AZZ INC (AZZ) Fundamental Analysis & Valuation

NYSE:AZZ • US0024741045

Current stock price

143.53 USD
+0.49 (+0.34%)
At close:
143.53 USD
0 (0%)
After Hours:

This AZZ fundamental analysis includes valuation metrics, fair value assessment, financial health analysis, profitability trends, growth metrics and dividend sustainability analysis.

7

1. AZZ Profitability Analysis

1.1 Basic Checks

  • In the past year AZZ was profitable.
  • In the past year AZZ had a positive cash flow from operations.
  • Of the past 5 years AZZ 4 years were profitable.
  • AZZ had a positive operating cash flow in each of the past 5 years.
AZZ Yearly Net Income VS EBIT VS OCF VS FCFAZZ Yearly Net Income VS EBIT VS OCF VS FCFYearly Net Income VS EBIT VS OCF VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 0 100M 200M 300M 400M 500M

1.2 Ratios

  • Looking at the Return On Assets, with a value of 14.33%, AZZ belongs to the top of the industry, outperforming 87.80% of the companies in the same industry.
  • Looking at the Return On Equity, with a value of 23.73%, AZZ is in the better half of the industry, outperforming 78.05% of the companies in the same industry.
  • Looking at the Return On Invested Capital, with a value of 10.23%, AZZ is in the better half of the industry, outperforming 60.98% of the companies in the same industry.
  • Measured over the past 3 years, the Average Return On Invested Capital for AZZ is below the industry average of 11.86%.
  • The last Return On Invested Capital (10.23%) for AZZ is above the 3 year average (9.23%), which is a sign of increasing profitability.
Industry RankSector Rank
ROA 14.33%
ROE 23.73%
ROIC 10.23%
ROA(3y)6.89%
ROA(5y)5.06%
ROE(3y)12.69%
ROE(5y)8.7%
ROIC(3y)9.23%
ROIC(5y)8.14%
AZZ Yearly ROA, ROE, ROICAZZ Yearly ROA, ROE, ROICYearly ROA, ROE, ROIC 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 0 10 20

1.3 Margins

  • AZZ's Profit Margin of 19.23% is amongst the best of the industry. AZZ outperforms 97.56% of its industry peers.
  • In the last couple of years the Profit Margin of AZZ has grown nicely.
  • AZZ has a better Operating Margin (16.27%) than 63.41% of its industry peers.
  • In the last couple of years the Operating Margin of AZZ has grown nicely.
  • The Gross Margin of AZZ (24.17%) is worse than 70.73% of its industry peers.
  • In the last couple of years the Gross Margin of AZZ has remained more or less at the same level.
Industry RankSector Rank
OM 16.27%
PM (TTM) 19.23%
GM 24.17%
OM growth 3Y4.85%
OM growth 5Y4.22%
PM growth 3YN/A
PM growth 5Y18.46%
GM growth 3Y2.63%
GM growth 5Y-1.12%
AZZ Yearly Profit, Operating, Gross MarginsAZZ Yearly Profit, Operating, Gross MarginsYearly Profit, Operating, Gross Margins 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 0 10 20

6

2. AZZ Health Analysis

2.1 Basic Checks

  • The Return on Invested Capital (ROIC) is below the Cost of Capital (WACC), so AZZ is destroying value.
  • AZZ has about the same amout of shares outstanding than it did 1 year ago.
  • AZZ has more shares outstanding than it did 5 years ago.
  • AZZ has a better debt/assets ratio than last year.
AZZ Yearly Shares OutstandingAZZ Yearly Shares OutstandingYearly Shares Outstanding 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 5M 10M 15M 20M 25M
AZZ Yearly Total Debt VS Total AssetsAZZ Yearly Total Debt VS Total AssetsYearly Total Debt VS Total Assets 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 500M 1B 1.5B 2B

