SUNCOKE ENERGY INC (SXC) Stock Fundamental Analysis
USA - NYSE:SXC - US86722A1034 - Common Stock
7.83 USD
-0.08 (-1.01%)
7.99 USD
+0.16 (+2.04%)
SXC gets a fundamental rating of 5 out of 10. The analysis compared the fundamentals against 156 industry peers in the Metals & Mining industry. Both the profitability and the financial health of SXC get a neutral evaluation. Nothing too spectacular is happening here. SXC is cheap, but on the other hand it scores bad on growth. Finally SXC also has an excellent dividend rating.
1. Profitability
1.1 Basic Checks
SXC had positive earnings in the past year.
SXC had a positive operating cash flow in the past year.
SXC had positive earnings in each of the past 5 years.
In the past 5 years SXC always reported a positive cash flow from operatings.
1.2 Ratios
SXC's Return On Assets of 4.48% is fine compared to the rest of the industry. SXC outperforms 73.08% of its industry peers.
SXC has a Return On Equity of 10.86%. This is amongst the best in the industry. SXC outperforms 81.41% of its industry peers.
SXC's Return On Invested Capital of 6.13% is fine compared to the rest of the industry. SXC outperforms 69.23% of its industry peers.
Measured over the past 3 years, the Average Return On Invested Capital for SXC is significantly below the industry average of 12.92%.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 4.48% | ||
| ROE | 10.86% | ||
| ROIC | 6.13% |
ROA(3y)5.1%
ROA(5y)3.64%
ROE(3y)13.55%
ROE(5y)10.03%
ROIC(3y)7.23%
ROIC(5y)6.49%
1.3 Margins
SXC has a Profit Margin of 3.99%. This is in the better half of the industry: SXC outperforms 68.59% of its industry peers.
SXC's Profit Margin has improved in the last couple of years.
With a decent Operating Margin value of 6.65%, SXC is doing good in the industry, outperforming 60.26% of the companies in the same industry.
SXC's Operating Margin has improved in the last couple of years.
SXC has a Gross Margin (16.10%) which is in line with its industry peers.
SXC's Gross Margin has declined in the last couple of years.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| OM | 6.65% | ||
| PM (TTM) | 3.99% | ||
| GM | 16.1% |
OM growth 3Y-6.88%
OM growth 5Y4.03%
PM growth 3Y18.46%
PM growth 5YN/A
GM growth 3Y-8.98%
GM growth 5Y-3.39%
2. Health
2.1 Basic Checks
SXC has a Return on Invested Capital (ROIC), which is below the Cost of Capital (WACC), which means it is destroying value.
The number of shares outstanding for SXC has been increased compared to 1 year ago.
Compared to 5 years ago, SXC has about the same amount of shares outstanding.
SXC has about the same debt/assets ratio as last year.
2.2 Solvency
SXC has an Altman-Z score of 2.12. This is not the best score and indicates that SXC is in the grey zone with still only limited risk for bankruptcy at the moment.
Looking at the Altman-Z score, with a value of 2.12, SXC is doing worse than 60.26% of the companies in the same industry.
The Debt to FCF ratio of SXC is 3.20, which is a good value as it means it would take SXC, 3.20 years of fcf income to pay off all of its debts.
Looking at the Debt to FCF ratio, with a value of 3.20, SXC is in the better half of the industry, outperforming 75.00% of the companies in the same industry.
SXC has a Debt/Equity ratio of 0.73. This is a neutral value indicating SXC is somewhat dependend on debt financing.
Looking at the Debt to Equity ratio, with a value of 0.73, SXC is doing worse than 82.69% of the companies in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.73 | ||
| Debt/FCF | 3.2 | ||
| Altman-Z | 2.12 |
ROIC/WACC0.71
WACC8.68%
2.3 Liquidity
A Current Ratio of 2.61 indicates that SXC has no problem at all paying its short term obligations.
SXC's Current ratio of 2.61 is in line compared to the rest of the industry. SXC outperforms 55.13% of its industry peers.
SXC has a Quick Ratio of 1.45. This is a normal value and indicates that SXC is financially healthy and should not expect problems in meeting its short term obligations.
SXC's Quick ratio of 1.45 is in line compared to the rest of the industry. SXC outperforms 48.72% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Current Ratio | 2.61 | ||
| Quick Ratio | 1.45 |
3. Growth
3.1 Past
The Earnings Per Share has grown by an nice 19.44% over the past year.
Measured over the past years, SXC shows a very strong growth in Earnings Per Share. The EPS has been growing by 31.03% on average per year.
The Revenue has decreased by -7.70% in the past year.
