Spectris

Overvaluation Will Collapse As GB Electronic Industry Faces Uncertainty

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

02 Mar 25

Updated

27 Nov 25

n/a

AnalystConsensusTarget's Fair Value

n/a

63.7%

0.6%

63.7%

0.6%

You can edit this narrative until Nov 28 7:05 PM. Then, changes will post as Updates.

Author's Valuation

UK£35.3716.9% overvalued

AnalystConsensusTarget Fair Value

Narrative

Updates2

Shared on 27 Nov 25

Fair value Increased 3.82%

SXS: Future Profit Margins Will Face Significant Downward Pressure

Analysts have increased their price target for Spectris from £37.63 to £41.47. This change reflects updated forecasts for fair value and improved revenue growth expectations, even with a slight rise in the discount rate and a lower projected profit margin.

Shared on 06 Sep 25

Fair value Increased 1.64%

Spectris’s future P/E multiple has increased while its net profit margin has declined slightly, resulting in a marginal upward revision of the consensus analyst price target from £33.52 to £34.06. What's in the News Spectris received competing acquisition offers from Advent International and KKR, with the board ultimately recommending a revised higher cash offer from KKR at £41.75 per share, including a 28p interim dividend, and withdrawing support for Advent's offer.

AnalystConsensusTarget Fair Value

UK£35.37

16.9% overvalued

Future estimation in

% p.a.

Decrease

Increase

Current revenue growth rate

6.07%

Electronic Equipment and Components revenue growth rate

0.46%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

Decrease

Increase

Current discount rate

9.20%

Calculation

UK£215.39m

Earnings '28

21.16x

PE Ratio '28

UK£4.56b

Market Cap '28

UK£4.56b

Market Cap '28

99.62m

No. shares '28

UK£45.76

Share Price '28

UK£45.76 Share Price '28

Discounted to 2025 @ 9.19% p.a.

UK£35.15

Fair Value '25