SULZER N chart

Last update: 2022-12-30
Key statistics and financials
Revenue per share 94.17
Dividend & Yield3.50fr (5.24%)
Beta 1.73
Market capitalization 2.3B
Operating cash flow 114.3M
ESG Scores unknown

Company description

Sulzer Ltd provides fluid engineering services. The company operates through Flow Equipment, Services, Chemtech, and Others segments. It offers side-mounted horizontal and top-mounted vertical agitators, dynamic chemical mixers, and tower and tank flow management products; tower management systems; turbo compressors, aeration systems, and mechanical aerators; cartridges, mixers, dispensers, and accessories; process solutions, which include the initial concept and pilot testing; medium consistency products; pumping solutions and auxiliary equipment; and control and monitoring equipment. The company also provides lifting stations; pump and lifting station accessories; products for distillation, absorption, stripping, evaporation, phase separation, liquid-liquid extraction, and crystallization; static and submersible mixers; solids reduction, separation, and removal systems; and screening, sedimentation, and filtration solutions. In addition, its services include rotating equipment services; static equipment services, welding, plant maintenance, and turnaround project services. Further, the company digital solution, which includes control and monitoring software solutions that include a range of software primarily designed to simplify set-up and maintenance for web-based alarm handling and monitoring software; sense condition monitoring solutions, which detects possible equipment failures early on and optimizes maintenance planning.; PumpsOnline services that allow access to equipment-related information; BLUE BOX, a collaborative digital solution; and DOC BOX, which allows users to systematically identify the root cause of a problem. It serves oil and gas; chemical; general industry; water; power; adhesive, dental, and healthcare; and beauty markets. The company operates in Switzerland, the United Kingdom, Saudi Arabia, Germany, Spain, Sweden, the Americas, and the Asia Pacific. Sulzer Ltd was founded in 1834 and is headquartered in Winterthur, Switzerland.

Sector: Industrials - Industry: Specialty Industrial Machinery

Financial Ratios
Quick Ratio1.25
Working Capital1.4
Return On Equity1.11
Debt To Equity0.91
Fixed Asset Ratio0.1
Fixed Interest Cover10.15

Financial data

Financial Statements

Cashflow Statement 2018-12-31 2019-12-31 2020-12-31 2021-12-31
Change To Liabilities 82.5M 81.5M -63.4M -12.5M
Total Cashflows From Investing Activities -297.4M -242.6M -457.4M 442M
Net Borrowings 625.8M -29.1M 354.8M -249.4M
Total Cash From Financing Activities 669.1M -123.2M 193.6M -372.8M
Change To Operating Activities -3.3M -14.7M 83.4M 78.2M
Issuance Of Stock 557.4M
Net Income 113.7M 154M 83.6M 1.42B
Change In Cash 606.4M -59.7M 87.7M 382.2M
Effect Of Exchange Rate -26.1M -13.5M -55.7M 16.5M
Total Cash From Operating Activities 260.8M 319.6M 419.3M 364.8M
Depreciation 136.1M 162.6M 125M 131.2M
Change To Account Receivables 8.9M -171.1M 25.5M -57M
Other Cashflows From Financing Activities -16.1M -1.8M -45.5M -9.7M
Change To Netincome 10.6M 13M 116.3M -1.16B
Capital Expenditures -89.3M -108.9M -98M -79.2M

Income Statement 2018-12-31 2019-12-31 2020-12-31 2021-12-31
Research Development 86.4M 85.6M 63.8M 64.4M
Income Before Tax 165.7M 212.8M 111.4M 197.8M
Net Income 113.7M 154M 83.6M 1.42B
Selling General Administrative 743.7M 786.9M 649.8M 682.1M
Gross Profit 978.3M 1.12B 872.5M 946.9M
Ebit 188.4M 266.6M 189.2M 228.3M
Operating Income 188.4M 266.6M 189.2M 228.3M
Interest Expense -15.4M -21.1M -20.6M -22.5M
Income Tax Expense 49.2M 55.1M 39.8M 57.2M
Total Revenue 3.36B 3.73B 2.97B 3.16B
Cost Of Revenue 2.39B 2.61B 2.1B 2.21B
Total Other Income ExpenseNet -22.7M -53.8M -77.8M -30.5M
Net Income From Continuing Ops 116.5M 157.7M 71.6M 140.6M
Net Income Applicable To Common Shares 113.7M 154M 83.6M 1.42B

