NYSE: ROG · Hardware, Equipment & Parts
Rogers (ROG) fair value: undervalued or overvalued?
As of 1 Oct 2026, Faircurve's model values Rogers (ROG) at $142.07 a share. The stock last closed at $160.00, which puts the model's fair value 11.2% below the price. On the model's bands that reads as Fairly valued.
Revalued . Price is the close of 2 Oct 2026. Rogers Corporation.
Faircurve Insights · 1 Oct 2026
Rogers Corporation, established in 1832 and headquartered in Chandler, Arizona, operates as a global enterprise specializing in the engineering, production, and sale of advanced materials and components.
Faircurve's model valued Rogers Corporation at $142.07 a share on 1 Oct 2026, the midpoint of 2,000 simulations. The previous run on 26 Sep 2026 gave $133.70; the fair value moved +6.3%. The calibrated range over 63 trading days is $119.19 to $173.23, built from the fair value, and calibrated weekly against realised prices (4,327 past valuations, refreshed 26 Sep 2026). Ranges built this way held the price 60% of the time at this horizon. The evidence grade is Medium.
Rogers Corporation scores 54 out of 100 on overall quality against comparable companies. Its earnings quality scores 84, capital discipline 75, and balance sheet 92. Its profitability scores 40, growth quality 28, and stability 30. The model compares it with Benchmark Electronics, Inc. (BHE), Knowles Corporation (KN), OSI Systems, Inc. (OSIS), Universal Display Corporation (OLED), CTS Corporation (CTS), Vontier Corporation (VNT), and Sensata Technologies Holding plc (ST). The stock moved -9.7% on 28 Jul 2026 and +8.2% on 29 Apr 2025 around its earnings reports, with a median size, ignoring direction, of 2.1%.
Written from the figures on this page for the 1 Oct 2026 valuation and checked by rule before publishing: every number is one printed here, no forecast, no instruction. The price, the gap and the verdict are the page's own and change daily. Not a recommendation.
What price range does the model give ROG?
The calibrated range for ROG over 63 trading days is $119.19 to $173.23. There is no live options data for this stock, so the range is built from the fair value and calibrated weekly against realised prices (n = 4,327 past valuations, refreshed 26 Sep 2026). Ranges built this way held the price 60% of the time at this horizon.
The model's own simulated range, from the 20th to the 80th percentile of its runs, is $99.55 to $202.12. In 43% of the simulations the fair value came out above the price the model ran on.
How does ROG score on business quality?
Rogers's overall quality score is 54 out of 100. Each factor below is a score against comparable companies, not a percentile of the metric beside it.
| Factor | Score (0 to 100) | Headline measure | Peer median |
|---|---|---|---|
| ProfitabilityReturn on invested capital against the peer group, with a bonus for an improving trend. | 40 | 4.2%ROIC | 6.7% |
| Earnings qualityHow much of reported profit is cash: free cash flow to net income, and the accrual ratio (the share of earnings that is not cash). | 84 | 3.61xFCF / net income | 1.21x |
| Growth qualityTrailing revenue growth, forward growth from consensus, and the direction of analyst estimate revisions. | 28 | -2.3%Revenue growth, trailing | 8.0% |
| Capital disciplineReinvestment efficiency (capital spending per unit of revenue) and net buybacks. | 75 | 0.9%Net buybacks / market value | 0.6% |
| Balance sheetNet debt to EBITDA and interest coverage. | 92 | -1.39xNet debt / EBITDA | 1.20x |
| StabilityDownside volatility of the EBITDA margin over the last five years. | 30 | 4.6 ptsEBITDA margin downside volatility, 5y | 3.8 pts |
How does ROG compare with similar companies?
