Coats Group plc

LSE:COA Stock Report

Market Cap: UK£1.5b

Coats Group Management

Management criteria checks 2/4

Coats Group's CEO is David Paja, appointed in Oct 2024, has a tenure of 1.67 years. total yearly compensation is $2.29M, comprised of 42.9% salary and 57.1% bonuses, including company stock and options. directly owns 0.072% of the company’s shares, worth £1.08M. The average tenure of the management team and the board of directors is 1.7 years and 2.2 years respectively.

Key information

David Paja

Chief executive officer

US$2.3m

Total compensation

CEO salary percentage42.90%
CEO tenure1.7yrs
CEO ownership0.07%
Management average tenure1.7yrs
Board average tenure2.2yrs

Recent management updates

Recent updates

Narrative Update Feb 25

COA: Higher Required Return Will Support Attractive Future Earnings Multiple

Analysts have trimmed their price target on Coats Group to reflect a fair value adjustment from £1.19 to £1.16, citing updated assumptions around discount rates, revenue growth, profit margins and a lower future P/E multiple. Valuation Changes Fair Value: trimmed slightly from £1.19 to £1.16.
Analysis Article Nov 29

What Is Coats Group plc's (LON:COA) Share Price Doing?

Coats Group plc ( LON:COA ), is not the largest company out there, but it received a lot of attention from a...
Analysis Article Oct 31

Coats Group plc's (LON:COA) Share Price Matching Investor Opinion

With a price-to-earnings (or "P/E") ratio of 24.5x Coats Group plc ( LON:COA ) may be sending bearish signals at the...
Analysis Article Oct 07

Are Investors Undervaluing Coats Group plc (LON:COA) By 36%?

Key Insights Coats Group's estimated fair value is UK£1.27 based on 2 Stage Free Cash Flow to Equity Coats Group is...
Analysis Article Jul 19

Analysts Have Made A Financial Statement On Coats Group plc's (LON:COA) Half-Year Report

It's been a sad week for Coats Group plc ( LON:COA ), who've watched their investment drop 11% to UK£0.73 in the week...
Analysis Article Mar 20

We Think You Can Look Beyond Coats Group's (LON:COA) Lackluster Earnings

Coats Group plc's ( LON:COA ) earnings announcement last week didn't impress shareholders. Despite the soft profit...
User avatar
New Narrative Mar 09

Expansion Into Digital Products And Composite Tapes Will Drive Future Opportunities

Leadership in recycled products and expansion into new markets are poised to drive revenue growth and market share gains through innovation and sustainability.
Analysis Article Jan 19

When Should You Buy Coats Group plc (LON:COA)?

While Coats Group plc ( LON:COA ) might not have the largest market cap around , it saw its share price hover around a...
Analysis Article Oct 24

With Coats Group plc (LON:COA) It Looks Like You'll Get What You Pay For

Coats Group plc's ( LON:COA ) price-to-earnings (or "P/E") ratio of 19.6x might make it look like a sell right now...
Analysis Article Sep 30

A Look At The Fair Value Of Coats Group plc (LON:COA)

Key Insights Coats Group's estimated fair value is UK£1.01 based on 2 Stage Free Cash Flow to Equity Coats Group's...
Analysis Article Sep 12

At UK£0.96, Is Coats Group plc (LON:COA) Worth Looking At Closely?

While Coats Group plc ( LON:COA ) might not have the largest market cap around , it led the LSE gainers with a...
Analysis Article Aug 04

We Think Coats Group (LON:COA) Can Stay On Top Of Its Debt

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Analysis Article Jun 29

Estimating The Fair Value Of Coats Group plc (LON:COA)

Key Insights Using the 2 Stage Free Cash Flow to Equity, Coats Group fair value estimate is UK£0.80 With UK£0.79 share...
Analysis Article May 31

What Does Coats Group plc's (LON:COA) Share Price Indicate?

Coats Group plc ( LON:COA ), might not be a large cap stock, but it received a lot of attention from a substantial...
Analysis Article May 09

Coats Group plc's (LON:COA) Earnings Haven't Escaped The Attention Of Investors

Coats Group plc's ( LON:COA ) price-to-earnings (or "P/E") ratio of 20.3x might make it look like a sell right now...
Analysis Article Apr 22

Here's Why Coats Group (LON:COA) Has A Meaningful Debt Burden

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Analysis Article Mar 21

We Like The Quality Of Coats Group's (LON:COA) Earnings

Coats Group plc's ( LON:COA ) solid earnings announcement recently didn't do much to the stock price. We did some...
Analysis Article Jan 31

Investors Still Waiting For A Pull Back In Coats Group plc (LON:COA)

Coats Group plc's ( LON:COA ) price-to-earnings (or "P/E") ratio of 31.2x might make it look like a strong sell right...
Analysis Article Dec 27

Coats Group plc's (LON:COA) Intrinsic Value Is Potentially 35% Above Its Share Price

Key Insights Using the 2 Stage Free Cash Flow to Equity, Coats Group fair value estimate is UK£1.03 Coats Group's...
Analysis Article Dec 08

Why Coats Group plc (LON:COA) Could Be Worth Watching

Coats Group plc ( LON:COA ), is not the largest company out there, but it saw a decent share price growth in the teens...
Analysis Article Nov 23

Is Coats Group (LON:COA) Using Too Much Debt?