Balance Sheet Statement 2018-12-31 2019-12-31 2020-12-31 2021-12-31
Total Liabilities 3.26B 3.52B 3.95B 3.73B
Total Stockholder Equity 1.63B 1.58B 1.4B 1.27B
Other Current Liabilities 635.9M 756.3M 810.5M 852.6M
Total Assets 4.9B 5.11B 5.37B 5.01B
Common Stock 300k 300k 300k 300k
Other Current Assets 98.7M 112.8M 71.9M 71.6M
Retained Earnings 2.12B 2.13B 2.08B 1.97B
Treasury Stock -493.9M -545M -679.8M -694.2M
Cash 1.1B 1.04B 1.12B 1.51B
Total Current Liabilities 1.61B 1.87B 1.97B 2.16B
Other Stockholder Equity -459.9M -519.4M -641.5M -643.2M
Property, Plant, and Equipment 527M 657M 666.5M 483.2M
Total Current Assets 2.84B 2.94B 3.09B 3.18B
Net Tangible Assets 272.6M 234.6M 61.2M 271.6M
Net Receivables 949.4M 1.12B 1.04B 1.07B
Accounts Payable 521.8M 522.4M 465.8M 431.8M


Insider Transactions

Here are the insider transactions of stock shares related to SULZER N:

Filer Name Transaction Text Ownership Date Filer Relation Shares
NO DATA

Insider transaction explanations

Insider buying is the legal purchase of shares by a senior executive or director of a company. "Filer Name" corresponds to the name of the stock buyer or seller. "Transaction Text" describes the transaction. "Ownership" gives information about the transaction type. "Date" is the reported transaction date. "Filer Relation" gives the role of the insider in the company. "Shares" is the value of the transaction. You will find the complete description of the General Transaction Codes on the SEC dedicated page


Investment strategy backtesting

These are the result of three automatic investment systems applied to SULZER N. You will find the performance of an systematic investment system, a momentum strategy, and a buy the dip trading strategy.


Systematic investment results on SULZER N

Here is the result of two systematic investment strategies applied to SULZER N. The first strategy automatically buys the first day of the month, and the second strategy buys the fifteenth day of the month.

Systematic investment equity curve on SULZER N

The following chart shows the equity curve of the two systematic investment strategies applied to SULZER N:

SULZER N automated entries

The systematic investment strategy that buys the first day of the month would give a performance of -3.97% on the backtest period.

Performance at glance

Performance

-3.97 %

Latent gain

-60.5 fr

Invested capital

1524.5 fr

Annualized return

-0.96 %
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Momentum strategy results on SULZER N

This is the result of two momentum investment strategies applied to SULZER N. The first strategy uses a momentum signal calculated on one quarter, and the second uses a momentum signal calculated on two quarters.

Momentum entry openings on SULZER N

The following chart shows all the entries opened by the momentum investment system on SULZER N:

SULZER N momentum entries
  • The first momentum investment strategy would give 2.17% of return on SULZER N. That represents 66.0fr of latent gain with 3045.0fr of employed capital.
  • The second momentum investment strategy would give -0.55% of return on SULZER N. That represents -12.05fr of latent gain with 2208.05fr of employed capital.
Performance at glance (1Q Momentum)

Performance

2.17 %

Latent gain

66.0 fr

Invested capital

3045.0 fr

Annualized return

0.0 %
Performance at glance (2Q Momentum)

Performance

-0.55 %

Latent gain

-12.05 fr

Invested capital

2208.05 fr

Annualized return

-0.15 %

Momentum equity curve on SULZER N

The following chart shows the equity curve of the two momentum strategies applied to SULZER N:

SULZER N momentum equity

Note: the dividends potentially given by SULZER N are not integrated into the calculation of the equity curve neither the performance of the strategy. The integration of the dividends will be available soon.


Employed capital on SULZER N

The following chart shows the employed capital evolution of the two momentum strategies on SULZER N since the beginning:

SULZER N

Note: the algorithm buys for a maximum of 250$ per entry. If the stock price is greater than 250fr, the system buys only one stock per entry. The investment system stops automatically when the financial exposure reaches 10000fr.


