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AnalystConsensusTarget updated the narrative for SMIN

Update shared on 25 Sep 2025

Fair value Increased 1.09%
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AnalystConsensusTarget's Fair Value
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1Y
41.1%
7D
-3.0%

Consensus analyst price targets for Smiths Group were little changed despite sharply upgraded revenue growth forecasts (+0.2% to +9.1%), as a substantial decline in net profit margin (12.38% to 10.26%) offset much of the benefit, resulting in only a marginal fair value increase to £24.38.


What's in the News


  • Smiths Group is recommending a final dividend of 31.77 pence for the year ended 31 July 2025, bringing the total for the year to 46.0 pence, a year-on-year increase of 5.1%.
  • The company expects organic revenue growth of 4%-6% for fiscal year 2026, noting a strong first quarter comparator in FY2025.

Valuation Changes


Summary of Valuation Changes for Smiths Group

  • The Consensus Analyst Price Target remained effectively unchanged, moving only marginally from £24.12 to £24.38.
  • The Consensus Revenue Growth forecasts for Smiths Group has significantly risen from 0.2% per annum to 9.1% per annum.
  • The Net Profit Margin for Smiths Group has significantly fallen from 12.38% to 10.26%.

Disclaimer

AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.