SUNCOKE ENERGY INC (SXC) Stock Fundamental Analysis
NYSE:SXC - New York Stock Exchange, Inc. - US86722A1034 - Common Stock - Currency: USD
Taking everything into account, SXC scores 5 out of 10 in our fundamental rating. SXC was compared to 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. SXC also has an excellent dividend rating. This makes SXC very considerable for value and dividend investing!
1. Profitability
1.1 Basic Checks
In the past year SXC was profitable.
In the past year SXC had a positive cash flow from operations.
SXC had positive earnings in each of the past 5 years.
Each year in the past 5 years SXC had a positive operating cash flow.
1.2 Ratios
SXC has a Return On Assets of 4.48%. This is in the better half of the industry: SXC outperforms 70.51% of its industry peers.
SXC has a better Return On Equity (10.86%) than 80.13% of its industry peers.
Looking at the Return On Invested Capital, with a value of 6.13%, SXC is in the better half of the industry, outperforming 67.95% of the companies in the same industry.
SXC had an Average Return On Invested Capital over the past 3 years of 7.23%. This is significantly below the industry average of 12.79%.
| 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
The Profit Margin of SXC (3.99%) is better than 66.67% of its industry peers.
In the last couple of years the Profit Margin of SXC has grown nicely.
SXC's Operating Margin of 6.65% is in line compared to the rest of the industry. SXC outperforms 58.97% of its industry peers.
SXC's Operating Margin has improved in the last couple of years.
SXC's Gross Margin of 16.10% 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 | 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
The Return on Invested Capital (ROIC) is below the Cost of Capital (WACC), so SXC is destroying value.
Compared to 1 year ago, SXC has more shares outstanding
The number of shares outstanding for SXC remains at a similar level compared to 5 years ago.
The debt/assets ratio for SXC has remained at the same level compared to a year ago.
2.2 Solvency
SXC has an Altman-Z score of 2.10. 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.
SXC has a Altman-Z score of 2.10. This is comparable to the rest of the industry: SXC outperforms 42.31% of its industry peers.
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.
The Debt to FCF ratio of SXC (3.20) is better than 76.28% of its industry peers.
SXC has a Debt/Equity ratio of 0.73. This is a neutral value indicating SXC is somewhat dependend on debt financing.
SXC's Debt to Equity ratio of 0.73 is on the low side compared to the rest of the industry. SXC is outperformed by 83.33% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.73 | ||
| Debt/FCF | 3.2 | ||
| Altman-Z | 2.1 |
ROIC/WACC0.67
WACC9.2%
2.3 Liquidity
A Current Ratio of 2.61 indicates that SXC has no problem at all paying its short term obligations.
With a Current ratio value of 2.61, SXC perfoms like the industry average, outperforming 55.13% of the companies in the same industry.
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 has a Quick ratio of 1.45. This is comparable to the rest of the industry: SXC outperforms 48.08% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Current Ratio | 2.61 | ||
| Quick Ratio | 1.45 |
3. Growth
3.1 Past
SXC shows a strong growth in Earnings Per Share. In the last year, the EPS has been growing by 19.44%, which is quite good.
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.
SXC shows a decrease in Revenue. In the last year, the revenue decreased by -7.70%.
Measured over the past years, SXC shows a small growth in Revenue. The Revenue has been growing by 3.88% on average per year.
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 -10.69% on average over the next years. This is quite bad
Based on estimates for the next years, SXC will show a decrease in Revenue. The Revenue will decrease by -5.86% on average per year.
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
SXC is valuated reasonably with a Price/Earnings ratio of 8.79.
96.79% of the companies in the same industry are more expensive than SXC, based on the Price/Earnings ratio.
When comparing the Price/Earnings ratio of SXC to the average of the S&P500 Index (26.82), we can say SXC is valued rather cheaply.
A Price/Forward Earnings ratio of 11.09 indicates a reasonable valuation of SXC.
SXC's Price/Forward Earnings ratio is a bit cheaper when compared to the industry. SXC is cheaper than 79.49% of the companies in the same industry.
When comparing the Price/Forward Earnings ratio of SXC to the average of the S&P500 Index (35.24), we can say SXC is valued rather cheaply.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 8.79 | ||
| Fwd PE | 11.09 |
4.2 Price Multiples
Based on the Enterprise Value to EBITDA ratio, SXC is valued cheaply inside the industry as 96.79% of the companies are valued more expensively.
Compared to the rest of the industry, the Price/Free Cash Flow ratio of SXC indicates a rather cheap valuation: SXC is cheaper than 98.72% of the companies listed in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 4.16 | ||
| EV/EBITDA | 3.99 |
4.3 Compensation for Growth
The decent profitability rating of SXC 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)0.28
EPS Next 2Y-21.98%
EPS Next 3Y-10.69%
5. Dividend
5.1 Amount
SXC has a Yearly Dividend Yield of 6.13%, which is a nice return.
SXC's Dividend Yield is rather good when compared to the industry average which is at 2.61. SXC pays more dividend than 96.15% of the companies in the same industry.
SXC's Dividend Yield is rather good when compared to the S&P500 average which is at 2.36.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 6.13% |
5.2 History
On average, the dividend of SXC grows each year by 45.58%, which is quite nice.
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
56.11% of the earnings are spent on dividend by SXC. This is a bit on the high side, but may be sustainable.
SXC's earnings are declining while the Dividend Rate has been growing. This means the dividend growth is most likely not sustainable.
DP56.11%
EPS Next 2Y-21.98%
EPS Next 3Y-10.69%
7.56
+0.02 (+0.27%)
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 Change1.64%
Market Cap639.95M
Analysts76.67
Price Target12.24 (61.9%)
Short Float %4.93%
Short Ratio4.25
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 6.13% |
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)-3.03%
EPS NQ rev (3m)-11.11%
EPS NY rev (1m)0%
EPS NY rev (3m)0%
Revenue NQ rev (1m)-1.98%
Revenue NQ rev (3m)-11.1%
Revenue NY rev (1m)0%
Revenue NY rev (3m)0%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 8.79 | ||
| Fwd PE | 11.09 | ||
| P/S | 0.35 | ||
| P/FCF | 4.16 | ||
| P/OCF | 3.03 | ||
| P/B | 0.94 | ||
| P/tB | 0.99 | ||
| EV/EBITDA | 3.99 |
EPS(TTM)0.86
EY11.38%
EPS(NY)0.68
Fwd EY9.02%
FCF(TTM)1.82
FCFY24.06%
OCF(TTM)2.5
OCFY33.03%
SpS21.81
BVpS8.01
TBVpS7.67
PEG (NY)N/A
PEG (5Y)0.28
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 | 2.1 |
F-Score5
WACC9.2%
ROIC/WACC0.67
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-37.33%
EPS Next 2Y-21.98%
EPS Next 3Y-10.69%
EPS Next 5YN/A
Revenue 1Y (TTM)-7.7%
Revenue growth 3Y9.95%
Revenue growth 5Y3.88%
Sales Q2Q%-7.81%
Revenue Next Year-17.33%
Revenue Next 2Y-8.63%
Revenue Next 3Y-5.86%
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%