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Vesuvius plcLSE:VSVS 株式レポート

時価総額 UK£1.1b
株価
UK£4.64
UK£4.93
5.8% 割安 内在価値ディスカウント
1Y28.9%
7D1.7%
1D
ポートフォリオ価値
表示

Vesuvius plc

LSE:VSVS 株式レポート

時価総額:UK£1.1b

Vesuvius(VSVS)株式概要

Vesuvius plcは、世界中の鉄鋼および鋳造業界に溶融金属のフローエンジニアリングと技術サービスを提供しています。 詳細

VSVS ファンダメンタル分析
スノーフレーク・スコア
評価4/6
将来の成長3/6
過去の実績0/6
財務の健全性4/6
配当金2/6

VSVS Community Fair Values

Create Narrative

See what 29 others think this stock is worth. Follow their fair value or set your own to get alerts.

Vesuvius plc 競合他社

価格と性能

株価の高値、安値、推移の概要Vesuvius
過去の株価
現在の株価UK£4.64
52週高値UK£5.08
52週安値UK£3.23
ベータ1.15
1ヶ月の変化7.75%
3ヶ月変化-7.05%
1年変化28.87%
3年間の変化10.84%
5年間の変化-19.76%
IPOからの変化-95.62%

最新ニュース

ナラティブの更新 May 21

VSVS: Future Returns Will Reflect Balanced Views On Risks And Execution

Vesuvius's analyst price target has been adjusted, with one recent move cutting the target by £0.20 and another lifting it to £4.40, as analysts factor in updated assumptions on discount rates, revenue growth and profit margins. Analyst Commentary Recent research points to a mixed but cautious tone around Vesuvius, with price targets adjusted both up and down as analysts reassess assumptions on growth, margins and discount rates.
ナラティブの更新 May 06

VSVS: Higher Fair Value Assumptions Will Support More Constructive Price Reassessment

Narrative Update on Vesuvius The analyst price target for Vesuvius has been adjusted to reflect a mixed set of recent views, including a £0.20 reduction from Jefferies and an increase to £4.40 from £3.90 at JPMorgan. Analysts attribute these changes to updated assumptions around fair value, discount rate, revenue growth, profit margin and future P/E.
ナラティブの更新 Apr 22

VSVS: Future Returns Will Balance Execution Risks And Fine Tuned Expectations

Vesuvius's analyst price target has been fine tuned within a range framed by JPMorgan's earlier move to £4.40 and Jefferies' later £0.20 cut, as analysts weigh slightly higher long term growth and margin assumptions against updated risk and discount rate inputs. Analyst Commentary Recent Street research points to a mixed but careful stance on Vesuvius, with targets and ratings being fine tuned rather than reset.
ナラティブの更新 Apr 07

VSVS: Higher Fair Value Assumptions Will Support More Constructive Outlook

Vesuvius moves into this Narrative Update with a modestly higher fair value estimate, reinforced by a series of analyst price target increases, including a shift from £3.90 to £4.40 that reflects updated views on its growth, profitability and P/E assumptions. Analyst Commentary Recent Street research points to a more constructive stance on Vesuvius, with higher price targets and at least one upgrade feeding into the modestly higher fair value estimate.

Recent updates

ナラティブの更新 May 21

VSVS: Future Returns Will Reflect Balanced Views On Risks And Execution

Vesuvius's analyst price target has been adjusted, with one recent move cutting the target by £0.20 and another lifting it to £4.40, as analysts factor in updated assumptions on discount rates, revenue growth and profit margins. Analyst Commentary Recent research points to a mixed but cautious tone around Vesuvius, with price targets adjusted both up and down as analysts reassess assumptions on growth, margins and discount rates.
ナラティブの更新 May 06

VSVS: Higher Fair Value Assumptions Will Support More Constructive Price Reassessment

Narrative Update on Vesuvius The analyst price target for Vesuvius has been adjusted to reflect a mixed set of recent views, including a £0.20 reduction from Jefferies and an increase to £4.40 from £3.90 at JPMorgan. Analysts attribute these changes to updated assumptions around fair value, discount rate, revenue growth, profit margin and future P/E.
ナラティブの更新 Apr 22

VSVS: Future Returns Will Balance Execution Risks And Fine Tuned Expectations

Vesuvius's analyst price target has been fine tuned within a range framed by JPMorgan's earlier move to £4.40 and Jefferies' later £0.20 cut, as analysts weigh slightly higher long term growth and margin assumptions against updated risk and discount rate inputs. Analyst Commentary Recent Street research points to a mixed but careful stance on Vesuvius, with targets and ratings being fine tuned rather than reset.
ナラティブの更新 Apr 07

