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47.67 (1y: +18%)
Market Cap 829.4 M P/E(ttm) 10.50
Enterprise Value 801.33 M P/B 1.80
ROG- NYSE (USA)
Rogers Corporation
  • Currently 1/5
Business Predictability Rank: 1-Star (On Watch)
Back Testing Results:
Average gain of all 1-Star stocks: 1.1% per year.
% of Stocks that are in still loss if held for 10yrs: 45%.
Read more:
What is Predictability Rank?
Performances of real portfolio
Top Ranked Predictable Companies
$47.67
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GuruFocus Financial Strength Rank measures how strong a companyย’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 1.08
ROG's Cash to Debt is ranked lower than
56% of the 2479 Companies
in the Global Electronic Components industry.

( Industry Median: 3.01 vs. ROG: 1.08 )
ROG' s 10-Year Cash to Debt Range
Min: 0.61   Max: No Debt
Current: 1.08
Equity to Asset 0.571
ROG's Equity to Asset is ranked higher than
57% of the 2479 Companies
in the Global Electronic Components industry.

( Industry Median: 0.57 vs. ROG: 0.571 )
ROG' s 10-Year Equity to Asset Range
Min: 0.5   Max: 0.77
Current: 0.57
0.5
0.77
F-Score: 6
Z-Score: 3.5
M-Score: -2.08
GuruFocus Profitability Rank ranks how profitable a company is and how likely the companyย’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.
ย•ย•3. Consistency of the profitability
4. Piotroski F-Score
5. Predictability Rankย•

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 (%) 5.10
ROG's Operating margin (%) is ranked higher than
68% of the 2479 Companies
in the Global Electronic Components industry.

( Industry Median: 2.90 vs. ROG: 5.10 )
ROG' s 10-Year Operating margin (%) Range
Min: -10.1   Max: 11.9
Current: 5.1
-10.1
11.9
Net-margin (%) 13.8
ROG's Net-margin (%) is ranked higher than
92% of the 2479 Companies
in the Global Electronic Components industry.

( Industry Median: 2.00 vs. ROG: 13.8 )
ROG' s 10-Year Net-margin (%) Range
Min: -21.5   Max: 13.8
Current: 13.8
-21.5
13.8
ROE (%) 15.8
ROG's ROE (%) is ranked higher than
90% of the 2479 Companies
in the Global Electronic Components industry.

( Industry Median: 3.70 vs. ROG: 15.8 )
ROG' s 10-Year ROE (%) Range
Min: -21.5   Max: 18.3
Current: 15.8
-21.5
18.3
ROA (%) 9
ROG's ROA (%) is ranked higher than
90% of the 2479 Companies
in the Global Electronic Components industry.

( Industry Median: 2.10 vs. ROG: 9 )
ROG' s 10-Year ROA (%) Range
Min: -15.4   Max: 12.1
Current: 9
-15.4
12.1
ROC (Joel Greenblatt) (%) 9.20
ROG's ROC (Joel Greenblatt) (%) is ranked higher than
62% of the 2479 Companies
in the Global Electronic Components industry.

( Industry Median: 7.30 vs. ROG: 9.20 )
ROG' s 10-Year ROC (Joel Greenblatt) (%) Range
Min: -15.9   Max: 22
Current: 9.2
-15.9
22
Revenue Growth (%) 12.1
ROG's Revenue Growth (%) is ranked higher than
92% of the 2479 Companies
in the Global Electronic Components industry.

( Industry Median: 0.00 vs. ROG: 12.1 )
ROG' s 10-Year Revenue Growth (%) Range
Min: -8.3   Max: 15.2
Current: 12.1
-8.3
15.2
ยป ROG's 10-Y Financials

Financials


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

» Details

Guru Trades
Q2 2012

ROG Guru Trades in Q2 2012

Joel Greenblatt 28,634 sh (New)
Ron Baron 1,000,000 sh (unchged)
Westport Asset Management 235,953 sh (unchged)
Chuck Royce 513,543 sh (-14.06%)
» More
Q3 2012

ROG Guru Trades in Q3 2012

Joel Greenblatt 37,204 sh (+29.93%)
Ron Baron 1,000,000 sh (unchged)
Westport Asset Management 235,953 sh (unchged)
Chuck Royce 386,943 sh (-24.65%)
» More
Q4 2012

ROG Guru Trades in Q4 2012

Columbia Wanger 42,799 sh (New)
Steven Cohen 6,823 sh (New)
Westport Asset Management 235,953 sh (unchged)
Chuck Royce 382,943 sh (-1.03%)
Ron Baron 750,000 sh (-25%)
Joel Greenblatt 22,135 sh (-40.5%)
» More
Q1 2013

