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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 : 7/10

vs
industry
vs
history
Cash to Debt 0.07
PPO's Cash to Debt is ranked lower than
60% of the 2059 Companies
in the Global Diversified Industrials industry.

( Industry Median: 0.80 vs. PPO: 0.07 )
PPO' s 10-Year Cash to Debt Range
Min: 0.03   Max: No Debt
Current: 0.07

Equity to Asset 0.44
PPO's Equity to Asset is ranked higher than
57% of the 2046 Companies
in the Global Diversified Industrials industry.

( Industry Median: 0.50 vs. PPO: 0.44 )
PPO' s 10-Year Equity to Asset Range
Min: 0.05   Max: 0.44
Current: 0.44

0.05
0.44
F-Score: 8
Z-Score: 2.97
M-Score: -2.39
WACC vs ROIC
6.83%
4.87%
WACC
ROIC
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 (%) 13.34
PPO's Operating margin (%) is ranked higher than
89% of the 2063 Companies
in the Global Diversified Industrials industry.

( Industry Median: 6.58 vs. PPO: 13.34 )
PPO' s 10-Year Operating margin (%) Range
Min: -11.1   Max: 24.83
Current: 13.34

-11.1
24.83
Net-margin (%) 10.01
PPO's Net-margin (%) is ranked higher than
88% of the 2063 Companies
in the Global Diversified Industrials industry.

( Industry Median: 4.66 vs. PPO: 10.01 )
PPO' s 10-Year Net-margin (%) Range
Min: -22.7   Max: 13.79
Current: 10.01

-22.7
13.79
ROE (%) 10.96
PPO's ROE (%) is ranked higher than
82% of the 2048 Companies
in the Global Diversified Industrials industry.

( Industry Median: 7.65 vs. PPO: 10.96 )
PPO' s 10-Year ROE (%) Range
Min: -36.28   Max: 24.11
Current: 10.96

-36.28
24.11
ROA (%) 4.47
PPO's ROA (%) is ranked higher than
74% of the 2078 Companies
in the Global Diversified Industrials industry.

( Industry Median: 3.70 vs. PPO: 4.47 )
PPO' s 10-Year ROA (%) Range
Min: -8.23   Max: 7.44
Current: 4.47

-8.23
7.44
ROC (Joel Greenblatt) (%) 11.47
PPO's ROC (Joel Greenblatt) (%) is ranked higher than
71% of the 2076 Companies
in the Global Diversified Industrials industry.

( Industry Median: 12.72 vs. PPO: 11.47 )
PPO' s 10-Year ROC (Joel Greenblatt) (%) Range
Min: -11.16   Max: 31.6
Current: 11.47

-11.16
31.6
Revenue Growth (3Y)(%) 0.70
PPO's Revenue Growth (3Y)(%) is ranked higher than
62% of the 1796 Companies
in the Global Diversified Industrials industry.

( Industry Median: 3.60 vs. PPO: 0.70 )
PPO' s 10-Year Revenue Growth (3Y)(%) Range
Min: -81.2   Max: 9.3
Current: 0.7

-81.2
9.3
EBITDA Growth (3Y)(%) -8.00
PPO's EBITDA Growth (3Y)(%) is ranked higher than
59% of the 1571 Companies
in the Global Diversified Industrials industry.

( Industry Median: 3.00 vs. PPO: -8.00 )
PPO' s 10-Year EBITDA Growth (3Y)(%) Range
Min: 0   Max: 27.9
Current: -8

0
27.9
EPS Growth (3Y)(%) -19.70
PPO's EPS Growth (3Y)(%) is ranked higher than
57% of the 1430 Companies
in the Global Diversified Industrials industry.

