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Company Analysis

Rogers Corporation ROG

A comprehensive view of key metrics, scores, and financial health for Rogers Corporation

Overview of Rogers Corporation

ROG NYQ
Technology Electronic Components Framework: General Corporate Mid Cap
Rogers Corporation (ROG), is a Mid Cap company, in the Electronic Components industry, last closed at $129.50, about 52.7% overvalued vs fair value, +59.9% 1Y return, ranked 311/780 in sector.
Metrics Rev Growth -2.3% ROE -5.1% Gross Margin 31.7%
USD 129.50
1.31%
(Delayed)
• Vol 90d: 50.8%
52-Week Range
Market Cap
$2.48B
Enterprise Value
$2.29B
Overall Score
View breakdown
Overall
Growth
Fair
Profitability
Fair
Health
Fair
Efficiency
Fair
Valuation
Good
Growth
Fair
Profitability
Fair
Health
Fair
Efficiency
Fair
Valuation
Good
Completeness: 100%
Confidence: 60%
Updated: Sep 12
Top Beats
No strong beats yet

Quick Facts

Website https://www.rogerscorp.com
HQ Chandler, AZ
Employees 3,000
Fiscal year Dec 31

Next Events

Earnings Oct 29 Estimated

Fair Value Snapshot

Bear Base Bull
$53
$61
$70
Current: $129.50 -53% vs base

Engine Room Money Flow™

Mid Cap

Corporate Free Cash Flow - Where revenue goes and how value is created

Flow Steps
Revenue
$810.8M
-2.3%%
Gross Profit
$256.8M
-7.3%%
Operating Income
$52.1M
6.1%%
Net Income
$-61.8M
-336.8%%
Money Flow Bridge
Flow Direction: Money moves from left to right
Components: Breakdown shows composition of each stage
Industry-Specific: Corporate Free Cash Flow

Quality & Reliability Indicators

Cash Conversion Ratio FY2025
-115.0%

Operating Cash Flow / Net Income

FCF / Net Income - not meaningful while net income is negative (a near-100% ratio here only reflects cash burn tracking accounting losses, not earnings quality)

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Where It Leaks

Cash Flow Health critical
Significant cash flow inefficiencies identified. Multiple high-impact leaks require attention.
2
Active Leaks
0/2
Improving
0
High Impact
2
Critical
Locked Leak
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Moat Analysis Corporate Default

Competitive Advantage Assessment

Evaluating Rogers Corporation's durable competitive advantages across 6 defense dimensions

Overall Moat Strength
56
/100
Moderate
Scores based on quantitative metrics and qualitative factors
Full moat analysis

Key strengths

  • Revenue Growth Consistent Revenue growth volatility is low (stability score 0.85), suggesting sticky customer base.
  • Cash Generation Consistent Cash generation is consistent (score 0.74), indicating reliable business model.

Key risks

  • Elevated Debt Risk Debt serviceability is weak (score 0.27), raising refinancing risk.

The dashed ring is the peer median. Defense scores are percentile ranks against peers, so 50 is roughly the typical company in this group.

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Pricing Power

Moderate
61
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Trade-Off Ledger™

Where management spends the performance budget - Growth, Profitability, or Safety

Generic Industrial / Default vs Industry Peers 86% Coverage
Trade-Off Triangle Visualization A ternary plot showing ROG's balance between Growth (16.1%), Profitability (36.2%), and Safety (47.7%). Growth 16% Safety 48% Profitability 36%

Click axes to expand details. Marker shows current allocation.

3-Year Trend Analysis Locked
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Growth

20th percentile vs peers
21
Key Signals
Rev Growth YoY -2.3% 29p Revenue CAGR 3Y -5.8% 22p EPS Growth YoY -3.42 5p
Strengths
  • D/E Ratio in top 20% of peers (1.8%, 82th percentile)
  • Current Ratio in top 20% of peers (3.97, 85th percentile)
  • Quick Ratio in top 20% of peers (2.97, 84th percentile)
  • Strong liquidity position vs peers
Risks
  • Growth in bottom 20% of peers (percentile: 20)
  • EPS Growth YoY in bottom 20% of peers (-3.42)

Profitability

46th percentile vs peers
46
Key Signals
Strengths
Risks
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Safety

60th percentile vs peers
61
Key Signals
Strengths
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Two Futures

Scenario-based fair value ranges for Rogers Corporation.

Loading valuation model...
Unable to Compute Fair Value

This company cannot be valued using standard models.

What this means: The Scenario Theatre requires financial data (revenue, cash flow, shares outstanding) to calculate fair value estimates. This data may be unavailable for:

  • Recently listed companies (IPOs, SPACs)
  • Shell companies or holding companies
  • Companies that haven't filed recent financials
  • Foreign companies with limited data coverage
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Bear
-
- - -
- upside
-
Base
$61.19
- - -
-52.7% vs current
Snapshot base estimate
Bull
-
- - -
- upside
-
Fair Value Range Current: $-
$- $- $-
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