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Morgan Advanced Materials plcLSE:MGAM Rapporto sulle azioni

Cap. di mercato UK£700.8m
Prezzo delle azioni
n/a
1Y22.6%
7D5.2%
1D-0.4%
Valore del portafoglio
Vista

Morgan Advanced Materials plc

Report azionario LSE:MGAM

Capitalizzazione di mercato: UK£700.8m

Morgan Advanced Materials (MGAM) Panoramica del titolo

Morgan Advanced Materials plc produce e vende vari prodotti in carbonio e ceramica. Maggiori dettagli

MGAM analisi fondamentale
Punteggio fiocco di neve
Valutazione4/6
Crescita futura3/6
Prestazioni passate0/6
Salute finanziaria4/6
Dividendi3/6

MGAM Community Fair Values

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Concorrenti di Morgan Advanced Materials plc

Storia dei prezzi e prestazioni

Riepilogo dei massimi, dei minimi e delle variazioni dei prezzi delle azioni per Morgan Advanced Materials
Prezzi storici delle azioni
Prezzo attuale dell'azioneUK£2.53
Massimo di 52 settimaneUK£2.61
Minimo di 52 settimaneUK£1.80
Beta1.22
Variazione di 1 mese16.63%
Variazione a 3 mesi14.25%
Variazione di 1 anno22.57%
Variazione a 3 anni0.20%
Variazione a 5 anni-36.72%
Variazione dall'IPO9.31%

Notizie e aggiornamenti recenti

Aggiornamento narrativa Jun 22

MGAM: Higher Margins And Lower P/E Assumptions Will Support Future Upside

Morgan Advanced Materials' analyst price target has been cut by £0.25 per share, with analysts pointing to updated views on discount rates, revenue growth, profit margins and future P/E assumptions as key drivers of the change. What's in the News for Morgan Advanced Materials Morgan Advanced Materials has announced that Chief Financial Officer Richard Armitage plans to retire, with his departure from the role and the Board expected in the first half of 2027.
Aggiornamento narrativa Jun 03

MGAM: Higher Margins And Refined P/E Assumptions Will Drive Future Upside

The latest analyst price target for Morgan Advanced Materials has been refined to reflect mixed Street views, with Citi and Deutsche Bank lifting targets to £2.35 and £2.10 respectively, while Jefferies trims its target by £0.25, as analysts factor in updated assumptions on discount rates, revenue growth, profit margins and future P/E levels. Analyst Commentary Recent research shows a split in sentiment, with one investment bank trimming its price target while others refine their models upward.
Aggiornamento narrativa May 12

MGAM: Higher Margins And Refined P/E Assumptions Will Support Upside

The latest analyst work on Morgan Advanced Materials points to a modestly higher blended price target around £2.15 per share, reflecting both upward revisions from Citi and Deutsche Bank and a more cautious cut from Jefferies as analysts balance slightly adjusted assumptions for discount rates, revenue growth, margins and future P/E. Analyst Commentary Recent research on Morgan Advanced Materials shows a mixed but generally constructive tone, with several bullish analysts nudging price targets higher and one trimming expectations.
Aggiornamento narrativa Apr 26

MGAM: Higher P/E Assumptions And Refined Earnings Views Will Support Upside

Narrative Update: Morgan Advanced Materials The analyst price target for Morgan Advanced Materials has shifted within a range of around £2.10 to £2.35 per share, as analysts adjust their views in light of updated assumptions for discount rates, revenue growth, profit margins, and future P/E multiples. Analyst Commentary Recent Street research on Morgan Advanced Materials points to a mixed but generally supportive tone, with analysts refining their assumptions rather than changing their overall stance on the company.

