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Smiths Group plcLSE:SMIN 주식 보고서

시가총액 UK£7.6b
주가
UK£25.06
UK£27.9
10.2% 저평가 내재 할인율
1Y13.0%
7D1.7%
1D
포트폴리오 가치
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Smiths Group plc

LSE:SMIN 주식 리포트

시가총액: UK£7.6b

Smiths Group (SMIN) 주식 개요

스미스 그룹은 미주, 유럽, 아시아 태평양 및 전 세계에서 산업 기술 회사로 운영되고 있습니다. 자세히 보기

SMIN 펀더멘털 분석
스노우플레이크 점수
가치 평가0/6
미래 성장0/6
과거 실적3/6
재무 건전성4/6
배당3/6

SMIN Community Fair Values

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Smiths Group plc 경쟁사

가격 이력 및 성과

Smiths Group 주가의 최고가, 최저가 및 변동 요약
과거 주가
현재 주가UK£25.06
52주 최고가UK£27.46
52주 최저가UK£20.88
베타0.73
1개월 변동-3.62%
3개월 변동-3.39%
1년 변동12.98%
3년 변동51.01%
5년 변동55.85%
IPO 이후 변동3,654.32%

최근 뉴스 및 업데이트

내러티브 업데이트 May 24

SMIN: Higher Margin Outlook And Cash Returns Will Support Bullish Repricing

Smiths Group's analyst fair value estimate has edged down from £28.11 to £27.90, with recent price target trims from £29.00 to £27.50 and from £28.30 to £28.10, reflecting analysts' more cautious expectations ahead of a Q3 trading update and growth assumptions that sit below prior consensus. Analyst Commentary Recent Street research on Smiths Group highlights a mix of optimism around the company’s long term positioning and caution around nearer term execution and growth assumptions, which is feeding into slightly lower valuation targets.
분석 기사 May 13

With EPS Growth And More, Smiths Group (LON:SMIN) Makes An Interesting Case

The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
내러티브 업데이트 Apr 11

SMIN: Margin Outlook And Raised P/E Assumptions Will Support Bullish Repricing

Analysts have kept their fair value estimate steady at £28.11 per share. Recent changes in price targets, including cuts and raises around £90 to £210 alongside a more Neutral stance from some firms, reflect a more balanced view on Smiths Group's growth outlook.

Recent updates

내러티브 업데이트 May 24

SMIN: Higher Margin Outlook And Cash Returns Will Support Bullish Repricing

Smiths Group's analyst fair value estimate has edged down from £28.11 to £27.90, with recent price target trims from £29.00 to £27.50 and from £28.30 to £28.10, reflecting analysts' more cautious expectations ahead of a Q3 trading update and growth assumptions that sit below prior consensus. Analyst Commentary Recent Street research on Smiths Group highlights a mix of optimism around the company’s long term positioning and caution around nearer term execution and growth assumptions, which is feeding into slightly lower valuation targets.
분석 기사 May 13

With EPS Growth And More, Smiths Group (LON:SMIN) Makes An Interesting Case

The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
내러티브 업데이트 Apr 11

SMIN: Margin Outlook And Raised P/E Assumptions Will Support Bullish Repricing

Analysts have kept their fair value estimate steady at £28.11 per share. Recent changes in price targets, including cuts and raises around £90 to £210 alongside a more Neutral stance from some firms, reflect a more balanced view on Smiths Group's growth outlook.
내러티브 업데이트 Mar 27

SMIN: Margin Progress And Higher P/E Will Shape Bullish Rerating

The latest narrative on Smiths Group reflects a slightly lower analyst price target of £28.11 from £28.29, as analysts factor in more cautious revenue growth assumptions along with marginally higher discount rates, partly offset by expectations for stronger profit margins and a steady future P/E profile. Analyst Commentary Recent Street research on Smiths Group shows a mix of optimism and caution, with changes in ratings and price targets clustering around differing views on growth, execution and how much investors should pay for the shares.
내러티브 업데이트 Mar 13

SMIN: Margin Delivery And Richer P/E Multiple Will Shape Bullish Outlook

Analysts have nudged their fair value estimate for Smiths Group slightly higher to about £28.29, reflecting mixed Street views that combine a lower discount rate and firmer margin expectations with more cautious revenue growth assumptions and a higher future P/E multiple. Analyst Commentary Street research on Smiths Group points to a split view, with some analysts more optimistic on execution and valuation, and others taking a step back based on their growth assumptions.
내러티브 업데이트 Feb 26

