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Jeld-wen Holding, Inc.

JELD

Millwood, Veneer, Plywood, & Structural Wood Members

Mkt Cap

$1.284B

PE

65.56

Debt

$1.261B

Cash

$235.2M

EV

$2.31B

FCF

$226.7M

Market Cap

$1.284B

P/E Ratio

65.56

Debt

$1.261B

Cash

$235.2M

EV

$2.31B

FCF

$226.7M
Charts data: {"Earnings":[{"time":"2015-12-30","value":-290500000},{"time":"2016-12-30","value":-25059000},{"time":"2017-12-30","value":329000},{"time":"2018-12-30","value":144273000},{"time":"2019-12-30","value":62971000},{"time":"2020-12-30","value":91586000},{"time":"2021-12-30","value":168822000},{"time":"2022-12-30","value":45727000},{"time":"2023-12-30","value":62445000}],"Sales":[{"time":"2015-12-30","value":3381060000},{"time":"2016-12-30","value":3666942000},{"time":"2017-12-30","value":3763934000},{"time":"2018-12-30","value":4346703000},{"time":"2019-12-30","value":4289761000},{"time":"2020-12-30","value":4235677000},{"time":"2021-12-30","value":4771719000},{"time":"2022-12-30","value":5129179000},{"time":"2023-12-30","value":4304334000}],"Net Margins":[{"time":"2015-12-30","value":-0.08591980029931441},{"time":"2016-12-30","value":-0.006833759574053803},{"time":"2017-12-30","value":0.0000874085464835462},{"time":"2018-12-30","value":0.03319136366114731},{"time":"2019-12-30","value":0.014679372580430472},{"time":"2020-12-30","value":0.021622517486578886},{"time":"2021-12-30","value":0.03537970278635435},{"time":"2022-12-30","value":0.00891507198325502},{"time":"2023-12-30","value":0.01450747084217907}],"Assets":[{"time":"2015-12-30","value":2182373000},{"time":"2016-12-30","value":2530079000},{"time":"2017-12-30","value":2862940000},{"time":"2018-12-30","value":3051055000},{"time":"2019-12-30","value":3381332000},{"time":"2020-12-30","value":3964685000},{"time":"2021-12-30","value":3738671000},{"time":"2022-12-30","value":3501361000},{"time":"2023-12-30","value":2980125000}],"Stockholders Equity":[{"time":"2015-12-30","value":-231745000},{"time":"2016-12-30","value":61592000},{"time":"2017-12-30","value":792037000},{"time":"2018-12-30","value":767824000},{"time":"2019-12-30","value":812087000},{"time":"2020-12-30","value":1004464000},{"time":"2021-12-30","value":842218000},{"time":"2022-12-30","value":723548000},{"time":"2023-12-30","value":850645000}],"ROE":[{"time":"2015-12-30","value":1.253532978057779},{"time":"2016-12-30","value":-0.4068547863358878},{"time":"2017-12-30","value":0.0004153846348087274},{"time":"2018-12-30","value":0.18789852882952343},{"time":"2019-12-30","value":0.0775421845196389},{"time":"2020-12-30","value":0.09117897704646458},{"time":"2021-12-30","value":0.20044928985132116},{"time":"2022-12-30","value":0.06319829506819175},{"time":"2023-12-30","value":0.07340900140481635}],"ROA":[{"time":"2015-12-30","value":0.06716862791099414},{"time":"2016-12-30","value":0.08217529966455593},{"time":"2017-12-30","value":0.08734657380175624},{"time":"2018-12-30","value":0.06764709256306425},{"time":"2019-12-30","value":0.05631331084909734},{"time":"2020-12-30","value":0.047601007394030045},{"time":"2021-12-30","value":0.07152942850547694},{"time":"2022-12-30","value":0.030335632344108476},{"time":"2023-12-30","value":0.047514785453630304}]}

JELD-WEN Holding, Inc. designs, manufactures, and sells doors and windows primarily in North America, Europe, and Australasia. The company offers a line of residential interior and exterior door products, including patio doors, and folding or sliding wall systems; non-residential doors; and wood, vinyl, aluminum, and wood composite windows. It also provides other ancillary products and services, such as shower enclosures and wardrobes, moldings, trim boards, lumber, cutstocks, glasses, staircases, hardware and locks, cabinets, and screens, as well as molded door skins, and miscellaneous installation and other services. The company markets its products under the JELD-WEN, Swedoor, DANA, Corinthian, Stegbar, LaCantina, VPI, and Breezway brands. It serves wholesale distributors and retailers, as well as individual contractors and consumers. JELD-WEN Holding, Inc. was founded in 1960 and is based in Charlotte, North Carolina.

