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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 0.10
PPO's Cash to Debt is ranked lower than
90% of the 1709 Companies
in the Global Diversified Industrials industry.

( Industry Median: 0.99 vs. PPO: 0.10 )
Ranked among companies with meaningful Cash to Debt only.
PPO' s 10-Year Cash to Debt Range
Min: 0.03  Med: 0.09 Max: N/A
Current: 0.1
Equity to Asset 0.45
PPO's Equity to Asset is ranked lower than
61% of the 1545 Companies
in the Global Diversified Industrials industry.

( Industry Median: 0.52 vs. PPO: 0.45 )
Ranked among companies with meaningful Equity to Asset only.
PPO' s 10-Year Equity to Asset Range
Min: 0.05  Med: 0.28 Max: 0.45
Current: 0.45
0.05
0.45
F-Score: 5
Z-Score: 3.16
M-Score: -2.75
WACC vs ROIC
10.99%
5.03%
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 : 6/10

vs
industry
vs
history
Operating margin (%) 11.84
PPO's Operating margin (%) is ranked higher than
78% of the 1699 Companies
in the Global Diversified Industrials industry.

( Industry Median: 5.72 vs. PPO: 11.84 )
Ranked among companies with meaningful Operating margin (%) only.
PPO' s 10-Year Operating margin (%) Range
Min: -11.1  Med: 15.26 Max: 24.83
Current: 11.84
-11.1
24.83
Net-margin (%) 8.17
PPO's Net-margin (%) is ranked higher than
73% of the 1699 Companies
in the Global Diversified Industrials industry.

( Industry Median: 4.13 vs. PPO: 8.17 )
Ranked among companies with meaningful Net-margin (%) only.
PPO' s 10-Year Net-margin (%) Range
Min: -22.7  Med: 2.63 Max: 13.79
Current: 8.17
-22.7
13.79
ROE (%) 8.23
PPO's ROE (%) is ranked higher than
55% of the 1675 Companies
in the Global Diversified Industrials industry.

( Industry Median: 7.09 vs. PPO: 8.23 )
Ranked among companies with meaningful ROE (%) only.
PPO' s 10-Year ROE (%) Range
Min: -36.28  Med: 0.27 Max: 24.11
Current: 8.23
-36.28
24.11
ROA (%) 3.66
PPO's ROA (%) is ranked higher than
52% of the 1719 Companies
in the Global Diversified Industrials industry.

( Industry Median: 3.52 vs. PPO: 3.66 )
Ranked among companies with meaningful ROA (%) only.
PPO' s 10-Year ROA (%) Range
Min: -8.23  Med: 0.04 Max: 7.44
Current: 3.66
-8.23
7.44
ROC (Joel Greenblatt) (%) 10.07
PPO's ROC (Joel Greenblatt) (%) is ranked lower than
54% of the 1710 Companies
in the Global Diversified Industrials industry.

( Industry Median: 11.26 vs. PPO: 10.07 )
Ranked among companies with meaningful ROC (Joel Greenblatt) (%) only.
PPO' s 10-Year ROC (Joel Greenblatt) (%) Range
Min: -11.16  Med: 12.48 Max: 31.94
Current: 10.07
-11.16
31.94
Revenue Growth (3Y)(%) -3.60
PPO's Revenue Growth (3Y)(%) is ranked lower than
72% of the 1402 Companies
in the Global Diversified Industrials industry.

( Industry Median: 2.60 vs. PPO: -3.60 )
Ranked among companies with meaningful Revenue Growth (3Y)(%) only.
PPO' s 10-Year Revenue Growth (3Y)(%) Range
Min: -81.2  Med: -3.60 Max: 9.3
Current: -3.6
-81.2
9.3
EBITDA Growth (3Y)(%) -15.70
PPO's EBITDA Growth (3Y)(%) is ranked lower than
79% of the 1216 Companies
in the Global Diversified Industrials industry.

