SUNCOKE ENERGY INC (SXC) Stock Fundamental Analysis
USA - NYSE:SXC - US86722A1034 - Common Stock
7.94 USD
+0.11 (+1.4%)
8.04 USD
+0.1 (+1.26%)
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 valued correctly, but it does not seem to be growing. SXC also has an excellent dividend rating. With these ratings, SXC could be worth investigating further for dividend investing!.
1. Profitability
1.1 Basic Checks
In the past year SXC was profitable.
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 (4.48%) is better than 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.
With a decent Return On Invested Capital value of 6.13%, SXC is doing good in the industry, outperforming 69.23% of the companies in the same industry.
The Average Return On Invested Capital over the past 3 years 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
With a decent Profit Margin value of 3.99%, SXC is doing good in the industry, outperforming 68.59% of the companies in the same industry.
SXC's Profit Margin has improved in the last couple of years.
Looking at the Operating Margin, with a value of 6.65%, SXC is in the better half of 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 of 16.10%. This is comparable to the rest of the industry: SXC outperforms 51.92% of its industry peers.
In the last couple of years the Gross Margin of SXC has declined.
| 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
With a Return on Invested Capital (ROIC) below the Cost of Capital (WACC), SXC 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.
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.
SXC's Altman-Z score of 2.12 is in line compared to the rest of the industry. SXC outperforms 40.38% 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 75.00% of its industry peers.
A Debt/Equity ratio of 0.73 indicates that SXC is somewhat dependend on debt financing.
The Debt to Equity ratio of SXC (0.73) is worse than 82.69% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.73 | ||
| Debt/FCF | 3.2 | ||
| Altman-Z | 2.12 |
ROIC/WACC0.71
WACC8.69%
2.3 Liquidity
A Current Ratio of 2.61 indicates that SXC has no problem at all paying its short term obligations.
SXC has a Current ratio (2.61) which is comparable to the rest of the industry.
A Quick Ratio of 1.45 indicates that SXC should not have too much problems paying its short term obligations.
SXC has a Quick ratio (1.45) which is in line with 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.
SXC shows a strong growth in Earnings Per Share. Measured over the last years, the EPS has been growing by 31.03% yearly.
SXC shows a decrease in Revenue. In the last year, the revenue decreased by -7.70%.
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
The Revenue is expected to decrease by -7.21% on average over the next years.
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
With a Price/Earnings ratio of 9.23, the valuation of SXC can be described as very reasonable.
Based on the Price/Earnings ratio, SXC is valued cheaper than 97.44% of the companies in the same industry.
SXC is valuated cheaply when we compare the Price/Earnings ratio to 27.41, which is the current average of the S&P500 Index.
The Price/Forward Earnings ratio is 12.09, which indicates a correct valuation of SXC.
Based on the Price/Forward Earnings ratio, SXC is valued a bit cheaper than the industry average as 74.36% of the companies are valued more expensively.
SXC is valuated rather cheaply when we compare the Price/Forward Earnings ratio to 22.88, which is the current average of the S&P500 Index.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 9.23 | ||
| Fwd PE | 12.09 |
4.2 Price Multiples
Based on the Enterprise Value to EBITDA ratio, SXC is valued cheaper than 96.79% of the companies in the same industry.
SXC's Price/Free Cash Flow ratio is rather cheap when compared to the industry. SXC is cheaper than 98.08% of the companies in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 4.37 | ||
| EV/EBITDA | 4.13 |
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 -15.88% in the coming years. This may justify a cheaper valuation.
PEG (NY)N/A
PEG (5Y)0.3
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.
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
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%
7.94
+0.11 (+1.4%)
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 Cap672.28M
Analysts76.67
Price Target12.24 (54.16%)
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 | 9.23 | ||
| Fwd PE | 12.09 | ||
| P/S | 0.36 | ||
| P/FCF | 4.37 | ||
| P/OCF | 3.18 | ||
| P/B | 0.99 | ||
| P/tB | 1.04 | ||
| EV/EBITDA | 4.13 |
EPS(TTM)0.86
EY10.83%
EPS(NY)0.66
Fwd EY8.27%
FCF(TTM)1.82
FCFY22.91%
OCF(TTM)2.5
OCFY31.45%
SpS21.8
BVpS8
TBVpS7.67
PEG (NY)N/A
PEG (5Y)0.3
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
WACC8.69%
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%