Recent updates

Aggiornamento narrativa Jun 22

MGAM: Higher Margins And Lower P/E Assumptions Will Support Future Upside

Morgan Advanced Materials' analyst price target has been cut by £0.25 per share, with analysts pointing to updated views on discount rates, revenue growth, profit margins and future P/E assumptions as key drivers of the change. What's in the News for Morgan Advanced Materials Morgan Advanced Materials has announced that Chief Financial Officer Richard Armitage plans to retire, with his departure from the role and the Board expected in the first half of 2027.
Aggiornamento narrativa Jun 03

MGAM: Higher Margins And Refined P/E Assumptions Will Drive Future Upside

The latest analyst price target for Morgan Advanced Materials has been refined to reflect mixed Street views, with Citi and Deutsche Bank lifting targets to £2.35 and £2.10 respectively, while Jefferies trims its target by £0.25, as analysts factor in updated assumptions on discount rates, revenue growth, profit margins and future P/E levels. Analyst Commentary Recent research shows a split in sentiment, with one investment bank trimming its price target while others refine their models upward.
Aggiornamento narrativa May 12

MGAM: Higher Margins And Refined P/E Assumptions Will Support Upside

The latest analyst work on Morgan Advanced Materials points to a modestly higher blended price target around £2.15 per share, reflecting both upward revisions from Citi and Deutsche Bank and a more cautious cut from Jefferies as analysts balance slightly adjusted assumptions for discount rates, revenue growth, margins and future P/E. Analyst Commentary Recent research on Morgan Advanced Materials shows a mixed but generally constructive tone, with several bullish analysts nudging price targets higher and one trimming expectations.
Aggiornamento narrativa Apr 26

MGAM: Higher P/E Assumptions And Refined Earnings Views Will Support Upside

Narrative Update: Morgan Advanced Materials The analyst price target for Morgan Advanced Materials has shifted within a range of around £2.10 to £2.35 per share, as analysts adjust their views in light of updated assumptions for discount rates, revenue growth, profit margins, and future P/E multiples. Analyst Commentary Recent Street research on Morgan Advanced Materials points to a mixed but generally supportive tone, with analysts refining their assumptions rather than changing their overall stance on the company.
Aggiornamento narrativa Apr 11

MGAM: Higher Margin Assumptions And Mixed P E Views Will Support Upside

The analyst price target for Morgan Advanced Materials has been adjusted to reflect mixed recent research, with some firms lifting targets into the £2.10 to £2.65 range and others trimming estimates, as analysts reassess assumptions for growth, margins and future P/E multiples. Analyst Commentary Recent Street research around Morgan Advanced Materials shows a split set of views, with some bullish analysts lifting price targets and others trimming them, as they reassess the shares against updated expectations for growth, margins and future P/E multiples.
Aggiornamento narrativa Mar 26

MGAM: Higher Margin Assumptions And Refined P E Framework Will Support Upside

Narrative Update on Morgan Advanced Materials The analyst price target for Morgan Advanced Materials has been revised higher to £2.35 per share. This reflects analysts' updated assumptions on slightly higher revenue growth, improved profit margins, a modestly adjusted discount rate and a somewhat lower future P/E multiple.
Aggiornamento narrativa Mar 11

MGAM: Higher Implied P/E Framework Will Support Future Upside Potential

Analysts have lifted their average price targets for Morgan Advanced Materials to a range of about £2.10 to £2.65 per share, reflecting updated views on revenue growth, margins and an assumed future P/E of roughly 14x. Analyst Commentary Recent Street research on Morgan Advanced Materials has centered on price target adjustments in a relatively tight range, with reference points moving to £2.10 and £2.65 per share.
Aggiornamento narrativa Feb 23

MGAM: Refined Capital Allocation And Margin Assumptions Will Support Future Upside Potential

Analysts have raised their price target on Morgan Advanced Materials to £2.65, citing refinements to discount rate, revenue growth, profit margin and future P/E assumptions that keep estimated fair value broadly unchanged. Analyst Commentary Bullish analysts pointing to the £2.65 price target see the latest work on discount rate, revenue, profit margin and future P/E assumptions as a sign that their constructive view on Morgan Advanced Materials still holds, even as they fine tune the model inputs.
Aggiornamento narrativa Feb 08

MGAM: Portfolio Actions And Higher Margin Framework Will Support Future Upside Potential

