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Walter Energy (WLT)

Price: $62.71

Industry: Coal Chaikin Power Gauge Report | Generated: Mon Mar 26 12:22 EDT 2012 Power Gauge Rating

WLT - Very Bearish TM

The Chaikin Power Gauge Rating for WLT is very bearish due to very negative expert opinions, poor financial metrics and bearish price/volume activity. Expert opinions about WLT are very negative which is evidenced by analysts revising earnings estimates downward and pessimistic analyst opinions.

News Sentiment Rating

Very Bearish WLT Walter Energy

March 16, 2012

TM

Chaikin Sentiment Gauge for WLT is very bearish. There is currently a very significant negative sentiment within news stories concerning WLT.

News Sentiment :Very Negative

Power Trend - 5 Year Chart

The Power Gauge distills a 20 factor model into a concise picture of a stock's potential.

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High Potential

Neutral

Low Potential

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Financials & Earnings

Financial Metrics Rating

Financial Metrics

Bearish

LT Debt/Equity Ratio

WLT's financial metrics are poor. The company has relatively low revenue per share and is carrying too much long term debt relative to its industry group.

Price to Book Value

The rank is based on a high long term debt to equity ratio relative to its industry group, high return on equity and high price to sales ratio.

Return on Equity

Price to Sales Ratio

Business Value

Assets and Liabilities

Valuation

Returns

Ratio

TTM

Ratio

TTM

Ratio

Current Ratio

1.73

Price/Book

1.85

Return on Invest

11.5%

LT Debt/Equity

1.07

Price/Sales

1.52

Return on Equity

23.4%

Earnings Performance

TTM

Earnings Performance Rating

Neutral

Earnings Growth

WLT's earnings performance has been neutral. The company has a history of strong earnings growth and experienced relatively poor earnings growth in the past 12 months.

Earnings Surprise

Earnings Trend

The rank is based on high earnings growth over the past 3-5 years, worse than expected earnings in recent quarters, a relatively poor trend in earnings this year, a relatively low projected P/E ratio and consistent earnings over the past 5 years.

Projected P/E Ratio

Earnings Consistency

5 Year Revenue and Earnings Growth

Revenue(M) Rev % Growth EPS EPS % Growth

EPS Estimates

12/07

12/08

12/09

12/10

12/11

1,241.37

1,487.07

966.83

1,587.73

2,571.36

-5.23%

19.79%

-34.98%

64.22%

61.95%

$2.15

$6.44

$2.58

$7.25

$5.79

-52.33%

199.53%

-59.94%

181.01%

-20.14%

EPS Surprise

Factor

Actual EPS Prev

EST EPS Current

Change

$1.54

$1.31

-0.23

Quarterly EPS Yearly EPS Factor

$5.79

$5.21

-0.58

Actual EPS Growth

Est EPS Growth

Change

21.15%

24.00%

+2.85

3-5 year EPS

EPS Quarterly Results Estimate

Actual

Difference

% Difference

FY

Qtr 1

Qtr 2

Qtr 3

Qtr 4

Total

Latest Qtr

$1.63

$1.40

$-0.23

1 Qtr Ago

$1.11

$1.28

$0.17

-14.11

12/09

$1.37

$0.21

$0.45

$0.55

$2.58

15.32

12/10

$0.78

$2.18

$2.57

$1.73

$7.26

2 Qtr Ago

$4.09

$2.36

3 Qtr Ago

$1.84

$1.66

$-1.73

-42.30

12/11

$1.54

$1.72

$1.22

$1.34

$5.82

$-0.18

-9.78

Fiscal Year End Month is December.

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Price Trend & Expert Opinions Price/Volume Activity

Price/Volume Activity Rating

Bearish

Relative Strength vs Market

Price and volume activity for WLT is bearish. WLT has underperformed the S&P 500 over 26 weeks and has a declining price trend.

Chaikin Money Flow

Price Trend

The rank for WLT is based on its relative weakness versus the market, negative Chaikin money flow, a negative Chaikin price trend and a positive Chaikin price trend ROC.

Price Trend ROC

Volume Trend

Relative Strength vs S&P500 Index

Chaikin Money Flow

Chart shows whether WLT is performing better or worse than the market.

Chaikin Money Flow analyzes supply and demand for a company's stock.

Price Activity

Price Activity

Factor

Value

Volume Activity

Factor

Value

Factor

Value

52 Week High

141.17

% Change Price - 4 Weeks

-4.29%

Average Volume 20 Days

2,491,062

52 Week Low

56.87

% Change Price - 24 Weeks

-0.54%

Average Volume 90 Days

2,590,426

% Change Price - 4 Wks Rel to S&P

-6.59%

Chaikin Money Flow Persistency

% Change Price - 24 Wks Rel to S&P

-17.07%

% Change YTD Rel S&P 500

-7.63%

Expert Opinions

46%

Expert Opinions

Very Bearish

Earnings Estimate Revisions

Expert opinions about WLT are very negative. Analysts are lowering their EPS estimates for WLT and analysts's opinions on WLT have been more negative recently.

