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6.53 (1y: +273%)
Market Cap 1.43 B P/E(ttm)
Enterprise Value 3.44 B P/B 2.63
WFR- NYSE (USA)
MEMC Electronic Materials 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
$6.53
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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 : 5/10

vs
industry		 vs
history
Cash to Debt 0.242
WFR's Cash to Debt is ranked lower than
71% of the 622 Companies
in the Global Semiconductor Equipment & Materials industry.

( Industry Median: 10000.00 vs. WFR: 0.242 )
WFR' s 10-Year Cash to Debt Range
Min: 0.03   Max: 42.6
Current: 0.24
0.03
42.6
Equity to Asset 0.098
WFR's Equity to Asset is ranked lower than
96% of the 622 Companies
in the Global Semiconductor Equipment & Materials industry.

( Industry Median: 0.59 vs. WFR: 0.098 )
WFR' s 10-Year Equity to Asset Range
Min: -0.05   Max: 0.71
Current: 0.1
-0.05
0.71
Interest Coverage 0.4
WFR's Interest Coverage is ranked lower than
54% of the 622 Companies
in the Global Semiconductor Equipment & Materials industry.

( Industry Median: 10000.00 vs. WFR: 0.4 )
WFR' s 10-Year Interest Coverage Range
Min: 0   Max: No Debt
Current: 0.4
F-Score: 4
Z-Score: 0.77
M-Score: -2.59
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 : 2/10

vs
industry		 vs
history
Operating margin (%) 2.30
WFR's Operating margin (%) is ranked higher than
81% of the 622 Companies
in the Global Semiconductor Equipment & Materials industry.

( Industry Median: 2.60 vs. WFR: 2.30 )
WFR' s 10-Year Operating margin (%) Range
Min: -47.9   Max: 44.2
Current: 2.3
-47.9
44.2
Net-margin (%) -6
WFR's Net-margin (%) is ranked higher than
77% of the 622 Companies
in the Global Semiconductor Equipment & Materials industry.

( Industry Median: 1.40 vs. WFR: -6 )
WFR' s 10-Year Net-margin (%) Range
Min: -83.9   Max: 43
Current: -6
-83.9
43
ROE (%) -26.2
WFR's ROE (%) is ranked higher than
96% of the 622 Companies
in the Global Semiconductor Equipment & Materials industry.

( Industry Median: 2.00 vs. WFR: -26.2 )
WFR' s 10-Year ROE (%) Range
Min: -208.2   Max: 60.2
Current: -26.2
-208.2
60.2
ROA (%) -3.2
WFR's ROA (%) is ranked higher than
72% of the 622 Companies
in the Global Semiconductor Equipment & Materials industry.

( Industry Median: 1.20 vs. WFR: -3.2 )
WFR' s 10-Year ROA (%) Range
Min: -94.4   Max: 28.6
Current: -3.2
-94.4
28.6
ROC (Joel Greenblatt) (%) 2.30
WFR's ROC (Joel Greenblatt) (%) is ranked higher than
73% of the 622 Companies
in the Global Semiconductor Equipment & Materials industry.

( Industry Median: 4.80 vs. WFR: 2.30 )
WFR' s 10-Year ROC (Joel Greenblatt) (%) Range
Min: -103.6   Max: 127.2
Current: 2.3
-103.6
127.2
Revenue Growth (%) 20.5
WFR's Revenue Growth (%) is ranked higher than
88% of the 622 Companies
in the Global Semiconductor Equipment & Materials industry.

( Industry Median: 4.80 vs. WFR: 20.5 )
WFR' s 10-Year Revenue Growth (%) Range
Min: -26.9   Max: 20.5
Current: 20.5
-26.9
20.5
EPS Growth (%) 20.8
WFR's EPS Growth (%) is ranked lower than
73% of the 622 Companies
in the Global Semiconductor Equipment & Materials industry.