VSVS: Higher Fair Value Assumptions Will Support More Constructive Outlook

Vesuvius moves into this Narrative Update with a modestly higher fair value estimate, reinforced by a series of analyst price target increases, including a shift from £3.90 to £4.40 that reflects updated views on its growth, profitability and P/E assumptions. Analyst Commentary Recent Street research points to a more constructive stance on Vesuvius, with higher price targets and at least one upgrade feeding into the modestly higher fair value estimate.
ナラティブの更新 Mar 24

VSVS: Neutral Stance Will Balance Higher Price Assumptions With Execution Risks

Analysts have lifted the price target on Vesuvius by £0.50 to £4.40, citing updated assumptions around fair value, revenue growth, profit margin and future P/E that support a higher valuation despite a slightly higher discount rate. Analyst Commentary Recent research points to a more measured stance on Vesuvius.
ナラティブの更新 Mar 10

VSVS: Upgraded Views On Discount Rates Will Support Undervalued Outlook

Analyst price targets for Vesuvius have shifted higher, with one firm lifting its view by £0.60. Analysts highlight refreshed assumptions around discount rates, long run revenue growth, profit margins and future P/E multiples.
ナラティブの更新 Feb 23

VSVS: Recent Upgrade Momentum Will Support A Balanced Fairly Valued Outlook

The analyst price target for Vesuvius has been raised by £0.60, with analysts highlighting recent upgrades and supportive research commentary as key factors behind this adjustment. Analyst Commentary Bullish Takeaways Bullish analysts view the recent £0.60 price target adjustment as a sign that their expectations for execution and earnings power are being recalibrated upward, which they see as supportive for the current valuation framework.
ナラティブの更新 Feb 08

VSVS: Robust Q3 Update And 2025 Guidance Will Support Mixed Rating Reactions

Our updated view on Vesuvius edges the fair value estimate slightly higher to 4.76. This reflects a series of recent analyst price target increases to £4.40, £4.60 and £5.50, supported by what they describe as a robust Q3 trading update and a fresh upgrade at a major European bank.
分析記事 Jan 24

Returns At Vesuvius (LON:VSVS) Appear To Be Weighed Down

There are a few key trends to look for if we want to identify the next multi-bagger. Amongst other things, we'll want...
ナラティブの更新 Jan 23

VSVS: Robust Q3 Update And 2025 Guidance Will Shape Balanced Repricing Outlook

Analysts have nudged their price targets on Vesuvius higher, reflected in our fair value estimate moving from 4.57 to 4.75. This is supported by recent target increases from Jefferies, Deutsche Bank, Berenberg, BNP Paribas and JPMorgan, alongside slightly adjusted assumptions for revenue growth, discount rate, profit margin and future P/E.
ナラティブの更新 Jan 09

VSVS: Robust Q3 Update And 2025 Guidance Will Support Balanced Repricing Potential

Our analyst price target for Vesuvius has edged higher to reflect a mix of revised Street targets, with some firms trimming expectations and others lifting theirs into the £4.40 to £5.50 range, as analysts respond to recent Q3 trading commentary and updated company outlooks. Analyst Commentary Recent Street research on Vesuvius shows a mix of higher and lower price targets, with views split between those who see the recent Q3 trading update as supportive for the equity story and those who prefer to stay cautious on execution and valuation.
ナラティブの更新 Dec 19

VSVS Robust Q3 Update Will Support Higher Earnings And Repricing Potential

The analyst price target for Vesuvius has been nudged higher, supported by analysts citing a robust Q3 trading update and a cluster of upward revisions that now range from about 340 GBp to 550 GBp. Analyst Commentary Analysts remain divided on the near term outlook for Vesuvius, with a cluster of recent target changes reflecting both confidence in the company’s execution and lingering caution around the cyclical backdrop. Bullish Takeaways Bullish analysts highlight the step up in price targets toward the mid 400s GBp and above as evidence that the market is starting to recognise improved earnings power and cash generation.
ナラティブの更新 Dec 04

VSVS Robust Trading Update Will Support Higher Earnings And Rerating Potential

Our analyst price target for Vesuvius has increased modestly to reflect a fair value revision from 4.39 to 4.57. This aligns with analysts' higher GBP-based targets following stronger revenue growth expectations, despite a slightly higher discount rate and marginally lower profit margin assumptions.
分析記事 Oct 26

Vesuvius plc's (LON:VSVS) Shares Not Telling The Full Story

With a price-to-earnings (or "P/E") ratio of 13.1x Vesuvius plc ( LON:VSVS ) may be sending bullish signals at the...
分析記事 May 13

What Is Vesuvius plc's (LON:VSVS) Share Price Doing?