2.2 Solvency

  • An Altman-Z score of 4.72 indicates that AZZ is not in any danger for bankruptcy at the moment.
  • Looking at the Altman-Z score, with a value of 4.72, AZZ is in the better half of the industry, outperforming 65.85% of the companies in the same industry.
  • AZZ has a debt to FCF ratio of 1.11. This is a very positive value and a sign of high solvency as it would only need 1.11 years to pay back of all of its debts.
  • AZZ has a Debt to FCF ratio of 1.11. This is amongst the best in the industry. AZZ outperforms 82.93% of its industry peers.
  • AZZ has a Debt/Equity ratio of 0.37. This is a healthy value indicating a solid balance between debt and equity.
  • AZZ has a Debt to Equity ratio of 0.37. This is in the better half of the industry: AZZ outperforms 65.85% of its industry peers.
Industry RankSector Rank
Debt/Equity 0.37
Debt/FCF 1.11
Altman-Z 4.72
ROIC/WACC0.99
WACC10.36%
AZZ Yearly LT Debt VS Equity VS FCFAZZ Yearly LT Debt VS Equity VS FCFYearly LT Debt VS Equity VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 200M 400M 600M 800M 1B

2.3 Liquidity

  • A Current Ratio of 1.70 indicates that AZZ should not have too much problems paying its short term obligations.
  • AZZ has a worse Current ratio (1.70) than 68.29% of its industry peers.
  • AZZ has a Quick Ratio of 1.21. This is a normal value and indicates that AZZ is financially healthy and should not expect problems in meeting its short term obligations.
  • The Quick ratio of AZZ (1.21) is comparable to the rest of the industry.
Industry RankSector Rank
Current Ratio 1.7
Quick Ratio 1.21
AZZ Yearly Current Assets VS Current LiabilitesAZZ Yearly Current Assets VS Current LiabilitesYearly Current Assets VS Current Liabilites 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 100M 200M 300M 400M

5

3. AZZ Growth Analysis

3.1 Past

  • The Earnings Per Share has grown by an nice 19.04% over the past year.
  • AZZ shows a strong growth in Earnings Per Share. Measured over the last years, the EPS has been growing by 23.90% yearly.
  • AZZ shows a small growth in Revenue. In the last year, the Revenue has grown by 4.58%.
  • The Revenue has been growing by 27.98% on average over the past years. This is a very strong growth!
EPS 1Y (TTM)19.04%
EPS 3Y17.46%
EPS 5Y23.9%
EPS Q2Q%36.73%
Revenue 1Y (TTM)4.58%
Revenue growth 3Y7.62%
Revenue growth 5Y27.98%
Sales Q2Q%9.44%

3.2 Future

  • Based on estimates for the next years, AZZ will show a small growth in Earnings Per Share. The EPS will grow by 5.50% on average per year.
  • Based on estimates for the next years, AZZ will show a small growth in Revenue. The Revenue will grow by 5.24% on average per year.
EPS Next Y10.39%
EPS Next 2Y10.59%
EPS Next 3Y8.67%
EPS Next 5Y5.5%
Revenue Next Year6.13%
Revenue Next 2Y5.18%
Revenue Next 3Y5.28%
Revenue Next 5Y5.24%

3.3 Evolution

  • When comparing the EPS growth rate of the last years to the growth rate of the upcoming years, we see that the growth is decreasing.
  • The Revenue growth rate is decreasing: in the next years the growth will be less than in the last years.
AZZ Yearly Revenue VS EstimatesAZZ Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 2031 2032 500M 1B 1.5B 2B
AZZ Yearly EPS VS EstimatesAZZ Yearly EPS VS EstimatesYearly EPS VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 2031 2032 2 4 6 8

4

4. AZZ Valuation Analysis

4.1 Price/Earnings Ratio

  • With a Price/Earnings ratio of 23.19, AZZ is valued on the expensive side.
  • Compared to the rest of the industry, the Price/Earnings ratio of AZZ is on the same level as its industry peers.
  • When comparing the Price/Earnings ratio of AZZ to the average of the S&P500 Index (26.64), we can say AZZ is valued inline with the index average.
  • A Price/Forward Earnings ratio of 21.00 indicates a rather expensive valuation of AZZ.
  • AZZ's Price/Forward Earnings is on the same level as the industry average.
  • Compared to an average S&P500 Price/Forward Earnings ratio of 21.36, AZZ is valued at the same level.
Industry RankSector Rank
PE 23.19
Fwd PE 21
AZZ Price Earnings VS Forward Price EarningsAZZ Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 5 10 15 20 25

4.2 Price Multiples

  • AZZ's Enterprise Value to EBITDA ratio is in line with the industry average.
  • Compared to the rest of the industry, the Price/Free Cash Flow ratio of AZZ indicates a rather cheap valuation: AZZ is cheaper than 95.12% of the companies listed in the same industry.
Industry RankSector Rank
P/FCF 9.64
EV/EBITDA 13.28
AZZ Per share dataAZZ EPS, Sales, OCF, FCF, BookValue per sharePer Share Data Per Share 10 20 30 40 50