( Industry Median: 2.90 vs. WFR: 20.8 )
WFR' s 10-Year EPS Growth (%) Range
Min: -54.7   Max: 36.7
Current: 20.8
-54.7
36.7
» WFR's 10-Y Financials

Financials


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

» Details

Guru Trades
Q2 2012

WFR Guru Trades in Q2 2012

Steven Cohen 1,370,900 sh (+1204.41%)
Chuck Royce 2,579,634 sh (+9.98%)
Ray Dalio Sold Out
Kyle Bass Sold Out
Third Avenue Management Sold Out
Arnold Schneider 2,324,460 sh (-8.01%)
» More
Q3 2012

WFR Guru Trades in Q3 2012

Jim Simons 33,400 sh (New)
Chuck Royce 2,688,334 sh (+4.21%)
Arnold Schneider 2,281,195 sh (-1.86%)
Steven Cohen 12,600 sh (-99.08%)
» More
Q4 2012

WFR Guru Trades in Q4 2012

Steven Cohen 930,700 sh (+7286.51%)
Jim Simons 858,622 sh (+2470.72%)
Arnold Schneider 2,579,255 sh (+13.07%)
Chuck Royce 2,708,334 sh (+0.74%)
» More
Q1 2013

WFR Guru Trades in Q1 2013

Louis Moore Bacon 200,000 sh (New)
Steven Cohen 3,553,647 sh (+281.83%)
Chuck Royce 2,802,334 sh (+3.47%)
Jim Simons Sold Out
Arnold Schneider 1,648,240 sh (-36.1%)
» More
» Details

Insider Trades

Latest Guru Trades with WFR

GuruDate Trades Impact to Portfolio Price Range * (?) Current Price Change from Average Current Shares
Arnold Schneider 2013-03-31 Reduce -36.1%0.28%$3.21 - $5.66 $ 6.5347%1648240
Third Avenue Management 2012-06-30 Sold Out 0.21%$1.58 - $3.79 $ 6.53151%0
Ray Dalio 2012-06-30 Sold Out 0.07%$1.58 - $3.79 $ 6.53151%0
Daniel Loeb 2012-03-31 Sold Out 0.59%$3.63 - $5.78 $ 6.5359%0
Ray Dalio 2012-03-31 New Buy0.07%$3.63 - $5.78 $ 6.5359%1152417
Arnold Van Den Berg 2011-12-31 Sold Out 2.07%$3.67 - $6.73 $ 6.5335%0
Daniel Loeb 2011-12-31 New Buy0.59%$3.67 - $6.73 $ 6.5335%3750000
Arnold Schneider 2011-12-31 Reduce -23.29%0.34%$3.67 - $6.73 $ 6.5335%2679880
Third Avenue Management 2011-12-31 Reduce -29.94%0.16%$3.67 - $6.73 $ 6.5335%2760881
Arnold Van Den Berg 2011-09-30 Add 155.17%1.26%$4.98 - $8.38 $ 6.53-6%4115374
Third Avenue Management 2011-09-30 Add 26.15%0.11%$4.98 - $8.38 $ 6.53-6%3940911
Arnold Van Den Berg 2011-06-30 Add 188.36%0.85%$8.04 - $12.75 $ 6.53-37%1612774
Arnold Schneider 2011-06-30 Add 20.86%0.3%$8.04 - $12.75 $ 6.53-37%3566470
Third Avenue Management 2011-06-30 Add 47.08%0.17%$8.04 - $12.75 $ 6.53-37%3124011
Ronald Muhlenkamp 2011-03-31 Sold Out 0.36%$11 - $14.84 $ 6.53-48%0
Mario Gabelli 2011-03-31 Sold Out $11 - $14.84 $ 6.53-48%0
Arnold Van Den Berg 2010-12-31 Reduce -69.29%1.22%$10.93 - $13.59 $ 6.53-46%579876
George Soros 2010-12-31 Sold Out 0.11%$10.93 - $13.59 $ 6.53-46%0
Arnold Schneider 2010-09-30 Add 166.87%1.29%$9.41 - $12.03 $ 6.53-39%2899405
Third Avenue Management 2010-09-30 Add 69.43%0.2%$9.41 - $12.03 $ 6.53-39%1942047
George Soros 2010-09-30 New Buy0.11%$9.41 - $12.03 $ 6.53-39%600000
Arnold Schneider 2010-06-30 New Buy0.71%$10.04 - $16.56 $ 6.53-49%1086447
Third Avenue Management 2010-06-30 New Buy0.26%$10.04 - $16.56 $ 6.53-49%1146247
Ronald Muhlenkamp 2010-06-30 Reduce -56.87%0.24%$10.04 - $16.56 $ 6.53-49%226500
George Soros 2010-06-30 Sold Out 0.17%$10.04 - $16.56 $ 6.53-49%0
Mario Gabelli 2010-06-30 New Buy$10.04 - $16.56 $ 6.53-49%18000
Ronald Muhlenkamp 2010-03-31 Add 59.74%0.39%$11.98 - $15.02 $ 6.53-50%525185
David Einhorn 2010-03-31 Sold Out 0.19%$11.6 - $15.51 $ 6.53-52%0
George Soros 2010-03-31 New Buy0.17%$11.6 - $15.51 $ 6.53-52%750000
Premium More recent guru trades are included for Premium Members only!!