The companies in hardware, equipment & parts closest to Rogers in market value, each on the same model and the same date.
| Company | Last close | Model fair value | Gap | Model verdict |
|---|---|---|---|---|
| BHE Benchmark Electronics, Inc. | $87.39 | $88.47 | +1.2% | Fairly valued |
| KN Knowles Corporation | $40.05 | $36.21 | -9.6% | Fairly valued |
| OSIS OSI Systems, Inc. | $196.78 | $188.59 | -4.2% | Fairly valued |
| OLED Universal Display Corporation | $80.37 | $78.66 | -2.1% | Fairly valued |
| CTS CTS Corporation | $61.60 | $61.67 | +0.1% | Fairly valued |
| ITRI Itron, Inc. | $86.51 | $101.06 | +16.8% | Data under review |
| VNT Vontier Corporation | $31.66 | $48.58 | +53.4% | Undervalued |
| ST Sensata Technologies Holding plc | $43.51 | $48.89 | +12.4% | Fairly valued |
All hardware, equipment & parts stocks ranked by gap to fair value
When does ROG report earnings, and how has the stock reacted?
Rogers's next earnings report is scheduled for 4 Nov 2026. Companies can move their dates.
Options prices on 2 Oct 2026 imply a move of about 6.3% in either direction through the nearest expiry, about 13 days out. That is the size the market is pricing, not a direction.
On 30 Sep 2026 ROG moved 10.7% in one session, against the 2.8% a day that options had priced: 3.9 times the implied size.
How ROG moved around its last 8 earnings reports
Each move runs from the last close before the report to the first close after it, so it covers companies that report before the open and after the close. The median size across these 8 reports, ignoring direction, was 2.1%.
| Report date | Two session move |
|---|---|
| 28 Jul 2026 | -9.7% |
| 28 Apr 2026 | -3.9% |
| 17 Feb 2026 | -0.5% |
| 29 Oct 2025 | +2.9% |
| 31 Jul 2025 | +1.4% |
| 29 Apr 2025 | +8.2% |
| 19 Feb 2025 | -1.3% |
| 24 Oct 2024 | +0.7% |
Rogers at a glance
Rogers Corporation, established in 1832 and headquartered in Chandler, Arizona, operates as a global enterprise specializing in the engineering, production, and sale of advanced materials and components.
- Market value
- $2.5B
- Sector
- Technology
- Industry
- Hardware, Equipment & Parts
- Revenue expected, next twelve months
- $925M
- Consensus revenue growth, next fiscal year
- +7.6%
- Analysts with estimates
- 2
- Beta to the US market
- 1.40
- First valued by Faircurve
- 11 Jul 2026
How the fair value is worked out: the model prices Rogers on the value of the whole business, debt included, against the operating profit analysts expect next year (forward EV/EBITDA), runs 2,000 simulations across its inputs and takes the midpoint. The full method is documented here.
What changed in the latest valuation?
On 26 Sep 2026 the model's fair value for ROG was $133.70. As of 1 Oct 2026 it is $142.07, a change of +6.3%. The model revalues every stock it covers each week, and again after an earnings report.
Questions about Rogers's valuation
Is Rogers stock undervalued or overvalued?
On Faircurve's model, ROG reads as Fairly valued as of 1 Oct 2026. The model's fair value is $142.07 a share against a last close of $160.00, a gap of -11.2%.
What is ROG's fair value?
$142.07 a share as of 1 Oct 2026, the midpoint of 2,000 simulations. The model's own 20th to 80th percentile range is $99.55 to $202.12.
What price range does the model give ROG?
$119.19 to $173.23 over 63 trading days. Ranges built this way held the price 60% of the time across 4,327 past valuations, refreshed 26 Sep 2026.
When does Rogers report earnings next?
The next report is scheduled for 4 Nov 2026. Companies can move their dates.
How much has ROG moved on past earnings reports?
Across its last 8 reports the median two session move was 2.1%, ignoring direction. The largest was -9.7% around the report of 28 Jul 2026.
How confident is the model in this valuation?
The model's evidence grade for ROG is medium. The grade looks at how complete the inputs are, how many comparable companies there are and how closely they agree, and how wide the range of outcomes is. It is not a probability that the fair value is right, or that the price reaches it.