Tag Archives: analysis
3D Printing Stocks Analysis
Investor site Seeking Alpha sheds some light on ExOne’s profile.
ExOne is a relatively new player compared to the other two heavy weights – the company was formed in 2005 as a spin-off of Extrude Hone Corporation, a developer of nontraditional machining processes and automated systems. The company is currently operating in Asia, Europe and the Americas. Through research and development, the company has achieved considerable success in additive manufacturing. Notable ExOne products include S-Max, S-Print, M-Print and M-Lab. Most of these products are meant for industrial use, and have the capability of manufacturing molds with sand printing and metal and glass printing.
Almost all of the ExOne products cater to the industrial customers, and the company has some of the largest printers available in the market. ExOne’s customers are showing considerable interest in the products and the company is receiving new orders. 3D printer sales have gone up for the company in the fourth quarter of the last year. As a result, ExOne was able to post impressive full year results. Another target market for ExOne is the researchers and educational customers – M-Lab is specifically designed to be used in labs and it is one of the smaller printers available in the company’s arsenal.
So, there are two sets of target markets for the company: industrial customers, which require ExOne products for rapid prototyping and building molds, and researchers and educational customers, which convert their experiments into reality using ExOne equipment. Industrial customers are a big segment and ExOne’s products are getting good response, which should allow the company to grow further in this segment.
Read the full analysis at Seeking Alpha.
The analysts at Seeking Alpha have put together an interesting perspective of how an otherwise appealing dividend growth stock might be a failed investment because of the emergence of 3D printing. The stock is Hasbro (NASDAQ: HAS), the owner of brands such as Tonka, G.I. Joe, Transformers, and My Little Pony.
As an investor who is interested in dividends, I look at these metrics to begin my analysis.
- Dividend: $1.44
- Yield: 4.1%
- 5 yr. DGR: 17.2%
- Payout Ratio: 44%
- Debt Coverage Ratio: 6.1
This is just a quick peek at a few data points, but upon deeper analysis, the company looks relatively healthy with plenty of room to increase its dividend in the near term. Additionally, the recent success of the Avengers movie is expected to translate into revenue for Hasbro. What has me worried is the future of the company five to ten years out. Why? 3-D printing.
The analyst goes on to say that once 3D printing becomes ubiquitous, it will become a threat to traditional toy makers, and we won’t be able to get the genie back in the bottle. He cites some examples of 3D printed substitutes and complements.
- The following is a video of a student at a community college who created a STAR WARS TIE Fighter. There are 2 important additional points to note: Hasbro owns the rights to sell STAR WARS toys, etc. I don’t believe that this is an exact/scanned replica because it is not as detailed as the real one would be.
- Soon, owners of Microsoft’s (MSFT) XBOX Kinect will be able to use it to scan objects and create 3-D models. This will make it very easy to create the schematic (instructions) that the printer needs.
- Also, the Pirate Bay (an illegal file-sharing website that has successfully fought against being shut down) recently created a section for sharing the 3-D schematics. There are already a number of possible cases of patent infringement. The Huffington Post notes one case where someone has shared a file that is probably a copy of a “Warhammer 40,000 Space Marine Dreadnought.”
In my eyes, this is just the first evidence of what will be gaining speed throughout the next couple of years.
Read the full article at Seeking Alpha.
Read more coverage about 3D printing and toys.
Hasbro booth photo by Gage Skidmore used under Creative Commons license.
Here are the top 10 most popular stories On 3D Printing brought you in June 2012.
10. The Dutch combine 3D printing and textiles.
9. A review of 3D modeling software Tinkercad, SketchUp, and 123D.
8. People are wondering why Google sold 3D modeling business SketchUp.
7. Still popular: the Motley Fool reviews the 3D printing industry.
6. We exclusively covered 3D Systems’ Cubify at Google I/O 3D printing in San Francisco.
5. UP! 3D printer from China is a viable competitor to MakerBot and other.
4. You can be a superhero; your face 3D printed on a superhero action figure.
3. Facebook investor Peter Thiel backs 3D printing entrepreneur.
2. Why 3D printing will be more fun than LEGO thanks to Minecraft.
1. 3D printing stock are hot and up over 180%! So was this article.
Thanks for reading in June!
Peter Thiel photo by thekenyeung used under Creative Commons license.
Here are the top 10 most popular stories On 3D Printing brought you in May 2012.
10. 3D Systems acquired FreshFiber for 3D printed electronics accessories.
9. We wrote an editorial analyzing the space of 3D printing creators and consumers.
8. We reviewed SketchUp, Tinkercad, and 123D modeling software.
7. The fashion runway was 3D printed in Belgium.
6. The Motley Fool weighed in on public 3D printing manufacturers.
5. We featured companies exhibiting at Maker Faire Bay Area 2012.
4. Why Google sold SketchUp and what it means for 3D printing.
3. A 3D printing vending machine surfaced at Virginia Tech.
2. This New House: constructing and printing WikiHouse.
1. We featured Brad Feld as a premiere venture capitalist looking at 3D printing investments.
Thanks for reading in May!
Here are the top 10 most popular stories On 3D Printing brought you in April 2012.
10. We explored innovative and strange 3D printing concepts, from chocolate to stone to candy to organs!
9. Former MakerBot COO is launching a new 3D printer called Solidoodle, with a $500 price tag.
8. The Forbidden City is cloned with 3D printing (photo above).
7. Hollywood’s storytellers turn to 3D printing, including Iron Man.
6. The lucrative toy industry is challenged by 3D printed generics.
5. The Economist publishes a special report on 3D printing, called “The Third Industrial Revolution“.
4. Google sold 3D modeling software SketchUp to Trimble.
3. We analyzed the market size of 3D printing creators and consumers.
2. Stratasys merged with Objet, and we captured the key deal points.
1. Leapfrog launches a new 3D printer line in Europe.
Thanks for reading in April!