Head-To-Head Analysis: Rogers (ROG) versus Its Rivals

Rogers (NYSE:ROG) is one of 377 public companies in the “Electronic Equipment, Instruments & Components” industry, but how does it weigh in compared to its competitors? We will compare Rogers to related companies based on the strength of its valuation, profitability, dividends, analyst recommendations, risk, earnings and institutional ownership.

Institutional & Insider Ownership

96.0% of Rogers shares are owned by institutional investors. Comparatively, 43.2% of shares of all “Electronic Equipment, Instruments & Components” companies are owned by institutional investors. 1.1% of Rogers shares are owned by company insiders. Comparatively, 16.4% of shares of all “Electronic Equipment, Instruments & Components” companies are owned by company insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a stock will outperform the market over the long term.

Profitability

This table compares Rogers and its competitors’ net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
Rogers	5.30%	5.89%	4.92%
Rogers Competitors	-158.14%	-25.87%	-6.85%

Analyst Recommendations

This is a summary of current recommendations and price targets for Rogers and its competitors, as reported by MarketBeat.com.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Rogers	1	0	1	2	3.00
Rogers Competitors	2049	7614	10449	665	2.47

Rogers presently has a consensus price target of $195.00, suggesting a potential upside of 59.79%. As a group, “Electronic Equipment, Instruments & Components” companies have a potential upside of 41.07%. Given Rogers’ stronger consensus rating and higher possible upside, equities analysts plainly believe Rogers is more favorable than its competitors.

Risk & Volatility

Rogers has a beta of 0.42, indicating that its share price is 58% less volatile than the S&P 500. Comparatively, Rogers’ competitors have a beta of -0.29, indicating that their average share price is 129% less volatile than the S&P 500.

Valuation & Earnings

This table compares Rogers and its competitors gross revenue, earnings per share and valuation.

	Gross Revenue	Net Income	Price/Earnings Ratio
Rogers	$810.80 million	-$61.80 million	48.24
Rogers Competitors	$4.00 billion	$172.92 million	4.89

Rogers’ competitors have higher revenue and earnings than Rogers. Rogers is trading at a higher price-to-earnings ratio than its competitors, indicating that it is currently more expensive than other companies in its industry.

Summary

Rogers beats its competitors on 9 of the 13 factors compared.

About Rogers

Rogers Corporation engages in the design, development, manufacture, and sale of engineered materials and components worldwide. 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 (EV/HEV), 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, RO3000, RT/duroid, CLTE Series, TMM, AD Series, DiClad, CuClad Series, Kappa, COOLSPAN, TC Series, IsoClad, MAGTREX, IM, 2929 Bondply, SpeedWave Prepreg, RO4400/RO4400T, 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.