Analysts have raised their price target on Morgan Advanced Materials to £2.65 per share, citing updated assumptions around the discount rate, profit margin, and future P/E ratio as the main drivers of the change. Analyst Commentary Recent Street research on Morgan Advanced Materials has centered on the updated price target of £2.65 per share, with bullish analysts highlighting how their refreshed assumptions feed into this valuation.
Aggiornamento narrativa Jan 25

MGAM: Future Portfolio Actions And Capital Discipline Will Support Upside Potential

Analysts have raised their price target on Morgan Advanced Materials to £2.65 per share, reflecting updated assumptions for fair value, discount rate, revenue growth, profit margin and future P/E. Analyst Commentary Bullish analysts see the revised £2.65 price target as a fresh reference point for what they view as fair value, based on updated assumptions for discount rate, revenue growth, profit margins and future P/E.
Aggiornamento narrativa Jan 09

MGAM: Future Capital Discipline And Portfolio Moves Will Support Upside Potential

Analysts have reduced their price target for Morgan Advanced Materials to £2.05 per share from £2.35, citing updated assumptions about fair value, discount rate, revenue growth, profit margin and future P/E. Analyst Commentary Recent research points to a more cautious stance on Morgan Advanced Materials, with the price target set at £2.05 per share and a Hold rating maintained.
Aggiornamento narrativa Dec 25

MGAM: Future Returns Will Reflect Lowered 205 GBp Outlook With Resilient Margins

Analysts have lowered their price target on Morgan Advanced Materials from 235 GBp to 205 GBp, reflecting a more cautious view on the company despite only marginal adjustments to the discount rate, revenue growth, profit margin and future P E assumptions. Analyst Commentary Bullish analysts note that the revised price target still implies some upside from current trading levels, suggesting that the market has already priced in a more conservative outlook for earnings and margins.
Aggiornamento narrativa Dec 11

MGAM: Future Returns Will Reflect Resilient Margins Despite Lowered Price Expectation

Analysts have lowered their price target on Morgan Advanced Materials by 30 GBp to 205 GBp, reflecting tempered expectations despite largely unchanged long term growth and profitability assumptions. Analyst Commentary Bullish analysts view the revised 205 GBp target as consistent with a fundamentally intact long term growth profile, arguing that the reduction mainly reflects near term recalibration rather than a structural downgrade to the company’s earnings power.
Aggiornamento narrativa Nov 26

MGAM: Future Performance Will Reflect Resilience Despite Revised Price Expectations

Narrative Update on Morgan Advanced Materials Analysts have lowered their price target for Morgan Advanced Materials from approximately £2.35 to £2.05. This change reflects recent reductions in growth expectations, profit margins, and fair value estimates.
Articolo di analisi Oct 06

Morgan Advanced Materials (LON:MGAM) Is Due To Pay A Dividend Of £0.054

Morgan Advanced Materials plc ( LON:MGAM ) has announced that it will pay a dividend of £0.054 per share on the 17th of...
Articolo di analisi Oct 04

Morgan Advanced Materials plc (LON:MGAM) Not Flying Under The Radar

When close to half the companies in the United Kingdom have price-to-earnings ratios (or "P/E's") below 16x, you may...
Aggiornamento narrativa Sep 04

Semiconductor Capacity Expansion And Decarbonization Will Unlock New Opportunities

Morgan Advanced Materials’ revenue growth forecasts have been revised downward from 2.6% to 2.3%, while valuation metrics such as Future P/E remain broadly stable, resulting in an unchanged consensus price target of £2.50. What's in the News RBC Capital has lowered its price target for Morgan Advanced Materials from 275 GBp to 250 GBp but maintained an Outperform rating (Periodicals).
Articolo di analisi Sep 03

Returns On Capital At Morgan Advanced Materials (LON:MGAM) Have Stalled

What trends should we look for it we want to identify stocks that can multiply in value over the long term? Amongst...
Articolo di analisi Aug 10

