Company

SWM Inc

Ticker Symbol

SWM

SWM Management in Atlanta

1x1’s (Roadshow)

City

Atlanta

Attending

Allison Aden, CFO

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Business Summary

Schweitzer-Mauduit International, Inc., together with its subsidiaries, manufactures and sells paper and reconstituted tobacco products to the tobacco industry worldwide. The company operates in three segments: Paper, Reconstituted Tobacco, and Filtration. The Paper segment produces and sells cigarette papers, such as cigarette, plug wrap, and base tipping papers used to wrap various parts of a cigarette. It also offers commercial and industrial products, including lightweight printing and writing papers, battery separator papers, drinking straw wraps, filter papers, and other specialized papers. The Reconstituted Tobacco segment produces reconstituted tobacco leaf, and wrapper and binder products for cigarette and cigar manufacturers. The Filtration segment produces thermoplastic nets, nonwovens, laminates, and extruded components used in various industries and markets, including liquid, air and water filtration, automotive, aerospace, healthcare, industrial, food, and electronics. Schweitzer-Mauduit International, Inc. was founded in 1995 and is headquartered in Alpharetta, Georgia.

Valuation Measures

Market Cap	1.05B
Enterprise Value	1.19B
Trailing P/E	12.50
Price/Sales (ttm)	1.40
Price/Book (mrq)	2.29
Enterprise Value/Revenue (ttm)	1.57
Enterprise Value/EBITDA (ttm)	8.04

Share Statistics

Avg Vol (3 month)	189,169
Avg Vol (10 day)	266,188
Shares Outstanding	30.48M
Float	29.81M
% Held by Insiders1	3.33%
% Held by Institutions1	85.30%
Shares Short (as of Nov 14, 2014)	633.94K
Return on Assets (ttm)	5.84%
Return on Equity (ttm)	16.81%
Fiscal Year Ends	Dec-15
Most Recent Quarter (mrq)	Jun-15

Estimates

Estimates	Current Year	Next Year
	Dec-15	Dec-15
Earnings Est	3.48	3.49
Revenue Est	748.27M	816.97M

Key Executives

0	Mr. Fr P. Villoutreix , 51
1	Exec. Chairman and Chief Exec. Officer
2	Mr. Greerson G. McMullen J.D., 52
3	Gen. Counsel and Sec.
4	Mr. Michel Fievez , 57
5	Exec. VP of Global Paper and Reconstituted Tobacco Leaf
6	Mr. Robert J. Cardin , 52
7	Acting Chief Financial Officer and Corp. Controller
8	Mr. Mark Chekanow CFA,
9	Director of Investor Relations

Income statement (Annual)

Period Ending	29.09.2012	28.09.2013	27.09.2014
Total Revenue	778,500	772,800	794,300
Cost of Revenue	519,000	520,100	575,500
Gross Profit	259,500	252,700	218,800
Operating Expenses	9,900	15,300	15,700
Research Development	76,500	71,200	83,900
Selling General and Administrative	21,400	41,300	13,100
Non Recurring	-	-	-
Others	0	0	0
Total Operating Expenses	-	-	-
Operating Income or Loss	151,700	124,900	106,100
Income from Continuing Operations
Total Other Income/Expenses Net	1,200	5,700	9,300
Earnings Before Interest And Taxes	152,900	130,600	115,400
Interest Expense	3,300	2,900	7,200
Income Before Tax	149,600	127,700	108,200
Income Tax Expense	49,500	53,000	20,500
Minority Interest	-	-	-
Net Income From Continuing Ops	104,100	78,500	89,700
Non-recurring Events
Discontinued Operations	-24,300	-2,400	-
Extraordinary Items	-	-	-
Effect Of Accounting Changes	-	-	-
Other Items	-	-	-
Net Income	79,800	76,100	89,700
Preferred Stock And Other Adjustments	-	-	-
Net Income Applicable To Common Shares	79,800	76,100	89,700

Income statement (Quarterly)

