Professional
Added to YB: 2025-10-29
Pitch date: 2025-09-30
ROG [bullish]
Rogers Corporation
+15.62%
current return
Author Info
No bio for this author
Company Info
Rogers Corporation designs, develops, manufactures, and sells engineered materials and components in the United States, other Americas, China, other Asia Pacific countries, Germany, Europe, the Middle East, and Africa.
Market Cap
$1.4B
Pitch Price
$80.52
Price Target
N/A
Dividend
N/A
EV/EBITDA
12.58
P/E
-21.49
EV/Sales
1.59
Sector
Electronic Equipment, Instruments and Components
Category
turnaround
Third Avenue Small-Cap Value Fund New Position: Rogers Corporation
ROG (new position): Electronic materials co w/ valuable IP serving growing EV/aerospace/clean energy markets. DuPont tried buying at 3x current price in 2021. Struggled w/ growth & geographic mfg mismatch since. New activist-influenced board, new CEO show urgency on cost cuts & footprint optimization. Profitable w/ net cash provides time/resources for turnaround.
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