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50.39 (1y: +51%)
Market Cap 1.59 B P/E(ttm) 16.70
Enterprise Value 1.57 B P/B 3.10
SWM- NYSE (USA)
Schweitzer-Mauduit International, Inc.
  • Currently 1/5
Business Predictability Rank: 1-Star
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
$50.39
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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 : 7/10

vs
industry		 vs
history
Cash to Debt 0.969
SWM's Cash to Debt is ranked higher than
76% of the 381 Companies
in the Global Paper & Paper Products industry.

( Industry Median: 0.34 vs. SWM: 0.969 )
SWM' s 10-Year Cash to Debt Range
Min: 0.04   Max: 1.69
Current: 0.97
0.04
1.69
Equity to Asset 0.577
SWM's Equity to Asset is ranked higher than
72% of the 381 Companies
in the Global Paper & Paper Products industry.

( Industry Median: 0.47 vs. SWM: 0.577 )
SWM' s 10-Year Equity to Asset Range
Min: 0.36   Max: 0.62
Current: 0.58
0.36
0.62
Interest Coverage 39.2
SWM's Interest Coverage is ranked higher than
86% of the 381 Companies
in the Global Paper & Paper Products industry.

( Industry Median: 1.40 vs. SWM: 39.2 )
SWM' s 10-Year Interest Coverage Range
Min: 1   Max: 61
Current: 39.2
1
61
F-Score: 6
Z-Score: 5.05
M-Score: -2.86
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 : 8/10

vs
industry		 vs
history
Operating margin (%) 16.90
SWM's Operating margin (%) is ranked higher than
93% of the 381 Companies
in the Global Paper & Paper Products industry.

( Industry Median: 3.20 vs. SWM: 16.90 )
SWM' s 10-Year Operating margin (%) Range
Min: 0.8   Max: 16.9
Current: 16.9
0.8
16.9
Net-margin (%) 10.1
SWM's Net-margin (%) is ranked higher than
91% of the 381 Companies
in the Global Paper & Paper Products industry.

( Industry Median: 1.70 vs. SWM: 10.1 )
SWM' s 10-Year Net-margin (%) Range
Min: -0.1   Max: 11.3
Current: 10.1
-0.1
11.3
ROE (%) 15.6
SWM's ROE (%) is ranked higher than
95% of the 381 Companies
in the Global Paper & Paper Products industry.

( Industry Median: 2.70 vs. SWM: 15.6 )
SWM' s 10-Year ROE (%) Range
Min: -0.3   Max: 19.5
Current: 15.6
-0.3
19.5
ROA (%) 9
SWM's ROA (%) is ranked higher than
95% of the 381 Companies
in the Global Paper & Paper Products industry.

( Industry Median: 1.30 vs. SWM: 9 )
SWM' s 10-Year ROA (%) Range
Min: -0.1   Max: 11
Current: 9
-0.1
11
ROC (Joel Greenblatt) (%) 26.20
SWM's ROC (Joel Greenblatt) (%) is ranked higher than
94% of the 381 Companies
in the Global Paper & Paper Products industry.

( Industry Median: 5.00 vs. SWM: 26.20 )
SWM' s 10-Year ROC (Joel Greenblatt) (%) Range
Min: 1.1   Max: 26.2
Current: 26.2
1.1
26.2
Revenue Growth (%) 2.1
SWM's Revenue Growth (%) is ranked higher than
74% of the 381 Companies
in the Global Paper & Paper Products industry.

( Industry Median: 0.00 vs. SWM: 2.1 )
SWM' s 10-Year Revenue Growth (%) Range
Min: -2.5   Max: 7.1
Current: 2.1
-2.5
7.1
EBITDA Growth (%) 16.1
SWM's EBITDA Growth (%) is ranked higher than
92% of the 381 Companies
in the Global Paper & Paper Products industry.