Top Ranked Articles about MEMC Electronic Materials Inc

Kyle Bass More Than Triples Investment in Tech to 46 Percent of Portfolio
May 30, 2012
Kyle Bass - Kyle Bass More Than Triples Investment In Tech To 46 Percent Of Portfolio
Last quarter, Kyle Bass had 18 percent of his portfolio weighted in tech stocks. In the first quarter, that changed to 46 percent. The shift continues his trend of making large bets on a certain sector each quarter. In the third quarter of 2011 he was 46 percent in oil & gas, and in the fourth he was 55 percent in financials. An overview of Kyle Bass’ career and investment approach is here. Read more...

Ratios

vs
industry		 vs
history
P/B 2.63
WFR's P/B is ranked lower than
62% of the 622 Companies
in the Global Semiconductor Equipment & Materials industry.

( Industry Median: 1.28 vs. WFR: 2.63 )
WFR' s 10-Year P/B Range
Min: 0.4   Max: 23.18
Current: 2.63
0.4
23.18
P/S 0.61
WFR's P/S is ranked higher than
83% of the 622 Companies
in the Global Semiconductor Equipment & Materials industry.

( Industry Median: 1.10 vs. WFR: 0.61 )
WFR' s 10-Year P/S Range
Min: 0.1   Max: 11.03
Current: 0.61
0.1
11.03
EV-to-EBIT 36.59
WFR's EV-to-EBIT is ranked higher than
75% of the 622 Companies
in the Global Semiconductor Equipment & Materials industry.

( Industry Median: 14.70 vs. WFR: 36.59 )
WFR' s 10-Year EV-to-EBIT Range
Min: 1.6   Max: 770.9
Current: 36.59
1.6
770.9
Shiller P/E 2028.1
WFR's Shiller P/E is ranked higher than
98% of the 622 Companies
in the Global Semiconductor Equipment & Materials industry.

( Industry Median: 14.80 vs. WFR: 2028.1 )
WFR' s 10-Year Shiller P/E Range
Min: 3.21   Max: 1371
Current: 2028.1
3.21
1371

Valuation & Return

vs
industry		 vs
history
Price/Net Current Asset Value 5.5
WFR's Price/Net Current Asset Value is ranked higher than
72% of the 622 Companies
in the Global Semiconductor Equipment & Materials industry.

( Industry Median: 6.80 vs. WFR: 5.5 )
WFR' s 10-Year Price/Net Current Asset Value Range
Min: 2.7   Max: 121.2
Current: 5.5
2.7
121.2
Price/Tangible Book 3.3
WFR's Price/Tangible Book is ranked higher than
69% of the 622 Companies
in the Global Semiconductor Equipment & Materials industry.

( Industry Median: 1.40 vs. WFR: 3.3 )
WFR' s 10-Year Price/Tangible Book Range
Min: 1.4   Max: 10.8
Current: 3.3
1.4
10.8
Price/Median PS Value 0.2
WFR's Price/Median PS Value is ranked higher than
67% of the 622 Companies
in the Global Semiconductor Equipment & Materials industry.

