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Essentra plcLSE:ESNT Stock Report

Market Cap UK£320.8m
Share Price
UK£1.12
My Fair Value
UK£2.07
45.6% undervalued intrinsic discount
1Y-26.5%
7D3.5%
Portfolio Value
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Essentra plc

LSE:ESNT Stock Report

Market Cap: UK£320.8m

Essentra (ESNT) Stock Overview

Engages in the manufacturing and distribution of plastic injection moulded, vinyl dip moulded, and metal items in Europe, the Middle East, Africa, the Americas, and the Asia Pacific. More details

ESNT fundamental analysis
Snowflake Score
Valuation2/6
Future Growth4/6
Past Performance4/6
Financial Health5/6
Dividends3/6

Rewards

Trading at 43.7% below our estimate of its fair value

Earnings are forecast to grow 41.11% per year

Earnings grew by 1466.7% over the past year

Risk Analysis

Unstable dividend track record

Large one-off items impacting financial results


ESNT Community Fair Values

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See what 8 others think this stock is worth. Follow their fair value or set your own to get alerts.

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Essentra

Tightening Regulations And Rising Costs Will Erode Margins

Key Takeaways Increasing regulation and rapid industry adoption of alternative materials threaten Essentra's core business, weakening pricing power and compressing margins. Persistent excess manufacturing capacity and slow compliance adaptation risk elevated costs, especially amid economic downturns and evolving environmental standards.
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UK£1.7
FV
33.9% undervalued intrinsic discount
3.87%
Revenue growth p.a.
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1users have followed this narrative
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Essentra

Digitalisation And Nearshoring Will Transform Global Manufacturing

Key Takeaways Rapid margin gains and organic growth are expected from operational leverage, cross-selling momentum, and early pricing power outperformance. Sustainability initiatives and local manufacturing uniquely position Essentra for market share gains, regulatory alignment, and premium product expansion.
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UK£3.12
FV
64.0% undervalued intrinsic discount
6.34%
Revenue growth p.a.
0users have liked this narrative
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0users have followed this narrative
ESNT logo
Essentra

E-commerce And Sustainability Will Drive Global Packaging Expansion

Key Takeaways Strategic positioning in high-growth, sustainability-focused markets and innovation in eco-friendly products strengthen revenue prospects and margin potential. Operational efficiencies, digital pricing tools, and targeted M&A enhance cost control and support long-term earnings growth and geographic expansion.
View narrative
UK£2.07
FV
45.6% undervalued intrinsic discount
4.30%
Revenue growth p.a.
0users have liked this narrative
0users have commented on this narrative
3users have followed this narrative
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Essentra plc Competitors

Price History & Performance

Summary of share price highs, lows and changes for Essentra
Historical stock prices
Current Share PriceUK£1.12
52 Week HighUK£1.60
52 Week LowUK£0.89
Beta0.99
1 Month Change8.49%
3 Month Change7.87%
1 Year Change-26.54%
3 Year Change-50.04%
5 Year Change-54.42%
Change since IPO-51.55%

Recent News & Updates

We Think You Should Be Aware Of Some Concerning Factors In Essentra's (LON:ESNT) Earnings

Aug 08
We Think You Should Be Aware Of Some Concerning Factors In Essentra's (LON:ESNT) Earnings

Essentra (LON:ESNT) Is Paying Out Less In Dividends Than Last Year

Aug 01
Essentra (LON:ESNT) Is Paying Out Less In Dividends Than Last Year

Recent updates

We Think You Should Be Aware Of Some Concerning Factors In Essentra's (LON:ESNT) Earnings

Aug 08
We Think You Should Be Aware Of Some Concerning Factors In Essentra's (LON:ESNT) Earnings

Essentra (LON:ESNT) Is Paying Out Less In Dividends Than Last Year

Aug 01
Essentra (LON:ESNT) Is Paying Out Less In Dividends Than Last Year

These 4 Measures Indicate That Essentra (LON:ESNT) Is Using Debt Reasonably Well

Jun 27
These 4 Measures Indicate That Essentra (LON:ESNT) Is Using Debt Reasonably Well

Essentra (LON:ESNT) Is Due To Pay A Dividend Of £0.0155

Apr 05
Essentra (LON:ESNT) Is Due To Pay A Dividend Of £0.0155
User avatar

Investments In Digitalization And Sustainability Will Expand Product Offerings And Strengthen Customer Retention

Strategic acquisitions and focus on efficiencies are enhancing Essentra's revenue streams and improving margins, aiding organic growth.