SMIN: Recent Rating Upgrades And Tech Milestone Will Shape Balanced Outlook

Analyst price targets for Smiths Group have been raised by around £0.90 to £1.00 per share, with analysts pointing to recent target increases and an upgrade in Street research as support for the updated view. Analyst Commentary Recent Street research on Smiths Group has focused on refreshed price targets and an upgrade in formal ratings, giving investors more information on how the market is thinking about valuation, execution and growth potential.
내러티브 업데이트 Feb 09

SMIN: Buyback Commitment And Upgrades Will Shape Balanced Risk Reward Profile

Our updated view nudges Smiths Group's fair value estimate to £28.16 per share, with analysts pointing to recent price target increases at several banks and slightly firmer margin and P/E assumptions as key supports for this change. Analyst Commentary Recent Street research has been broadly supportive of Smiths Group, with several banks adjusting price targets upward and one major house upgrading its rating.
분석 기사 Jan 28

Does Smiths Group (LON:SMIN) Deserve A Spot On Your Watchlist?

Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
내러티브 업데이트 Jan 25

SMIN: Buybacks And Upgrade Support Balanced Future Risk Return Potential

Narrative Update on Smiths Group Analysts have lifted their fair value estimate for Smiths Group from £26.67 to about £27.11 per share, citing updated assumptions on discount rate, revenue growth, profit margin and future P/E, alongside recent supportive research including an upgrade from the Street. Analyst Commentary Recent Street commentary around Smiths Group focuses on how the updated fair value estimate aligns with the company’s ability to execute on its plan and justify current valuation assumptions.
내러티브 업데이트 Jan 11

SMIN: Buybacks And Disposal Proceeds Will Support Measured Future Upside Potential

Analysts have raised their price target on Smiths Group to £28.20 from £27.00, citing updated assumptions around fair value, discount rate, revenue growth, profit margin and future P/E that together support a slightly higher valuation framework. Analyst Commentary Bullish Takeaways Bullish analysts view the move to a £28.20 price target as consistent with a higher fair value framework that reflects updated assumptions on revenue growth, profit margin and future P/E.
분석 기사 Dec 23

Smiths Group (LON:SMIN) Has A Pretty Healthy Balance Sheet

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
내러티브 업데이트 Dec 20

SMIN: Share Buybacks And Margin Discipline Will Support Future Upside Potential

Analysts have modestly raised their price target on Smiths Group to £28.20 from £27.00, citing a slightly lower discount rate, marginally higher expected profit margins, and a small uptick in the assumed future price to earnings multiple despite softer projected revenue growth. Analyst Commentary Bullish Takeaways Bullish analysts view the higher price target of 2,820 GBp as evidence that the risk adjusted valuation remains attractive despite tempered revenue expectations.
내러티브 업데이트 Dec 06

SMIN: Share Buyback And Margin Expansion Will Drive Medium Term Upside

Analysts have nudged their price target on Smiths Group higher to about £26.77 from £25.73, citing a modestly stronger profit margin outlook and a slightly higher long term valuation multiple, despite marginally softer revenue growth expectations. Analyst Commentary Recent Street research reflects a generally constructive stance on Smiths Group, with upward revisions to price targets supported by improving confidence in execution and margin durability.
분석 기사 Dec 05

Calculating The Intrinsic Value Of Smiths Group plc (LON:SMIN)

Key Insights Using the 2 Stage Free Cash Flow to Equity, Smiths Group fair value estimate is UK£25.25 Smiths Group's...
내러티브 업데이트 Nov 21

SMIN: Share Buyback And Improved Margins Will Influence Near-Term Performance

Smiths Group received an updated analyst price target of £28.20, up from £27.00. Analysts attribute this increase to improved profit margin forecasts and resilient valuation multiples, which support a higher fair value estimate.
분석 기사 Oct 28

Is Now The Time To Put Smiths Group (LON:SMIN) On Your Watchlist?

It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
내러티브 업데이트 Oct 21

Analysts Lift Smiths Group Price Target Amid Margin Optimism and Moderated Revenue Growth Forecasts

Narrative Update on Smiths Group Analysts have increased their price target for Smiths Group to £27.00 from £24.70, citing improved profit margin forecasts and a sustained positive outlook, even though revenue growth expectations have moderated. Analyst Commentary Bullish Takeaways Bullish analysts note the upward revision of the price target to 2,700 GBp, reflecting confidence in Smiths Group's ability to drive higher shareholder value.
분석 기사 Oct 10

Smiths Group (LON:SMIN) Is Increasing Its Dividend To £0.3177

Smiths Group plc's ( LON:SMIN ) dividend will be increasing from last year's payment of the same period to £0.3177 on...
분석 기사 Sep 26