( Industry Median: 0.00 vs. SWM: 16.1 )
SWM' s 10-Year EBITDA Growth (%) Range
Min: -14.5   Max: 26.8
Current: 16.1
-14.5
26.8
EPS Growth (%) 22.9
SWM's EPS Growth (%) is ranked higher than
92% of the 381 Companies
in the Global Paper & Paper Products industry.

( Industry Median: 0.00 vs. SWM: 22.9 )
SWM' s 10-Year EPS Growth (%) Range
Min: -57.8   Max: 241.8
Current: 22.9
-57.8
241.8
ยป SWM's 10-Y Financials

Financials


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

» Details

Guru Trades
Q2 2012

SWM Guru Trades in Q2 2012

Joel Greenblatt 18,151 sh (New)
Steven Cohen 7,400 sh (New)
Jim Simons 71,400 sh (+410%)
Jeremy Grantham 84,469 sh (+70.04%)
Robert Olstein 7,000 sh (+55.56%)
Chuck Royce 31,100 sh (+46.01%)
PRIMECAP Management 499,400 sh (+23.55%)
Ken Heebner Sold Out
Pioneer Investments Sold Out
Mario Gabelli 3,000 sh (-25%)
» More
Q3 2012

SWM Guru Trades in Q3 2012

Joel Greenblatt 93,500 sh (+415.12%)
Robert Olstein 18,000 sh (+157.14%)
Chuck Royce 73,800 sh (+137.3%)
PRIMECAP Management 1,004,800 sh (+101.2%)
Jim Simons 122,600 sh (+71.71%)
Jeremy Grantham 105,054 sh (+24.37%)
Mario Gabelli Sold Out
Steven Cohen 6,516 sh (-55.97%)
» More
Q4 2012

SWM Guru Trades in Q4 2012

Scott Black 5,260 sh (New)
Steven Cohen 8,462 sh (+29.86%)
Jim Simons 135,600 sh (+10.6%)
Robert Olstein 18,000 sh (unchged)
Joel Greenblatt 91,421 sh (-2.22%)
Chuck Royce 70,800 sh (-4.07%)
PRIMECAP Management 868,400 sh (-13.57%)
» More
Q1 2013

SWM Guru Trades in Q1 2013

Paul Tudor Jones 10,500 sh (New)
Chuck Royce 1,226,000 sh (+1631.64%)
Jim Simons 239,100 sh (+76.33%)
Joel Greenblatt 102,983 sh (+12.65%)
Robert Olstein 20,000 sh (+11.11%)
Scott Black Sold Out
Steven Cohen Sold Out
PRIMECAP Management 630,200 sh (-27.43%)
» More
» Details

