Back to top

Image: Bigstock

3M (MMM) Divests Identity Management Business to Gemalto

Read MoreHide Full Article

Diversified industrial goods manufacturer 3M Company (MMM - Free Report) recently entered into a strategic agreement to divest its identity management business to Gemalto, an international digital security company. The deal worth $850 million is expected to be completed during the first half of 2017, subject to mandatory closing conditions and regulatory approvals

The held-for-sale business is part of the company’s Traffic Safety and Security Division, which is an integral component of the Safety & Graphics segment. The identity management business provides biometric hardware and software solutions that provide better security to its customers. The business has annual global sales of around $215 million. The business employs approximately 450 employees, who will be absorbed by Gemalto. In order to focus on its core business the management decided to sell this operating segment.

Since 2012 to early 2016, the company pruned its businesses from 40 to 26, thereby improving customer relevance, productivity and speed through a leaner operating structure. At the same time, 3M has maintained a steady investment in R&D to develop innovative products. The company expects to invest $1.8 billion in R&D in 2016 for higher organic growth and complement it through strategic acquisitions.

Regardless of its portfolio restructuring initiatives, 3M underperformed  the Zacks categorized Diversified Operations industry, with a negative average return of 1.2% in the last 90 days compared with a 3.9% decline for the latter. This Zacks Rank #3 (Hold) stock appears to be undergoing numerous challenges that are likely to weigh on its performance going forward. The earnings estimates of the company for the current quarter have decreased 3.1% in the last 90 days to $1.90 per share with significant downward estimate revisions.

Maplewood, MN-based 3M employs 90,000 people worldwide, with operations in more than 65 countries. It manufactures over 55,000 products, including adhesives, abrasives, laminates, passive fire protection, dental and orthodontic products, electronic materials, medical products, car-care products (sun films, polish, wax, car shampoo, treatment for the exterior, interior and the under chassis rust protection), electronic circuits, and optical films.

Some better-ranked stocks in the industry include Leucadia National Corporation , Macquarie Infrastructure Corporation and Mitsubishi Corporation , each sporting a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.

Leucadia has a long-term earnings growth expectation of 18%. It has beaten estimates only once in the trailing four quarters for an average earnings surprise of 179%.

Macquarie Infrastructure has beaten estimates twice in the trailing four quarters for an average positive earnings surprise of 29.6%.

Mitsubishi has long-term earnings growth expectation of 15% and is currently trading at a forward P/E of 10.6x.

Zacks’ Best Private Investment Ideas

In addition to the recommendations that are available to the public on our website, how would you like to follow all Zacks' private buys and sells in real time? Our experts cover all kinds of trades… from value to momentum . . . from stocks under $10 to ETF and option moves . . . from stocks that corporate insiders are buying up to companies that are about to report positive earnings surprises. You can even look inside exclusive portfolios that are normally closed to new investors. Starting today, for the next month, you can have unrestricted access. Click here for Zacks' private trades >>


See More Zacks Research for These Tickers


Normally $25 each - click below to receive one report FREE:


3M Company (MMM) - free report >>

Published in