Period Ending	27.09.2014	27.12.2014	28.03.2015	27.06.2015
Total Revenue	204,300	181,700	188,000	181,900
Cost of Revenue	151,400	132,600	136,600	127,100
Gross Profit	52,900	49,100	51,400	54,800
Operating Expenses
Research Development	3,600	3,800	3,300	3,700
Selling General and Administrative	20,800	21,500	21,600	21,900
Non Recurring	3,300	6,500	4,000	5,200
Others	-	-	-	-
Total Operating Expenses	-	-	-	-
Operating Income or Loss	25,200	17,300	22,500	24,000
Income from Continuing Operations
Total Other Income/Expenses Net	2,700	3,000	2,100	6,100
Earnings Before Interest And Taxes	27,900	20,300	24,600	30,100
Interest Expense	1,800	1,800	1,700	1,900
Income Before Tax	26,100	18,500	22,900	28,200
Income Tax Expense	2,300	1,900	5,500	6,500
Minority Interest	-	-	-	-
Net Income From Continuing Ops	23,100	18,400	18,800	24,500
Non-recurring Events
Discontinued Operations	-100	100	-	-1,100
Extraordinary Items	-	-	-	-
Effect Of Accounting Changes	-	-	-	-
Other Items	-	-	-	-
Net Income	23,000	18,500	18,800	23,400
Preferred Stock And Other Adjustments	-	-	-	-
Net Income Applicable To Common Shares	23,000	18,500	18,800	23,400

Peer Comparison

	AAPL	BBRY	GOOG	HPQ	Industry
Market Cap	1.05B	61.44B	N/A	N/A	751.83M
Employees	3,000	5,300	600,411	7,831	1.70K
Qtrly Rev Growth (yoy)	-11.0%	11.0%	N/A	N/A	16.0%
Revenue (ttm)	755.90M	8.83B	17.96B1	247.90M1	1.69B
Gross Margin (ttm)	28.0%	54.0%	N/A	N/A	24.0%
EBITDA (ttm)	147.50M	2.99B	N/A	N/A	181.40M
Operating Margin (ttm)	15.0%	33.0%	N/A	N/A	6.0%
Net Income (ttm)	84.00M	2.93B	3.03B1	30.00M1	N/A
EPS (ttm)	2.74	2.70	N/A	N/A	0.33
P/E (ttm)	12.50	15.92	N/A	N/A	10.18
PEG (5 yr expected)	1.00	1.55	N/A	N/A	1.02
P/S (ttm)	1.40	6.81	N/A	N/A	0.52

Upcoming Events

Date	Event
Nov 3 - Nov 9, 2015 (Est.)	Earnings announcement

Recent Events

Date	Event
9/21/2015	SCHWEITZER MAUDUIT INTERNATIONAL INC Files SEC form 8-K, Entry into a Material Definitive Agreement, Regulation FD Di
9/16/2015	SCHWEITZER MAUDUIT INTERNATIONAL INC Files SEC form 8-K, Change in Directors or Principal Officers, Financial Stateme
8/25/2015	Ex-Date for dividend payment of $0.38
8/24/2015	Schweitzer-Mauduit upgraded by Sidoti
8/6/2015	Schweitzer-Mauduit International Inc Earnings Call scheduled for 830 am ET today
8/5/2015	SCHWEITZER MAUDUIT INTERNATIONAL INC Files SEC form 8-K, Results of Operations and Financial Condition, Financial Sta
5/19/2015	Ex-Date for dividend payment of $0.38
5/6/2015	SCHWEITZER MAUDUIT INTERNATIONAL INC Files SEC form 8-K, Results of Operations and Financial Condition, Financial Sta

Major Direct Holders

Major Direct Holders	Shares	Reported
VILLOUTREIX FREDERIC	378,312	Feb-15
FIEVEZ MICHEL	107,732	Feb-15
COOK JEFFREY ALAN	20,500	Apr-15
DUNMEAD STEPHEN	20,399	Apr-15
FINN WILLIAM	16,141	Jul-15

Top Institutional Holders

Top Institutional Holders	Shares	% Out	Value*	Reported
Vanguard Group, Inc. (The)	2,275,391	7.47	90,742,595	Jun-15
Price (T.Rowe) Associates Inc	1,945,339	6.38	77,580,121	Jun-15
BlackRock Fund Advisors	1,767,425	5.80	70,484,910	Jun-15
Lsv Asset Management	1,285,290	4.22	51,257,366	Jun-15
Cooke & Bieler, Inc	1,022,736	3.36	40,786,712	Jun-15
Allianz Asset Management AG	993,540	3.26	39,622,376	Jun-15
Dimensional Fund Advisors LP	912,779	3.00	36,401,627	Jun-15
Advisors Asset Management, Inc.	819,647	2.69	32,687,523	Jun-15
BlackRock Institutional Trust Company, N.A.	732,423	2.40	29,209,029	Jun-15
Royce & Associates, LLC	3,310,897	10.86	132,038,575	Jun-15

Balance sheet (Annual)

Period Ending	29.09.2012	28.09.2013	27.09.2014
Cash And Cash Equivalents	151,200	272,000	290,300
Short Term Investments	-	-	-
Net Receivables	108,900	127,600	114,600
Inventory	111,600	132,800	108,400
Other Current Assets	10,300	4,700	6,100
Total Current Assets	382,000	537,100	519,400
Long Term Investments	61,200	63,100	67,800
Property Plant and Equipment	401,400	393,200	362,000
Goodwill	5,700	121,100	125,500
Intangible Assets	400	80,700	89,300
Accumulated Amortization	-	-	-
Other Assets	25,500	31,600	22,600
Deferred Long Term Asset Charges	10,500	-	-

