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Added to YB: 2025-07-16

Pitch date: 2025-05-30

WEGRY [bullish]

The Weir Group PLC

+20.45%

current return

Author Info

No bio for this author

Company Info

The Weir Group PLC, together with its subsidiaries, produces and sells highly engineered original equipment worldwide.

Market Cap

GBP 6.7B

Pitch Price

GBP 23.71

Price Target

N/A

Dividend

1.54%

EV/EBITDA

14.74

P/E

21.40

EV/Sales

2.89

Sector

Machinery

Category

value

Show full summary:
The Weir Group PLC - $WEGRY

WEGRY: Mining equipment OEM with 80% high-margin recurring aftermarket revenue from dominant slurry pump installed base. Global service centers create hard-to-replicate moat. Trading at ~12x EV/EBITA (2026E), valuation doesn't reflect earnings quality/durability. Declining ore grades = structural tailwind. Any mining CapEx upcycle = undiscounted upside.

Read full article (5 min)