BOY Share Price Performance
UK£7.23
0.90 (14.32%)
18.5% undervalued intrinsic discount
UK£8.87
Fair Value
Price UK£7.23
AnalystConsensusTarget UK£8.87
AnalystLowTarget UK£7.50
AnalystHighTarget UK£10.00
Fair ValueUK£8.87
Share Pricen/a
Bodycote plc Stock Price
- 3 Narratives written by author
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- 11 Fair Values set on narratives written by author
BOY Community Narratives
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Fair Value
·Fair Value UK£8.87 18.5% undervalued intrinsic discount
US Aerospace And Defense Expansion Will Harness Industry 40 Trends
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AN
Fair Value
·Fair Value UK£7.5 3.7% undervalued intrinsic discount
Localization And Regulation Will Pressure Revenue Despite Efficiency Gains
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Fair Value
·Fair Value UK£10 27.8% undervalued intrinsic discount
Reshoring And Decarbonisation Will Reshape Aerospace And EV Sectors
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Localization And Regulation Will Pressure Revenue Despite Efficiency Gains
Bodycote looks set to benefit from better efficiency, but bigger forces could still squeeze its growth as factories move closer to home and new rules push up energy-heavy costs. See why competition and new production methods could chip away at demand—and what might still turn the story around.Read more
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UK£7.5
3.7% undervalued intrinsic discount
Fair Value
Revenue
1.23% p.a.
Profit Margin
12.44%
Future PE
16.47x
Price in 2029
UK£9.75
Reshoring And Decarbonisation Will Reshape Aerospace And EV Sectors
Bodycote could benefit as aerospace and electric-vehicle makers bring more production closer to home and push for lighter, lower-emission designs that need specialized heat-treatment work. But the same industry shifts, along with tougher climate rules and new manufacturing technologies, could also squeeze demand and pricing if customers change how they build parts.Read more
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UK£10
27.8% undervalued intrinsic discount
Fair Value
Revenue
1.8% p.a.
Profit Margin
13.22%
Future PE
20.28x
Price in 2029
UK£12.98
US Aerospace And Defense Expansion Will Harness Industry 40 Trends
Bodycote is betting on a rebound in U.S. aerospace and defense, plus newer “smart factory” style processes, to shift the business toward faster-growing, higher-value work. The catch is that parts of its older customer base are shrinking and costs are rising, so the upside depends on whether upgrades, site changes, and lower-carbon offerings really pay off.Read more
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UK£8.87
18.5% undervalued intrinsic discount
Fair Value
Revenue
1.22% p.a.
Profit Margin
12.08%
Future PE
20.11x
Price in 2029
UK£11.56
Trending Discussion
No trending discussion available.
Recently Updated Narratives
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BOY: Post Apollo Exit Execution Will Determine Tight Margins And Upside Potential
Fair Value: UK£7.5 3.7% undervalued intrinsic discount
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AN
BOY: Standalone Execution And Margin Discipline Will Drive Future Share Upside
Fair Value: UK£10 27.8% undervalued intrinsic discount
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BOY: Higher P/E Assumptions And M&A Optionality Will Shape Future Repricing
Fair Value: UK£8.87 18.5% undervalued intrinsic discount
10 fair values setusers have set this as their fair value
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Snowflake Analysis
Bodycote plc Key Details
About BOY
- Founded
- 1923
- Employees
- 3921
- CEO
- WebsiteView website
Bodycote plc provides heat treatment and thermal processing services worldwide. It operates in Specialist Technologies and Precision Heat Treatment divisions. The company offers heat treatment services, including altering the microstructure of metals and alloys, which include steel and aluminum to impart properties comprising surface hardness, temperature resistance, ductility, and strength; metal joining services consisting of electron beam welding, HIP diffusion bonding, hydrogen brazing, induction brazing, and furnace/vacuum brazing; and hot isostatic pressing (HIP) services, such as isostatic pressing and HIP supporting services, as well as Powdermet technologies. It also provides surface technologies, which are used to prolong the working life of components and protect from environmental factors, such as corrosion and abrasion. The company’s surface technologies include anodising, flame and combustion spraying, high-velocity oxygen fuel coatings, plasma spray, electric arc wire, vapor phase aluminide, liquid and ceramic coatings, and thermochemically formed ceramic coatings to enhance corrosion protection and wear resistance. It serves automotive, aerospace and defense, energy, and general industrial markets. Bodycote plc was founded in 1923 and is headquartered in Macclesfield, the United Kingdom.
