STANDEX INTERNATIONAL CORP (SXI) Stock Fundamental Analysis
NYSE:SXI - New York Stock Exchange, Inc. - US8542311076 - Common Stock - Currency: USD
SXI gets a fundamental rating of 5 out of 10. The analysis compared the fundamentals against 127 industry peers in the Machinery industry. SXI has an average financial health and profitability rating. SXI is quite expensive at the moment. It does show a decent growth rate.
1. Profitability
1.1 Basic Checks
In the past year SXI was profitable.
In the past year SXI had a positive cash flow from operations.
In the past 5 years SXI has always been profitable.
SXI had a positive operating cash flow in each of the past 5 years.
1.2 Ratios
The Return On Assets of SXI (3.56%) is comparable to the rest of the industry.
Looking at the Return On Equity, with a value of 7.84%, SXI is in line with its industry, outperforming 49.61% of the companies in the same industry.
SXI has a Return On Invested Capital (7.02%) which is comparable to the rest of the industry.
Measured over the past 3 years, the Average Return On Invested Capital for SXI is in line with the industry average of 10.56%.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 3.56% | ||
| ROE | 7.84% | ||
| ROIC | 7.02% |
ROA(3y)8.13%
ROA(5y)6.95%
ROE(3y)14.16%
ROE(5y)12.39%
ROIC(3y)9.23%
ROIC(5y)9.14%
1.3 Margins
SXI's Profit Margin of 7.06% is in line compared to the rest of the industry. SXI outperforms 58.27% of its industry peers.
SXI's Profit Margin has improved in the last couple of years.
With a decent Operating Margin value of 15.43%, SXI is doing good in the industry, outperforming 73.23% of the companies in the same industry.
SXI's Operating Margin has improved in the last couple of years.
Looking at the Gross Margin, with a value of 39.90%, SXI is in the better half of the industry, outperforming 72.44% of the companies in the same industry.
SXI's Gross Margin has improved in the last couple of years.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| OM | 15.43% | ||
| PM (TTM) | 7.06% | ||
| GM | 39.9% |
OM growth 3Y4.27%
OM growth 5Y6.87%
PM growth 3Y-5.45%
PM growth 5Y16.13%
GM growth 3Y2.82%
GM growth 5Y2.28%
2. Health
2.1 Basic Checks
SXI 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, SXI has more shares outstanding
Compared to 5 years ago, SXI has less shares outstanding
SXI has a worse debt/assets ratio than last year.
2.2 Solvency
SXI has an Altman-Z score of 3.60. This indicates that SXI is financially healthy and has little risk of bankruptcy at the moment.
SXI's Altman-Z score of 3.60 is fine compared to the rest of the industry. SXI outperforms 62.20% of its industry peers.
SXI has a debt to FCF ratio of 13.39. This is a negative value and a sign of low solvency as SXI would need 13.39 years to pay back of all of its debts.
SXI's Debt to FCF ratio of 13.39 is on the low side compared to the rest of the industry. SXI is outperformed by 66.93% of its industry peers.
SXI has a Debt/Equity ratio of 0.78. This is a neutral value indicating SXI is somewhat dependend on debt financing.
SXI has a Debt to Equity ratio of 0.78. This is in the lower half of the industry: SXI underperforms 72.44% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.78 | ||
| Debt/FCF | 13.39 | ||
| Altman-Z | 3.6 |
ROIC/WACC0.71
WACC9.82%
2.3 Liquidity
A Current Ratio of 2.88 indicates that SXI has no problem at all paying its short term obligations.
SXI has a Current ratio of 2.88. This is in the better half of the industry: SXI outperforms 74.80% of its industry peers.
A Quick Ratio of 2.10 indicates that SXI has no problem at all paying its short term obligations.
The Quick ratio of SXI (2.10) is better than 77.17% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Current Ratio | 2.88 | ||
| Quick Ratio | 2.1 |
3. Growth
3.1 Past
SXI shows a strong growth in Earnings Per Share. In the last year, the EPS has been growing by 11.66%, which is quite good.
SXI shows quite a strong growth in Earnings Per Share. Measured over the last years, the EPS has been growing by 16.81% yearly.
Looking at the last year, SXI shows a quite strong growth in Revenue. The Revenue has grown by 9.64% in the last year.
The Revenue has been growing slightly by 5.50% on average over the past years.