ROG Guru Trades in Q1 2013

Paul Tudor Jones 7,000 sh (New)
Columbia Wanger 358,200 sh (+736.94%)
Chuck Royce 555,154 sh (+44.97%)
Joel Greenblatt 22,197 sh (+0.28%)
Westport Asset Management 235,953 sh (unchged)
Steven Cohen Sold Out
Ron Baron 700,000 sh (-6.67%)
» More
» Details

Insider Trades

Latest Guru Trades with ROG

GuruDate Trades Impact to Portfolio Price Range * (?) Current Price Change from Average Current Shares
Ron Baron 2012-12-31 Reduce -25%0.07%$39.23 - $48.85 $ 47.6710%750000
Joel Greenblatt 2012-12-31 Reduce -40.5%0.04%$39.23 - $48.85 $ 47.6710%22135
Joel Greenblatt 2012-09-30 Add 29.93%0.03%$34.72 - $44.35 $ 47.6720%37204
Joel Greenblatt 2012-06-30 New Buy0.08%$36.2 - $40.39 $ 47.6723%28634
Ron Baron 2011-09-30 Add 21.17%0.05%$40.55 - $51.9 $ 47.671%1090500
Ron Baron 2011-06-30 Add 28.39%0.05%$40.42 - $47.89 $ 47.677%900000
Ron Baron 2011-03-31 New Buy0.17%$38.25 - $47.28 $ 47.679%701000
Premium More recent guru trades are included for Premium Members only!!
ยป Financial Charts

Peter Lynch Chart

Top Ranked Articles about Rogers Corporation

Weekly CEO Buys Highlight: JPM, ROG, PBY, ANGO, MCHX
July 21, 2012
According to GuruFocus Insider Data, these are the largest CEO buys during the past week. The overall trend of CEOs is illustrated in the chart below: Read more...
President and CEO of Rogers Corp. Bought 3,299 Shares
July 19, 2012
President and CEO of Rogers Corporation (ROG) Bruce D. Hoechner bought 3,299 shares on 07/16/2012 at an average price of $36.35. The total transaction amount is $119,919. Rogers Corporation manufactures and sells specialty polymer composite materials and components which it develops for growing markets and applications around the world. Rogers Corporation has a market cap of $612.5 million; its shares were traded at around $37.14 with a P/E ratio of 17 and P/S ratio of 1.1. Read more...

Ratios

vs
industry		 vs
history
P/E(ttm) 10.50
ROG's P/E(ttm) is ranked higher than
81% of the 1680 Companies
in the Global Electronic Components industry.

( Industry Median: 17.60 vs. ROG: 10.50 )
ROG' s 10-Year P/E(ttm) Range
Min: 9.09   Max: 63.09
Current: 10.5
9.09
63.09
P/B 1.80
ROG's P/B is ranked lower than
59% of the 2254 Companies
in the Global Electronic Components industry.

( Industry Median: 1.18 vs. ROG: 1.80 )
ROG' s 10-Year P/B Range
Min: 0.78   Max: 4.76
Current: 1.8
0.78
4.76
P/S 1.64
ROG's P/S is ranked lower than
61% of the 2325 Companies
in the Global Electronic Components industry.

( Industry Median: 0.80 vs. ROG: 1.64 )
ROG' s 10-Year P/S Range
Min: 0.77   Max: 3.59
Current: 1.64
0.77
3.59
PFCF 23.90
ROG's PFCF is ranked lower than
55% of the 1456 Companies
in the Global Electronic Components industry.

( Industry Median: 15.00 vs. ROG: 23.90 )
ROG' s 10-Year PFCF Range
Min: 6.02   Max: 1585
Current: 23.9
6.02
1585
EV-to-EBIT 21.7
ROG's EV-to-EBIT is ranked lower than
57% of the 1623 Companies
in the Global Electronic Components industry.

( Industry Median: 13.68 vs. ROG: 21.7 )
ROG' s 10-Year EV-to-EBIT Range
Min: 12   Max: 158.1
Current: 21.7
12
158.1
Shiller P/E 39.4
ROG's Shiller P/E is ranked lower than
100% of the Companies
in the Global Electronic Components industry.

( Industry Median: vs. ROG: 39.4 )
ROG' s 10-Year Shiller P/E Range
Min: 9.27   Max: 55.62
Current: 39.4
9.27
55.62

Valuation & Return

vs
industry		 vs
history
Price/Net Current Asset Value 8.4
ROG's Price/Net Current Asset Value is ranked higher than
52% of the 2001 Companies
in the Global Electronic Components industry.

( Industry Median: 6.30 vs. ROG: 8.4 )
ROG' s 10-Year Price/Net Current Asset Value Range
Min: 6.6   Max: 14.2
Current: 8.4
6.6
14.2
Price/Tangible Book 2.9
ROG's Price/Tangible Book is ranked lower than
69% of the 2097 Companies
in the Global Electronic Components industry.