Short Interest

Insider Activity

The rank for WLT is based on analysts revising earnings estimates downward, insiders purchasing stock, pessimistic analyst opinions and price strength of the stock versus the Coal industry group.

Analyst Opinions

Relative Strength vs Industry

Earnings Estimate Revisions Current Current Qtr Next Qtr

1.31 1.07 Current

Current FY

5.21

Analyst Recommendations

7 Days Ago % Change 1.33 1.16

-1.50% -7.76%

30 Days Ago % Change 5.65

-0.44

Factor Mean this Week Mean Last Week

EPS Estimates Revision Summary Value

Buy 0.00

Mean 5 Weeks Ago

Buy

Last 4 Weeks

Down

Up

Down

Curr Qtr

0

1

2

3

Curr Yr

0

2

0

7

Next Qtr

0

1

0

4

Next Yr

0

2

2

5

Buy

Change

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Last Week Up

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The Company & Its Competitors

News Headlines for WLT

WLT's Competitors in Coal Company

Power Gauge

Historic EPS growth

Projected EPS growth

Profit Margin

PEG

PE

Revenue(M)

WLT

21.15%

24.00%

13.58%

0.50

9.36

2,571

YZC

38.42%

-

22.36%

-

7.67

-

BTU

10.54%

10.90%

11.91%

0.87

7.57

7,974

ANR

34.09%

-

-9.49%

-

8.46

7,109

ACI

12.94%

-

3.65%

-

9.97

4,286

PCX

23.83%

-

-4.81%

-

-

2,403

CNX

10.88%

-

10.34%

-

11.11

6,117

Walter Energy cuts production forecast - Sep 21, 2011 Walter Energy Names Walt Scheller Chief Executive Officer - Sep 12, 2011 Western Coal and Walter Energy Receive Investment Canada Act Approval in Connection with Proposed Arrangement - Mar 24, 2011 Western Coal and Walter Energy Receive Court Approval in Connection with Proposed Arrangement - Mar 10, 2011 Western Coal Shareholders Overwhelmingly Approve Plan of Arrangement with Walter Energy - Mar 8, 2011

Company Details

Company Profile

Walter Energy 4211 W. BOY SCOUT BLVD. TAMPA, FL 33607 USA Phone: 8138714811 Fax: 813-871-4399 Website: http://http://www.walterenergy.com Full Time Employees: 4,200 Sector: Oils/Energy

homebuilder. Walter Energy, based in Tampa, Fla., formerly Walter Industries, Inc., is a leading U.S. producer and exporter of premium metallurgical coal for the global steel industry and also produces steam coal and industrial coal, metallurgical coke and coal bed methane gas. It also produces steam coal and industrial coal, metallurgical coke and coal bed methane gas. The Company, through its operating segments, offers products and services, including coal and natural gas, metallurgical coke, mortgage financing and home construction. Its segments include Natural Resources, Sloss, Financing, Homebuilding and Other. The Natural Resources segment consists primarily of Jim Walter Resources, Inc., Tuscaloosa Resources, Inc., Taft Coal Sales & Associates and United Land Corporation. The Financing segment includes Walter Mortgage Company, services nonconforming installment notes and loans that are secured by mortgages and liens. The Homebuilding segment includes Jim Walter Homes, Inc., which is an on-your-lot

Power Gauge Ratings are created using a relative ranking system that assigns a rank of 0 to 100 (100 being the highest) to each stock in the universe. Rank is calculated by evaluating each of the stocks factors and combining them into a single number using a weighting formula. A stock's rank ranges from 100-0, where 100 is the strongest, and a rank of 95 indicates the stock is better than 95% of the stocks in the universe. Chaikin Stock Research(CSR) is not registered as a securities broker dealer or investment advisor with either the U.S. Securities and Exchange Commission or with any state securities regulatory authority. CSR is not responsible for trades executed by users of this research report, our web site or mobile app based on the information included herein. The information presented in this report does not represent a recommendation to buy or sell stocks or any financial instrument nor is it intended as an endorsement of any security or investment. The information in this report is generic by nature and is not personalized to the specific financial situation of any individual. The user bears complete responsibility for their own investment research and should seek the advice of a qualified investment professional before making any investment decisions. Copyright (c) 1978-(Present) by ZACKS Investment Research, Inc ("ZACKS"). The information, data, analyses and opinions contained herein (1) includes the confidential and proprietary information of ZACKS, (2) may not be copied or redistributed, for any purpose, (3) does not constitute investment advice offered by ZACKS, (4) are provided solely for informational purposes, and (5) are not warranted or represented to be correct, complete, accurate or timely. ZACKS shall not be responsible for investment decisions, damages or other losses resulting from, or related to, use of this information, data, analyses or opinions. Past performance is no guarantee of future performance. ZACKS is not affiliated with Chaikin Power Tools. This report from Chaikin Power Tools is for informational purposes only and is not a recommendation to buy or sell securities.

LM 2.3 DS 3.0 LS 2.1

Data Provided by ZACKS Investment Research, Inc., www.zacks.com

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Stock Research Report for WLT as of 3/26/2012 - Chaikin Power Tools  

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