4.3 Compensation for Growth

  • The high PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates AZZ does not grow enough to justify the current Price/Earnings ratio.
  • AZZ has a very decent profitability rating, which may justify a higher PE ratio.
PEG (NY)2.23
PEG (5Y)0.97
EPS Next 2Y10.59%
EPS Next 3Y8.67%

5

5. AZZ Dividend Analysis

5.1 Amount

  • With a yearly dividend of 0.58%, AZZ is not a good candidate for dividend investing.
  • Compared to an average industry Dividend Yield of 0.72, AZZ has a dividend in line with its industry peers.
  • Compared to an average S&P500 Dividend Yield of 1.82, AZZ's dividend is way lower than the S&P500 average.
Industry RankSector Rank
Dividend Yield 0.58%

5.2 History

  • The dividend of AZZ has a limited annual growth rate of 2.31%.
  • AZZ has paid a dividend for at least 10 years, which is a reliable track record.
  • AZZ has not decreased its dividend for at least 10 years, so it has a reliable track record of non decreasing dividend.
Dividend Growth(5Y)2.31%
Div Incr Years1
Div Non Decr Years15
AZZ Yearly Dividends per shareAZZ Yearly Dividends per shareYearly Dividends per share 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 0.2 0.4 0.6

5.3 Sustainability

  • 7.27% of the earnings are spent on dividend by AZZ. This is a low number and sustainable payout ratio.
  • The dividend of AZZ is growing, but earnings are growing more, so the dividend growth is sustainable.
DP7.27%
EPS Next 2Y10.59%
EPS Next 3Y8.67%
AZZ Yearly Income VS Free CF VS DividendAZZ Yearly Income VS Free CF VS DividendYearly Income VS Free CF VS Dividend 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 0 100M 200M 300M 400M
AZZ Dividend Payout.AZZ Dividend Payout, showing the Payout Ratio.AZZ Dividend Payout.PayoutRetained Earnings

AZZ Fundamentals: All Metrics, Ratios and Statistics

AZZ INC

NYSE:AZZ (5/1/2026, 8:10:47 PM)

After market: 143.53 0 (0%)

143.53

+0.49 (+0.34%)