Smiths Group (LON:SMIN) Will Pay A Larger Dividend Than Last Year At £0.3177

Smiths Group plc ( LON:SMIN ) will increase its dividend from last year's comparable payment on the 21st of November to...
내러티브 업데이트 Sep 25

High Performance Technologies And R&D Investments Will Streamline Future Operations

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%.
내러티브 업데이트 Sep 05

High Performance Technologies And R&D Investments Will Streamline Future Operations

Despite a slight downgrade in revenue growth forecasts and an increase in Smiths Group’s future P/E multiple, the consensus analyst price target has remained effectively unchanged, rising marginally from £23.96 to £24.12. Valuation Changes Summary of Valuation Changes for Smiths Group The Consensus Analyst Price Target remained effectively unchanged, moving only marginally from £23.96 to £24.12.
분석 기사 Jul 25

Smiths Group plc's (LON:SMIN) Price Is Out Of Tune With Earnings

With a price-to-earnings (or "P/E") ratio of 24.8x Smiths Group plc ( LON:SMIN ) may be sending very bearish signals at...
분석 기사 Jul 09

Here's Why Smiths Group (LON:SMIN) Can Manage Its Debt Responsibly

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...
분석 기사 Jun 21

Here's Why Smiths Group (LON:SMIN) Has Caught The Eye Of Investors

The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
User avatar
새로운 내러티브 Feb 09

Aerospace Demand And Process Improvements Will Boost Future Margins

Investments in process improvements and innovations, alongside acquisitions, are expected to drive long-term revenue growth and operational efficiencies, enhancing margins.

주주 수익률

SMINGB IndustrialsGB 시장
7D1.7%0.3%-0.6%
1Y13.0%17.0%17.3%

수익률 대 산업: SMIN은 지난 1년 동안 17%의 수익을 기록한 UK Industrials 산업보다 저조한 성과를 냈습니다.

수익률 대 시장: SMIN은 지난 1년 동안 17.3%를 기록한 UK 시장보다 저조한 성과를 냈습니다.

주가 변동성

Is SMIN's price volatile compared to industry and market?
SMIN volatility
SMIN Average Weekly Movement4.9%
Industrials Industry Average Movement5.1%
Market Average Movement5.7%
10% most volatile stocks in GB Market11.8%
10% least volatile stocks in GB Market3.2%

안정적인 주가: SMIN는 지난 3개월 동안 UK 시장에 비해 주가 변동성이 크지 않았습니다.

시간에 따른 변동성: SMIN의 주간 변동성(5%)은 지난 1년 동안 안정적이었습니다.

회사 소개

설립직원 수CEO웹사이트
185116,000Roland Henry Carterwww.smiths.com

스미스 그룹은 미주, 유럽, 아시아 태평양 및 전 세계에서 산업 기술 회사로 운영되고 있습니다. 이 회사는 4개의 사업 부문으로 운영됩니다: 존 크레인, 스미스 디텍션, 플렉스텍, 스미스 인터커넥트입니다. 존 크레인 사업부는 기계식 씰, 씰 지원 시스템, 동력 전달 커플링 및 특수 여과 시스템을 제공합니다.

Smiths Group plc 기초 지표 요약

Smiths Group의 순이익과 매출은 시가총액과 어떻게 비교됩니까?
SMIN 기초 통계
시가총액UK£7.55b
순이익 (TTM)UK£247.00m
매출 (TTM)UK£2.91b
30.6x
주가수익비율(P/E)
2.6x
주가매출비율(P/S)

SMIN는 고평가되어 있습니까?

공정 가치 및 평가 분석 보기

순이익 및 매출

최근 실적 보고서(TTM)의 주요 수익성 지표
SMIN 손익계산서 (TTM)
매출UK£2.91b
매출원가UK£1.83b
총이익UK£1.08b
기타 비용UK£828.00m
순이익UK£247.00m

최근 보고된 실적

Jan 31, 2026

다음 실적 발표일

Sep 22, 2026

주당순이익(EPS)0.82
총이익률36.99%
순이익률8.50%
부채/자본 비율67.9%

SMIN의 장기 실적은 어땠습니까?

과거 실적 및 비교 보기

배당

1.9%
현재 배당 수익률
62%
배당 성향

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/06/05 00:18
종가2026/06/05 00:00
수익2026/01/31
연간 수익2025/07/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드YouTube 튜토리얼도 제공합니다.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

Smiths Group plc는 31명의 분석가가 다루고 있습니다. 이 중 7명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Joseph CampbellBarclays
Nick WebsterBarclays
Jonathan HurnBarclays