EPS 1Y (TTM)11.66%
EPS 3Y10.17%
EPS 5Y16.81%
EPS Q2Q%29.55%
Revenue 1Y (TTM)9.64%
Revenue growth 3Y2.42%
Revenue growth 5Y5.5%
Sales Q2Q%23.23%
3.2 Future
SXI is expected to show quite a strong growth in Earnings Per Share. In the coming years, the EPS will grow by 13.54% yearly.
SXI is expected to show quite a strong growth in Revenue. In the coming years, the Revenue will grow by 9.92% yearly.
EPS Next Y11.86%
EPS Next 2Y13.54%
EPS Next 3YN/A
EPS Next 5YN/A
Revenue Next Year12.91%
Revenue Next 2Y9.92%
Revenue Next 3YN/A
Revenue Next 5YN/A
3.3 Evolution
The EPS growth rate is stable: in the next years the growth will be about the same than in the last years.
The Revenue growth rate is accelerating: in the next years the growth will be better than in the last years.
4. Valuation
4.1 Price/Earnings Ratio
Based on the Price/Earnings ratio of 25.06, the valuation of SXI can be described as expensive.
The rest of the industry has a similar Price/Earnings ratio as SXI.
Compared to an average S&P500 Price/Earnings ratio of 26.73, SXI is valued at the same level.
With a Price/Forward Earnings ratio of 22.41, SXI is valued on the expensive side.
SXI's Price/Forward Earnings ratio is in line with the industry average.
SXI's Price/Forward Earnings ratio indicates a valuation a bit cheaper than the S&P500 average which is at 34.61.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 25.06 | ||
| Fwd PE | 22.41 |
4.2 Price Multiples
SXI's Enterprise Value to EBITDA ratio is in line with the industry average.
Based on the Price/Free Cash Flow ratio, SXI is valued a bit more expensive than the industry average as 67.72% of the companies are valued more cheaply.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 57.56 | ||
| EV/EBITDA | 17.28 |
4.3 Compensation for Growth
The high PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates SXI does not grow enough to justify the current Price/Earnings ratio.
The decent profitability rating of SXI may justify a higher PE ratio.
A more expensive valuation may be justified as SXI's earnings are expected to grow with 13.54% in the coming years.
PEG (NY)2.11
PEG (5Y)1.49
EPS Next 2Y13.54%
EPS Next 3YN/A
5. Dividend
5.1 Amount
With a yearly dividend of 0.66%, SXI is not a good candidate for dividend investing.
Compared to an average industry Dividend Yield of 1.91, SXI has a dividend in line with its industry peers.
With a Dividend Yield of 0.66, SXI pays less dividend than the S&P500 average, which is at 2.39.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 0.66% |
5.2 History
The dividend of SXI is nicely growing with an annual growth rate of 7.88%!
SXI has been paying a dividend for at least 10 years, so it has a reliable track record.
SXI has not decreased their dividend for at least 10 years, which is a reliable track record.
Dividend Growth(5Y)7.88%
Div Incr Years14
Div Non Decr Years14
5.3 Sustainability
SXI pays out 26.96% of its income as dividend. This is a sustainable payout ratio.
The dividend of SXI is growing, but earnings are growing more, so the dividend growth is sustainable.