( Industry Median: 3.50 vs. PPO: -19.70 )
PPO' s 10-Year EPS Growth (3Y)(%) Range
Min: -19.7   Max: 311.1
Current: -19.7

-19.7
311.1
» PPO's 10-Y Financials

Financials


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

» Details

Guru Trades

Q1 2014

PPO Guru Trades in Q1 2014

Joel Greenblatt 619,580 sh (+652.78%)
PRIMECAP Management 6,290,000 sh (+43.55%)
Columbia Wanger Sold Out
Manning & Napier Advisors, Inc 63,160 sh (-45.79%)
Ron Baron 23,383 sh (-97.35%)
» More
Q2 2014

PPO Guru Trades in Q2 2014

Michael Price 25,000 sh (New)
Michael Price 25,000 sh (unchged)
PRIMECAP Management 6,162,200 sh (-2.03%)
Manning & Napier Advisors, Inc 54,190 sh (-14.2%)
Ron Baron 17,883 sh (-23.52%)
Joel Greenblatt 469,466 sh (-24.23%)
» More
Q3 2014

PPO Guru Trades in Q3 2014

Ron Baron 39,063 sh (+118.44%)
Michael Price 25,000 sh (unchged)
PRIMECAP Management 6,149,100 sh (-0.21%)
Manning & Napier Advisors, Inc 49,650 sh (-8.38%)
Joel Greenblatt 354,619 sh (-24.46%)
» More
Q4 2014

PPO Guru Trades in Q4 2014

Jim Simons 13,300 sh (New)
Joel Greenblatt 360,456 sh (+1.65%)
PRIMECAP Management 6,159,500 sh (+0.17%)
Michael Price 25,000 sh (unchged)
Ron Baron 34,563 sh (-11.52%)
Manning & Napier Advisors, Inc 39,320 sh (-20.81%)
» More
» Details

Insider Trades

Latest Guru Trades with PPO

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

GuruDate Trades Impact to Portfolio Price Range * (?) Current Price Change from Average Current Shares
Joel Greenblatt 2014-09-30 Reduce -24.46%0.07%$39.75 - $47.69 $ 59.2936%354619
Ron Baron 2014-09-30 Add 118.44%$39.75 - $47.69 $ 59.2936%39063
Joel Greenblatt 2014-06-30 Reduce -24.23%0.08%$33.99 - $48.41 $ 59.2945%469466
Ron Baron 2014-06-30 Reduce -23.52%$33.99 - $48.41 $ 59.2945%17883
Joel Greenblatt 2014-03-31 Add 652.78%0.28%$29.63 - $39.92 $ 59.2969%619580
Ron Baron 2014-03-31 Reduce -97.35%0.14%$29.63 - $39.92 $ 59.2969%23383
PRIMECAP Management 2014-03-31 Add 43.55%0.07%$29.63 - $39.92 $ 59.2969%6290000
Joel Greenblatt 2013-12-31 New Buy0.08%$35.91 - $45.2 $ 59.2951%82306
PRIMECAP Management 2013-12-31 Add 43.09%0.06%$35.91 - $45.2 $ 59.2951%4381900
Ron Baron 2013-12-31 Reduce -24.98%0.05%$35.91 - $45.2 $ 59.2951%881263
PRIMECAP Management 2013-09-30 Add 62.93%0.07%$40.44 - $46 $ 59.2939%3062400
PRIMECAP Management 2013-06-30 Add 118.51%0.06%$37.2 - $44.33 $ 59.2948%1879600
PRIMECAP Management 2012-09-30 Add 1368.67%0.04%$31.61 - $39.96 $ 59.2968%660900
PRIMECAP Management 2012-06-30 New Buy$33.84 - $39.18 $ 59.2960%45000
Ron Baron 2012-03-31 Reduce -24.71%0.16%$34.27 - $56.7 $ 59.2946%1715520
Premium More recent guru trades are included for Premium Members only!!
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Guru Investment Theses on Polypore International Inc

Meridian Funds Comments on Polypore International Inc - Sep 08, 2014

Polypore International (PPO) develops, manufactures and markets specialized membranes used in separation and filtration processes. The stock rallied strongly during the second quarter as it signed a new agreement with a customer that includes possible access to one of the world’s fastest growing electronic vehicle brands. We believe the company has substantial earnings growth potential driven by increases in capacity utilization of their lithium ion separator manufacturing facilities as electronic vehicles increase their share of total automobile production. We took advantage of the strong stock move to trim some of the position during the quarter.

