guru Trades in Q2 2013

James Barrow 2,562,342 sh (+48.87%)
Joel Greenblatt 65,720 sh (+41.17%)
Ken Fisher 912,751 sh (+2.2%)
Columbia Wanger 1,309,000 sh (unchged)
Paul Tudor Jones Sold Out
Jim Simons Sold Out
Steven Cohen Sold Out
Chuck Royce 1,069,600 sh (-0.75%)
» More
Q3 2013

PLXS Guru Trades in Q3 2013

Paul Tudor Jones 8,200 sh (New)
Steven Cohen 10,742 sh (New)
Ken Fisher 908,481 sh (-0.47%)
James Barrow 2,538,544 sh (-0.93%)
Chuck Royce 1,050,600 sh (-1.78%)
Columbia Wanger 1,284,000 sh (-1.91%)
Joel Greenblatt 36,047 sh (-45.15%)
» More
Q4 2013

PLXS Guru Trades in Q4 2013

John Hussman 100,000 sh (New)
Jim Simons 39,103 sh (New)
Joel Greenblatt 203,277 sh (+463.92%)
Paul Tudor Jones 10,100 sh (+23.17%)
Columbia Wanger 1,284,000 sh (unchged)
James Barrow 2,500,134 sh (-1.51%)
Ken Fisher 893,101 sh (-1.69%)
Chuck Royce 1,011,200 sh (-3.75%)
Steven Cohen 6,646 sh (-38.13%)
» More
» Details

Insider Trades

Latest Guru Trades with PLXS

GuruDate Trades Impact to Portfolio Price Range * (?) Current Price Change from Average Current Shares
John Hussman 2013-12-31 New Buy0.31%$36.56 - $43.03 $ 40.282%100000
Joel Greenblatt 2013-12-31 Add 463.92%0.17%$36.56 - $43.03 $ 40.282%203277
Joel Greenblatt 2013-09-30 Reduce -45.15%0.04%$29.65 - $37.16 $ 40.2818%36047
James Barrow 2013-06-30 Add 48.87%0.04%$23.91 - $29.97 $ 40.2845%2562342
Joel Greenblatt 2013-06-30 Add 41.17%0.02%$23.91 - $29.97 $ 40.2845%65720
Joel Greenblatt 2013-03-31 Reduce -58.53%0.1%$23.67 - $26.89 $ 40.2860%46554
Joel Greenblatt 2012-09-30 Add 42.31%0.07%$26.68 - $33.82 $ 40.2836%107223
Joel Greenblatt 2012-03-31 Add 71.18%0.09%$27.59 - $38 $ 40.2821%69594
Joel Greenblatt 2011-12-31 New Buy0.13%$21.39 - $28.84 $ 40.2854%40655
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) 16.80
PLXS's P/E(ttm) is ranked higher than
65% of the 1771 Companies
in the Global Contract Manufacturers industry.

( Industry Median: 19.30 vs. PLXS: 16.80 )
PLXS' s 10-Year P/E(ttm) Range
Min: 6.72   Max: 494.48
Current: 16.8

6.72
494.48
P/B 1.90
PLXS's P/B is ranked lower than
52% of the 2370 Companies
in the Global Contract Manufacturers industry.

( Industry Median: 1.48 vs. PLXS: 1.90 )
PLXS' s 10-Year P/B Range
Min: 0.91   Max: 5.31
Current: 1.9

0.91
5.31
P/S 0.63
PLXS's P/S is ranked higher than
67% of the 2534 Companies
in the Global Contract Manufacturers industry.

( Industry Median: 0.91 vs. PLXS: 0.63 )
PLXS' s 10-Year P/S Range
Min: 0.26   Max: 1.61
Current: 0.63

0.26
1.61
PFCF 14.50
PLXS's PFCF is ranked higher than
62% of the 1305 Companies
in the Global Contract Manufacturers industry.

( Industry Median: 16.38 vs. PLXS: 14.50 )
PLXS' s 10-Year PFCF Range
Min: 6.8   Max: 651.25
Current: 14.5

6.8
651.25
EV-to-EBIT 13.70
PLXS's EV-to-EBIT is ranked higher than
66% of the 1925 Companies
in the Global Contract Manufacturers industry.

( Industry Median: 15.73 vs. PLXS: 13.70 )
PLXS' s 10-Year EV-to-EBIT Range
Min: 5   Max: 6682
Current: 13.7

5
6682
PEG 1.10
PLXS's PEG is ranked higher than
65% of the 796 Companies
in the Global Contract Manufacturers industry.

( Industry Median: 1.26 vs. PLXS: 1.10 )
PLXS' s 10-Year PEG Range
Min: 0.09   Max: 1.96
Current: 1.1

0.09
1.96
Shiller P/E 19.80
PLXS's Shiller P/E is ranked higher than
71% of the 794 Companies
in the Global Contract Manufacturers industry.

( Industry Median: 25.60 vs. PLXS: 19.80 )
PLXS' s 10-Year Shiller P/E Range
Min: 11.37   Max: 1085
Current: 19.8

11.37
1085

Valuation & Return

vs
industry
vs
history
Price/Net Current Asset Value 74.60
PLXS's Price/Net Current Asset Value is ranked lower than
61% of the 941 Companies
in the Global Contract Manufacturers industry.