( Industry Median: 2.90 vs. PPO: -15.70 )
Ranked among companies with meaningful EBITDA Growth (3Y)(%) only.
PPO' s 10-Year EBITDA Growth (3Y)(%) Range
Min: 0  Med: -15.70 Max: 27.9
Current: -15.7
0
27.9
EPS Growth (3Y)(%) -30.10
PPO's EPS Growth (3Y)(%) is ranked lower than
84% of the 1082 Companies
in the Global Diversified Industrials industry.

( Industry Median: 1.90 vs. PPO: -30.10 )
Ranked among companies with meaningful EPS Growth (3Y)(%) only.
PPO' s 10-Year EPS Growth (3Y)(%) Range
Min: -30.1  Med: 31.20 Max: 311.1
Current: -30.1
-30.1
311.1
» PPO's 10-Y Financials

Financials


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

» Details

Guru Trades

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
Q1 2015

PPO Guru Trades in Q1 2015

Mario Gabelli 152,528 sh (New)
Jeremy Grantham 906,984 sh (New)
Jim Simons 214,800 sh (+1515.04%)
Michael Price Sold Out
Ron Baron Sold Out
Manning & Napier Advisors, Inc Sold Out
PRIMECAP Management 5,901,058 sh (-4.20%)
Joel Greenblatt 170,831 sh (-52.61%)
» More
Q2 2015

PPO Guru Trades in Q2 2015

Prem Watsa 34,000 sh (New)
Jim Simons 635,300 sh (+195.76%)
Mario Gabelli 251,800 sh (+65.08%)
Jeremy Grantham Sold Out
PRIMECAP Management 5,110,640 sh (-13.39%)
Joel Greenblatt 12,116 sh (-92.91%)
» More
2015

PPO Guru Trades in 2015

PRIMECAP Management 4,315,640 sh (-15.56%)
» More
» Details

Insider Trades

Latest Guru Trades with PPO

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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

Top Ranked Articles about Polypore International Inc

Prem Watsa Buys 8 Diverse New Holdings in Second Quarter
Frequently dubbed “the Canadian Warren Buffett (Trades, Portfolio),” Prem Watsa (Trades, Portfolio), founder and CEO of Fairfax Financial Holdings (TSX:FFH), reported eight new stock purchases from a variety of industries for the second quarter. Read more...
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...

Ratios

vs
industry
vs
history
P/E(ttm) 54.40
PPO's P/E(ttm) is ranked lower than
81% of the 1311 Companies
in the Global Diversified Industrials industry.

( Industry Median: 18.70 vs. PPO: 54.40 )
Ranked among companies with meaningful P/E(ttm) only.
PPO' s 10-Year P/E(ttm) Range
Min: 4.05  Med: 32.25 Max: 987.89
Current: 54.4
4.05
987.89
Forward P/E 24.69
PPO's Forward P/E is ranked lower than
75% of the 574 Companies
in the Global Diversified Industrials industry.

( Industry Median: 15.95 vs. PPO: 24.69 )
Ranked among companies with meaningful Forward P/E only.
N/A
PE(NRI) 54.00
PPO's PE(NRI) is ranked lower than
81% of the 1310 Companies
in the Global Diversified Industrials industry.

( Industry Median: 18.60 vs. PPO: 54.00 )
Ranked among companies with meaningful PE(NRI) only.
PPO' s 10-Year PE(NRI) Range
Min: 4.3  Med: 43.40 Max: 938.5
Current: 54
4.3
938.5
P/B 4.42
PPO's P/B is ranked lower than
83% of the 1595 Companies
in the Global Diversified Industrials industry.

( Industry Median: 1.50 vs. PPO: 4.42 )
Ranked among companies with meaningful P/B only.
PPO' s 10-Year P/B Range
Min: 0.32  Med: 3.14 Max: 10.56
Current: 4.42
0.32
10.56
P/S 4.45
PPO's P/S is ranked lower than
85% of the 1694 Companies
in the Global Diversified Industrials industry.