Chartmill FA Rating
GICS SectorIndustrials
GICS IndustryGroupCapital Goods
GICS IndustryBuilding Products
Industry Strength22.36
Industry Growth32.92
Earnings (Last)04-22
Earnings (Next)07-07
Inst Owners97.31%
Inst Owner Change0.25%
Ins Owners1.13%
Ins Owner Change-3.46%
Market Cap4.29B
Revenue(TTM)1.65B
Net Income(TTM)317.26M
Analysts76
Price Target156.17 (8.81%)
Short Float %2.6%
Short Ratio3.81
Dividend
Industry RankSector Rank
Dividend Yield 0.58%
Yearly Dividend0.77
Dividend Growth(5Y)2.31%
DP7.27%
Div Incr Years1
Div Non Decr Years15
Ex-Date04-23
Surprises & Revisions
EPS beat(2)2
Avg EPS beat(2)5.48%
Min EPS beat(2)2.1%
Max EPS beat(2)8.86%
EPS beat(4)3
Avg EPS beat(4)4.95%
Min EPS beat(4)-2.53%
Max EPS beat(4)11.37%
EPS beat(8)6
Avg EPS beat(8)5.45%
EPS beat(12)9
Avg EPS beat(12)8.84%
EPS beat(16)12
Avg EPS beat(16)9.11%
Revenue beat(2)1
Avg Revenue beat(2)0.07%
Min Revenue beat(2)-0.67%
Max Revenue beat(2)0.8%
Revenue beat(4)1
Avg Revenue beat(4)-1.77%
Min Revenue beat(4)-4.16%
Max Revenue beat(4)0.8%
Revenue beat(8)3
Avg Revenue beat(8)-1.45%
Revenue beat(12)5
Avg Revenue beat(12)-0.89%
Revenue beat(16)6
Avg Revenue beat(16)-2.99%
PT rev (1m)1.02%
PT rev (3m)8.69%
EPS NQ rev (1m)0%
EPS NQ rev (3m)0.63%
EPS NY rev (1m)-0.11%
EPS NY rev (3m)0.49%
Revenue NQ rev (1m)0%
Revenue NQ rev (3m)1.07%
Revenue NY rev (1m)0%
Revenue NY rev (3m)0.24%
Valuation
Industry RankSector Rank
PE 23.19
Fwd PE 21
P/S 2.6
P/FCF 9.64
P/OCF 8.16
P/B 3.21
P/tB 20.16
EV/EBITDA 13.28
EPS(TTM)6.19
EY4.31%
EPS(NY)6.83
Fwd EY4.76%
FCF(TTM)14.89
FCFY10.38%
OCF(TTM)17.6
OCFY12.26%
SpS55.26
BVpS44.78
TBVpS7.12
PEG (NY)2.23
PEG (5Y)0.97
Graham Number78.9701 (-44.98%)
Profitability
Industry RankSector Rank
ROA 14.33%
ROE 23.73%
ROCE 13.55%
ROIC 10.23%
ROICexc 10.23%
ROICexgc 23.67%
OM 16.27%
PM (TTM) 19.23%
GM 24.17%
FCFM 26.95%
ROA(3y)6.89%
ROA(5y)5.06%
ROE(3y)12.69%
ROE(5y)8.7%
ROIC(3y)9.23%
ROIC(5y)8.14%
ROICexc(3y)9.24%
ROICexc(5y)8.17%
ROICexgc(3y)21.42%
ROICexgc(5y)18.56%
ROCE(3y)12.23%
ROCE(5y)10.79%
ROICexgc growth 3Y12.55%
ROICexgc growth 5Y15.6%
ROICexc growth 3Y13.8%
ROICexc growth 5Y13.09%
OM growth 3Y4.85%
OM growth 5Y4.22%
PM growth 3YN/A
PM growth 5Y18.46%
GM growth 3Y2.63%
GM growth 5Y-1.12%
F-Score8
Asset Turnover0.75
Health
Industry RankSector Rank
Debt/Equity 0.37
Debt/FCF 1.11
Debt/EBITDA 1.36
Cap/Depr 89.7%
Cap/Sales 4.9%
Interest Coverage 6.24
Cash Conversion 146.57%
Profit Quality 140.16%
Current Ratio 1.7
Quick Ratio 1.21
Altman-Z 4.72
F-Score8
WACC10.36%
ROIC/WACC0.99
Cap/Depr(3y)116.81%
Cap/Depr(5y)100.11%
Cap/Sales(3y)6.14%
Cap/Sales(5y)5.45%
Profit Quality(3y)189.01%
Profit Quality(5y)N/A
High Growth Momentum
Growth
EPS 1Y (TTM)19.04%
EPS 3Y17.46%
EPS 5Y23.9%
EPS Q2Q%36.73%
EPS Next Y10.39%
EPS Next 2Y10.59%
EPS Next 3Y8.67%
EPS Next 5Y5.5%
Revenue 1Y (TTM)4.58%
Revenue growth 3Y7.62%
Revenue growth 5Y27.98%
Sales Q2Q%9.44%
Revenue Next Year6.13%
Revenue Next 2Y5.18%
Revenue Next 3Y5.28%
Revenue Next 5Y5.24%
EBIT growth 1Y13.57%
EBIT growth 3Y12.84%
EBIT growth 5Y33.38%
EBIT Next Year42.63%
EBIT Next 3Y16.31%
EBIT Next 5Y11.49%
FCF growth 1Y231.78%
FCF growth 3Y224.32%
FCF growth 5Y46.97%
OCF growth 1Y110.26%
OCF growth 3Y95.65%
OCF growth 5Y41.68%

AZZ INC / AZZ Fundamental Analysis FAQ

What is the ChartMill fundamental rating of AZZ INC (AZZ) stock?

ChartMill assigns a fundamental rating of 6 / 10 to AZZ.


What is the valuation status of AZZ INC (AZZ) stock?

ChartMill assigns a valuation rating of 4 / 10 to AZZ INC (AZZ). This can be considered as Fairly Valued.


How profitable is AZZ INC (AZZ) stock?

AZZ INC (AZZ) has a profitability rating of 7 / 10.


Can you provide the expected EPS growth for AZZ stock?

The Earnings per Share (EPS) of AZZ INC (AZZ) is expected to grow by 10.39% in the next year.


How sustainable is the dividend of AZZ INC (AZZ) stock?

The dividend rating of AZZ INC (AZZ) is 5 / 10 and the dividend payout ratio is 7.27%.