Insider Trades

Latest Guru Trades with SWM

GuruDate Trades Impact to Portfolio Price Range * (?) Current Price Change from Average Current Shares
Scott Black 2013-03-31 Sold Out 0.03%$36.26 - $42.3 $ 50.3929%0
PRIMECAP Management 2013-03-31 Reduce -27.43%0.02%$36.26 - $42.3 $ 50.3929%630200
Scott Black 2012-12-31 New Buy0.03%$32.16 - $39.12 $ 50.3941%5260
Joel Greenblatt 2012-09-30 Add 415.12%0.17%$31.18 - $35.215 $ 50.3951%93500
PRIMECAP Management 2012-09-30 Add 101.2%0.03%$31.18 - $35.215 $ 50.3951%1004800
Mario Gabelli 2012-09-30 Sold Out 0.0015%$31.18 - $35.215 $ 50.3951%0
Joel Greenblatt 2012-06-30 New Buy0.09%$64.56 - $70.24 $ 50.39-25%18151
PRIMECAP Management 2012-06-30 Add 23.55%0.01%$64.56 - $70.24 $ 50.39-25%499400
Mario Gabelli 2012-06-30 Reduce -25%$64.56 - $70.24 $ 50.39-25%3000
Mario Gabelli 2012-03-31 Reduce -71.83%0.01%$65.91 - $72.89 $ 50.39-23%4000
Mario Gabelli 2011-12-31 Reduce -58.48%0.01%$55.13 - $74.12 $ 50.39-24%14200
Joel Greenblatt 2011-06-30 Sold Out 0.21%$47.63 - $55.4 $ 50.39-1%0
Ron Baron 2011-06-30 Sold Out $47.63 - $55.4 $ 50.39-1%0
George Soros 2011-06-30 Sold Out $47.63 - $55.4 $ 50.39-1%0
Joel Greenblatt 2011-03-31 New Buy0.21%$47.51 - $66.27 $ 50.39-12%14052
George Soros 2011-03-31 New Buy0.01%$47.51 - $66.27 $ 50.39-12%8800
Mario Gabelli 2011-03-31 Reduce -38.1%0.01%$47.51 - $66.27 $ 50.39-12%39000
PRIMECAP Management 2011-03-31 Add 42%0.01%$47.51 - $66.27 $ 50.39-12%319500
Ron Baron 2011-03-31 Reduce -66.67%$47.51 - $66.27 $ 50.39-12%4000
PRIMECAP Management 2010-09-30 Add 335.48%0.02%$46.22 - $59.96 $ 50.39-5%202500
Mario Gabelli 2010-09-30 Add 70.27%0.01%$46.22 - $59.96 $ 50.39-5%63000
Mario Gabelli 2010-06-30 Reduce -28.16%$48.38 - $60.23 $ 50.39-6%37000
PRIMECAP Management 2010-06-30 Add 66.07%$48.38 - $60.23 $ 50.39-6%46500
PRIMECAP Management 2010-03-31 New Buy$42.68 - $82 $ 50.39-16%28000
Premium More recent guru trades are included for Premium Members only!!
ยป Financial Charts

Peter Lynch Chart

Ratios

vs
industry		 vs
history
P/E(ttm) 16.70
SWM's P/E(ttm) is ranked higher than
59% of the 259 Companies
in the Global Paper & Paper Products industry.

( Industry Median: 14.20 vs. SWM: 16.70 )
SWM' s 10-Year P/E(ttm) Range
Min: 6.68   Max: 535
Current: 16.7
6.68
535
P/B 3.10
SWM's P/B is ranked lower than
66% of the 342 Companies
in the Global Paper & Paper Products industry.

( Industry Median: 0.82 vs. SWM: 3.10 )
SWM' s 10-Year P/B Range
Min: 0.66   Max: 3.1
Current: 3.1
0.66
3.1
P/S 1.99
SWM's P/S is ranked lower than
60% of the 360 Companies
in the Global Paper & Paper Products industry.

( Industry Median: 0.57 vs. SWM: 1.99 )
SWM' s 10-Year P/S Range
Min: 0.28   Max: 2
Current: 1.99
0.28
2
PFCF 11.00
SWM's PFCF is ranked higher than
66% of the 241 Companies
in the Global Paper & Paper Products industry.

( Industry Median: 12.34 vs. SWM: 11.00 )
SWM' s 10-Year PFCF Range
Min: 4.28   Max: 198.1
Current: 11
4.28
198.1
EV-to-EBIT 10.4
SWM's EV-to-EBIT is ranked higher than
72% of the 240 Companies
in the Global Paper & Paper Products industry.

( Industry Median: 13.82 vs. SWM: 10.4 )
SWM' s 10-Year EV-to-EBIT Range
Min: 5   Max: 105.2
Current: 10.4
5
105.2
PEG 0.6
SWM's PEG is ranked higher than
79% of the 102 Companies
in the Global Paper & Paper Products industry.

( Industry Median: 1.36 vs. SWM: 0.6 )
SWM' s 10-Year PEG Range
Min: 0.28   Max: 54.85
Current: 0.6
0.28
54.85
Shiller P/E 32
SWM's Shiller P/E is ranked lower than
100% of the Companies
in the Global Paper & Paper Products industry.

( Industry Median: vs. SWM: 32 )
SWM' s 10-Year Shiller P/E Range
Min: 8.22   Max: 73.73
Current: 32
8.22
73.73

Dividend & Buy Back

vs
industry		 vs
history
Dividend Yield 1.79
SWM's Dividend Yield is ranked higher than
65% of the 381 Companies
in the Global Paper & Paper Products industry.

