Added to YB: 2025-08-13
Pitch date: 2025-08-08
SNN [neutral]
Smith & Nephew plc
-8.56%
current return
Author Info
No bio for this author
Company Info
Smith & Nephew plc, together with its subsidiaries, develops, manufactures, markets, and sells medical devices and services in the United Kingdom, the United States, and internationally.
Market Cap
GBP 13.8B
Pitch Price
GBP 13.29
Price Target
N/A
Dividend
2.34%
EV/EBITDA
11.20
P/E
29.17
EV/Sales
2.79
Sector
Health Care Equipment and Supplies
Category
growth
Theodosian Capital | Stocks Update 8/8/2025 - SN/ – Strong results
SNN (holding update): Strong H1 results with 5% revenue growth, +100bps margin to 17.7%, and FCF up $205m to $244m. Net debt at 1.8x EBITDA. $500m buyback and 4.2% dividend increase signal confidence. Management reiterated FY guidance of ~5% USG, 19-20% margin. Trading at 17.0x forward earnings, upper end of range.
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