Added to YB: 2025-07-04
Pitch date: 2025-05-18
SMIN.L [bullish]
Smiths Group plc
+17.02%
current return
Author Info
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Company Info
Smiths Group plc operates as an industrial technology company in Americas, Europe, the Asia Pacific, and internationally.
Market Cap
GBP 7.6B
Pitch Price
GBP 20.05
Price Target
27.00 (+16%)
Dividend
1.92%
EV/EBITDA
13.33
P/E
26.11
EV/Sales
2.46
Sector
Industrial Conglomerates
Category
special_situation
Show full summary:
Smiths Group plc - $SMIN.L
SMIN.L: London's last large industrial conglomerate splitting up; selling Interconnect (13x) & Detection (10x) businesses for ~£2.2B by end 2025. Will return £2.5B (35% of mkt cap) via buybacks. Pro forma John Crane/Flex-Tek focused entity targets 21-23% margins, deserves 13x vs peers' 12.5x. PT £27 (+35%) by 2027.
Read full article (5 min)