Morgan Advanced Materials plc (LON:MGAM) Half-Yearly Results: Here's What Analysts Are Forecasting For This Year

LSE:MGAM 1 Year Share Price vs Fair Value Explore Morgan Advanced Materials's Fair Values from the Community and select...
Articolo di analisi Aug 08

Morgan Advanced Materials plc's (LON:MGAM) Intrinsic Value Is Potentially 64% Above Its Share Price

Key Insights Using the 2 Stage Free Cash Flow to Equity, Morgan Advanced Materials fair value estimate is UK£3.21...
Articolo di analisi Apr 30

Is It Time To Consider Buying Morgan Advanced Materials plc (LON:MGAM)?

Morgan Advanced Materials plc ( LON:MGAM ), is not the largest company out there, but it saw a decent share price...
User avatar
Nuova narrativa Mar 19

Investment In Clean Energy And Healthcare Sectors Will Strengthen Future Prospects

The accelerated restructuring program, capital expenditure, and share buyback are poised to enhance profitability, operating margins, and earnings per share.
Articolo di analisi Mar 01

Morgan Advanced Materials plc's (LON:MGAM) Shares Not Telling The Full Story

Morgan Advanced Materials plc's ( LON:MGAM ) price-to-earnings (or "P/E") ratio of 12x might make it look like a buy...
Articolo di analisi Sep 23

Is Now An Opportune Moment To Examine Morgan Advanced Materials plc (LON:MGAM)?

Morgan Advanced Materials plc ( LON:MGAM ), might not be a large cap stock, but it received a lot of attention from a...
Articolo di analisi Sep 07

Here's Why Morgan Advanced Materials (LON:MGAM) Can Manage Its Debt Responsibly

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Articolo di analisi Aug 09

Morgan Advanced Materials (LON:MGAM) Is Due To Pay A Dividend Of £0.054

The board of Morgan Advanced Materials plc ( LON:MGAM ) has announced that it will pay a dividend of £0.054 per share...
Articolo di analisi May 24

Is There Now An Opportunity In Morgan Advanced Materials plc (LON:MGAM)?

While Morgan Advanced Materials plc ( LON:MGAM ) might not have the largest market cap around , it led the LSE gainers...
Articolo di analisi Apr 25

Here's What To Make Of Morgan Advanced Materials' (LON:MGAM) Decelerating Rates Of Return

What are the early trends we should look for to identify a stock that could multiply in value over the long term...
Articolo di analisi Mar 20

There May Be Reason For Hope In Morgan Advanced Materials' (LON:MGAM) Disappointing Earnings

Soft earnings didn't appear to concern Morgan Advanced Materials plc's ( LON:MGAM ) shareholders over the last week. We...
Articolo di analisi Dec 20

Here's Why Morgan Advanced Materials (LON:MGAM) Has A Meaningful Debt Burden

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Articolo di analisi Nov 04

Is It Too Late To Consider Buying Morgan Advanced Materials plc (LON:MGAM)?

Morgan Advanced Materials plc ( LON:MGAM ), is not the largest company out there, but it received a lot of attention...
Articolo di analisi Sep 10

Morgan Advanced Materials (LON:MGAM) Is Paying Out A Dividend Of £0.053

Morgan Advanced Materials plc's ( LON:MGAM ) investors are due to receive a payment of £0.053 per share on 17th of...
Articolo di analisi Aug 27

Morgan Advanced Materials (LON:MGAM) Has Affirmed Its Dividend Of £0.053

The board of Morgan Advanced Materials plc ( LON:MGAM ) has announced that it will pay a dividend of £0.053 per share...
Articolo di analisi Aug 08

Morgan Advanced Materials (LON:MGAM) Will Pay A Dividend Of £0.053

Morgan Advanced Materials plc's ( LON:MGAM ) investors are due to receive a payment of £0.053 per share on 17th of...
Articolo di analisi Jun 12

Does Morgan Advanced Materials (LON:MGAM) Have A Healthy Balance Sheet?

