SHW AG

SHW AG

SHW AG

Overview
Date Founded

1900

Headquarters

Wilhelmstraße 67,Aalen, Baden Wuerttemberg 73433

Type of Company

Public

Employees (Worldwide)

1,347

Industries

Auto Parts & Tires
Wholesale: Consumer Durables

Company Description

SHW AG is a holding company, which engages in the production of vehicle components for the automotive sector. It operates through the Pumps and Engine Components; and Brake Discs segments. The Pumps and Engine Components segment involves in producing pumps for application sectors. The Brake Discs segment offers developing and manufacturing unprocessed and processed brake discs for the automobile industry. The company was founded in 1365 and is headquartered in Aalen, Germany.

Website
Executives & Employees

Chief Financial Officer

Head-Investor Relations & Corporate Communications

Head-Sales

Supervisory Board

Co-Managing Director at SHW Beteiligungs GmbH

Chief Executive Officer at KTM Industries AG

Chairman-Factory Automation & Production Systems at Friedrich-Alexander University of Erlangen-Nuremberg

Member-Supervisory Board at SHW AG

Chairman-Bad Schussenried Plant Works Council at Schwäbische Hüttenwerke Automotive GmbH

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Owners & Shareholders
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DUMAC manages Duke University's endowment assets collectively. Similar to the way individual investors pool their assets in a mutual fund, each of the individual funds comprising the University’s endowment owns units in Duke’s Long Term Pool (LTP). DUMAC managers seek to achieve an annualized real rate of return of at least 5.0% net of fees to fund the University’s spending and to allow for growth of the endowment after considering the effects of inflation. This benchmark (5.0% Real Return Target) is applied over the long-term, due to the volatility implicit in short-term periods. Another long-term benchmark is the composite of 70% MCSI All Country World Index and 30% Barclays Capital Aggregate Index (70/30). Duke University’s primary peer benchmark (Peer Group Median) is the Cambridge Associates Universe. This group of peer colleges and universities have endowment pools that are similar to Duke’s, often managed by professional internal staff. DUMAC seeks to achieve performance over successive rolling three-, five-, and 10-year periods in excess of the median return for this group.Over 3-year periods, DUMAC uses two benchmarks to compare investment performance relative to other endowments: the Cambridge Associates Universe and the NACUBO Endowment Universe. NACUBO is a much broader group than the Cambridge Associates Universe and is comprised of more than 600 colleges and universities. Over rolling 3-year periods, DUMAC seeks to achieve performance in the top quartile of this group.Over a one-year horizon, DUMAC measures actual allocation of investment exposures against target allocations articulated in their investment policy. DUMAC’s investment policy identifies target allocations for each driver of return as well as permissible levels of variation from these targets.

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Noble Funds is an active manager which manages a portfolios tailored to individual customer needs.The firm's standard portfolio strategies are for clients with initial portfolio values exceeding PLN 2 million. Their investment advisors utilize a model to construct portfolios which are constantly modified according to changing market conditions.Noble Funds also offers individual portfolio strategies for investors with initial portfolio values greater than PLN 5 million. The investment advisor suggests the best investment strategy to match customer risk/return and investment horizon preferences.

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Peacock Capital is an active, fundamentals-based manager which exclusively follows a strict value-focused, long-term investment approach focusing on small and mid-caps, aiming to generate returns beyond those of traditional investments in equities. They never use trading strategies.The firm’s market-neutral strategy is uncorrelated to any other common asset class, including traditional investments in equities. They employ asset allocation strategies to optimize the risk-return profile of investments, beginning with strategic asset allocation and a long-term focus, aiming to reduce systematic risk.Their long/short small & mid-cap strategy protects assets in times of crisis while also generating an absolute return, independent of interest rate changes. They seek to achieve this without any tactical hedging strategies and hedge a significant part of the portfolio on a continuous basis via short positions. Peacock Capital combines this approach with a value investing philosophy, resulting in an attractive risk-return profile and significantly lower volatility compared to long-only investments. They primarily invest in European SMEs, aiming to take short positions in overvalued companies with vulnerable business models to reduce systematic equity market risk. They utilize proprietary valuation models to calculate their own fair values, focusing primarily on significantly mispriced securities.