( Industry Median: 0.92 vs. PPO: 4.45 )
Ranked among companies with meaningful P/S only.
PPO' s 10-Year P/S Range
Min: 0.22  Med: 2.47 Max: 4.82
Current: 4.45
0.22
4.82
PFCF 39.79
PPO's PFCF is ranked lower than
71% of the 824 Companies
in the Global Diversified Industrials industry.

( Industry Median: 20.96 vs. PPO: 39.79 )
Ranked among companies with meaningful PFCF only.
PPO' s 10-Year PFCF Range
Min: 3.33  Med: 18.54 Max: 400
Current: 39.79
3.33
400
POCF 23.81
PPO's POCF is ranked lower than
69% of the 1126 Companies
in the Global Diversified Industrials industry.

( Industry Median: 14.29 vs. PPO: 23.81 )
Ranked among companies with meaningful POCF only.
PPO' s 10-Year POCF Range
Min: 1.66  Med: 13.16 Max: 27.15
Current: 23.81
1.66
27.15
EV-to-EBIT 43.18
PPO's EV-to-EBIT is ranked lower than
81% of the 1358 Companies
in the Global Diversified Industrials industry.

( Industry Median: 13.46 vs. PPO: 43.18 )
Ranked among companies with meaningful EV-to-EBIT only.
PPO' s 10-Year EV-to-EBIT Range
Min: -83.6  Med: 21.00 Max: 50.2
Current: 43.18
-83.6
50.2
Shiller P/E 68.05
PPO's Shiller P/E is ranked lower than
89% of the 842 Companies
in the Global Diversified Industrials industry.

( Industry Median: 21.02 vs. PPO: 68.05 )
Ranked among companies with meaningful Shiller P/E only.
PPO' s 10-Year Shiller P/E Range
Min: 46.89  Med: 78.51 Max: 1346.33
Current: 68.05
46.89
1346.33
Current Ratio 2.56
PPO's Current Ratio is ranked higher than
71% of the 1571 Companies
in the Global Diversified Industrials industry.

( Industry Median: 1.83 vs. PPO: 2.56 )
Ranked among companies with meaningful Current Ratio only.
PPO' s 10-Year Current Ratio Range
Min: 1.56  Med: 2.90 Max: 3.95
Current: 2.56
1.56
3.95
Quick Ratio 1.65
PPO's Quick Ratio is ranked higher than
66% of the 1570 Companies
in the Global Diversified Industrials industry.

( Industry Median: 1.26 vs. PPO: 1.65 )
Ranked among companies with meaningful Quick Ratio only.
PPO' s 10-Year Quick Ratio Range
Min: 1.14  Med: 2.09 Max: 2.85
Current: 1.65
1.14
2.85
Days Inventory 95.47
PPO's Days Inventory is ranked lower than
51% of the 1672 Companies
in the Global Diversified Industrials industry.

( Industry Median: 92.90 vs. PPO: 95.47 )
Ranked among companies with meaningful Days Inventory only.
PPO' s 10-Year Days Inventory Range
Min: 39.14  Med: 74.25 Max: 100.71
Current: 95.47
39.14
100.71
Days Sales Outstanding 70.25
PPO's Days Sales Outstanding is ranked higher than
56% of the 1372 Companies
in the Global Diversified Industrials industry.

( Industry Median: 77.27 vs. PPO: 70.25 )
Ranked among companies with meaningful Days Sales Outstanding only.
PPO' s 10-Year Days Sales Outstanding Range
Min: 60.03  Med: 68.89 Max: 78.93
Current: 70.25
60.03
78.93

Valuation & Return

vs
industry
vs
history
Price/Tangible Book 27.37
PPO's Price/Tangible Book is ranked lower than
98% of the 1516 Companies
in the Global Diversified Industrials industry.

( Industry Median: 1.71 vs. PPO: 27.37 )
Ranked among companies with meaningful Price/Tangible Book only.
PPO' s 10-Year Price/Tangible Book Range
Min: 16.45  Med: 25.62 Max: 669.67
Current: 27.37
16.45
669.67
Price/Projected FCF 3.01
PPO's Price/Projected FCF is ranked lower than
83% of the 869 Companies
in the Global Diversified Industrials industry.