Buy the dip strategy result on SULZER N

Buy the dip entry openings on SULZER N

SULZER N

The performance achieved by the robo-advisor on SULZER N is 0%. That represents 0.0$ of latent gain with 0.0fr of employed capital. The following chart shows SULZER N stock price with all the entries opened by the automated investment system.

Note: The blue line represents the weekly stock price of SULZER N, and the green triangles represent the entry openings. The artificall robo-advisor needs at least 100 weeks of trading history to work.

Performance at glance

Performance

0 %

Latent gain

0.0 fr

Invested capital

0.0 fr

Annualized return

0.0 %

Equity curve of the strategy applied to SULZER N

The following chart shows the result of the investment strategy applied to SULZER N:

SULZER N

Note: the dividends potentially given by SULZER N are not integrated into the calculation of the equity curve neither the performance of the strategy. The integration of the dividends will be available soon.


Employed capital on SULZER N

The following chart shows the employed capital evolution since the beginning of the investment strategy on SULZER N:

SULZER N

Note: the algorithm buys for a maximum of 250$ per entry. If the stock price is greater than 250$, the system buys only one stock per entry. The investment system stops automatically when the financial exposure reaches 10000$.


Investment strategies comparison on SULZER N

In this section, I will compare the three previous investment strategies applied to SULZER N.

Equity curve comparison on SULZER N

The following chart shows the equity curve of the artificall advisor, the trend folowing and the automatic investment strategies:

SULZER N investment strategy comparison

Employed capital comparison on SULZER N

SULZER N investment comparison

Performance comparison on SULZER N

Strategy Latent Profit Growth Employed capital CAGR
Automatic investment -3.97% -60.5fr 1524.5fr -0.96%
Momentum 1 quarter 2.17% 66.0fr 3045.0fr 0.56%
Momentum 2 quarters -0.55% -12.05fr 2208.05fr -0.15%
Non-directional 0% 0.0fr 0.0fr 0.0%
Annualized return comparison

Automatic investment

-0.96 %

Momentum 1Q

-0.15 %

Momentum 2Q

-0.15 %

Non-directional

0.0 %

Correlated stocks

Here are the most positively and negatively correlated stocks with SULZER N:

Positive correlations

Most correlated stocks this year


Most correlated stocks last 3 months

Negative correlation

Most negatively correlated stocks this year


Most negatively correlated stocks last 3 months

Note: The algorithm computes the probability of correlation between SULZER N and the other stocks. There may be false positives or some missing correlated stocks. If the price of SULZER N does not vary for 36 weeks, the correlation calculation result will be wrong.


Company information

Company name SULZER N
Country Switzerland
City Winterthur
Address Neuwiesenstrasse 15
Phone 41 52 262 30 22
Website www.sulzer.com
FullTime employees 12914
Industry Specialty Industrial Machinery
Sector Industrials
Exchange XSWX
Ticker SUN.XSWX
Market www.six-group.com

SULZER N ESG Scores

Environment scores

Environment ESG Factors Scores
Environment Score 0
Peer Environment Performance unknown
Environment Percentile unknown
Palm Oil unknown
Nuclear unknown
Fur Leather unknown
GMO unknown
Coal unknown
Pesticides unknown
Animal Testing unknown

Social scores

Social ESG Factors Scores
Social Score 0
Peer Social Performance unknown
Social Percentile unknown
Highest Controversy unknown
Peer Highest Controversy Performance unknown
Adult unknown
Gambling unknown
Alcoholic unknown
Tobacco unknown
Catholic unknown
Controversial Weapons unknown
Small Arms unknown
Military Contract unknown
Peer Count unknown

Related Controversy:


Governance scores

Governance ESG Factors Scores
Governance Score 0
Peer Governance Performance unknown
Governance Percentile unknown

ESG at glance
Total ESG Scores: unknown
Environment Score: 0
Social Score: 0
Governance Score: 0

ESG Performance: unknown

Peer Group: unknown

Peer Esg Score Performance: unknown

Rating Year: unknown

Rating Month: unknown

Max Age: unknown

Percentile: unknown