From Meridian Funds (Trades, Portfolio)’ Meridian Growth Fund Second Quarter 2014 Commentary.

Check out Meridian Funds latest stock trades

Meridian Funds Comments on Polypore International Inc - Jun 19, 2014

Polypore International, Inc. (PPO) was the Fund’s largest detractor during the period. The company reported a weak third quarter with revenues and EPS missing consensus estimates. Additionally, the company announced that it was in the process of renegotiating contracts with its largest customers and that the outcome of these negotiations was difficult to predict. We continue to own the stock because we believe that Polypore has proprietary technology that allows it to manufacture the highest quality battery separators at the lowest cost. As electric and hybrid vehicles continue to increase their penetration of the auto market, we believe that Polypore should be poised to grow at high incremental margins and at high returns on invested capital.



From Meridian Funds's semi-annual report ended December 31, 2013.



Check out Meridian Funds latest stock trades

Baron Funds Comments on Polypore International - Jun 10, 2013

Polypore International, Inc. (PPO), the maker of separators for lithium and lead aid batteries, fell 13.6% in the quarter after the company reported poor earnings. Lithium market sales were disappointing in both consumer and electric vehicle end markets, and the company has excess capacity that will lead to depressed margins until sales pick up. We continue to believe in the company's competitive and technological advantages and think that electric vehicle production has bottomed and will be a great growth theme for years to come.

From Baron Funds’ first quarter 2013 commentary.
Check out Ron Baron latest stock trades

Top Ranked Articles about Polypore International Inc

Meridian Funds Comments on Polypore International Inc
Polypore International (PPO) develops, manufactures and markets specialized membranes used in separation and filtration processes. The stock rallied strongly during the second quarter as it signed a new agreement with a customer that includes possible access to one of the world’s fastest growing electronic vehicle brands. We believe the company has substantial earnings growth potential driven by increases in capacity utilization of their lithium ion separator manufacturing facilities as electronic vehicles increase their share of total automobile production. We took advantage of the strong stock move to trim some of the position during the quarter. Read more...
Meridian Funds Comments on Polypore International Inc
Polypore International, Inc. (PPO) was the Fund’s largest detractor during the period. The company reported a weak third quarter with revenues and EPS missing consensus estimates. Additionally, the company announced that it was in the process of renegotiating contracts with its largest customers and that the outcome of these negotiations was difficult to predict. We continue to own the stock because we believe that Polypore has proprietary technology that allows it to manufacture the highest quality battery separators at the lowest cost. As electric and hybrid vehicles continue to increase their penetration of the auto market, we believe that Polypore should be poised to grow at high incremental margins and at high returns on invested capital. Read more...

Ratios

vs
industry
vs
history
P/E(ttm) 40.70
PPO's P/E(ttm) is ranked higher than
63% of the 2199 Companies
in the Global Diversified Industrials industry.

( Industry Median: 24.50 vs. PPO: 40.70 )
PPO' s 10-Year P/E(ttm) Range
Min: 4.05   Max: 987.89
Current: 40.7

4.05
987.89
Forward P/E 21.41
PPO's Forward P/E is ranked higher than
80% of the 2199 Companies
in the Global Diversified Industrials industry.

( Industry Median: 45.05 vs. PPO: 21.41 )
N/A
PE(NRI) 97.20
PPO's PE(NRI) is ranked higher than
57% of the 2199 Companies
in the Global Diversified Industrials industry.

( Industry Median: 24.50 vs. PPO: 97.20 )
PPO' s 10-Year PE(NRI) Range
Min: 4.3   Max: 938.5
Current: 97.2

4.3
938.5
P/B 4.32
PPO's P/B is ranked lower than
51% of the 2199 Companies
in the Global Diversified Industrials industry.

( Industry Median: 1.91 vs. PPO: 4.32 )
PPO' s 10-Year P/B Range
Min: 0.32   Max: 10.56
Current: 4.32

0.32
10.56
P/S 4.05
PPO's P/S is ranked lower than
51% of the 2199 Companies
in the Global Diversified Industrials industry.