( Industry Median: 0.80 vs. WFR: 0.2 )
WFR' s 10-Year Price/Median PS Value Range
Min: 0.1   Max: 5.2
Current: 0.2
0.1
5.2
Earnings Yield (Greenblatt) 2.70
WFR's Earnings Yield (Greenblatt) is ranked higher than
84% of the 622 Companies
in the Global Semiconductor Equipment & Materials industry.

( Industry Median: 5.60 vs. WFR: 2.70 )
WFR' s 10-Year Earnings Yield (Greenblatt) Range
Min: 0.1   Max: 62.7
Current: 2.7
0.1
62.7
Forward Rate of Return (Yacktman) -4.59
WFR's Forward Rate of Return (Yacktman) is ranked higher than
93% of the 622 Companies
in the Global Semiconductor Equipment & Materials industry.

( Industry Median: 2.30 vs. WFR: -4.59 )
WFR' s 10-Year Forward Rate of Return (Yacktman) Range
Min: -29.4   Max: 56.6
Current: -4.59
-29.4
56.6

Business Description

Memc Electronic Material was formed in 1984 as a Delaware corporation and completed its initial public stock offering in 1995. The company is engaged in the manufacture and sale of wafers and related products to the semiconductor and solar industries. In connection with its announcement on December 2011 restructuring, effective January 1, 2012, the company consolidated its solar business units' operations into one business unit, and since that date have been engaged in two reportable industry segments: Semiconductor Materials; and Solar Energy. In Semiconductor Materials Segment the company offer wafers with a wide variety of features satisfying numerous product specifications to meet its customers' exacting requirements. Its wafers vary in size, surface features, composition, purity levels, crystal properties and electrical properties. Its monocrystalline wafers for use in semiconductor applications range in size from 100 millimeter to 300 millimeter and are round in shape for semiconductor customers because of the nature of their processing equipment. Its prime wafer is a polished, highly refined, pure wafer with an ultraflat and ultraclean surface. Its OPTIA wafer is a 100% defect-free crystalline structure based on its patented technologies and processes, including Magic Denuded Zone, or MDZ. Its epitaxial, or epi, wafers consist of a thin silicon layer grown on the polished surface of the wafer. Its Solar Energy business unit, effective January 1, 2012, provides solar energy services that integrate the design, installation, financing, monitoring, operations and maintenance portions of the downstream solar market to provide a comprehensive solar energy service to its customers. In support of that downstream solar business, its Solar Energy business unit manufactures polysilicon, silicon wafers and solar modules.
Company Website
SEC Reports
Industry: Semiconductor Equipment & Materials
Compare:ASML, AMAT, TOELY, KLAC, LRCX
Traded in other countries:WFR.Germany
» More Articles for WFR

Headlines

Articles On GuruFocus.com
Today’s Heavily Traded, Rising Tech Stocks Nov 28 2012 
Kyle Bass More Than Triples Investment in Tech to 46 Percent of Portfolio May 30 2012 
Kyle Bass Buys Alcatel, Monster, Yahoo, Tellabs, Sells MGIC May 15 2012 
Top Buys in the Last Quarter from Arnold Van Den Berg Dec 21 2011 
Arnold Van Den Berg Q3 Portfolio Update Oct 12 2011 
5 Stocks George Soros Is Dumping Now Sep 07 2011 
Monday Value Overview Aug 09 2011 
Value Investor Arnold Van Den Berg Is Finding Plenty of Ideas; Buys BRK.B, TGT, BHE, ABM, SPLS, CSCO Jul 05 2011 
Weekly Guru Bargains Highlights: WFR, CCJ, MU, MTL, JNPR Jul 03 2011 
MEMC Electronic Materials Inc. Reports Operating Results (10-K) Feb 22 2011 

More From Our Partners
MEMC Posts Wider-Than-Expected Loss - Analyst Blog May 13 2013 - ZACKS

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