( Industry Median: 0.75 vs. SWM: 1.79 )
SWM' s 10-Year Dividend Yield Range
Min: 0.57   Max: 4.8
Current: 1.79
0.57
4.8
Dividend Payout 0.2158
SWM's Dividend Payout is ranked higher than
83% of the 145 Companies
in the Global Paper & Paper Products industry.

( Industry Median: 0.40 vs. SWM: 0.2158 )
SWM' s 10-Year Dividend Payout Range
Min: 0.11   Max: 13.32
Current: 0.22
0.11
13.32
Dividend growth (3y) 18.9
SWM's Dividend growth (3y) is ranked higher than
96% of the 381 Companies
in the Global Paper & Paper Products industry.

( Industry Median: 0.00 vs. SWM: 18.9 )
SWM' s 10-Year Dividend growth (3y) Range
Min: -6.9   Max: 18.9
Current: 18.9
-6.9
18.9
Yield on cost (5-Year) 3.12
SWM's Yield on cost (5-Year) is ranked higher than
81% of the 381 Companies
in the Global Paper & Paper Products industry.

( Industry Median: 0.68 vs. SWM: 3.12 )
SWM' s 10-Year Yield on cost (5-Year) Range
Min: 0.99   Max: 8.31
Current: 3.12
0.99
8.31
Share Buyback Rate 0.5
SWM's Share Buyback Rate is ranked higher than
93% of the 381 Companies
in the Global Paper & Paper Products industry.

( Industry Median: 0.00 vs. SWM: 0.5 )
SWM' s 10-Year Share Buyback Rate Range
Min: 0.9   Max: -3.5
Current: 0.5

Valuation & Return

vs
industry		 vs
history
Price/Net Current Asset Value 13.2
SWM's Price/Net Current Asset Value is ranked lower than
58% of the 277 Companies
in the Global Paper & Paper Products industry.

( Industry Median: 5.50 vs. SWM: 13.2 )
SWM' s 10-Year Price/Net Current Asset Value Range
Min: 2.8   Max: 10.2
Current: 13.2
2.8
10.2
Price/Tangible Book 3.1
SWM's Price/Tangible Book is ranked lower than
63% of the 310 Companies
in the Global Paper & Paper Products industry.

( Industry Median: 1.00 vs. SWM: 3.1 )
SWM' s 10-Year Price/Tangible Book Range
Min: 1.3   Max: 2.4
Current: 3.1
1.3
2.4
Price/DCF (Projected) 1.3
SWM's Price/DCF (Projected) is ranked higher than
53% of the 133 Companies
in the Global Paper & Paper Products industry.

( Industry Median: 1.00 vs. SWM: 1.3 )
SWM' s 10-Year Price/DCF (Projected) Range
Min: 0.9   Max: 2.2
Current: 1.3
0.9
2.2
Price/Median PS Value 2.8
SWM's Price/Median PS Value is ranked lower than
67% of the 315 Companies
in the Global Paper & Paper Products industry.

( Industry Median: 1.00 vs. SWM: 2.8 )
SWM' s 10-Year Price/Median PS Value Range
Min: 0.6   Max: 2.2
Current: 2.8
0.6
2.2
Price/Peter Lynch Fair Value 0.7
SWM's Price/Peter Lynch Fair Value is ranked higher than
54% of the 37 Companies
in the Global Paper & Paper Products industry.

( Industry Median: 0.70 vs. SWM: 0.7 )
SWM' s 10-Year Price/Peter Lynch Fair Value Range
Min: 0.5   Max: 3.1
Current: 0.7
0.5
3.1
Price/Graham Number 1.6
SWM's Price/Graham Number is ranked lower than
53% of the 215 Companies
in the Global Paper & Paper Products industry.

