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The Screen · Technology · Electronic Components
Rogers Corporation
ROG · the NYSE · USD · Market cap $2.3B · 3,000 employees
Rogers Corporation designs, develops, manufactures, and sells engineered materials and components in the United States, other Americas, China, other Asia Pacific countries, Germany, Europe, the Middle East, and Africa.
Positioning no disclosures inside 60 days, left as found
Options put/call open interest 13.21, read 2026-11-08
Ethical passes the values gate
Price121.96 USD
Fair value158.64
Ethical score70.0/100
Value readUndervaluedas of 6 Nov 2026
Our investment reviews on this name
2026-10-24Read Distribution140.51-13.2% to today ✓Markup gives way to Distribution after a 12% slide in 13 days
2026-10-11Read Markup160.00-23.8% to today Accumulation gives way to Markup after a 23% rise in 9 days
2026-10-02Read Accumulation129.85-6.1% to today Distribution gives way to Accumulation with volume flow in agreement
2026-09-11Read Distribution126.14-3.3% to today ✓Markup gives way to Distribution after a 16% slide in 10 weeks
Our analytic regime reads on this name, dated and marked against the screened price. Small sample per name, and separate from the daily-framework accuracy on the Track Record page.
Rogers Corporation holds its Distribution at $121.96. The statistical read favours the sellers, held for 11 days.
As held on the ledger · 2026-11-06
Phase
Distribution · caution
Quantitative state
The statistical read favours the sellers, held for 11 days
Price at the screen
$121.96
Valuation
51.48 trailing · 27.36 forward price to earnings
Values screen
PASS· score 70.0
Beta
0.48
The Workings
Five Screens, Shown in Full
Full pass across all five screens. This security clears the Titan Ethical Standard: its business and its balance sheet both stay inside the lines.
Test
Figure
Limit
What it means
Status
Business activity
Permissible
Core business clean
Its core business isn't built on prohibited lines: no gambling, alcohol, tobacco, weapons, or interest-based lending.
Pass
Debt load
1.52%
Below 33%
Interest-bearing debt is just 1.5% of its assets, well under the one-third ceiling: it does not run on borrowed money.
Pass
Interest-bearing cash
0.00%
Below 33%
Cash held in interest-bearing accounts and securities is 0.0% of assets, under the one-third limit.
Pass
Receivables
22.16%
Below 49%
Money owed to the company is 22.2% of assets, under the 49% limit.
Pass
Revenue purity
0.36%
Below 5%
Only 0.4% of revenue comes from non-compliant sources, under the 5% line.
Pass
Five checks adapted from AAOIFI screening standards: business activity plus four balance-sheet ratios. All five must pass for ethical clearance. Every figure is arithmetic on public accounts, not judgement.
The Ethical Read
Why It Clears, in Plain English
Rogers clears all five screens. Its business is in a permissible area, its debt is near-nil, and almost none of its income is interest, so it passes.
Read as at 2026-11-07. It updates when the underlying figures move, and past reads are kept below.
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Today ROG passes the screen. If new figures move it to a fail, we send you one short email with the before and after. Verdicts change rarely, so you may not hear from us for a long time.
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What the Numbers Say It Is Worth
The Fair Value Range
Our analysis reads Undervalued vs our fair value, as of 6 Nov 2026: it trades at roughly a 23% discount to our $158.64 fair value, 9.30% revenue growth.
Fair value range in USD, drawn from the 2026-11-06 screen. The gold marker is the market price at the same screen. A 23.1% discount to the base estimate.
Where our models see it going: fair-value estimate $158.64, with a range of $158.64 to $182.44, dated to the 2026-11-06 screen.
Fair value and rating are our own model estimates; the Street's range reflects third-party analyst estimates. Analysis, not advice.
The Business, in Plain Words
Materials supplier loses money at a premium price
Every phone, car and factory line needs engineered materials, yet Rogers Corporation is losing money while growing revenue only 5% a year. We pass because the shares trade at 30 times forward earnings against a fair value 5% below the current price, with profit margins at minus 7% and return on equity at minus 5%. No opportunity rating follows from those figures.
The business makes components for advanced electronics and elastomers, but an unknown moat and just three analysts offering no consensus rating leave little to lean on. Even an ethical screen pass cannot offset the combination of high valuation and negative returns.
Risk sits in the thin growth and persistent losses that could worsen if demand softens in its end markets. Analysis, not advice.
Another profit measure, before interest, tax and non-cash costs: EBITDA.
The risks · The things to watch: it carries a real debt load, which raises the stakes if revenue slips.
Plain-English interpretation of our own screen data. Analysis, not advice.
Where & How to Trade
ROG trades on the NYSE. As a listed security it is accessible through almost any international broker offering its home market. New to this, or investing from abroad? Our guide to accessing global markets covers brokers, currencies and the practical steps.
The Dated Journal · Newest First, Never Edited
Every Entry, As Written
2026-11-03Distribution$128.36-8.6%Entry 17
The analysis reads distribution. Smart money appears to be selling into strength. Institutional holders may be rotating out. Price has moved down 8.6% since our last review. Ethical screening: PASS with passing ethical screen. The risk-adjusted return profile shows modest positive risk-adjusted returns. Our composite framework grades it C, carrying a low risk profile. Technically it is holding around 1% above its long-term trend line with momentum reading oversold. Over the past year the shares are up 95%. Our forward projection puts the odds of a 10% gain over the next month near 24%. The street (3 analysts) rates it none, with a mean price target of $150.
