SUNCOKE ENERGY INC (SXC) Stock Fundamental Analysis
NYSE:SXC - New York Stock Exchange, Inc. - US86722A1034 - Common Stock - Currency: USD
SXC gets a fundamental rating of 5 out of 10. The analysis compared the fundamentals against 154 industry peers in the Metals & Mining industry. While SXC has a great profitability rating, there are some minor concerns on its financial health. SXC is valued correctly, but it does not seem to be growing. 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.
Each year in the past 5 years SXC has been profitable.
In the past 5 years SXC always reported a positive cash flow from operatings.
1.2 Ratios
The Return On Assets of SXC (5.59%) is better than 75.97% of its industry peers.
SXC's Return On Equity of 13.61% is amongst the best of the industry. SXC outperforms 83.77% of its industry peers.
The Return On Invested Capital of SXC (7.34%) is better than 72.08% of its industry peers.
SXC had an Average Return On Invested Capital over the past 3 years of 7.23%. This is in line with the industry average of 8.83%.
The 3 year average ROIC (7.23%) for SXC is below the current ROIC(7.34%), indicating increased profibility in the last year.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 5.59% | ||
| ROE | 13.61% | ||
| ROIC | 7.34% |
ROA(3y)5.1%
ROA(5y)3.64%
ROE(3y)13.55%
ROE(5y)10.03%
ROIC(3y)7.23%
ROIC(5y)6.49%
1.3 Margins
Looking at the Profit Margin, with a value of 4.95%, SXC is in the better half of the industry, outperforming 71.43% of the companies in the same industry.
In the last couple of years the Profit Margin of SXC has grown nicely.
SXC has a better Operating Margin (7.84%) than 63.64% of its industry peers.
In the last couple of years the Operating Margin of SXC has grown nicely.
SXC's Gross Margin of 16.97% is in line compared to the rest of the industry. SXC outperforms 50.00% of its industry peers.
SXC's Gross Margin has declined in the last couple of years.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| OM | 7.84% | ||
| PM (TTM) | 4.95% | ||
| GM | 16.97% |
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
The Return on Invested Capital (ROIC) is below the Cost of Capital (WACC), so SXC is destroying value.
SXC has more shares outstanding than it did 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
An Altman-Z score of 2.20 indicates that SXC is not a great score, but indicates only limited risk for bankruptcy at the moment.
SXC's Altman-Z score of 2.20 is in line compared to the rest of the industry. SXC outperforms 48.70% of its industry peers.
SXC has a debt to FCF ratio of 4.03. This is a neutral value as SXC would need 4.03 years to pay back of all of its debts.
SXC has a better Debt to FCF ratio (4.03) than 71.43% of its industry peers.
SXC has a Debt/Equity ratio of 0.72. This is a neutral value indicating SXC is somewhat dependend on debt financing.
Looking at the Debt to Equity ratio, with a value of 0.72, SXC is doing worse than 82.47% of the companies in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.72 | ||
| Debt/FCF | 4.03 | ||
| Altman-Z | 2.2 |
ROIC/WACC0.8
WACC9.17%
2.3 Liquidity
A Current Ratio of 2.40 indicates that SXC has no problem at all paying its short term obligations.
Looking at the Current ratio, with a value of 2.40, SXC is in line with its industry, outperforming 54.55% of the companies in the same industry.
A Quick Ratio of 1.39 indicates that SXC should not have too much problems paying its short term obligations.
SXC has a Quick ratio (1.39) which is in line with its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Current Ratio | 2.4 | ||
| Quick Ratio | 1.39 |
3. Growth
3.1 Past
SXC shows a strong growth in Earnings Per Share. In the last year, the EPS has been growing by 53.52%, which is quite impressive.
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.
Looking at the last year, SXC shows a decrease in Revenue. The Revenue has decreased by -8.76% in the last year.
SXC shows a small growth in Revenue. Measured over the last years, the Revenue has been growing by 3.88% yearly.