Essentra (LON:ESNT) Has Announced A Dividend Of £0.0155

Mar 22
Essentra (LON:ESNT) Has Announced A Dividend Of £0.0155

Essentra plc (LON:ESNT) Shares Could Be 42% Below Their Intrinsic Value Estimate

Sep 20
Essentra plc (LON:ESNT) Shares Could Be 42% Below Their Intrinsic Value Estimate

We Think You Should Be Aware Of Some Concerning Factors In Essentra's (LON:ESNT) Earnings

Mar 27
We Think You Should Be Aware Of Some Concerning Factors In Essentra's (LON:ESNT) Earnings

Essentra (LON:ESNT) Is Reducing Its Dividend To £0.012

Aug 19
Essentra (LON:ESNT) Is Reducing Its Dividend To £0.012

Essentra plc (LON:ESNT) Shares Could Be 26% Above Their Intrinsic Value Estimate

Feb 03
Essentra plc (LON:ESNT) Shares Could Be 26% Above Their Intrinsic Value Estimate

Essentra (LON:ESNT) Has A Somewhat Strained Balance Sheet

Dec 24
Essentra (LON:ESNT) Has A Somewhat Strained Balance Sheet

Estimating The Intrinsic Value Of Essentra plc (LON:ESNT)

Nov 03
Estimating The Intrinsic Value Of Essentra plc (LON:ESNT)

Essentra's (LON:ESNT) Shareholders Will Receive A Bigger Dividend Than Last Year

Sep 11
Essentra's (LON:ESNT) Shareholders Will Receive A Bigger Dividend Than Last Year

Essentra (LON:ESNT) Will Pay A Larger Dividend Than Last Year At £0.023

Aug 20
Essentra (LON:ESNT) Will Pay A Larger Dividend Than Last Year At £0.023

Is It Too Late To Consider Buying Essentra plc (LON:ESNT)?

Jul 14
Is It Too Late To Consider Buying Essentra plc (LON:ESNT)?

Returns On Capital At Essentra (LON:ESNT) Paint A Concerning Picture

Jun 14
Returns On Capital At Essentra (LON:ESNT) Paint A Concerning Picture

Are Investors Undervaluing Essentra plc (LON:ESNT) By 41%?

May 25
Are Investors Undervaluing Essentra plc (LON:ESNT) By 41%?

Here's Why Essentra (LON:ESNT) Can Manage Its Debt Responsibly

May 07
Here's Why Essentra (LON:ESNT) Can Manage Its Debt Responsibly

Shareholder Returns

ESNTGB ChemicalsGB Market
7D3.5%3.5%3.0%
1Y-26.5%-2.9%15.8%

Return vs Industry: ESNT underperformed the UK Chemicals industry which returned -2.9% over the past year.

Return vs Market: ESNT underperformed the UK Market which returned 15.8% over the past year.

Price Volatility

Is ESNT's price volatile compared to industry and market?
ESNT volatility
ESNT Average Weekly Movement4.0%
Chemicals Industry Average Movement6.6%
Market Average Movement4.8%
10% most volatile stocks in GB Market10.6%
10% least volatile stocks in GB Market2.6%

Stable Share Price: ESNT has not had significant price volatility in the past 3 months compared to the UK market.

Volatility Over Time: ESNT's weekly volatility (4%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
20053,000Scott Morgan Fawcettwww.essentraplc.com

Essentra plc engages in the manufacturing and distribution of plastic injection moulded, vinyl dip moulded, and metal items in Europe, the Middle East, Africa, the Americas, and the Asia Pacific. The company offers electronic products, such as cable management, PCB hardware, fiber management, cable ties and clips, and motion control and power transmissions; and fasteners, including nuts and washers, rivets and panel fastening, rods and screws, spacers and standoffs, and point of sale products. It also provides machine and hardware products comprising workholding products; feet, castors, and glides; handles, grips, and knobs, clamping handles and indexing levers; handwheels and cranks; and industrial pins, plungers, and lanyards.

Essentra plc Fundamentals Summary

How do Essentra's earnings and revenue compare to its market cap?
ESNT fundamental statistics
Market capUK£320.76m
Earnings (TTM)UK£9.40m
Revenue (TTM)UK£295.10m
34.1x
P/E Ratio
1.1x
P/S Ratio

Is ESNT overvalued?

See Fair Value and valuation analysis

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
ESNT income statement (TTM)
RevenueUK£295.10m
Cost of RevenueUK£165.60m
Gross ProfitUK£129.50m
Other ExpensesUK£120.10m
EarningsUK£9.40m

Last Reported Earnings

Jun 30, 2025

Next Earnings Date

n/a

Earnings per share (EPS)0.033
Gross Margin43.88%
Net Profit Margin3.19%
Debt/Equity Ratio41.6%

How did ESNT perform over the long term?

See historical performance and comparison

Dividends

2.5%
Current Dividend Yield
72%
Payout Ratio

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/10/26 10:06
End of Day Share Price 2025/10/24 00:00
Earnings2025/06/30
Annual Earnings2024/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Essentra plc is covered by 15 analysts. 6 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Calum BattersbyBerenberg
James BaylissBerenberg
Michael O'BrienCanaccord Genuity