( Industry Median: 1.17 vs. PPO: 4.05 )
PPO' s 10-Year P/S Range
Min: 0.22   Max: 4.82
Current: 4.05

0.22
4.82
PFCF 32.22
PPO's PFCF is ranked higher than
74% of the 2199 Companies
in the Global Diversified Industrials industry.

( Industry Median: 45.54 vs. PPO: 32.22 )
PPO' s 10-Year PFCF Range
Min: 3.33   Max: 400
Current: 32.22

3.33
400
POCF 24.50
PPO's POCF is ranked higher than
64% of the 2199 Companies
in the Global Diversified Industrials industry.

( Industry Median: 16.60 vs. PPO: 24.50 )
PPO' s 10-Year POCF Range
Min: 1.66   Max: 27.15
Current: 24.5

1.66
27.15
EV-to-EBIT 35.31
PPO's EV-to-EBIT is ranked higher than
61% of the 2199 Companies
in the Global Diversified Industrials industry.

( Industry Median: 17.67 vs. PPO: 35.31 )
PPO' s 10-Year EV-to-EBIT Range
Min: -83.6   Max: 50.2
Current: 35.31

-83.6
50.2
Shiller P/E 99.84
PPO's Shiller P/E is ranked higher than
71% of the 2199 Companies
in the Global Diversified Industrials industry.

( Industry Median: 57.67 vs. PPO: 99.84 )
PPO' s 10-Year Shiller P/E Range
Min: 46.17   Max: 1009.75
Current: 99.84

46.17
1009.75
Current Ratio 2.75
PPO's Current Ratio is ranked higher than
83% of the 2061 Companies
in the Global Diversified Industrials industry.

( Industry Median: 1.87 vs. PPO: 2.75 )
PPO' s 10-Year Current Ratio Range
Min: 1.56   Max: 4.01
Current: 2.75

1.56
4.01
Quick Ratio 1.72
PPO's Quick Ratio is ranked higher than
78% of the 2061 Companies
in the Global Diversified Industrials industry.

( Industry Median: 1.29 vs. PPO: 1.72 )
PPO' s 10-Year Quick Ratio Range
Min: 1.14   Max: 2.89
Current: 1.72

1.14
2.89
Days Inventory 95.72
PPO's Days Inventory is ranked higher than
70% of the 2199 Companies
in the Global Diversified Industrials industry.

( Industry Median: 103.84 vs. PPO: 95.72 )
PPO' s 10-Year Days Inventory Range
Min: 39.14   Max: 100.71
Current: 95.72

39.14
100.71
Days Sales Outstanding 65.17
PPO's Days Sales Outstanding is ranked higher than
82% of the 2199 Companies
in the Global Diversified Industrials industry.

( Industry Median: 96.94 vs. PPO: 65.17 )
PPO' s 10-Year Days Sales Outstanding Range
Min: 60.03   Max: 78.93
Current: 65.17

60.03
78.93

Valuation & Return

vs
industry
vs
history
Price/Tangible Book 30.41
PPO's Price/Tangible Book is ranked lower than
55% of the 2199 Companies
in the Global Diversified Industrials industry.

( Industry Median: 2.54 vs. PPO: 30.41 )
PPO' s 10-Year Price/Tangible Book Range
Min: 16.45   Max: 669.67
Current: 30.41

16.45
669.67
Price/DCF (Projected) 3.03
PPO's Price/DCF (Projected) is ranked higher than
72% of the 2199 Companies
in the Global Diversified Industrials industry.

( Industry Median: 2.53 vs. PPO: 3.03 )
PPO' s 10-Year Price/DCF (Projected) Range
Min: 1.8   Max: 4.14
Current: 3.03

1.8
4.14
Price/Median PS Value 1.68
PPO's Price/Median PS Value is ranked higher than
53% of the 2199 Companies
in the Global Diversified Industrials industry.

