Added to YB: 2026-04-28
Pitch date: 2026-04-26
SAG.L [bullish]
Science Group plc
Author Info
No bio for this author
Company Info
Science Group plc operates as a science and technology consultancy and systems businesses in the United Kingdom, other European Countries, North America, and Asia.
Market Cap
GBP 236.1M
Pitch Price
GBP 5.71
Price Target
7.79 (+36%)
Dividend
1.75%
EV/EBITDA
7.95
P/E
7.79
EV/Sales
1.59
Sector
Professional Services
Category
value
A Quiet UK Compounder Buying Back Stock at 6x EBIT - Science Group plc
SAG.L: UK STEM consultancy + defence systems at 10x FCF, 20%+ op margins, 30%+ ROIC. CMC2 (24% revenue) supplies UK submarine atmosphere systems, 70% UK MoD; support contracts now 40% of sales, recurring exposure to Dreadnought/AUKUS. Consulting (64% revenue) shifting mix to defence/medical, phasing out low-margin work. Frontier (12% revenue) launching Auria connected audio chip 2026. £10.7M buyback in 2025 (5% shares), £75M net cash (32% mcap) post-£24M Ricardo gain. DCF: £7.79 fair value, 36% upside. Risks: cyclical consulting demand, retention, consumer electronics volatility, gov budget dependency.
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