SUNCOKE ENERGY INC (SXC) Stock Fundamental Analysis
NYSE:SXC - New York Stock Exchange, Inc. - US86722A1034 - Common Stock - Currency: USD
We assign a fundamental rating of 5 out of 10 to SXC. SXC was compared to 154 industry peers in the Metals & Mining industry. SXC has an excellent profitability rating, but there are some minor concerns on its financial health. 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 has a Return On Assets of 5.59%. This is in the better half of the industry: SXC outperforms 77.42% of its industry peers.
SXC has a better Return On Equity (13.61%) than 84.52% of its industry peers.
With a decent Return On Invested Capital value of 7.34%, SXC is doing good in the industry, outperforming 73.55% of the companies in the same industry.
The Average Return On Invested Capital over the past 3 years for SXC is below the industry average of 11.16%.
The last Return On Invested Capital (7.34%) for SXC is above the 3 year average (7.23%), which is a sign of increasing profitability.
| 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
SXC's Profit Margin of 4.95% is fine compared to the rest of the industry. SXC outperforms 72.90% of its industry peers.
In the last couple of years the Profit Margin of SXC has grown nicely.
With a decent Operating Margin value of 7.84%, SXC is doing good in the industry, outperforming 63.23% of the companies in the same industry.
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 50.32% of its industry peers.
In the last couple of years the Gross Margin of SXC has declined.
| 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
SXC has a Return on Invested Capital (ROIC), which is below the Cost of Capital (WACC), which means it is destroying value.
Compared to 1 year ago, SXC has more shares outstanding
SXC has about the same amout of shares outstanding than it did 5 years ago.
Compared to 1 year ago, SXC has about the same debt to assets ratio.
2.2 Solvency
An Altman-Z score of 2.16 indicates that SXC is not a great score, but indicates only limited risk for bankruptcy at the moment.
SXC has a Altman-Z score (2.16) which is comparable to the rest of the industry.
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's Debt to FCF ratio of 4.03 is fine compared to the rest of the industry. SXC outperforms 72.90% 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.
SXC has a Debt to Equity ratio of 0.72. This is amonst the worse of the industry: SXC underperforms 83.87% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.72 | ||
| Debt/FCF | 4.03 | ||
| Altman-Z | 2.16 |
ROIC/WACC0.91
WACC8.07%
2.3 Liquidity
A Current Ratio of 2.40 indicates that SXC has no problem at all paying its short term obligations.
With a Current ratio value of 2.40, SXC perfoms like the industry average, outperforming 56.13% of the companies in the same industry.
SXC has a Quick Ratio of 1.39. 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 (1.39) which is comparable to the rest of the industry.
| 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
The Earnings Per Share is expected to decrease by -10.69% on average over the next years. This is quite bad
The Revenue is expected to decrease by -5.86% on average over the next years.
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
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
A Price/Earnings ratio of 7.33 indicates a rather cheap valuation of SXC.
Compared to the rest of the industry, the Price/Earnings ratio of SXC indicates a rather cheap valuation: SXC is cheaper than 98.06% of the companies listed in the same industry.
SXC's Price/Earnings ratio indicates a rather cheap valuation when compared to the S&P500 average which is at 26.35.
The Price/Forward Earnings ratio is 11.72, which indicates a very decent valuation of SXC.
SXC's Price/Forward Earnings ratio is a bit cheaper when compared to the industry. SXC is cheaper than 67.10% of the companies in the same industry.
The average S&P500 Price/Forward Earnings ratio is at 22.19. SXC is valued slightly cheaper when compared to this.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 7.33 | ||
| Fwd PE | 11.72 |
4.2 Price Multiples
Based on the Enterprise Value to EBITDA ratio, SXC is valued cheaply inside the industry as 95.48% of the companies are valued more expensively.
SXC's Price/Free Cash Flow ratio is rather cheap when compared to the industry. SXC is cheaper than 96.13% of the companies in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 5.53 | ||
| EV/EBITDA | 3.72 |
4.3 Compensation for Growth
SXC has a very decent profitability rating, which may justify a higher PE ratio.
A cheap valuation may be justified as SXC's earnings are expected to decrease with -10.69% in the coming years.
PEG (NY)N/A
PEG (5Y)0.24
EPS Next 2Y-21.98%
EPS Next 3Y-10.69%
5. Dividend
5.1 Amount
SXC has a Yearly Dividend Yield of 5.74%, which is a nice return.
SXC's Dividend Yield is rather good when compared to the industry average which is at 2.98. SXC pays more dividend than 94.19% of the companies in the same industry.
SXC's Dividend Yield is rather good when compared to the S&P500 average which is at 2.42.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 5.74% |
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
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%
7.99
-0.37 (-4.43%)
Chartmill FA Rating
GICS SectorMaterials
GICS IndustryGroupMaterials
GICS IndustryMetals & Mining
Earnings (Last)
Earnings (Next)
Inst Owners96.35%
Inst Owner Change1.11%
Ins Owners0.87%
Ins Owner Change1.64%
Market Cap676.35M
Analysts76.67
Price Target12.24 (53.19%)
Short Float %3.96%
Short Ratio4.04
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 5.74% |
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)0%
EPS NQ rev (3m)-5.41%
EPS NY rev (1m)0%
EPS NY rev (3m)-3.47%
Revenue NQ rev (1m)0%
Revenue NQ rev (3m)-9.05%
Revenue NY rev (1m)0%
Revenue NY rev (3m)2.28%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 7.33 | ||
| Fwd PE | 11.72 | ||
| P/S | 0.36 | ||
| P/FCF | 5.53 | ||
| P/OCF | 3.66 | ||
| P/B | 0.99 | ||
| P/tB | 1.03 | ||
| EV/EBITDA | 3.72 |
EPS(TTM)1.09
EY13.64%
EPS(NY)0.68
Fwd EY8.53%
FCF(TTM)1.44
FCFY18.08%
OCF(TTM)2.18
OCFY27.29%
SpS22.24
BVpS8.09
TBVpS7.75
PEG (NY)N/A
PEG (5Y)0.24
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 | 2.16 |
F-Score7
WACC8.07%
ROIC/WACC0.91
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 Year49.14%
EBIT Next 3Y16.6%
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%