( Industry Median: 1.23 vs. PPO: 1.68 )
PPO' s 10-Year Price/Median PS Value Range
Min: 0.13   Max: 1.85
Current: 1.68

0.13
1.85
Price/Graham Number 11.40
PPO's Price/Graham Number is ranked higher than
56% of the 2199 Companies
in the Global Diversified Industrials industry.

( Industry Median: 2.51 vs. PPO: 11.40 )
PPO' s 10-Year Price/Graham Number Range
Min: 5.56   Max: 34.34
Current: 11.4

5.56
34.34
Earnings Yield (Greenblatt) 2.80
PPO's Earnings Yield (Greenblatt) is ranked higher than
59% of the 2067 Companies
in the Global Diversified Industrials industry.

( Industry Median: 6.10 vs. PPO: 2.80 )
PPO' s 10-Year Earnings Yield (Greenblatt) Range
Min: 2   Max: 12.4
Current: 2.8

2
12.4

Business Description

Industry: Industrial Products » Diversified Industrials
Compare:WOSYY, GWW, GPC, NDEKY, LKQ » details
Traded in other countries:QL2.Germany,
Polypore International, Inc. is a Delaware corporation is a high technology filtration company that develops, manufactures and markets specialized microporous membranes used in separation and filtration processes. The microporous membranes that Company produces are highly engineered polymeric structures that contain millions of pores per square inch, enabling the management of ions, gases and particles that range in size from the cellular to the nano or molecular level. Its operations are mainly managed on a products basis and are comprised of three operating segments that have been aggregated into two reportable segments: energy storage and separations media. The energy storage segment produces and markets membranes that provide the critical function of separating the cathode and anode in a variety of battery markets, including lithium, industrial and transportation applications. The separations media segment produces and markets membranes used as the high technology filtration element in various medical and industrial applications. Electronics applications: The Company develops, manufactures and markets a line of patented polypropylene and polyethylene monolayer and multilayer membrane separators for lithium batteries that are used in numerous applications such as personal electronic devices, cordless power tools and HEVs and other electric vehicles. Transportation and industrial applications: Polypore develops, manufactures and markets a complete line of high-performance polymer-based membrane separators for lead-acid batteries. Approximately 80% of its lead-acid battery separators are used in batteries for automobiles and other motor vehicles. The Company develops, manufactures and markets a complete line of patented polyethersulfone membranes for the hemodialysis market. Hemodialysis is the artificial process that performs the function of a healthy kidney for patients with permanent kidney failure, a condition known as End Stage Renal Disease. Polypore develops, manufactures and markets polypropylene and polymethylpentene membranes for the blood oxygenation market. As a component of heart-lung machines, blood oxygenators temporarily replace the functions of the lungs during on-pump open-heart surgery. The Company develops, manufactures and markets polypropylene and polyethersulfone membranes for the plasmapheresis market. In plasmapheresis, plasma is separated from the blood and either retained for the production of therapeutic proteins or filtered and returned to the blood as a treatment for various autoimmune disorders. Polypore produces a range of membranes and membrane-based elements for micro- and ultrafiltration and gasification/degasification of liquids, covering a range of applications in the filtration market. The Company sells its products and services to customers in both the domestic and international marketplace. Polypore sells mainly to manufacturers and converters that incorporate its products into their finis
» More Articles for PPO

Headlines

Articles On GuruFocus.com
want 2015 Feb 17 2015 
Meridian Funds Comments on Polypore International Inc Sep 08 2014 
Meridian Growth Fund Second Quarter 2014 Commentary Sep 08 2014 
Meridian Funds Comments on Polypore International Inc Jun 19 2014 
Weekly 3-Year Low Highlights: CHRW, EPB, BTE, PPO Feb 09 2014 
Baron Funds Comments on Polypore International Jun 10 2013 
Baron Funds Comments on Polypore International Feb 20 2013 
Baron Funds Comments on Polypore International Feb 06 2013 
Baron Funds Comments on Polypore International May 24 2012 
Weekly Guru Bargains Highlights: VALE, PPO, KGC, ATML, STLD May 20 2012 

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