Vesuvius plc

LSE:VSVS 주식 리포트

시가총액: UK£1.1b

Vesuvius 향후 성장

Future 기준 점검 3/6

Vesuvius (는) 각각 연간 23.4% 및 3.5% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 22.1% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 9.3% 로 예상됩니다.

핵심 정보

23.4%

이익 성장률

22.07%

EPS 성장률

Machinery 이익 성장13.1%
매출 성장률3.5%
향후 자기자본이익률9.27%
애널리스트 커버리지

Good

마지막 업데이트13 May 2026

최근 향후 성장 업데이트

Recent updates

내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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...
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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...
분석 기사 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...
분석 기사 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...
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새로운 내러티브 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.
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...

이익 및 매출 성장 예측

LSE:VSVS - 애널리스트 향후 추정치 및 과거 재무 데이터 (GBP Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
12/31/20282,0051101232166
12/31/20271,954961081908
12/31/20261,87476941769
12/31/20251,8105226117N/A
9/30/20251,8006124114N/A
6/30/20251,7917024115N/A
3/31/20251,8067941137N/A
12/31/20241,8208755156N/A
9/30/20241,8469679180N/A
6/30/20241,871104103205N/A
3/31/20241,900111114211N/A
12/31/20231,930119124217N/A
9/30/20231,978140142234N/A
6/30/20232,027162160252N/A
3/31/20232,037172141232N/A
12/31/20222,047181122211N/A
9/30/20221,94916154132N/A
6/30/20221,851140-1452N/A
3/31/20221,747121-749N/A
12/31/20211,643102045N/A
9/30/20211,595824284N/A
6/30/20211,5466285124N/A
3/31/20211,5025298138N/A
12/31/20201,45841112153N/A
9/30/20201,50046115165N/A
6/30/20201,54151118178N/A
3/31/20201,62665118181N/A
12/31/20191,71080119184N/A
9/30/20191,750103N/A172N/A
6/30/20191,790125N/A158N/A
3/31/20191,794131N/A150N/A
12/31/20181,798138N/A142N/A
9/30/20181,77499N/A142N/A
6/30/20181,74961N/A142N/A
3/31/20181,71749N/A134N/A
12/31/20171,68436N/A126N/A
6/30/20171,56563N/A79N/A
3/31/20171,48355N/A82N/A
12/31/20161,40147N/A84N/A
6/30/20161,28837N/A92N/A
3/31/20161,30542N/A93N/A
12/31/20151,32247N/A95N/A
6/30/20151,41796N/A117N/A

애널리스트 향후 성장 전망

수입 대 저축률: VSVS 의 연간 예상 수익 증가율(23.4%)이 saving rate(3.4%)보다 높습니다.

수익 vs 시장: VSVS 의 연간 수익(23.4%)이 UK 시장(11.5%)보다 빠르게 성장할 것으로 예상됩니다.

고성장 수익: VSVS 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.

수익 대 시장: VSVS 의 수익(연간 3.5%)이 UK 시장(연간 4.5%)보다 느리게 성장할 것으로 예상됩니다.

고성장 매출: VSVS 의 수익(연간 3.5%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.


주당순이익 성장 예측


향후 자기자본이익률

미래 ROE: VSVS의 자본 수익률은 3년 후 9.3%로 낮을 것으로 예상됩니다.


성장 기업 찾아보기

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/26 20:05
종가2026/05/26 00:00
수익2025/12/31
연간 수익2025/12/31

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분석가 소스

Vesuvius plc는 22명의 분석가가 다루고 있습니다. 이 중 9명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Nick WebsterBarclays
Jonathan HurnBarclays
James BaylissBerenberg