( Industry Median: 1.30 vs. ROG: 2.9 )
ROG' s 10-Year Price/Tangible Book Range
Min: 1.4   Max: 4.9
Current: 2.9
1.4
4.9
Price/DCF (Projected) 1.4
ROG's Price/DCF (Projected) is ranked higher than
56% of the 638 Companies
in the Global Electronic Components industry.

( Industry Median: 1.20 vs. ROG: 1.4 )
ROG' s 10-Year Price/DCF (Projected) Range
Min: 0.9   Max: 3.1
Current: 1.4
0.9
3.1
Price/Median PS Value 0.9
ROG's Price/Median PS Value is ranked higher than
70% of the 2138 Companies
in the Global Electronic Components industry.

( Industry Median: 1.00 vs. ROG: 0.9 )
ROG' s 10-Year Price/Median PS Value Range
Min: 0.6   Max: 1.7
Current: 0.9
0.6
1.7
Price/Graham Number 1.2
ROG's Price/Graham Number is ranked higher than
52% of the 1505 Companies
in the Global Electronic Components industry.

( Industry Median: 1.10 vs. ROG: 1.2 )
ROG' s 10-Year Price/Graham Number Range
Min: 1.1   Max: 2.3
Current: 1.2
1.1
2.3
Earnings Yield (Greenblatt) 4.60
ROG's Earnings Yield (Greenblatt) is ranked higher than
61% of the 2479 Companies
in the Global Electronic Components industry.

( Industry Median: 4.30 vs. ROG: 4.60 )
ROG' s 10-Year Earnings Yield (Greenblatt) Range
Min: 0.6   Max: 8.3
Current: 4.6
0.6
8.3
Forward Rate of Return (Yacktman) 2.04
ROG's Forward Rate of Return (Yacktman) is ranked higher than
86% of the 2479 Companies
in the Global Electronic Components industry.

( Industry Median: 0.00 vs. ROG: 2.04 )
ROG' s 10-Year Forward Rate of Return (Yacktman) Range
Min: -6.1   Max: 12
Current: 2.04
-6.1
12

Business Description

Rogers Corporation was founded in 1832. The Company is a global enterprise that provides its customers with innovative solutions and products in a variety of markets, including portable communications, communications infrastructure, consumer electronics, mass transit, automotive, defense and clean technology. The Company manufactures specialty materials, which are grouped into three reportable segments: High Performance Foams; Printed Circuit Materials; and Power Electronics Solutions. High Performance Foams, which includes urethane foams and silicone materials that are sold principally to manufacturers in the portable communication device, communications infrastructure, mass transit and consumer markets; High Performance Foams are sold to fabricators, distributors and original equipment manufacturers for applications in consumer electronics, mass transit, defense and other markets. Printed Circuit Materials, which includes circuit board laminates for high frequency printed circuits, which are sold principally to printed circuit board manufacturers and equipment manufacturers for applications in the computer, portable communication device, communications infrastructure, mass transit, defense, and consumer markets. Printed Circuit Materials are sold principally to independent and captive printed circuit board manufacturers who convert its laminates to custom printed circuits. The polymer-based dielectric layers of Rogers's rigid circuit board laminates are proprietary materials that provide highly specialized electrical and mechanical properties. Trade names for its rigid printed circuit board materials include RO3000(r), RO4000(r), DUROID(r), RT/duroid(r), ULTRALAM(r), RO2800(r) and TMM(r) laminates. Power Electronics Solutions category is comprised of two operating segments - Curamik Electronics Solutions and Power Distribution Systems. Most of the Company's products are sold through direct sales channels positioned near major concentrations of its customers throughout North America, Europe and Asia. The Company is subject to a variety of environmental issues, particularly considering the age of its business and the range of geographic areas and manufacturing processes it has been involved with over the course of time.
Company Website
SEC Reports
Industry: Electronic Components
Compare:HTHIY, MIELY, APH, TEL, GLW
ยป More Articles for ROG

Headlines

Articles On GuruFocus.com
Weekly CEO Buys Highlight: JPM, ROG, PBY, ANGO, MCHX Jul 21 2012 
President and CEO of Rogers Corp. Bought 3,299 Shares Jul 19 2012 
Baron Funds Reports Q1 Portfolio May 18 2011 
Rogers Corp. (ROG) President and CEO Robert D Wachob sells 5,000 Shares Feb 08 2011 
Rogers Corp. (ROG) President and CEO Robert D Wachob sells 5,000 Shares Jan 04 2011 
Rogers Corp. Reports Operating Results (10-Q) Aug 03 2010 
Rogers Corp. Reports Operating Results (10-Q) May 04 2010 
Overvalued Stocks: Cohen & Steers, Harley Davidson, Rogers Corp., Travelzoo Nov 18 2009 
Rogers Corp. Reports Operating Results (10-Q) Nov 03 2009 
Rogers Corp. Reports Operating Results (10-Q) Aug 04 2009 

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