( Industry Median: 1.17 vs. PPO: 3.01 )
Ranked among companies with meaningful Price/Projected FCF only.
PPO' s 10-Year Price/Projected FCF Range
Min: 1.8  Med: 2.72 Max: 4.63
Current: 3.01
1.8
4.63
Price/Median PS Value 1.80
PPO's Price/Median PS Value is ranked lower than
85% of the 1565 Companies
in the Global Diversified Industrials industry.

( Industry Median: 1.09 vs. PPO: 1.80 )
Ranked among companies with meaningful Price/Median PS Value only.
PPO' s 10-Year Price/Median PS Value Range
Min: 0.12  Med: 0.97 Max: 1.81
Current: 1.8
0.12
1.81
Price/Graham Number 7.94
PPO's Price/Graham Number is ranked lower than
94% of the 1107 Companies
in the Global Diversified Industrials industry.

( Industry Median: 1.14 vs. PPO: 7.94 )
Ranked among companies with meaningful Price/Graham Number only.
PPO' s 10-Year Price/Graham Number Range
Min: 5.52  Med: 8.66 Max: 34.34
Current: 7.94
5.52
34.34
Earnings Yield (Greenblatt) (%) 2.30
PPO's Earnings Yield (Greenblatt) (%) is ranked lower than
65% of the 1679 Companies
in the Global Diversified Industrials industry.

( Industry Median: 5.50 vs. PPO: 2.30 )
Ranked among companies with meaningful Earnings Yield (Greenblatt) (%) only.
PPO' s 10-Year Earnings Yield (Greenblatt) (%) Range
Min: 2  Med: 4.50 Max: 12.4
Current: 2.3
2
12.4
Forward Rate of Return (Yacktman) (%) 3.20
PPO's Forward Rate of Return (Yacktman) (%) is ranked lower than
54% of the 885 Companies
in the Global Diversified Industrials industry.

( Industry Median: 5.72 vs. PPO: 3.20 )
Ranked among companies with meaningful Forward Rate of Return (Yacktman) (%) only.
PPO' s 10-Year Forward Rate of Return (Yacktman) (%) Range
Min: 1  Med: 1.80 Max: 52.8
Current: 3.2
1
52.8

Analyst Estimate

Dec15 Dec16
Revenue(Mil) 715 775
EPS($) 2.00 2.43
EPS without NRI($) 2.00 2.43

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 finishe
» More Articles for PPO

Headlines

Articles On GuruFocus.com
Merger Integration Begins for 3M and Separations Media Aug 28 2015 
Prem Watsa Buys 8 New Diverse Holdings in Second Quarter Aug 14 2015 
Jeremy Grantham Makes 29 New Buys in First Quarter May 19 2015 
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 

More From Other Websites
Asahi Kasei Completes Acquisition of Polypore Aug 26 2015
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Polypore Announces Completion of Merger with Asahi Kasei Aug 26 2015
Polypore Announces Completion of Merger with Asahi Kasei Aug 26 2015
POLYPORE INTERNATIONAL, INC. Files SEC form 8-K, Other Events Aug 19 2015
10-Q for Polypore International, Inc. Aug 15 2015
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Interim progress related to acquisition of Polypore International, Inc. May 13 2015
POLYPORE INTERNATIONAL, INC. Files SEC form 8-K, Submission of Matters to a Vote of Security Holders May 12 2015
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New Battery Technology Investment Opportunities Apr 22 2015
SHAREHOLDER ALERT: Brodsky & Smith, LLC Announces Investigation of The Board of Directors of... Mar 07 2015
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Polypore misses Street 4Q forecasts Mar 04 2015
Polypore misses Street 4Q forecasts Mar 04 2015
POLYPORE INTERNATIONAL, INC. Files SEC form 8-K, Results of Operations and Financial Condition,... Mar 04 2015
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