While Vesuvius plc ( LON:VSVS ) might not have the largest market cap around , it saw a double-digit share price rise...
分析記事 Apr 10

Vesuvius (LON:VSVS) Will Pay A Larger Dividend Than Last Year At £0.164

Vesuvius plc ( LON:VSVS ) has announced that it will be increasing its dividend from last year's comparable payment on...
User avatar
新しいナラティブ Mar 09

R&D Investments And Global Expansion Will Strengthen Steel Division's Market Position

Strategic market share gains and product innovations are expected to drive revenue and margin growth in key regions and divisions.
分析記事 Mar 09

Vesuvius (LON:VSVS) Has Announced That It Will Be Increasing Its Dividend To £0.164

Vesuvius plc ( LON:VSVS ) will increase its dividend from last year's comparable payment on the 6th of June to £0.164...
分析記事 Dec 24

Here's Why Vesuvius (LON:VSVS) Can Manage Its Debt Responsibly

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
分析記事 Dec 05

Vesuvius plc's (LON:VSVS) Prospects Need A Boost To Lift Shares

Vesuvius plc's ( LON:VSVS ) price-to-earnings (or "P/E") ratio of 10.6x might make it look like a buy right now...
分析記事 Oct 24

Should You Investigate Vesuvius plc (LON:VSVS) At UK£3.68?

Vesuvius plc ( LON:VSVS ), might not be a large cap stock, but it received a lot of attention from a substantial price...
分析記事 Sep 27

Returns At Vesuvius (LON:VSVS) Appear To Be Weighed Down

If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Amongst other...
分析記事 Sep 07

We Think Vesuvius (LON:VSVS) Can Stay On Top Of Its Debt

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...
分析記事 Aug 04

Vesuvius (LON:VSVS) Is Due To Pay A Dividend Of £0.071

Vesuvius plc ( LON:VSVS ) has announced that it will pay a dividend of £0.071 per share on the 13th of September. This...
分析記事 Aug 03

Investors Aren't Entirely Convinced By Vesuvius plc's (LON:VSVS) Earnings

When close to half the companies in the United Kingdom have price-to-earnings ratios (or "P/E's") above 17x, you may...
分析記事 May 03

Does Vesuvius (LON:VSVS) Have A Healthy Balance Sheet?

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
分析記事 Apr 04

Vesuvius' (LON:VSVS) Upcoming Dividend Will Be Larger Than Last Year's

The board of Vesuvius plc ( LON:VSVS ) has announced that the dividend on 31st of May will be increased to £0.162...
分析記事 Mar 03

Vesuvius plc (LON:VSVS) Yearly Results Just Came Out: Here's What Analysts Are Forecasting For This Year

Shareholders might have noticed that Vesuvius plc ( LON:VSVS ) filed its annual result this time last week. The early...
分析記事 Feb 20

At UK£4.97, Is Vesuvius plc (LON:VSVS) Worth Looking At Closely?

While Vesuvius plc ( LON:VSVS ) might not have the largest market cap around , it led the LSE gainers with a relatively...
分析記事 Nov 23

Vesuvius plc's (LON:VSVS) Intrinsic Value Is Potentially 28% Above Its Share Price

Key Insights Using the 2 Stage Free Cash Flow to Equity, Vesuvius fair value estimate is UK£5.48 Current share price of...
分析記事 Nov 03

The Returns At Vesuvius (LON:VSVS) Aren't Growing

What trends should we look for it we want to identify stocks that can multiply in value over the long term? In a...
分析記事 Oct 09

Vesuvius (LON:VSVS) Has A Pretty Healthy Balance Sheet

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
分析記事 Sep 23

Should You Investigate Vesuvius plc (LON:VSVS) At UK£4.48?

While Vesuvius plc ( LON:VSVS ) might not be the most widely known stock at the moment, it saw a decent share price...
分析記事 Jul 30

Vesuvius (LON:VSVS) Will Pay A Larger Dividend Than Last Year At £0.068

The board of Vesuvius plc ( LON:VSVS ) has announced that the dividend on 15th of September will be increased to...
分析記事 May 22

Vesuvius (LON:VSVS) Is Doing The Right Things To Multiply Its Share Price

If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
分析記事 May 03

Should You Think About Buying Vesuvius plc (LON:VSVS) Now?

Vesuvius plc ( LON:VSVS ), might not be a large cap stock, but it received a lot of attention from a substantial price...
分析記事 Apr 05

Vesuvius' (LON:VSVS) Dividend Will Be Increased To £0.1575

Vesuvius plc ( LON:VSVS ) has announced that it will be increasing its periodic dividend on the 31st of May to £0.1575...
分析記事 Mar 01

Is Now The Time To Put Vesuvius (LON:VSVS) On Your Watchlist?