( Industry Median: 6.20 vs. PLXS: 74.60 )
PLXS' s 10-Year Price/Net Current Asset Value Range
Min: 4.74   Max: 282.5
Current: 74.6

4.74
282.5
Price/Tangible Book 1.90
PLXS's Price/Tangible Book is ranked higher than
50% of the 2297 Companies
in the Global Contract Manufacturers industry.

( Industry Median: 1.60 vs. PLXS: 1.90 )
PLXS' s 10-Year Price/Tangible Book Range
Min: 1.04   Max: 16.17
Current: 1.9

1.04
16.17
Price/DCF (Projected) 1.10
PLXS's Price/DCF (Projected) is ranked higher than
72% of the 947 Companies
in the Global Contract Manufacturers industry.

( Industry Median: 1.30 vs. PLXS: 1.10 )
PLXS' s 10-Year Price/DCF (Projected) Range
Min: 0.72   Max: 41.96
Current: 1.1

0.72
41.96
Price/Median PS Value 1.00
PLXS's Price/Median PS Value is ranked higher than
70% of the 2361 Companies
in the Global Contract Manufacturers industry.

( Industry Median: 1.10 vs. PLXS: 1.00 )
PLXS' s 10-Year Price/Median PS Value Range
Min: 0.32   Max: 5.97
Current: 1

0.32
5.97
Price/Peter Lynch Fair Value 1.10
PLXS's Price/Peter Lynch Fair Value is ranked higher than
63% of the 383 Companies
in the Global Contract Manufacturers industry.

( Industry Median: 1.10 vs. PLXS: 1.10 )
PLXS' s 10-Year Price/Peter Lynch Fair Value Range
Min: 0.39   Max: 21.81
Current: 1.1

0.39
21.81
Price/Graham Number 1.20
PLXS's Price/Graham Number is ranked higher than
61% of the 1701 Companies
in the Global Contract Manufacturers industry.

( Industry Median: 1.20 vs. PLXS: 1.20 )
PLXS' s 10-Year Price/Graham Number Range
Min: 0.68   Max: 6.81
Current: 1.2

0.68
6.81
Earnings Yield (Greenblatt) 7.30
PLXS's Earnings Yield (Greenblatt) is ranked higher than
70% of the 2081 Companies
in the Global Contract Manufacturers industry.

( Industry Median: 6.10 vs. PLXS: 7.30 )
PLXS' s 10-Year Earnings Yield (Greenblatt) Range
Min: 0.1   Max: 20
Current: 7.3

0.1
20
Forward Rate of Return (Yacktman) 17.48
PLXS's Forward Rate of Return (Yacktman) is ranked higher than
86% of the 1318 Companies
in the Global Contract Manufacturers industry.

( Industry Median: 3.15 vs. PLXS: 17.48 )
PLXS' s 10-Year Forward Rate of Return (Yacktman) Range
Min: -2.3   Max: 81.6
Current: 17.48

-2.3
81.6

Business Description

Industry: Computer Hardware » Contract Manufacturers
Compare:FLEX, JBL, RAVN, TTMI, KBALB » details
Traded in other countries:PX4.Germany
Plexus Corp. was incorporated in 1979 as a Wisconsin corporation. The Company and its subsidiaries participate in the Electronic Manufacturing Services ('EMS') industry. It delivers optimized Product Realization solutions through a unique Product Realization Value Stream services model. This customer focused services model seamlessly integrates innovative product conceptualization, design, commercialization, manufacturing, fulfillment and sustaining services to deliver comprehensive end-to-end solutions for customers in the Americas, European and Asia-Pacific regions. Customer service is provided to over 130 branded product companies in the Wireline/Networking, Wireless Infrastructure, Medical, Industrial/Commercial and Defense/Security/Aerospace market sectors. Its customers' products typically require exceptional production and supply-chain flexibility, necessitating an optimized demand-pull-based manufacturing and supply chain solution across an integrated global platform. Many of its customers' products require complex configuration management and direct order fulfillment to their customers across the globe. In such cases it provides global logistics management and after-market service and repair. The Company offers its customers the ability to outsource all phases of product realization, including product specifications; development, design and design verification; regulatory compliance support; prototyping and new product introduction; manufacturing test equipment development; materials sourcing, procurement and supply-chain management; product assembly/manufacturing, configuration and test; order fulfillment, logistics and service/repair. It operates flexible manufacturing facilities and processes designed to accommodate customers with multiple product-lines and configurations. Its customers include both industry- original equipment manufacturers ('OEMs') and other technology companies that have never manufactured products internally. It provide most of its contract manufacturing services on a turnkey basis, which means that it procure some or all of the materials required for product assembly. The Company provides some services on a consignment basis, which means that the customer supplies the necessary materials, and it provides the labor and other services required for product assembly. Turnkey services require material procurement and warehousing, in addition to manufacturing, and involve greater resource investments than consignment services. The Company competes against companies that design or manufacture items in-house. In addition, it competes against foreign, low-labor cost manufacturers. This foreign, low-labor cost competition tends to focus on commodity and consumer-related products, which is not its focus. The Company is subject to a variety of environmental regulations relating to air emission standards and the use, storage, discharge and disposal of hazardous chemicals used during its manufacturing process.

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