Recent Transactions
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Pierer Industrie AG, SHW Beteiligungs GmbH purchase SHW AG

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SHW AG purchases Lust Hybrid-Technik GmbH

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Shandong Longji Machinery Co. Ltd. purchases SHW Longji Brake Discs (Longkou) Co., Ltd. from SHW AG

Transaction Advisors
Investment Advisor

Advised onPierer Industrie AG, Pierer Konzerngesellschaft mbH purchase SHW AG

Global Coordinator

Advised onSHW AG issued Ordinary Shares

Global Coordinator

Advised onSHW AG issued Ordinary Shares

Clients

Ford Motor Co. engages in the manufacture, distribution, and sale of automobiles. It operates through the following segments: Automotive and Financial Services. The Automotive segment engages in designing, manufacturing, marketing and servicing of Ford cars, trucks, SUVs, and electrified vehicles, as well as Lincoln luxury vehicles. The Financial Services segment consists of Ford Credit, which offers automotive financing products to and through automotive dealers. The company was founded by Henry Ford on June 16, 1903 and is headquartered in Dearborn, MI.

Daimler AG is one of the world’s most successful automotive companies. With its divisions Mercedes-Benz Cars, Daimler Trucks, Mercedes-Benz Vans, Daimler Buses and Daimler Financial Services, the Daimler Group is one of the biggest producers of premium cars and the world’s biggest manufacturer of commercial vehicles with a global reach. Daimler Financial Services provides financing, leasing, fleet management, insurance and innovative mobility services. The company’s founders, Gottlieb Daimler and Carl Benz, made history with the invention of the automobile in the year 1886. As a pioneer of automotive engineering, Daimler continues to shape the future of mobility today: The Group’s focus is on innovative and green technologies as well as on safe and superior automobiles that appeal to and fascinate its customers. For many years now, Daimler has been investing continually in the development of alternative drive systems with the goal of making emission-free driving possible in the long term. So in addition to vehicles with hybrid drive, Daimler now has the broadest range of locally emission-free electric vehicles powered by batteries and fuel cells. This is just one example of how Daimler willingly accepts the challenge of meeting its responsibility towards society and the environment.

Zhejiang Geely Holding Group Co., Ltd. engages in the manufacture of automobiles. It offers passenger cars such as sports utility vehicles, and sedan. The firm operates car assembly, and power train manufacturing plants. Its business scope includes car sale, industrial investment, electronics investment, education, real estate investment, investment management, and technology development of car parts, car shape design, automotive model design, and operating import and export business. The company was founded by Shu Fu Li on November 6, 1986 and is headquartered in Hangzhou, China.

Key Stats and Financials As of 2017
Market Capitalization
$205M
Total Enterprise Value
$238M
Earnings Per Share
$1.58
Revenue
$401M
Net Profit
$10.2M
EBITDA
$39.2M
Five Year Compounded Annual Growth Rate Of Revenue
4.25%
Three Year Compounded Annual Growth Rate Of Revenue
-2.34%
EBITDAMargin
9.79%
Total Debt
$24.7M
Total Equity
$125M
Enterprise Value Sales
0.6x
Enterprise Value EBITDAOperating
6.08x
TEVNet Income
23.46x
Debt TEV
0.1x
Suppliers
Shandong Longji Machinery Co. Ltd. Auto Parts & Tires | Longkou, SD

Shandong Longji Machinery Co. Ltd. engages in the manufacture and sale of automotive components and parts. Its business activities include the development, production, and sale of brake disc, brake hub, hub, brake block, brake shoes for automobiles or air pump, water pump, and oil pump for automobiles; and supply of auto parts. Its products are brake rotors, brake drums, heavy duty discs, heavy duty drums, clutch pressure plates, and wheel hubs. The company was founded on March 26, 2008 and is headquartered in Longkou, China.