It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
分析記事 Dec 23

Vesuvius plc (LON:VSVS) Shares Could Be 30% Below Their Intrinsic Value Estimate

In this article we are going to estimate the intrinsic value of Vesuvius plc ( LON:VSVS ) by taking the expected future...
分析記事 Dec 09

Vesuvius (LON:VSVS) Seems To Use Debt Quite Sensibly

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
分析記事 Nov 05

When Should You Buy Vesuvius plc (LON:VSVS)?

Vesuvius plc ( LON:VSVS ), might not be a large cap stock, but it saw a decent share price growth in the teens level on...
分析記事 Oct 20

Returns Are Gaining Momentum At Vesuvius (LON:VSVS)

Did you know there are some financial metrics that can provide clues of a potential multi-bagger? In a perfect world...
分析記事 Sep 13

Vesuvius plc's (LON:VSVS) Intrinsic Value Is Potentially 27% Above Its Share Price

Today we'll do a simple run through of a valuation method used to estimate the attractiveness of Vesuvius plc...

株主還元

VSVSGB MachineryGB 市場
7D1.7%1.9%0.08%
1Y28.9%16.7%19.1%

業界別リターン: VSVS過去 1 年間で16.7 % の収益を上げたUK Machinery業界を上回りました。

リターン対市場: VSVS過去 1 年間で19.1 % の収益を上げたUK市場を上回りました。

価格変動

Is VSVS's price volatile compared to industry and market?
VSVS volatility
VSVS Average Weekly Movement5.6%
Machinery Industry Average Movement5.6%
Market Average Movement5.7%
10% most volatile stocks in GB Market11.9%
10% least volatile stocks in GB Market3.1%

安定した株価: VSVS 、 UK市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。

時間の経過による変動: VSVSの 週次ボラティリティ ( 6% ) は過去 1 年間安定しています。

会社概要

設立従業員CEO(最高経営責任者ウェブサイト
191611,146Patrick Georges Andrewww.vesuvius.com

Vesuvius plc は、世界中の鉄鋼および鋳造業界に溶融金属フローエンジニアリングと技術サービスを提供している。Steel Flow Control、Steel Advanced Refractories、Steel Sensors & Probes、Foundryの各セグメントで事業を展開。断熱スリーブ、発熱スリーブ、高発熱スリーブなどのフィーダースリーブやライザー、ボード、リッド、パウダーを提供。また、高生産鋳造ジョブ、鋳造コーティング装置、特殊鋳造コーティングを構成する砂型および中子用コーティング、鉄鋼、非鉄鋳物用フィルターおよびゲートシステム、金属処理製品、耐火物ライニング、鉄鋼鋳造用の炉ライニング、取鍋ライニング、ストッパーおよびノズルなどの流量制御製品、永久鋳型鋳造用ダイコーティング、SalamanderおよびNoltinaブランドのるつぼおよびレトルトも提供している。さらに、自己硬化性バインダー、エステル硬化性ケイ酸塩、ガス硬化性バインダー、熱硬化性樹脂などの有機・無機鋳型・中子バインダーシステム、離型剤・離型剤、接着剤・シーリング剤、砂添加剤などの補助製品も提供している。さらに、鋳造サービスとサポートも提供している。以前はベスビアス・テクノロジーズplcとして知られ、2012年10月にベスビアスplcに社名変更した。ベスビアスplcは1916年に設立され、英国ロンドンに本社を置いている。

Vesuvius plc 基礎のまとめ

Vesuvius の収益と売上を時価総額と比較するとどうか。
VSVS 基礎統計学
時価総額UK£1.13b
収益(TTM)UK£52.20m
売上高(TTM)UK£1.81b
21.9x
PER(株価収益率
0.6x
P/Sレシオ

収益と収入

最新の決算報告書(TTM)に基づく主な収益性統計
VSVS 損益計算書(TTM)
収益UK£1.81b
売上原価UK£1.35b
売上総利益UK£460.70m
その他の費用UK£408.50m
収益UK£52.20m

直近の収益報告

Dec 31, 2025

次回決算日

Jul 30, 2026

一株当たり利益(EPS)0.21
グロス・マージン25.46%
純利益率2.88%
有利子負債/自己資本比率48.8%

VSVS の長期的なパフォーマンスは?

過去の実績と比較を見る

配当金

5.1%
現在の配当利回り
112%
配当性向

VSVS 配当は確実ですか?

VSVS 配当履歴とベンチマークを見る
VSVS 、いつまでに購入すれば配当金を受け取れますか?
Vesuvius 配当日
配当落ち日May 28 2026
配当支払日Jul 06 2026
配当落ちまでの日数2 days
配当支払日までの日数37 days

VSVS 配当は確実ですか?

VSVS 配当履歴とベンチマークを見る

企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/05/29 20:46
終値2026/05/29 00:00
収益2025/12/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Vesuvius plc 10 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。23

アナリスト機関
Jonathan HurnBarclays
Nick WebsterBarclays
James BaylissBerenberg