( Industry Median: 1.00 vs. SWM: 1.6 )
SWM' s 10-Year Price/Graham Number Range
Min: 0.9   Max: 5
Current: 1.6
0.9
5
Earnings Yield (Greenblatt) 9.60
SWM's Earnings Yield (Greenblatt) is ranked higher than
83% of the 381 Companies
in the Global Paper & Paper Products industry.

( Industry Median: 4.70 vs. SWM: 9.60 )
SWM' s 10-Year Earnings Yield (Greenblatt) Range
Min: 1   Max: 20.1
Current: 9.6
1
20.1
Forward Rate of Return (Yacktman) 31.47
SWM's Forward Rate of Return (Yacktman) is ranked higher than
98% of the 381 Companies
in the Global Paper & Paper Products industry.

( Industry Median: 0.00 vs. SWM: 31.47 )
SWM' s 10-Year Forward Rate of Return (Yacktman) Range
Min: -12.7   Max: 35.9
Current: 31.47
-12.7
35.9

Business Description

Schweitzer-Mauduit International, Inc. is a multinational producer of premium specialty papers and is a supplier of fine papers to the tobacco industry. The Company manufactures and sells paper and reconstituted tobacco products to the tobacco industry as well as specialized paper products for use in other applications. The primary products in the group include cigarette, plug wrap and tipping papers, or Cigarette Papers, used to wrap various parts of a cigarette and reconstituted tobacco leaf, or RTL, which is used as a blend with virgin tobacco in cigarettes, reconstituted tobacco wrappers and binders for cigars. These products are sold directly to the tobacco companies or their designated converters in the Americas, Europe, Asia and elsewhere. Non-tobacco products are a diverse mix of products that includes low volume, high-value engineered papers as well as commodity paper grades produced to maximize machine utilization. Schweitzer-Mauduit is a manufacturer of high porosity papers, which are used in manufacturing ventilated cigarettes, banded papers for the production of lower ignition propensity, or LIP, cigarettes and independent producer of RTL used in producing blended cigarettes. The Company conducts business in over 90 countries and currently operates 11 production locations worldwide, with mills in the United States, France, the Philippines, Indonesia and Brazil. Schweitzer-Mauduit also has a 50 percent equity interest in two joint ventures in China. It manufactures and sells paper and reconstituted tobacco products to the tobacco industry as well as specialized paper products for use in other applications. The Company's main competitors include European suppliers Delfort Group AG, or Delfort, an Austrian corporation, Miquel y Costas & Miquel S.A., or Miquel y Costas, a Spanish corporation, and Julius Glatz GmbH, an independent German company. Schweitzer-Mauduit is subject to federal, state, local and foreign environmental protection laws and regulations with respect to the environmental impact of air, water and other emissions from its mills as well as the disposal of solid waste generated by its operations.
Company Website
SEC Reports
Industry: Paper & Paper Products
Compare:UPMKF, WPP, FBR, SEOAY, MODLF
Traded in other countries:MH2.Germany
ยป More Articles for SWM

Headlines

Articles On GuruFocus.com
Chuck Royce Buys Stifel Financial, Tidewater, Alamos, Sells Kennametal, Gardner Denver, Gartner Apr 25 2013 
comment on SWM Mar 11 2013 
4 Domestic Tobacco Stocks To Consider For 2012 Mar 15 2012 
SchweitzerMauduit International Inc. Reports Operating Results (10-K) Feb 25 2011 
SchweitzerMauduit International Inc. Reports Operating Results (10-Q) Aug 04 2010 
SchweitzerMauduit International Inc. Reports Operating Results (10-Q) May 05 2010 
SchweitzerMauduit International Inc. (SWM) COO Otto R Herbst sells 7,700 Shares Feb 05 2010 
SchweitzerMauduit International Inc. Reports Operating Results (10-Q) Nov 03 2009 
SchweitzerMauduit International Inc. (SWM) Treas, CFO & Strat Plan Off. Peter J Thompson sells 9,320 Sep 11 2009 
SchweitzerMauduit International Inc. (SWM) Treas, CFO & Strat Plan Off. Peter J Thompson sells 6,335 Sep 01 2009 

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