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...
Analysis Article Sep 23

A Look At The Fair Value Of Coats Group plc (LON:COA)

Key Insights The projected fair value for Coats Group is UK£0.94 based on 2 Stage Free Cash Flow to Equity Coats...
Analysis Article Aug 24

Does Coats Group (LON:COA) Have A Healthy Balance Sheet?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Analysis Article Aug 02

At UK£0.74, Is Coats Group plc (LON:COA) Worth Looking At Closely?

While Coats Group plc ( LON:COA ) might not be the most widely known stock at the moment, it saw a double-digit share...
Analysis Article Jun 15

Calculating The Intrinsic Value Of Coats Group plc (LON:COA)

Key Insights Coats Group's estimated fair value is UK£0.82 based on 2 Stage Free Cash Flow to Equity Coats Group's...
Analysis Article May 06

These 4 Measures Indicate That Coats Group (LON:COA) Is Using Debt Reasonably Well

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Analysis Article Apr 15

What Does Coats Group plc's (LON:COA) Share Price Indicate?

While Coats Group plc ( LON:COA ) might not be the most widely known stock at the moment, it saw a decent share price...
Analysis Article Mar 03

Here's Why We Think Coats Group (LON:COA) Might Deserve Your Attention Today

For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...

CEO Compensation Analysis

How has David Paja's remuneration changed compared to Coats Group's earnings?
DateTotal CompensationSalaryCompany Earnings
Dec 31 2025US$2mUS$983k

US$119m

Sep 30 2025n/an/a

US$115m

Jun 30 2025n/an/a

US$84m

Mar 31 2025n/an/a

US$82m

Dec 31 2024US$3mUS$300k

US$107m

Compensation vs Market: David's total compensation ($USD2.29M) is about average for companies of similar size in the UK market ($USD2.48M).

Compensation vs Earnings: David's compensation has been consistent with company performance over the past year.


CEO

David Paja (57 yo)

1.7yrs
Tenure
US$2,290,821
Compensation

Mr. David Paja is Group CEO & Executive Director of Coats Group plc from October 1, 2024. Mr. Paja was Executive Director of Coats Group plc from September 1, 2024 to October 1, 2024. Mr. Paja joined the C...


Leadership Team

NamePositionTenureCompensationOwnership
David Paja
Group CEO & Executive Director1.7yrsUS$2.29m0.072%
£ 1.1m
Hannah Nichols
Group CFO & Executive Director1.1yrsUS$1.10m0.0081%
£ 123.1k
Pasquale Abruzzese
Footwear CEO & COO1.4yrsno datano data
Stuart Morgan
Chief Legal & Risk Officer and Group Company Secretary11.8yrsno datano data
Megan Giannini
Chief People Officer1.4yrsno datano data
Adrian Elliott
Apparel CEO & Group Chief Commercial Officer9.4yrsno datano data
Shantanu Banerjee
Group Head of Innovation8.2yrsno datano data
Victoria Huxster
Head of Investor Relations (Leave of Absence)no datano datano data
Bryan Whitfield
Global Head of Sales of Footwear Divisionno datano datano data
Frank Bottcher
Managing Director of Structural Componentsno datano datano data
Christopher Dearing
Group Sustainability Directorno datano datano data
1.7yrs
Average Tenure

Experienced Management: COA's management team is not considered experienced ( 1.7 years average tenure), which suggests a new team.


Board Members

NamePositionTenureCompensationOwnership
David Paja
Group CEO & Executive Director1.8yrsUS$2.29m0.072%
£ 1.1m
Hannah Nichols
Group CFO & Executive Director1.2yrsUS$1.10m0.0081%
£ 123.1k
Stephen Murray
Senior Independent Non-Executive Director3.8yrsUS$115.53k0.0073%
£ 109.7k
Jakob Sigurdsson
Independent Non-Executive Director5.7yrsUS$97.06k0.0057%
£ 86.5k
David Gosnell
Independent Chairman of the Board11.3yrsUS$351.43k0.10%
£ 1.6m
Gang Wu
Independent Non-Executive Directorless than a yearUS$47.05k0.0031%
£ 46.1k
Annette Kelleher
Independent Non-Executive Directorno datano datano data
Hongyan Echo Lu
Independent Non-Executive Director8.5yrsUS$113.50k0.0012%
£ 18.0k
Srinivas Phatak
Independent Non-Executive Director1.8yrsUS$95.04k0.0012%
£ 18.0k
Sarah Highfield
Independent Non-Executive Director2.6yrsUS$115.53k0.0038%
£ 56.9k
2.2yrs
Average Tenure
58.5yo
Average Age

Experienced Board: COA's board of directors are not considered experienced ( 2.2 years average tenure), which suggests a new board.


Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/06/29 20:14
End of Day Share Price 2026/06/29 00:00
Earnings2025/12/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Coats Group plc is covered by 18 analysts. 6 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
James ZarembaBarclays
James BaylissBerenberg
Robert ChantryBerenberg