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Tubacex, S.A. Stock Price

BME:TUB Community·€399.8m Market Cap
  • 2 Narratives written by author
  • 0 Comments on narratives written by author
  • 20 Fair Values set on narratives written by author

TUB Share Price Performance

€3.26
-0.71 (-17.80%)
€4.44
Fair Value
€3.26
-0.71 (-17.80%)
26.7% undervalued intrinsic discount
€4.44
Fair Value
Price €3.26
AnalystConsensusTarget €4.44
AnalystLowTarget €3.50

TUB Community Narratives

AnalystConsensusTarget·
Fair Value €4.44 26.7% undervalued intrinsic discount

Abu Dhabi Plant And Next-Generation Sectors Will Define Future Markets

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AnalystLowTarget·
Fair Value €3.5 7.0% undervalued intrinsic discount

Execution Risks At Abu Dhabi Plant Will Shape Long Term Earnings Trajectory

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€4.44
26.7% undervalued intrinsic discount
Revenue
12.88% p.a.
Profit Margin
5.92%
Future PE
12.87x
Price in 2029
€6.49
€3.5
7.0% undervalued intrinsic discount
Revenue
11.1% p.a.
Profit Margin
6.46%
Future PE
10x
Price in 2029
€5.3

Trending Discussion

Updated Narratives

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TUB: Lower Discount Rate And Stronger Margins Will Support Attractive P/E Potential

Fair Value: €4.44 26.7% undervalued intrinsic discount
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Execution Risks At Abu Dhabi Plant Will Shape Long Term Earnings Trajectory

Fair Value: €3.5 7.0% undervalued intrinsic discount
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Snowflake Analysis

Good value with reasonable growth potential and pays a dividend.

2 Risks
3 Rewards

Tubacex, S.A. Key Details

€727.2m

Revenue

€292.6m

Cost of Revenue

€434.5m

Gross Profit

€409.2m

Other Expenses

€25.4m

Earnings

Last Reported Earnings
Sep 30, 2025
Next Reporting Earnings
n/a
0.21
59.76%
3.49%
116.3%
View Full Analysis

About TUB

Founded
1963
Employees
2769
CEO
Josu Murguiondo
WebsiteView website
www.tubacex.com

Tubacex, S.A., together with its subsidiaries, engages in the manufacturing and sale of stainless steel and nickel tubes in Spain and internationally. The company provides seamless stainless steel tubes, including CRA OCTG tubing and casing; aerospace, space exploration, and defense tubing; hydraulic and instrumentation tubing; heat exchanger tubing; subsea umbilicals; medium and high pressure tubes; and machined components, including downhole mills, impellers, spiral mills, reamer, shoes, stabilizers, sensors, spools, bladed noses, float subs, and cross-overs. It also offers round bars, billets, and ingots; fittings, and special and machined components, such as butt-welding fittings, tube bends, elbows, tees, reducers and caps; Tubacoat, a ceramic coating for long steel and high-nickel alloy products; non-magnetic steel components; and instrumentation tubes, hydraulic tubes, exchanger tubes, isometric tubes, and piping. In addition, the company provides design and simulation, and logistic services; and added-value services comprising shotpeening, connection threading, bending, cutting, machining and bevelling, welding, overlay, preassemblies, marking, finning, studding, polishing, grooving, lab testing, packaging, and storage services. Further, it offers tube marketing, real estate, pipe rental, consulting and advisory, and research and development services. The company serves low carbon, power generation, oil and gas exploration and production, fertilizer, aerospace, hydrocarbon processing, and other industries. Tubacex, S.A. was incorporated in 1963 and is headquartered in Llodio, Spain.

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