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Articolo di analisi Feb 08

A Look At The Fair Value Of Morgan Advanced Materials plc (LON:MGAM)

Today we will run through one way of estimating the intrinsic value of Morgan Advanced Materials plc ( LON:MGAM ) by...

Rendimenti per gli azionisti

MGAMGB MachineryGB Mercato
7D5.2%2.7%0.01%
1Y22.6%22.9%18.5%

Ritorno vs Industria: MGAM ha trovato corrispondenza nel UK Machinery che ha restituito 22.9 % nell'ultimo anno.

Rendimento vs Mercato: MGAM ha superato il mercato UK che ha restituito 18.5 % nell'ultimo anno.

Volatilità dei prezzi

Is MGAM's price volatile compared to industry and market?
MGAM volatility
MGAM Average Weekly Movement3.1%
Machinery Industry Average Movement5.2%
Market Average Movement5.1%
10% most volatile stocks in GB Market10.4%
10% least volatile stocks in GB Market2.7%

Prezzo delle azioni stabile: MGAM non ha avuto una volatilità dei prezzi significativa negli ultimi 3 mesi rispetto al mercato UK.

Volatilità nel tempo: La volatilità settimanale ( 3% ) di MGAM è rimasta stabile nell'ultimo anno.

Informazioni sull'azienda

FondatoI dipendentiAMMINISTRATORE DELEGATOSito web
18568,088Damien Cabywww.morganadvancedmaterials.com

Morgan Advanced Materials plc produce e vende vari prodotti in carbonio e ceramica. L'azienda opera attraverso i segmenti Thermal Products, Performance Carbon e Technical Ceramics. Il segmento Thermal Products produce prodotti, sistemi e soluzioni, come crogioli, prodotti per fonderia, prodotti per forni industriali, prodotti isolanti in fibra e microporosi, mattoni e malte da ardere e schermi termici utilizzati nella lavorazione industriale dei metalli, nei settori petrolchimico, del cemento, della ceramica e del vetro, nonché dai produttori di apparecchiature per applicazioni aerospaziali, automobilistiche, marine e domestiche.

Morgan Advanced Materials plc Riepilogo dei fondamenti

Come si confrontano gli utili e i ricavi di Morgan Advanced Materials con la sua capitalizzazione di mercato?
MGAM statistiche fondamentali
Capitalizzazione di mercatoUK£700.85m
Utili (TTM)-UK£6.20m
Ricavi(TTM)UK£1.01b
0.7x
Rapporto P/S
-112.6x
Rapporto P/E

Utili e ricavi

Statistiche chiave sulla redditività dall'ultima relazione sugli utili (TTM)
MGAM Conto economico (TTM)
RicaviUK£1.01b
Costo del fatturatoUK£919.70m
Profitto lordoUK£92.50m
Altre speseUK£98.70m
Utili-UK£6.20m

Ultimi utili riportati

Jun 30, 2026

Prossima data di guadagno

Aug 18, 2026

Utile per azione (EPS)-0.022
Margine lordo9.14%
Margine di profitto netto-0.61%
Rapporto debito/patrimonio netto101.1%

Come si è comportato MGAM nel lungo periodo?

Vedi performance storica e confronto

Dividendi

4.8%
Rendimento attuale del dividendo
-546%
Rapporto di remunerazione
Quando è necessario acquistare MGAM per ricevere un dividendo imminente?
Morgan Advanced Materials date dei dividendi
Data di stacco del dividendoOct 22 2026
Data di pagamento dei dividendiNov 17 2026
Giorni fino al dividendo Ex70 days
Giorni prima della data di pagamento dei dividendi96 days

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/08/12 18:01
Prezzo dell'azione a fine giornata2026/08/12 00:00
Utili2026/06/30
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina GitHub; abbiamo anche delle guide su come utilizzare i nostri report e dei tutorial su YouTube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Morgan Advanced Materials plc è coperta da 20 analisti. 7 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Jonathan HurnBarclays
Andrew SimmsBerenberg
Robert ChantryBerenberg