Shiloh Industries, Inc. (NASDAQ:SHLO)

CAPS Rating: 4 out of 5

The Company and its subsidiaries is a full service manufacturer of first operation blanks, engineered welded blanks, complex stampings and modular assemblies for the automotive, heavy truck and other industrial markets.

Caps

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46 Outperform
9 Underperform
 

All-Star Players

10 Outperform
2 Underperform
 

Wall Street

0 Outperform
0 Underperform
 

Top SHLO Bull/Bear Pitches

The best Bull and Bear pitches based on recency and number of recommendations.

TMFDeej (98.41)
Submitted July 07, 2014

Shiloh's CEO has done an amazing job at converting Shiloh from a boring steel stamping company to a light-weight vehicle solutions company at a time when government-mandated mileage standards are increasing and oil is expensive.Jason

tmsi (< 20)
Submitted October 29, 2007

Shiloh's fortunes are tied to the US automotive and heavy duty truck industries. Management waited way too long to cut costs despite obviously deteriorating sales. Stock will likely bottom under $10, but there is no reason to own it unless management… More

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Recent Community Commentary

Read the most recent pitches from players about SHLO.

Recs

0
Member Avatar tleach10 (< 20) Submitted: 3/14/2014 6:38:43 PM : Outperform Start Price: $18.82 SHLO Score: -84.55

the recovery of the auto industry has boosted the profit margin and will continue for the near term.

Recs

0
Member Avatar TMFPencils (99.85) Submitted: 2/28/2014 6:06:30 PM : Outperform Start Price: $19.43 SHLO Score: -86.92

Shiloh Industries (SHLO) is a $334 million business which "provides lightweighting and noise, vibration and harshness (NVH) solutions to automotive, commercial vehicle and other industrial markets." The company's products are supplied to major automakers around the world such as General Motors, Chrysler, Ford, Toyota, Honda, Renault/Nissan, Hyundai, Subaru, BMW, Daimler, Tesla Motors, and Volkswagen. I was pleasantly surprised to see that Shiloh Industries supplies products to Tesla as well as traditional automakers.

** Sales have expanded at an average annual rate of 11.24% since 2010. Earnings have increased an average of 53.75% annually since 2010 to $21.57 million in 2013, while operating cash flow production has increased each year at an average of 24.13% since 2011.

** While the company only has $400K in cash with $119.38 million in debt (the main financial risk, in my mind), the company has produced steadily positive free cash flow for the past few years. Free cash flow production is off to a strong start in the fiscal 2014 year.

** In the company's recent 1Q 2014 results, sales expanded 26.2% to $183.5 million year-over-year. Net income increased 93% year-over-year.

** This is a very small and underfollowed company with only one analyst following the stock.

** Despite its consistent growth over the past 3-5 years, Shiloh only trades at a P/E of 13.83 and a P/S of .49. This strikes me as a very reasonable value for a company that stands to benefit from increased auto production on a global level (if the worldwide economic climate continues to improve).

I am still researching Shiloh, but I like enough of what I see to rate the stock an outperform on CAPS. The company has a new CEO, Ramzi Hermiz, and it will be important to keep an eye on how/if things adjust at Shiloh going forward. Chairman Curtis Moll has been with Shiloh since its formation in 1993, and has served as chairman since 1999.

Shiloh has some similarities to Dorman Products (DORM): innovative products in a "boring" but critical category, consistent growth, experienced management, and poised to benefit from an expanding auto industry long-term. I love the fact that the company supplies its products to a wide variety of automakers, including up-and-comers like Tesla.

And heck, one of Shiloh's plants is headquartered in Ohio on "Innovation Drive." That's gotta be a good sign.

Interesting business that I hope to explore more going forward. For now, outperform.

Recs

0
Member Avatar grankh (62.01) Submitted: 2/7/2014 1:40:21 PM : Outperform Start Price: $22.15 SHLO Score: -95.81

Meant to add this to my watch account, but added it here by accident. Oh well, the fundamentals looked good, so I'll have to wait and see if the stock ever catches up to the price I think the fundamentals justify.

Leaderboard

Find the members with the highest scoring picks in SHLO.

Score Leader

ADGrange

ADGrange (69.56) Score: +122.10

The Score Leader is the player with the highest score across all their picks in SHLO.

Top
Pick
Member Name Member
Rating
Start
Date
Call Time
Frame
Start
Price
Stock
Gain
Index
Gain
Score Commentary
ADGrange 69.56 1/20/2016 Outperform 5Y $3.85 +163.90% +41.80% +122.10 0 Comment
tmsi < 20 12/28/2006 Underperform 1Y $14.18 -28.35% +91.92% +120.26 1 Comment
VeniVidiVamoose 27.71 8/6/2008 Underperform 3W $9.02 +12.65% +107.23% +94.58 0 Comment
MeyePhone 47.67 6/26/2008 Underperform 3M $8.33 +22.03% +103.19% +81.16 0 Comment
coldcabbage < 20 6/19/2007 Underperform 1Y $9.64 +5.34% +77.13% +71.79 0 Comment
Carboxyl 94.96 6/27/2007 Underperform 3M $9.05 +12.30% +80.56% +68.26 0 Comment
nickinglis < 20 8/28/2007 Underperform NS $8.22 +23.58% +85.17% +61.60 0 Comment
rationalexchange 99.67 2/11/2008 Underperform NS $6.55 +55.15% +99.90% +44.75 0 Comment
This player feels very strongly about this pick and has marked it a Top Pick. Top Picks do not affect a player’s score. PoolSkunk 68.07 7/31/2017 Outperform 5Y $7.25 +40.14% +4.07% +36.07 0 Comment
Beep636 47.72 5/2/2016 Outperform 5Y $6.37 +59.50% +24.21% +35.29 0 Comment

Wall Street

See what the Wall Street professionals think, according to their public statements and filings.

Player Name Player
Rating
Start
Date
Call Time
Frame
Start
Price
Stock
Gain
S&P
Gain
Score End Date Commentary
TrackMatrix < 20 12/28/2006 Underperform NS $14.40 -37.23% -3.14% +34.08 4/17/2012 @ $9.04 0 Comment

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