BOY Share Price Performance
UK£6.41
0.42 (6.93%)
4.4% undervalued intrinsic discount
UK£6.70
Fair Value
Price UK£6.41
AnalystLowTarget UK£6.70
AnalystConsensusTarget UK£8.07
AnalystHighTarget UK£9.15
Fair ValueUK£6.70
Share Pricen/a
Bodycote plc Stock Price
- 3 Narratives written by author
- 0 Comments on narratives written by author
- 7 Fair Values set on narratives written by author
BOY Community Narratives
AN
Fair Value UK£6.7 4.4% undervalued intrinsic discount
Localization And Regulation Will Pressure Revenue Despite Efficiency Gains
0users have liked this narrative
0users have commented on this narrative
0users have followed this narrative
AN
Fair Value UK£8.07 20.6% undervalued intrinsic discount
US Aerospace And Defense Expansion Will Harness Industry 40 Trends
0users have liked this narrative
0users have commented on this narrative
7users have followed this narrative
AN
Fair Value UK£9.15 30.0% undervalued intrinsic discount
Reshoring And Decarbonisation Will Reshape Aerospace And EV Sectors
0users have liked this narrative
0users have commented on this narrative
0users have followed this narrative
Localization And Regulation Will Pressure Revenue Despite Efficiency Gains
Key Takeaways Reshoring of manufacturing and supply chain localization threaten Bodycote's cross-border business and expansion prospects, particularly in emerging Asian and Eastern European markets. New regulations, technology shifts, high exposure to cyclical markets, and intensifying competition endanger Bodycote's core revenues, cost structure, and market share.Read more
16
users have viewed this narrative0users have liked this narrative
0users have commented on this narrative
0users have followed this narrative
AN
UK£6.7
4.4% undervalued intrinsic discount
Fair Value
Revenue
0.6% p.a.
Profit Margin
16.86%
Future PE
12.24x
Price in 2029
UK£8.66
US Aerospace And Defense Expansion Will Harness Industry 40 Trends
Key Takeaways Capacity expansions, specialized investments, and focus on high-growth markets position Bodycote for accelerated revenue growth, market share gains, and a stronger business mix. Continued innovation, optimization, and sustainability initiatives enhance pricing power, expand margins, and support long-term competitiveness in advanced material processing sectors.Read more
47
users have viewed this narrative0users have liked this narrative
0users have commented on this narrative
7users have followed this narrative
AN
UK£8.07
20.6% undervalued intrinsic discount
Fair Value
Revenue
0.36% p.a.
Profit Margin
14.87%
Future PE
16.07x
Price in 2029
UK£10.43
Reshoring And Decarbonisation Will Reshape Aerospace And EV Sectors
Key Takeaways Margin and profit gains could exceed expectations due to accelerated core business improvements, strategic expansions, and strong performance in key segments. Industry trends, such as reshoring and decarbonisation, combined with operational efficiencies, position Bodycote for sustained revenue, earnings, and cash flow outperformance.Read more
4
users have viewed this narrative0users have liked this narrative
0users have commented on this narrative
0users have followed this narrative
AN
UK£9.15
30.0% undervalued intrinsic discount
Fair Value
Revenue
0.55% p.a.
Profit Margin
16.62%
Future PE
16.2x
Price in 2029
UK£11.83
Trending Discussion
Recently Updated Narratives
AN
BOY: Updated Assumptions Will Tighten Room For Error Around Margins
Fair Value: UK£6.7 4.4% undervalued intrinsic discount
0 followersusers have followed this narrative
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
BOY: H2 Profit Outlook And Raised P/E Assumptions Will Shape Future Multiple
Fair Value: UK£8.07 20.6% undervalued intrinsic discount
7 followersusers have followed this narrative
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
BOY: Higher Profit Outlook And Programmes Will Support Future Share Upside
Fair Value: UK£9.15 30.0% undervalued intrinsic discount
0 followersusers have followed this narrative
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
Snowflake Analysis
Bodycote plc Key Details
About BOY
- Founded
- 1923
- Employees
- 4379
- 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. The company was founded in 1923 and is headquartered in Macclesfield, the United Kingdom.
