Phoenix Mecano AG (PM) Stock Recommendation | Score, Valuation, Technicals & Financial Trend

Score

Click here to find our call on this stock

Strong Sell

Sell

Hold

Buy

Strong Buy

Comparison

Company

Score

Quality

Valuation

Financial

Technical

VAT Group AG

Phoenix Mecano AG

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Landis+Gyr Group AG

Rieter Holding AG

Burckhardt Compression Holding AG

StarragTornos Group AG

Klingelnberg AG

Schlatter Industries AG

Tornos Holding AG

Why is Phoenix Mecano AG ?

Poor Management Efficiency with a low ROCE of 6.14%

The company has been able to generate a Return on Capital Employed (avg) of 6.14% signifying low profitability per unit of total capital (equity and debt)

Negative results in Jun 25

ROCE(HY) Lowest at 12.34%
PRE-TAX PROFIT(Q) Lowest at CHF 20.15 MM
NET PROFIT(Q) Lowest at CHF 13.09 MM

With ROE of 3.02%, it has a Very Expensive valuation with a 1.85 Price to Book Value

Over the past year, while the stock has generated a return of -5.92%, its profits have fallen by -69.7%

Below par performance in long term as well as near term

Along with generating -5.92% returns in the last 1 year, the stock has also underperformed Switzerland SMI in the last 3 years, 1 year and 3 months

Real-Time Research Report

Verdict Report

How much should you sell?

All quantity irrespective of whether you are making profits or losses

(If sector exposure > 30%, please use optimiser tool to see which are the best stocks to hold in Industrial Manufacturing)

When to re-enter? - We will constantly monitor the company and review our call based on new data

Is Phoenix Mecano AG for you?

Medium Risk, Low Return

Absolute

Risk Adjusted

Volatility

Phoenix Mecano AG

-100.0%

-1.50

28.83%

Switzerland SMI

1.42%

-0.08

16.69%

Quality

Management Risk

Growth

Capital Structure

Quality grade scale :

Below Average, Average, Good, Excellent

Quality key factors

Factor

Value

Sales Growth (5y)

258.98%

EBIT Growth (5y)

69.23%

EBIT to Interest (avg)

19.89

Debt to EBITDA (avg)

1.48

Net Debt to Equity (avg)

0.05

Sales to Capital Employed (avg)

1.51

Tax Ratio

Dividend Payout Ratio

54.56%

Pledged Shares

Institutional Holding

ROCE (avg)

6.14%

ROE (avg)

4.96%

Valuation

Valuation Scorecard

Valuation grade scale :

Very Risky, Risky, Very Expensive, Expensive, Fair, Attractive, Very Attractive

Valuation Key Factors

Factor

Value

P/E Ratio

Industry P/E

Price to Book Value

1.85

EV to EBIT

36.62

EV to EBITDA

36.62

EV to Capital Employed

1.70

EV to Sales

0.79

PEG Ratio

Dividend Yield

2.26%

ROCE (Latest)

4.65%

ROE (Latest)

3.02%

Technicals

Technical key factors

Indicator

Weekly

Monthly

MACD

Bearish

Mildly Bearish

RSI

No Signal

Bollinger Bands

Mildly Bearish

Bearish

Moving Averages

Bearish (Daily)

KST

Bearish

Dow Theory

No Trend

Mildly Bearish

OBV

No Trend

Mildly Bullish

Technical Indicator Scale: Bearish, Mildly Bearish, Sideways, Mildly Bullish, Bullish Turned

Technical Movement

Analyse All Technical Factors

Financial Trend

Financial Trend Scorecard

Financial Trend scale:

Very Negative, Negative, Flat, Positive, Very Positive, Outstanding

2What is working for the Company

INVENTORY TURNOVER RATIO(HY)

Highest at 4.27 times

-12What is not working for the Company

ROCE(HY)

Lowest at 12.34%

PRE-TAX PROFIT(Q)

Lowest at CHF 20.15 MM

NET PROFIT(Q)

Lowest at CHF 13.09 MM

RAW MATERIAL COST(Y)

Grown by 15.65% (YoY

CASH AND EQV(HY)

Lowest at CHF 81.38 MM

NET SALES(Q)

Lowest at CHF 354.63 MM

OPERATING PROFIT(Q)

Lowest at CHF 30.89 MM

OPERATING PROFIT MARGIN(Q)

Lowest at 8.71 %

EPS(Q)

Lowest at CHF 14.03

Here's what is working for Phoenix Mecano AG

Inventory Turnover Ratio

Highest at 4.27 times and Grown

In each half year in the last five Semi-Annual periods

MOJO Watch

Company has been able to sell its inventory faster

Inventory Turnover Ratio

Here's what is not working for Phoenix Mecano AG

Pre-Tax Profit

Lowest at CHF 20.15 MM and Fallen

In each period in the last five periods

MOJO Watch

Near term Pre-Tax Profit trend is very negative

Pre-Tax Profit (CHF MM)

Net Profit

Lowest at CHF 13.09 MM and Fallen

In each period in the last five periods

MOJO Watch

Near term Net Profit trend is very negative

Net Profit (CHF MM)

Net Sales

Lowest at CHF 354.63 MM

in the last five periods

MOJO Watch

Near term sales trend is negative

Net Sales (CHF MM)

Operating Profit

Lowest at CHF 30.89 MM

in the last five periods

MOJO Watch

Near term Operating Profit trend is negative

Operating Profit (CHF MM)

Operating Profit Margin

Lowest at 8.71 %

in the last five periods

MOJO Watch

Company's profit margin has deteriorated

Operating Profit to Sales

EPS

Lowest at CHF 14.03

in the last five periods

MOJO Watch

Declining profitability; company has created lower earnings for shareholders

EPS (CHF)

Cash and Eqv

Lowest at CHF 81.38 MM

in the last six Semi-Annual periods

MOJO Watch

Short Term liquidity is deteriorating

Cash and Cash Equivalents

Raw Material Cost

Grown by 15.65% (YoY)

MOJO Watch

The company's ability to pass on the cost of raw materials to customers has deteriorated; this may lead to a fall in profit margin

Raw Material Cost as a percentage of Sales

Non Operating Income

Highest at CHF 0.2 MM

in the last five periods

MOJO Watch

Increased income from non business activities may not be sustainable

Non Operating income