Sector

  • AMWD Logo

    AMWD

  • DOOR Logo

    DOOR

  • FBIN Logo

    FBIN

Growth

%

%

Discount

%

%

Multiple

g\r+10%+11%+12%+13%+14%
0%109887
+1%1110988
+2%13111098
+3%141311109
+4%1714121110
Years012345678910TV
FCF$226.7M$242.2M$258.2M$274.8M$291.9M$309.4M$327.4M$345.7M$364.4M$383.4M$402.6M$4.026B
DCF$210.6M$195.3M$180.7M$166.9M$153.8M$141.5M$130M$119.1M$109M$99.51M$995.1M
Value$2.501B

In the chart Earnings are multiplied by this value.

Earnings Growth 23%
Earnings Stability -12%


Competitiveness and MOAT

High margins render the company resilient under dire circumstances, hence able to drive competitors out or acquire them. ROE and ROA measure the average flow generated by each invested dollar. Their marginal value is a forecast of future growth, and it is considered by Buffett and Munger the most important single indicator.

Years12-201512-201612-201712-201812-201912-202012-202112-202212-2023TTM
Net Margin-8.6%-0.68%0.0087%3.3%1.5%2.2%3.5%0.89%1.5%0.48%
ROA6.7%8.2%8.7%6.8%5.6%4.8%7.2%3%4.8%2.6%
ROE130%-41%0.042%19%7.8%9.1%20%6.3%7.3%2.4%

What is the average Net Margin?

The average Net Margin over the past 5 years is +2.14%.

What is the trend of Net Margin?

The trend of Net Margin over the past 5 years is -0.28%.

What is the average Return on Assets (ROA)?

The average ROA over the past 5 years is +5.35%.

What is the trend of Return on Assets (ROA)?

The trend of ROA over the past 5 years is -0.44%.

What is the average Return on Equity (ROE)?

The average ROE over the past 5 years is +11.56%.

What is the trend of Return on Equity (ROE)?

The trend of ROE over the past 5 years is -1.45%.


Safety & Stabiliy

Being debt the number one cause of investment losses and company death, the ratio Debt/FCF is of utmost importance to guarantee safety. On the other hand the Graham’s stability measures the drawdown of earnings, hence indicating the reliability of the flow generated by the company.

Years12-201512-201612-201712-201812-201912-202012-202112-202212-2023TTM
Debt FCF-12.856.2212.547.926.6519.11-33.925.145.56
Debt Equity-26.621.622.001.961.842.092.481.491.55
MIN
Graham Stability----100%100%100%42%61%42%

What is the Debt/FCF?

The Debt/FCF trailing twelve month is 5.56.

What is the trend of Debt/FCF?

The trend of Debt/FCF over the past 5 years is -4.29.

What is the Graham’s Stability?

Graham’s Stability measure stands at 0.42.


Growth

Growth can be dangerous when forecasting, simply projecting the current growth is in general wrong. A company passes through multiple phases, from being young and unprofitable, to the first periods of profitability and high growth, until it arrives at a period of regime with limited growth. Identifying in which phase the company is in may help forecasting.

Years12-201612-201812-202012-2022Trend
Revenue2.3%-0.2%0.54%-16%-1.9%
Net Income--15%-12%37%-6.2K%
Stockholders Equity46%2.1%-5.4%18%-130%
FCF9.9%15%-3.9%--13%

What is the 5 year Revenue CAGR?

The Revenue CAGR over the past 5 years is -0.2%.

What is the trend of Revenue growth?

The trend of Revenue growth rate over the past 5 years is -1.86%.

What is the 5 year Earnings CAGR?

The Earnings CAGR over the past 5 years is -15.42%.

What is the trend of Earnings growth?

The trend of Earnings growth rate over the past 5 years is -6.25K%.

What is the 5 year Equity CAGR?

The Equity CAGR over the past 5 years is +2.07%.

What is the trend of Equity growth?

The trend of Equity growth rate over the past 5 years is -126.75%.

What is the 5 year FCF CAGR?

The FCF CAGR over the past 5 years is +15.09%.

What is the trend of FCF growth?

The trend of FCF growth rate over the past 5 years is -12.99%.