Competitors
Daimler AG Automobiles - Stuttgart, Baden-Wurttemberg

Daimler AG is one of the world’s most successful automotive companies. With its divisions Mercedes-Benz Cars, Daimler Trucks, Mercedes-Benz Vans, Daimler Buses and Daimler Financial Services, the Daimler Group is one of the biggest producers of premium cars and the world’s biggest manufacturer of commercial vehicles with a global reach. Daimler Financial Services provides financing, leasing, fleet management, insurance and innovative mobility services. The company’s founders, Gottlieb Daimler and Carl Benz, made history with the invention of the automobile in the year 1886. As a pioneer of automotive engineering, Daimler continues to shape the future of mobility today: The Group’s focus is on innovative and green technologies as well as on safe and superior automobiles that appeal to and fascinate its customers. For many years now, Daimler has been investing continually in the development of alternative drive systems with the goal of making emission-free driving possible in the long term. So in addition to vehicles with hybrid drive, Daimler now has the broadest range of locally emission-free electric vehicles powered by batteries and fuel cells. This is just one example of how Daimler willingly accepts the challenge of meeting its responsibility towards society and the environment.

Nidec Corp. Industrial Machinery & Manufacturing - Kyoto, KY

NIDEC CORP. engages in the development, manufacturing, and sales of small precision, automotive, commercial and industrial motors, motors for machinery, electronic and optical components, and other related products. It operates through the following segments: Nidec, Nidec Electronics Thailand, Nidec Singapore, Nidec Hong Kong, Nidec Sankyo, Nidec Copal, Nidec Techno Motor, Nidec Motor, Nidec Motors and Actuators, and Others. The Nidec segment includes Nidec Corporation, which develops and sells hard disk drive (HDD) motors, small motors, and in-vehicle products. The Nidec Electronics Thailand segment includes Nidec Electronics (Thailand) Co., Ltd. and its subsidiaries. It also manufactures and sells HDD motors. The Nidec Singapore segment includes Nidec Singapore Pte Ltd. and its subsidiaries. It also sells HDD and other small motors. The Nidec Hong Kong segment includes Nidec (Hong Kong) Co., Ltd. and its subsidiaries. It produces and markets HDD and other small motors. The Nidec Sankyo segment Nidec Sankyo Corp. and its subsidiaries. It manufactures and sells automotive products, electronic components, and other small motors. The Nidec Copal segment includes Nidec Copal Corp. and its subsidiaries. It manufactures and sells optical and electronic products and equipment. The Nidec Techno Motor segment includes Nidec Techno Motor Corp. and its subsidiaries. It produces and sells commercial and industrial products. The Nidec Motor segment includes Nidec US Holdings Corp. and its subsidiaries in North and South America, Asia, and Europe. Its main products include consumer electronics and commercial and industrial products. The Nidec Motors & Actuators segment includes Nidec Motors & Actuators (Germany) GmbH and its subsidiaries in Europe, Japan, Asia, and North and South America. It manufactures and sells automotive products. The Others segment includes Nidec Global Service Corp. The company was founded by Shigenobu Nagamori and Hiroshi Kobe on July 23, 1973 and is headquartered in Kyoto, Japan.

Fiat Chrysler Automobiles NV Automobiles - London, LO

Fiat Chrysler Automobiles NV engages in the design, engineering, manufacturing, distribution and sale of automobiles and light commercial vehicles, engines, transmission systems, automotive-related components, metallurgical products and production systems. It operates through the following segments: North American Free Trade Agreement, Latin America, Asia-Pacific, Europe, the Middle East & Africa, Maserati, and Components. The NAFTA segment engages in the designing, engineering, development, manufacturing, distributing and selling of automobiles under the Chrysler, Jeep, Dodge, Ram and Fiat brand names, vehicles with the SRT performance designation and from sales of the related parts and accessories in the United States, Canada and Mexico. The LATAM segment sells passenger cars and light commercial vehicles and related spare parts under the brand names, Fiat and Fiat in South and Central America and it also provides financial services in Brazil and Argentina. The APAC segment offers cars, engines and transmissions and related spare parts under the Chrysler group and Fiat brands in China, Japan, Australia and India. The EMEA segment designs, develops and sells passenger cars and light commercial vehicles under the Fiat, Alfa Romeo, Lancia, Chrysler, Abarth and Fiat Professional and the sale of the related spare parts in Europe, Middle East and Africa. The Maserati segment manufactures, designs, engineers distribution and sale of luxury vehicles under the Maserati brand. The Components segments includes production and sale of lighting components, body control units, suspensions, shock absorbers, electronic systems, and exhaust systems, and others. The company was founded on April 1, 2014 and is headquartered in London, the United Kingdom.