EPS 1Y (TTM)53.52%
EPS 3Y7.56%
EPS 5Y31.03%
EPS Q2Q%-13.04%
Revenue 1Y (TTM)-8.76%
Revenue growth 3Y9.95%
Revenue growth 5Y3.88%
Sales Q2Q%-10.73%
3.2 Future
Based on estimates for the next years, SXC will show a very negative growth in Earnings Per Share. The EPS will decrease by -10.69% on average per year.
SXC is expected to show a decrease in Revenue. In the coming years, the Revenue will decrease by -5.86% yearly.
EPS Next Y-37.33%
EPS Next 2Y-21.98%
EPS Next 3Y-10.69%
EPS Next 5YN/A
Revenue Next Year-17.33%
Revenue Next 2Y-8.63%
Revenue Next 3Y-5.86%
Revenue Next 5YN/A
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.
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
The Price/Earnings ratio is 8.04, which indicates a very decent valuation of SXC.
SXC's Price/Earnings ratio is rather cheap when compared to the industry. SXC is cheaper than 97.40% of the companies in the same industry.
SXC's Price/Earnings ratio indicates a rather cheap valuation when compared to the S&P500 average which is at 26.68.
The Price/Forward Earnings ratio is 12.85, which indicates a correct valuation of SXC.
Based on the Price/Forward Earnings ratio, SXC is valued a bit cheaper than 65.58% of the companies in the same industry.
SXC's Price/Forward Earnings ratio indicates a valuation a bit cheaper than the S&P500 average which is at 22.50.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 8.04 | ||
| Fwd PE | 12.85 |
4.2 Price Multiples
Based on the Enterprise Value to EBITDA ratio, SXC is valued cheaply inside the industry as 94.16% of the companies are valued more expensively.
Based on the Price/Free Cash Flow ratio, SXC is valued cheaply inside the industry as 94.81% of the companies are valued more expensively.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 6.06 | ||
| EV/EBITDA | 3.97 |
4.3 Compensation for Growth
SXC has a very decent profitability rating, which may justify a higher PE ratio.
SXC's earnings are expected to decrease with -10.69% in the coming years. This may justify a cheaper valuation.
PEG (NY)N/A
PEG (5Y)0.26
EPS Next 2Y-21.98%
EPS Next 3Y-10.69%
5. Dividend
5.1 Amount
SXC has a Yearly Dividend Yield of 5.43%, which is a nice return.
SXC's Dividend Yield is rather good when compared to the industry average which is at 3.01. SXC pays more dividend than 93.51% of the companies in the same industry.
Compared to an average S&P500 Dividend Yield of 2.36, SXC pays a better dividend.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 5.43% |
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.
SXC has not decreased its dividend in the past 5 years, so it has a somewhat stable track record.
Dividend Growth(5Y)45.58%
Div Incr Years3
Div Non Decr Years5
5.3 Sustainability
42.38% of the earnings are spent on dividend by SXC. This is a bit on the high side, but may be sustainable.