Total Assets	886,700	1,226,800	1,186,600

Liabilities
Current Liabilities
Accounts Payable	122,700	142,100	120,600
Short/Current Long Term Debt	4,200	4,200	2,900
Other Current Liabilities	-	-	-
Total Current Liabilities	126,900	146,300	123,500
Long Term Debt	151,800	381,200	437,200
Other Liabilities	67,800	57,000	65,500
Deferred Long Term Liability Charges	28,400	80,900	71,400
Minority Interest	-	-	-
Negative Goodwill	-	-	-

Total Liabilities	374,900	665,400	697,600

Stockholders' Equity
Misc Stocks Options Warrants	-	-	-
Redeemable Preferred Stock	-	-	-
Preferred Stock	-	-	-
Common Stock	3,100	3,100	3,000
Retained Earnings	483,400	520,000	512,700
Treasury Stock	-300	-	-
Capital Surplus	41,000	43,300	49,800
Other Stockholder Equity	-15,400	-5,000	-76,500
Total Stockholder Equity	511,800	561,400	489,000

Net Tangible Assets	505,700	359,600	274,200

Balance sheet (Quarterly)

Period Ending	27.09.2014	27.12.2014	28.03.2015	27.06.2015
Cash And Cash Equivalents	286,000	290,300	267,300	257,700
Short Term Investments	-	-	-	-
Net Receivables	158,200	114,600	130,100	114,800
Inventory	112,300	108,400	100,200	106,100
Other Current Assets	5,800	6,100	9,100	15,600
Total Current Assets	562,300	519,400	506,700	494,200
Long Term Investments	66,900	67,800	69,000	68,200
Property Plant and Equipment	369,600	362,000	325,000	318,700
Goodwill	120,700	125,500	124,500	125,300
Intangible Assets	78,400	89,300	87,700	87,100
Accumulated Amortization	-	-	-	-
Other Assets	30,700	22,600	21,200	21,300
Deferred Long Term Asset Charges	-	-	-	-

Total Assets	1,228,600	1,186,600	1,134,100	1,114,800

Liabilities
Current Liabilities
Accounts Payable	127,500	120,600	121,200	116,400
Short/Current Long Term Debt	8,900	2,900	3,200	3,200
Other Current Liabilities	-	-	-	-
Total Current Liabilities	136,400	123,500	124,400	119,600
Long Term Debt	437,900	437,200	439,600	394,900
Other Liabilities	52,700	65,500	69,000	68,900
Deferred Long Term Liability Charges	80,700	71,400	66,400	67,300
Minority Interest	-	-	-	-
Negative Goodwill	-	-	-	-

Total Liabilities	707,700	697,600	699,400	650,700

Stockholders' Equity
Misc Stocks Options Warrants	-	-	-	-
Redeemable Preferred Stock	-	-	-	-
Preferred Stock	-	-	-	-
Common Stock	3,000	3,000	3,000	3,000
Retained Earnings	505,700	512,700	517,000	528,900
Treasury Stock	-	-	-	-
Capital Surplus	48,300	49,800	50,600	51,900
Other Stockholder Equity	-36,100	-76,500	-135,900	-119,700
Total Stockholder Equity	520,900	489,000	434,700	464,100

Net Tangible Assets	321,800	274,200	222,500	251,700

Address

company	100 North Point Center East
address	Suite 600
city_state_zip	Alpharetta, GA 30022-8246
phone	770 569 4200

Business Summary
Valuation Measures
Share Statistics
Estimates
Key Executives
Income statement (Annual)
Income statement (Quarterly)
Peer Comparison
Upcoming Events
Recent Events
Major Direct Holders
Top Institutional Holders
Balance sheet (Annual)
Balance sheet (Quarterly)

Company

Ticker Symbol

SWM Management in Atlanta

1x1’s (Roadshow)

City

Attending

Posted By

Agenda

Meeting Attachments

Location

Contact Person

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This Meeting Has Been Viewed 3652 Times

Available Time Slots in Atlanta GA

Business Summary

Valuation Measures

Share Statistics

Estimates

Key Executives

Income statement (Annual)

Income statement (Quarterly)

Peer Comparison

Upcoming Events

Recent Events

Major Direct Holders

Top Institutional Holders

Balance sheet (Annual)

Balance sheet (Quarterly)

Address

Business Summary

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To Get Access.