Added to YB: 2025-12-16
Pitch date: 2025-12-12
SNN [bullish]
Smith & Nephew plc
-0.12%
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 12.07
Price Target
N/A
Dividend
2.35%
EV/EBITDA
11.19
P/E
29.09
EV/Sales
2.79
Sector
Health Care Equipment and Supplies
Category
turnaround
Theodosian Capital | Stocks Update 12/12/2025 - SN/ – New strategy and financial targets
SNN (update): New RISE strategy targets 6-7% revenue CAGR, 9-10% trading profit CAGR to 2028. Upgraded 2025 guidance: 19.5%+ trading margin (vs 19-20%), ~$800M FCF (vs >$600M). $200M inventory provision for working capital optimization. 2028 targets: $1B FCF, 12-13% post-tax ROIC. Trades 14.6x 2026 earnings, 2.8% yield.
Read full article (1 min)