The Revenue has been growing slightly by 3.88% on average over the past years.
EPS 1Y (TTM)19.44%
EPS 3Y7.56%
EPS 5Y31.03%
EPS Q2Q%-92%
Revenue 1Y (TTM)-7.7%
Revenue growth 3Y9.95%
Revenue growth 5Y3.88%
Sales Q2Q%-7.81%
3.2 Future
The Earnings Per Share is expected to decrease by -15.88% on average over the next years. This is quite bad
SXC is expected to show a decrease in Revenue. In the coming years, the Revenue will decrease by -7.21% yearly.
EPS Next Y-50.4%
EPS Next 2Y-23.44%
EPS Next 3Y-15.88%
EPS Next 5YN/A
Revenue Next Year-12.93%
Revenue Next 2Y-8.33%
Revenue Next 3Y-7.21%
Revenue Next 5YN/A
3.3 Evolution
The EPS growth rate is decreasing: in the next years the growth will be less than in the last years.
When comparing the Revenue growth rate of the last years to the growth rate of the upcoming years, we see that the growth is decreasing.
4. Valuation
4.1 Price/Earnings Ratio
Based on the Price/Earnings ratio of 9.10, the valuation of SXC can be described as reasonable.
Based on the Price/Earnings ratio, SXC is valued cheaper than 97.44% of the companies in the same industry.
Compared to an average S&P500 Price/Earnings ratio of 27.20, SXC is valued rather cheaply.
A Price/Forward Earnings ratio of 11.93 indicates a reasonable valuation of SXC.
Based on the Price/Forward Earnings ratio, SXC is valued a bit cheaper than the industry average as 76.28% of the companies are valued more expensively.
The average S&P500 Price/Forward Earnings ratio is at 22.70. SXC is valued slightly cheaper when compared to this.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 9.1 | ||
| Fwd PE | 11.93 |
4.2 Price Multiples
97.44% of the companies in the same industry are more expensive than SXC, based on the Enterprise Value to EBITDA ratio.
98.08% of the companies in the same industry are more expensive than SXC, based on the Price/Free Cash Flow ratio.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 4.3 | ||
| EV/EBITDA | 4.12 |
4.3 Compensation for Growth
The decent profitability rating of SXC may justify a higher PE ratio.
A cheap valuation may be justified as SXC's earnings are expected to decrease with -15.88% in the coming years.
PEG (NY)N/A
PEG (5Y)0.29
EPS Next 2Y-23.44%
EPS Next 3Y-15.88%
5. Dividend
5.1 Amount
With a Yearly Dividend Yield of 6.18%, SXC is a good candidate for dividend investing.
SXC's Dividend Yield is rather good when compared to the industry average which is at 2.51. SXC pays more dividend than 96.79% of the companies in the same industry.
SXC's Dividend Yield is rather good when compared to the S&P500 average which is at 2.38.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 6.18% |
5.2 History
The dividend of SXC is nicely growing with an annual growth rate of 45.58%!
SXC has been paying a dividend for over 5 years, so it has already some track record.
As SXC did not decrease their dividend in the past 5 years, we can say the dividend looks stable.
Dividend Growth(5Y)45.58%
Div Incr Years3
Div Non Decr Years5
5.3 Sustainability
SXC pays out 56.11% of its income as dividend. This is a bit on the high side, but may be sustainable.
The Dividend Rate of SXC has been growing, while earnings will be declining. This means the dividend growth is most likely not sustainable.
