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Upturn AI SWOT - About
ROG 
Rogers Corporation (ROG)
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Upturn Advisory Summary
04/01/2025: ROG (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type Stock | Historic Profit -13.76% | Avg. Invested days 43 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 1.24B USD | Price to earnings Ratio 48.01 | 1Y Target Price 105 |
Price to earnings Ratio 48.01 | 1Y Target Price 105 | ||
Volume (30-day avg) 239754 | Beta 0.56 | 52 Weeks Range 65.70 - 134.06 | Updated Date 04/1/2025 |
52 Weeks Range 65.70 - 134.06 | Updated Date 04/1/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 1.4 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 3.14% | Operating Margin (TTM) 1.82% |
Management Effectiveness
Return on Assets (TTM) 2.04% | Return on Equity (TTM) 2.08% |
Valuation
Trailing PE 48.01 | Forward PE 6.47 | Enterprise Value 1109456814 | Price to Sales(TTM) 1.5 |
Enterprise Value 1109456814 | Price to Sales(TTM) 1.5 | ||
Enterprise Value to Revenue 1.34 | Enterprise Value to EBITDA 13.01 | Shares Outstanding 18518900 | Shares Floating 17309974 |
Shares Outstanding 18518900 | Shares Floating 17309974 | ||
Percent Insiders 0.85 | Percent Institutions 102.73 |
Analyst Ratings
Rating 4.5 | Target Price 125 | Buy 1 | Strong Buy 1 |
Buy 1 | Strong Buy 1 | ||
Hold - | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Rogers Corporation
Company Overview
History and Background
Rogers Corporation was founded in 1832 as a paper mill. Over time, it evolved into a global leader in engineered materials solutions for advanced electronics, power electronics, and high-performance applications. Significant milestones include expansion into polymer technology and international growth.
Core Business Areas
- Advanced Connectivity Solutions (ACS): Develops and manufactures high-frequency circuit materials and laminates used in wireless infrastructure, automotive radar, and aerospace and defense applications.
- Elastomeric Material Solutions (EMS): Provides engineered elastomeric materials for applications in transportation, general industrial, and consumer electronics. This includes seals, gaskets, and vibration management solutions.
Leadership and Structure
The leadership team consists of the CEO, CFO, CTO, and business unit heads. The organizational structure is generally divided by business segment and functional areas such as finance, operations, and sales.
Top Products and Market Share
Key Offerings
- RO4000 Series Laminates: High-frequency circuit materials used in RF and microwave applications. Competitors include Isola Group and Taconic. Market share data is difficult to precisely determine, but RO4000 is a well-regarded brand within the industry, having a significant impact on Rogers revenue.
- Curamik Ceramic Substrates: Ceramic substrates used in power electronics and thermal management. Competitors include Kyocera and CeramTec. Market share data is not publicly available, contributes significantly to Rogers' bottom line.
Market Dynamics
Industry Overview
The engineered materials industry is driven by demand for advanced electronics, increasing electrification, and growing need for high-performance materials in diverse applications such as 5G, automotive, and aerospace.
Positioning
Rogers Corporation positions itself as a leading provider of specialty materials, focusing on innovation and providing solutions for complex engineering challenges. Their competitive advantage lies in their materials science expertise and strong customer relationships.
Total Addressable Market (TAM)
The total addressable market for Rogers' products is estimated to be in the billions of dollars, growing annually. Rogers holds a substantial but not dominant position, with significant opportunity for expansion.
Upturn SWOT Analysis
Strengths
- Strong brand reputation
- Extensive materials science expertise
- Global presence
- Diverse product portfolio
- Strong customer relationships
Weaknesses
- Cyclical demand
- Reliance on specific industries
- High raw material costs
- Potential for obsolescence of products
- Integration risks with acquisitions
Opportunities
- Growth in 5G infrastructure
- Increasing electrification of vehicles
- Expansion into new geographic markets
- Development of new materials and applications
- Strategic acquisitions
Threats
- Increased competition
- Economic downturns
- Changes in regulations
- Disruptive technologies
- Fluctuations in currency exchange rates
Competitors and Market Share
Key Competitors
- ISLG
- MTL
- KYOCY
Competitive Landscape
Rogers Corporation faces competition from both large, diversified materials companies and smaller, specialized players. Rogers differentiates itself through its focus on high-performance applications and its strong customer relationships.
Major Acquisitions
Arlon
- Year: 2015
- Acquisition Price (USD millions): 157
- Strategic Rationale: Expanded Rogers' circuit materials portfolio and increased its presence in the aerospace and defense markets.
Growth Trajectory and Initiatives
Historical Growth: Historical growth has been driven by expansion in key markets such as wireless communications and automotive. The cyclical nature of the industries can impact growth rates.
Future Projections: Future growth is expected to be driven by continued demand for advanced electronics and increasing electrification. Analyst estimates vary based on market conditions and strategic initiatives.
Recent Initiatives: Recent initiatives include investments in research and development, expansion of manufacturing capacity, and strategic acquisitions to enhance product offerings and market reach.
Summary
Rogers Corporation is a prominent player in engineered materials, with a strong position in high-frequency and power electronics applications. Its strength lies in its materials science expertise and global presence. However, the cyclical nature of its end markets and competition pose challenges. Continued innovation and strategic acquisitions are crucial for future growth.
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Sources and Disclaimers
Data Sources:
- Company Website
- Industry Reports
- Analyst Reports
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Market share data and financial figures are estimates and may not be precise. Actual results may vary.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Rogers Corporation
Exchange NYSE | Headquaters Chandler, AZ, United States | ||
IPO Launch date 1980-03-17 | President, CEO, Principal Executive Officer & Director Mr. Randall Colin Gouveia | ||
Sector Technology | Industry Electronic Components | Full time employees 3200 | Website https://www.rogerscorp.com |
Full time employees 3200 | Website https://www.rogerscorp.com | ||
Rogers Corporation designs, develops, manufactures, and sells engineered materials and components in the United States, Europe, and Asia. It operates through Advanced Electronics Solutions (AES), Elastomeric Material Solutions (EMS), and Other segments. The AES segment offers circuit materials, ceramic substrate materials, busbars, and cooling solutions for applications in electric and hybrid electric vehicles, wireless infrastructure, automotive, renewable energy, aerospace and defense, mass transit, industrial, connected devices, and wired infrastructure. This segment sells its products under the curamik, ROLINX, RO4000 Series, RO3000 Series, RT/duroid, CLTE Series, TMM, AD Series, DiClad Series, CuClad Series, Kappa, COOLSPAN, TC Series, IsoClad Series, MAGTREX, IM Series, 2929 Bondply, SpeedWave Prepreg, RO440/RO4400T Series, and Radix names. The EMS segment provides engineered material solutions, including polyurethane and silicone materials used in cushioning, gasketing, sealing, and vibration management applications; customized silicones used in flex heater and semiconductor thermal applications; and polytetrafluoroethylene and ultra-high molecular weight polyethylene materials used in wire and cable protection, electrical insulation, conduction and shielding, hose and belt protection, vibration management, cushioning, gasketing and sealing, and venting applications. This segment sells its products under the PORON, BISCO, DeWAL, ARLON, eSorba, XRD, Silicone Engineering, and R/bak names. The Other segment provides elastomer components; and elastomer floats for level sensing in fuel tanks, motors, and storage tanks for applications in the general industrial and automotive markets under the ENDUR and NITROPHYL names. The company was founded in 1832 and is headquartered in Chandler, Arizona.
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