Added to YB: 2026-05-08
Pitch date: 2026-05-01
GSK [neutral]
GSK plc
-1.72%
current return
Author Info
No bio for this author
Company Info
GSK plc, together with its subsidiaries, engages in the research, development, and manufacture of vaccines, specialty medicines, and general medicines to prevent and treat disease in the United Kingdom, the United States, and internationally.
Market Cap
GBP 74.1B
Pitch Price
GBP 18.91
Price Target
N/A
Dividend
3.88%
EV/EBITDA
7.68
P/E
13.08
EV/Sales
2.73
Sector
Pharmaceuticals
Category
value
Theodosian Capital | Stocks Update 1/5/2026 - GSK – Solid Q1 results
GSK (earnings): Q1 rev £7.6bn (+5% CER); core op profit £2.7bn (+10%); core EPS 46.5p (+9%). Specialty Medicines +14%, Vaccines +4%. OCF £1.4bn, FCF £0.8bn supporting 70p FY div (3.9% yield) & £2bn buyback (85% done). Reaffirmed FY guides: rev +3-5%, core op profit +7-9%, 2031 rev >£40bn. 57 pipeline assets (24 Phase I, 17 Phase II, 16 Phase III/reg) undervalued at 9.8x 2027E EPS.
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