Added to YB: 2026-05-12
Pitch date: 2026-05-08
SN.L [neutral]
Smith & Nephew plc
-1.78%
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 12.7B
Pitch Price
GBP 10.93
Price Target
N/A
Dividend
2.63%
EV/EBITDA
10.34
P/E
20.80
EV/Sales
2.51
Sector
Health Care Equipment and Supplies
Category
growth
Theodosian Capital | Stocks Update 8/5/2026 - SN/ – Q1 update; new $500m buyback
SN.L (earnings): Q1 USG 3.1% (6.6% reported w/ 350bps FX tailwind), growth across all units/regions. >50% growth from innovation <5yrs old. FY guide unchanged: ~6% rev growth, ~8% trading profit growth, ~$800M FCF, >10% adj ROIC pre-Integrity. New $500M buyback signals confidence. Trades 12.3x 2027 EPS, 2.9% yield. Needs acceleration from Q1 to hit FY target.
Read full article (1 min)