DP26.96%
EPS Next 2Y13.54%
EPS Next 3YN/A
196.74
+8.56 (+4.55%)
Chartmill FA Rating
GICS SectorIndustrials
GICS IndustryGroupCapital Goods
GICS IndustryMachinery
Earnings (Last)
Earnings (Next)
Inst Owners97.88%
Inst Owner Change1.36%
Ins Owners1.49%
Ins Owner Change-2.29%
Market Cap2.37B
Analysts84.44
Price Target215.22 (9.39%)
Short Float %2.46%
Short Ratio2.67
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 0.66% |
Yearly Dividend1.27
Dividend Growth(5Y)7.88%
DP26.96%
Div Incr Years14
Div Non Decr Years14
Ex-Date
Surprises & Revisions
EPS beat(2)2
Avg EPS beat(2)4.21%
Min EPS beat(2)0.82%
Max EPS beat(2)7.6%
EPS beat(4)3
Avg EPS beat(4)5.32%
Min EPS beat(4)-0.7%
Max EPS beat(4)13.58%
EPS beat(8)7
Avg EPS beat(8)3.9%
EPS beat(12)11
Avg EPS beat(12)3.82%
EPS beat(16)15
Avg EPS beat(16)3.89%
Revenue beat(2)2
Avg Revenue beat(2)1.87%
Min Revenue beat(2)0.72%
Max Revenue beat(2)3.02%
Revenue beat(4)2
Avg Revenue beat(4)-1.01%
Min Revenue beat(4)-6.95%
Max Revenue beat(4)3.02%
Revenue beat(8)2
Avg Revenue beat(8)-1.55%
Revenue beat(12)5
Avg Revenue beat(12)-1.01%
Revenue beat(16)9
Avg Revenue beat(16)-0.18%
PT rev (1m)8.21%
PT rev (3m)8.21%
EPS NQ rev (1m)-0.79%
EPS NQ rev (3m)-6.45%
EPS NY rev (1m)0%
EPS NY rev (3m)-8.37%
Revenue NQ rev (1m)0.53%
Revenue NQ rev (3m)0.14%
Revenue NY rev (1m)0%
Revenue NY rev (3m)0%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 25.06 | ||
| Fwd PE | 22.41 | ||
| P/S | 3.01 | ||
| P/FCF | 57.56 | ||
| P/OCF | 34.12 | ||
| P/B | 3.34 | ||
| P/tB | N/A | ||
| EV/EBITDA | 17.28 |
EPS(TTM)7.85
EY3.99%
EPS(NY)8.78
Fwd EY4.46%
FCF(TTM)3.42
FCFY1.74%
OCF(TTM)5.77
OCFY2.93%
SpS65.46
BVpS58.96
TBVpS-10.31
PEG (NY)2.11
PEG (5Y)1.49
Profitability
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 3.56% | ||
| ROE | 7.84% | ||
| ROCE | 8.71% | ||
| ROIC | 7.02% | ||
| ROICexc | 7.59% | ||
| ROICexgc | 21.4% | ||
| OM | 15.43% | ||
| PM (TTM) | 7.06% | ||
| GM | 39.9% | ||
| FCFM | 5.22% |
ROA(3y)8.13%
ROA(5y)6.95%
ROE(3y)14.16%
ROE(5y)12.39%
ROIC(3y)9.23%
ROIC(5y)9.14%
ROICexc(3y)11.13%
ROICexc(5y)10.9%
ROICexgc(3y)24.2%
ROICexgc(5y)23.61%
ROCE(3y)11.44%
ROCE(5y)11.33%
ROICexcg growth 3Y-4.81%
ROICexcg growth 5Y4.33%
ROICexc growth 3Y-13.9%
ROICexc growth 5Y-0.62%
OM growth 3Y4.27%
OM growth 5Y6.87%
PM growth 3Y-5.45%
PM growth 5Y16.13%
GM growth 3Y2.82%
GM growth 5Y2.28%
F-Score5
Asset Turnover0.5
Health
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.78 | ||
| Debt/FCF | 13.39 | ||
| Debt/EBITDA | 3.51 | ||
| Cap/Depr | 79.98% | ||
| Cap/Sales | 3.59% | ||
| Interest Coverage | 5.76 | ||
| Cash Conversion | 44.24% | ||
| Profit Quality | 73.98% | ||
| Current Ratio | 2.88 | ||
| Quick Ratio | 2.1 | ||
| Altman-Z | 3.6 |
F-Score5
WACC9.82%
ROIC/WACC0.71
Cap/Depr(3y)79.12%
Cap/Depr(5y)76.65%
Cap/Sales(3y)3.23%
Cap/Sales(5y)3.25%
Profit Quality(3y)73.62%
Profit Quality(5y)95.61%
High Growth Momentum
Growth
EPS 1Y (TTM)11.66%
EPS 3Y10.17%
EPS 5Y16.81%
EPS Q2Q%29.55%
EPS Next Y11.86%
EPS Next 2Y13.54%
EPS Next 3YN/A
EPS Next 5YN/A
Revenue 1Y (TTM)9.64%
Revenue growth 3Y2.42%
Revenue growth 5Y5.5%
Sales Q2Q%23.23%
Revenue Next Year12.91%
Revenue Next 2Y9.92%
Revenue Next 3YN/A
Revenue Next 5YN/A
EBIT growth 1Y8.54%
EBIT growth 3Y6.8%
EBIT growth 5Y12.75%
EBIT Next Year38.65%
EBIT Next 3YN/A
EBIT Next 5YN/A
FCF growth 1Y-42.99%
FCF growth 3Y-8.49%
FCF growth 5Y9.91%
OCF growth 1Y-24.89%
OCF growth 3Y-3.61%
OCF growth 5Y8.06%