DP42.38%
EPS Next 2Y-21.98%
EPS Next 3Y-10.69%
8.76
-0.08 (-0.9%)
Chartmill FA Rating
GICS SectorMaterials
GICS IndustryGroupMaterials
GICS IndustryMetals & Mining
Earnings (Last)
Earnings (Next)
Inst Owners95.11%
Inst Owner Change1.21%
Ins Owners0.98%
Ins Owner Change1.64%
Market Cap741.53M
Analysts76.67
Price Target12.24 (39.73%)
Short Float %4.34%
Short Ratio4.07
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 5.43% |
Yearly Dividend0.45
Dividend Growth(5Y)45.58%
DP42.38%
Div Incr Years3
Div Non Decr Years5
Ex-Date
Surprises & Revisions
EPS beat(2)2
Avg EPS beat(2)14.33%
Min EPS beat(2)13.15%
Max EPS beat(2)15.51%
EPS beat(4)4
Avg EPS beat(4)26.45%
Min EPS beat(4)13.15%
Max EPS beat(4)62.02%
EPS beat(8)7
Avg EPS beat(8)12.12%
EPS beat(12)10
Avg EPS beat(12)22.52%
EPS beat(16)13
Avg EPS beat(16)36.58%
Revenue beat(2)2
Avg Revenue beat(2)22.5%
Min Revenue beat(2)16.17%
Max Revenue beat(2)28.83%
Revenue beat(4)4
Avg Revenue beat(4)19.25%
Min Revenue beat(4)13.62%
Max Revenue beat(4)28.83%
Revenue beat(8)8
Avg Revenue beat(8)21.29%
Revenue beat(12)12
Avg Revenue beat(12)20.24%
Revenue beat(16)14
Avg Revenue beat(16)14.93%
PT rev (1m)0%
PT rev (3m)0%
EPS NQ rev (1m)-5.41%
EPS NQ rev (3m)-5.41%
EPS NY rev (1m)-3.47%
EPS NY rev (3m)-3.47%
Revenue NQ rev (1m)-9.05%
Revenue NQ rev (3m)-9.05%
Revenue NY rev (1m)2.28%
Revenue NY rev (3m)2.28%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 8.04 | ||
| Fwd PE | 12.85 | ||
| P/S | 0.39 | ||
| P/FCF | 6.06 | ||
| P/OCF | 4.02 | ||
| P/B | 1.08 | ||
| P/tB | 1.13 | ||
| EV/EBITDA | 3.97 |
EPS(TTM)1.09
EY12.44%
EPS(NY)0.68
Fwd EY7.78%
FCF(TTM)1.44
FCFY16.49%
OCF(TTM)2.18
OCFY24.89%
SpS22.24
BVpS8.09
TBVpS7.75
PEG (NY)N/A
PEG (5Y)0.26
Profitability
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 5.59% | ||
| ROE | 13.61% | ||
| ROCE | 10.1% | ||
| ROIC | 7.34% | ||
| ROICexc | 8.46% | ||
| ROICexgc | 8.66% | ||
| OM | 7.84% | ||
| PM (TTM) | 4.95% | ||
| GM | 16.97% | ||
| FCFM | 6.49% |
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-Score7
Asset Turnover1.13
Health
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.72 | ||
| Debt/FCF | 4.03 | ||
| Debt/EBITDA | 1.88 | ||
| Cap/Depr | 54.46% | ||
| Cap/Sales | 3.31% | ||
| Interest Coverage | 6.05 | ||
| Cash Conversion | 70.46% | ||
| Profit Quality | 131.22% | ||
| Current Ratio | 2.4 | ||
| Quick Ratio | 1.39 | ||
| Altman-Z | 2.2 |
F-Score7
WACC9.17%
ROIC/WACC0.8
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)53.52%
EPS 3Y7.56%
EPS 5Y31.03%
EPS Q2Q%-13.04%
EPS Next Y-37.33%
EPS Next 2Y-21.98%
EPS Next 3Y-10.69%
EPS Next 5YN/A
Revenue 1Y (TTM)-8.76%
Revenue growth 3Y9.95%
Revenue growth 5Y3.88%
Sales Q2Q%-10.73%
Revenue Next Year-17.33%
Revenue Next 2Y-8.63%
Revenue Next 3Y-5.86%
Revenue Next 5YN/A
EBIT growth 1Y15.4%
EBIT growth 3Y2.39%
EBIT growth 5Y8.06%
EBIT Next Year51.2%
EBIT Next 3Y16.22%
EBIT Next 5YN/A
FCF growth 1Y-6.78%
FCF growth 3Y-10.66%
FCF growth 5Y5.96%
OCF growth 1Y-14.69%
OCF growth 3Y-10.2%
OCF growth 5Y-1.48%