DP56.11%
EPS Next 2Y-23.44%
EPS Next 3Y-15.88%
7.83
-0.08 (-1.01%)
Chartmill FA Rating
GICS SectorMaterials
GICS IndustryGroupMaterials
GICS IndustryMetals & Mining
Earnings (Last)
Earnings (Next)
Inst Owners96.41%
Inst Owner Change1.56%
Ins Owners0.87%
Ins Owner Change0.17%
Market Cap662.97M
Analysts76.67
Price Target12.24 (56.32%)
Short Float %5.02%
Short Ratio4.22
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 6.18% |
Yearly Dividend0.45
Dividend Growth(5Y)45.58%
DP56.11%
Div Incr Years3
Div Non Decr Years5
Ex-Date
Surprises & Revisions
EPS beat(2)1
Avg EPS beat(2)-37.77%
Min EPS beat(2)-88.68%
Max EPS beat(2)13.15%
EPS beat(4)3
Avg EPS beat(4)0.5%
Min EPS beat(4)-88.68%
Max EPS beat(4)62.02%
EPS beat(8)6
Avg EPS beat(8)-2.1%
EPS beat(12)10
Avg EPS beat(12)16.39%
EPS beat(16)12
Avg EPS beat(16)18.04%
Revenue beat(2)2
Avg Revenue beat(2)19.83%
Min Revenue beat(2)16.17%
Max Revenue beat(2)23.49%
Revenue beat(4)4
Avg Revenue beat(4)21.71%
Min Revenue beat(4)16.17%
Max Revenue beat(4)28.83%
Revenue beat(8)8
Avg Revenue beat(8)21.08%
Revenue beat(12)12
Avg Revenue beat(12)21.77%
Revenue beat(16)14
Avg Revenue beat(16)15.59%
PT rev (1m)0%
PT rev (3m)0%
EPS NQ rev (1m)0%
EPS NQ rev (3m)-3.03%
EPS NY rev (1m)-20.86%
EPS NY rev (3m)-20.86%
Revenue NQ rev (1m)0%
Revenue NQ rev (3m)-1.98%
Revenue NY rev (1m)5.32%
Revenue NY rev (3m)5.32%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 9.1 | ||
| Fwd PE | 11.93 | ||
| P/S | 0.36 | ||
| P/FCF | 4.3 | ||
| P/OCF | 3.14 | ||
| P/B | 0.98 | ||
| P/tB | 1.02 | ||
| EV/EBITDA | 4.12 |
EPS(TTM)0.86
EY10.98%
EPS(NY)0.66
Fwd EY8.38%
FCF(TTM)1.82
FCFY23.23%
OCF(TTM)2.5
OCFY31.89%
SpS21.8
BVpS8
TBVpS7.67
PEG (NY)N/A
PEG (5Y)0.29
Profitability
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 4.48% | ||
| ROE | 10.86% | ||
| ROCE | 8.43% | ||
| ROIC | 6.13% | ||
| ROICexc | 7.03% | ||
| ROICexgc | 7.19% | ||
| OM | 6.65% | ||
| PM (TTM) | 3.99% | ||
| GM | 16.1% | ||
| FCFM | 8.34% |
ROA(3y)5.1%
ROA(5y)3.64%
ROE(3y)13.55%
ROE(5y)10.03%
ROIC(3y)7.23%
ROIC(5y)6.49%
ROICexc(3y)8.01%
ROICexc(5y)7.05%
ROICexgc(3y)8.21%
ROICexgc(5y)7.23%
ROCE(3y)9.95%
ROCE(5y)8.93%
ROICexcg growth 3Y4.82%
ROICexcg growth 5Y11.02%
ROICexc growth 3Y4.92%
ROICexc growth 5Y11.09%
OM growth 3Y-6.88%
OM growth 5Y4.03%
PM growth 3Y18.46%
PM growth 5YN/A
GM growth 3Y-8.98%
GM growth 5Y-3.39%
F-Score5
Asset Turnover1.12
Health
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.73 | ||
| Debt/FCF | 3.2 | ||
| Debt/EBITDA | 2.08 | ||
| Cap/Depr | 50.22% | ||
| Cap/Sales | 3.11% | ||
| Interest Coverage | 5.03 | ||
| Cash Conversion | 89.2% | ||
| Profit Quality | 209.24% | ||
| Current Ratio | 2.61 | ||
| Quick Ratio | 1.45 | ||
| Altman-Z | 2.12 |
F-Score5
WACC8.68%
ROIC/WACC0.71
Cap/Depr(3y)63.59%
Cap/Depr(5y)63.94%
Cap/Sales(3y)4.3%
Cap/Sales(5y)5.04%
Profit Quality(3y)158.53%
Profit Quality(5y)610.62%
High Growth Momentum
Growth
EPS 1Y (TTM)19.44%
EPS 3Y7.56%
EPS 5Y31.03%
EPS Q2Q%-92%
EPS Next Y-50.4%
EPS Next 2Y-23.44%
EPS Next 3Y-15.88%
EPS Next 5YN/A
Revenue 1Y (TTM)-7.7%
Revenue growth 3Y9.95%
Revenue growth 5Y3.88%
Sales Q2Q%-7.81%
Revenue Next Year-12.93%
Revenue Next 2Y-8.33%
Revenue Next 3Y-7.21%
Revenue Next 5YN/A
EBIT growth 1Y-1.92%
EBIT growth 3Y2.39%
EBIT growth 5Y8.06%
EBIT Next Year45.15%
EBIT Next 3Y16.58%
EBIT Next 5YN/A
FCF growth 1Y2.87%
FCF growth 3Y-10.66%
FCF growth 5Y5.96%
OCF growth 1Y-12.5%
OCF growth 3Y-10.2%
OCF growth 5Y-1.48%