2026-10-27Distribution$140.51+0.0%Entry 16
The analysis reads distribution. Smart money appears to be selling into strength. Institutional holders may be rotating out. Price has moved down 0.0% since our last review. Ethical screening: PASS with passing ethical screen. The risk-adjusted return profile shows modest positive risk-adjusted returns. Our composite framework grades it C, carrying a low risk profile. Technically it is holding around 1% above its long-term trend line with momentum reading oversold. Over the past year the shares are up 95%. Our forward projection puts the odds of a 10% gain over the next month near 24%. The street (3 analysts) rates it none, with a mean price target of $150. It reported earnings in this window, a natural checkpoint for the thesis.
2026-10-26Distribution$140.51+0.0%Entry 15
The analysis reads distribution. Smart money appears to be selling into strength. Institutional holders may be rotating out. Price has moved down 0.0% since our last review. Ethical screening: PASS with passing ethical screen. The risk-adjusted return profile shows modest positive risk-adjusted returns. Our composite framework grades it C, carrying a low risk profile. Technically it is holding around 1% above its long-term trend line with momentum reading oversold. Over the past year the shares are up 95%. Our forward projection puts the odds of a 10% gain over the next month near 24%. The street (3 analysts) rates it none, with a mean price target of $150. It reported earnings in this window, a natural checkpoint for the thesis.
2026-10-25Distribution$140.51+0.0%Entry 14
The analysis reads distribution. Smart money appears to be selling into strength. Institutional holders may be rotating out. Price has moved down 0.0% since our last review. Ethical screening: PASS with passing ethical screen. The risk-adjusted return profile shows modest positive risk-adjusted returns. Our composite framework grades it C, carrying a low risk profile. Technically it is holding around 6% above its long-term trend line with momentum reading neutral. Over the past year the shares are up 95%. Our forward projection puts the odds of a 10% gain over the next month near 24%. The street (3 analysts) rates it none, with a mean price target of $150. It reported earnings in this window, a natural checkpoint for the thesis.
The framework has shifted from markup to distribution since the last review. Smart money appears to be selling into strength. Institutional holders may be rotating out. Price has moved down 0.0% since our last review. Ethical screening: PASS with passing ethical screen. The risk-adjusted return profile shows modest positive risk-adjusted returns. Our composite framework grades it C, carrying a low risk profile. Technically it is holding around 6% above its long-term trend line with momentum reading neutral. Over the past year the shares are up 95%. Our forward projection puts the odds of a 10% gain over the next month near 24%. The street (3 analysts) rates it none, with a mean price target of $150. It reported earnings in this window, a natural checkpoint for the thesis.
2026-10-23Markup$140.51+0.0%Entry 12
The analysis reads markup. Price is trending higher with momentum. The crowd has caught on and buyers are in control. Price has moved down 0.0% since our last review. Ethical screening: PASS with passing ethical screen. The risk-adjusted return profile shows modest positive risk-adjusted returns. Our composite framework grades it C, carrying a low risk profile. Technically it is holding around 6% above its long-term trend line with momentum reading neutral. Over the past year the shares are up 95%. Our forward projection puts the odds of a 10% gain over the next month near 24%. The street (3 analysts) rates it none, with a mean price target of $150. It reported earnings in this window, a natural checkpoint for the thesis.
2026-10-22Markup$140.51+2.0%Entry 11
The analysis reads markup. Price is trending higher with momentum. The crowd has caught on and buyers are in control. Price has moved up 2.0% since our last review. Ethical screening: PASS with passing ethical screen. The risk-adjusted return profile shows modest positive risk-adjusted returns. Our composite framework grades it C, carrying a low risk profile. Technically it is holding around 6% above its long-term trend line with momentum reading neutral. Over the past year the shares are up 95%. Our forward projection puts the odds of a 10% gain over the next month near 24%. The street (3 analysts) rates it none, with a mean price target of $150. It reported earnings in this window, a natural checkpoint for the thesis.
2026-10-21Markup$137.78+0.0%Entry 10
The analysis reads markup. Price is trending higher with momentum. The crowd has caught on and buyers are in control. Price has moved down 0.0% since our last review. Ethical screening: PASS with passing ethical screen. The risk-adjusted return profile shows modest positive risk-adjusted returns. Our composite framework grades it C, carrying a low risk profile. Technically it is holding around 6% above its long-term trend line with momentum reading neutral. Over the past year the shares are up 95%. Our forward projection puts the odds of a 10% gain over the next month near 24%. The street (3 analysts) rates it none, with a mean price target of $150. It reported earnings in this window, a natural checkpoint for the thesis.
2026-10-20Markup$137.78+0.0%Entry 9
The analysis reads markup. Price is trending higher with momentum. The crowd has caught on and buyers are in control. Price has moved down 0.0% since our last review. Ethical screening: PASS with passing ethical screen. The risk-adjusted return profile shows modest positive risk-adjusted returns. Our composite framework grades it C, carrying a low risk profile. Technically it is holding around 6% above its long-term trend line with momentum reading neutral. Over the past year the shares are up 95%. Our forward projection puts the odds of a 10% gain over the next month near 24%. The street (3 analysts) rates it none, with a mean price target of $150. It reported earnings in this window, a natural checkpoint for the thesis.
2026-10-18Markup$137.78-13.9%Entry 8
The analysis reads markup. Price is trending higher with momentum. The crowd has caught on and buyers are in control. Price has moved down 13.9% since our last review. Ethical screening: PASS with passing ethical screen. The risk-adjusted return profile shows modest positive risk-adjusted returns. Our composite framework grades it C, carrying a low risk profile. Technically it is holding around 47% above its long-term trend line with momentum reading neutral. Over the past year the shares are up 95%. Our forward projection puts the odds of a 10% gain over the next month near 24%. The street (3 analysts) rates it none, with a mean price target of $150.
Each entry above was written on its date, before the outcome. A journal you can prune is not a journal.
