Rogers Corporation

Rogers Corporation

ROGยทNYSE

$148.00

+0.67%
TechnologyHardware, Equipment & Parts

Rogers Corporation designs, develops, manufactures, and sells 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, telematics and thermal solutions, aerospace and defense, mass transit, clean energy, connected devices, and wired infrastructure markets. 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, 92ML, IsoClad, MAGTREX, XTremeSpeed RO1200, IM Series, 2929 Bondply, 3001 Bondply Film, and SpeedWave 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, Griswold, 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. Rogers Corporation was founded in 1832 and is headquartered in Chandler, Arizona.

At a Glance

Live Snapshot
Market Cap$2.64B
EPS-3.3600
P/E Ratio-44.05
Earnings Date07/30/2026
Rogers Corporation

Rogers Corporation Fair Value Envelope

ROG ยท NYSE

Our analysis suggests that ROG has a fair value of HIDDEN per share in the Base Case projection. With shares currently trading at $148, this represents a potential HIDDEN relative to our calculated worth for Rogers Corporation.

Intrinsic Value
Current Price: $148

Owner Earnings Valuation Tool

Warren Buffett's Owner Earnings DCF analysis for intrinsic value calculation

Historical Financial Data

Base year metrics used for projections

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Projection Settings

Forecast period and terminal assumptions

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DCF Valuation Summary

Calculation flow from present value to intrinsic value per share

Present Value$1.4B
+ Cash & Equivalents$197.0M
Firm Value$1.6B
- Debt$39.7M
Equity Value$1.6B
/ Shares Outstanding17,984,499B
DCF Value$87
OVERVALUED BY 41%

Owner Earnings Projections

Operating Cash Flow - Maintenance CapEx = Owner Earnings

Metric
Year 1
Year 2
Year 3
Year 4
Year 5
Year 6
Year 7
Year 8
Year 9
Year 10
Operating Cash Flow
$101.3M
$101.5M
$101.6M
$101.8M
$101.9M
$102.1M
$102.2M
$102.3M
$102.5M
$102.6M
Maintenance CapEx
-$6.0M
-$6.0M
-$6.0M
-$6.1M
-$6.1M
-$6.1M
-$6.1M
-$6.1M
-$6.1M
-$6.1M
Owner Earnings
$95.3M
$95.4M
$95.6M
$95.7M
$95.9M
$96.0M
$96.1M
$96.3M
$96.4M
$96.5M
Discount Factor
0.926
0.857
0.794
0.735
0.681
0.630
0.583
0.540
0.500
0.463
Present Value
$88.3M
$81.8M
$75.9M
$70.4M
$65.2M
$60.5M
$56.1M
$52.0M
$48.2M
$44.7M
Terminal Value represents 54.2% of Enterprise Value