Professional
Added to YB: 2024-06-17
Pitch date: 2024-06-17
GDWN.L [bullish]
Goodwin PLC
+197.51%
current return
Author Info
Sweet Stocks is a former portfolio manager at an international small cap fund who shares pitches for international equities. Sign up for his blog.
Company Info
Goodwin PLC, together with its subsidiaries, provides mechanical and refractory engineering solutions primarily in the United Kingdom, rest of Europe, the United States, the Pacific Basin, and internationally.
Market Cap
GBP 558.7M
Pitch Price
GBP 69.24
Price Target
N/A
Dividend
1.76%
EV/EBITDA
14.50
P/E
28.64
EV/Sales
3.02
Sector
Machinery
Category
growth
Goodwin plc – breaking good
GDWN.L: 140yo family firm w/ history of successful pivots. Recent growth in nuclear waste containment, naval components & AVD fire suppressants. Potential game changer: Duvelco polyimide to rival DuPont Vespel. Base case FY26 OP £51m (14.7x P/E), blue sky £91m (8x). Risks: launch delays, cyclical end markets.
Read full article (17 min)