Added to YB: 2025-06-02
Pitch date: 2025-04-14
RSW.L [bullish]
Renishaw plc
+52.03%
current return
Author Info
No bio for this author
Company Info
Renishaw plc, an engineering and scientific technology company, designs, manufactures, distributes, sells, and services technological products and services, and analytical instruments and medical devices worldwide.
Market Cap
GBP 1.9B
Pitch Price
GBP 22.76
Price Target
N/A
Dividend
2.94%
EV/EBITDA
11.88
P/E
19.33
EV/Sales
2.38
Sector
Electronic Equipment, Instruments and Components
Category
turnaround
Renishaw plc - $RSW.L
RSW.L: Precision metrology leader at 14.2x FCF (ex-cash). Down 33% in 2mo. Bull: 1) Additive manufacturing growth, 2) Software monetization, 3) Global manufacturing reset could benefit, 4) Acquisition potential after founder's death (36% stake). Bear: Chinese competition, weak growth, cyclical risk. Likely control premium undervalued.
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