Smiths Group PLC SMIN

Morningstar Rating
GBX2,699.00 +9.00 (0.33%)
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Company Report

Smiths Group's Outlook Improves as Portfolio Reset Is Completed

Smiths Group has completed its transformation into a focused industrial technology company built around two core businesses, John Crane and Flex-Tek, which specialize in engineered flow and heat management solutions. These divisions operate in attractive, noncommoditized niches where performance, reliability, and service support are critical to customers. Both have strong positions in markets shaped by long-term drivers such as energy security, industrial efficiency, aerospace growth, and digital infrastructure investment.

Price vs Fair Value

SMIN is trading at a LOCK|&TK!!!W premium.
Price
GBX2,690.00
Fair Value
LOCK|NX
Uncertainty
LOCK|#kzZ
1-Star Price
LOCK|CB
5-Star Price
LOCK|>Bz
Economic Moat
LOCK|q<
Capital Allocation
LOCK|#Q^!W>

Bulls Say, Bears Say

Bulls

John Crane and Flex-Tek offer strong moats, high returns on capital, and resilient aftermarket-driven revenue.

Bears

Energy and US housing cycles still drive underlying demand; downturns could pressure volumes and margins.

Trading Information

Previous Close Price
GBX2,690.00
Day Range
GBX2,681.00–2,703.00
52-Week Range
GBX2,088.00–2,885.00
Bid/Ask
GBX2,695.00 / GBX2,705.00
Shares Outstanding
271.77M
Market Cap
GBX731.06B
Volume/Avg
4,685 / 1M

Key Statistics

Price/Earnings (Normalized)
29.81
Price/Sales
4.37
Dividend Yield (Trailing)
1.80%
Dividend Yield (Forward)
1.80%
Dividend Payment Schedule
May, Nov
Total Yield
13.87%

Company Profile

Smiths Group is a UK-based industrial technology company focused on engineered solutions for fluid and energy management, following the divestments of its Detection and Interconnect divisions. Its two core businesses—John Crane and Flex-Tek—serve critical infrastructure, energy, aerospace, HVAC, and industrial markets. John Crane supplies mechanical seals, filtration systems, and condition-monitoring technologies used in rotating equipment, with a high-margin, recurring aftermarket business. Flex-Tek provides specialized tubing, heating components, and ducting systems primarily for US HVAC and aerospace OEMs.
Sector
Industrials
Industry
Specialty Industrial Machinery
Stock Style Box
Mid Growth
Total Number of Employees
15,650

Competitors

Valuation

Metric
SMIN
PH
LHX
Price/Earnings (Normalized)
29.8128.2321.97
Price/Book Value
3.077.572.50
Price/Sales
4.375.472.19
Price/Cash Flow
21.7025.8014.91
Price/Earnings
SMIN
PH
LHX

Financial Strength

Metric
SMIN
PH
LHX
Quick Ratio
2.520.490.98
Current Ratio
2.770.941.20
Interest Coverage
3.2811.435.63
Quick Ratio
SMIN
PH
LHX

Profitability

Metric
SMIN
PH
LHX
Return on Assets (Normalized)
6.28%13.21%5.59%
Return on Equity (Normalized)
13.01%29.36%11.88%
Return on Invested Capital (Normalized)
9.96%18.08%8.89%
Return on Assets
SMIN
PH
LHX

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