Rogers Corp. (ROG) intrinsic value & 10-year financials
Rogers Corp. (ROG) has a Graham intrinsic value of $16.02 per share. At $133.37 on Oct 17, 2026, the stock trades 733% above that value. Over the last 10 fiscal years revenue grew 2.4% a year to $810.8M, with an average return on invested capital of 7.0%.
- Graham intrinsic value
- $16.02
- Share price (Oct 17, 2026)
- $133.37
- Price vs Graham value
- 733% above
- Market cap
- $2.4B
- Revenue (FY2025)
- $810.8M
- Revenue growth (10-yr CAGR)
- 2.4%
- ROIC (10-yr avg)
- 7.0%
- Free cash flow (FY2025)
- $71.1M
ROG 10-year financial history
| Fiscal year | Revenue | Net income | EPS (diluted) | Free cash flow | Operating margin | ROIC |
|---|---|---|---|---|---|---|
| FY2025 | $810.8M | -$61.8M | -$3.40 | $71.1M | -5.6% | -4.2% |
| FY2024 | $830.1M | $26.1M | $1.40 | $71.0M | 3.0% | 1.7% |
| FY2023 | $908.4M | $56.6M | $3.03 | $74.4M | 9.4% | 5.4% |
| FY2022 | $971.2M | $116.6M | $6.15 | $12.7M | 14.9% | 10.6% |
| FY2021 | $932.9M | $108.1M | $5.73 | $53.2M | 12.6% | 10.3% |
| FY2020 | $802.6M | $50.0M | $2.67 | $124.7M | 8.4% | 5.6% |
| FY2019 | $898.3M | $47.3M | $2.53 | $109.7M | 12.3% | 10.5% |
| FY2018 | $879.1M | $87.7M | $4.70 | $19.7M | 12.8% | 11.0% |
| FY2017 | $821.0M | $80.5M | $4.34 | $111.8M | 15.9% | 11.6% |
| FY2016 | $656.3M | $48.3M | $2.65 | $98.8M | 12.8% | 7.6% |
Source: annual 10-K filings on SEC EDGAR. Figures in USD.
Executive summary
ROGERS CORP has demonstrated mature, steady growth, with revenue compounding at 2.4% annually over the past decade.
ROGERS CORP has historically struggled to out-earn its cost of capital, averaging just 7.0% ROIC.
ROGERS CORP has not shown aggressive share repurchases (>10% retirement) or a major balance-sheet leverage increase (>50% net debt growth) over the 10-year window.
Benjamin Graham lens
Under Benjamin Graham's formula using SEC EDGAR fundamentals, ROGERS CORP is modeled at 2.4% normalized earnings growth with a 5.1% bond-yield adjustment. The resulting Graham intrinsic value estimate is $16.02 per share.