Vesuvius PLC (GB:VSVS)
LSE:VSVS
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Vesuvius
(LSE:VSVS)
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Rating:54Neutral
Price Target:
447.00 p
▲(4.24% Upside)
Action:ReiteratedDate:03/13/26
The score is held back primarily by cooling fundamentals (margin/ROE compression, rising leverage, and weakening free cash flow/cash conversion) and weak near-term technical momentum (below key short-term averages with negative MACD). A high dividend yield and moderate P/E provide partial support but do not fully offset the profitability and cash-flow headwinds.
Positive Factors
Recurring Consumables Revenue
Vesuvius derives a meaningful portion of sales from consumables that require regular replacement in steel and foundry processes. This creates a durable, repeatable revenue stream with predictable replacement cycles, supporting baseline cash flow and customer stickiness across cycles.
Negative Factors
Revenue Trend Weakness
A multi-year flat-to-declining revenue trend reduces operating leverage and constrains growth optionality. Without renewed end-market demand or share gains, stagnant top line limits the company's ability to expand margins, invest in R&D, or fund strategic initiatives over the medium term.
Read all positive and negative factors
Positive Factors
Negative Factors
Recurring Consumables Revenue
Vesuvius derives a meaningful portion of sales from consumables that require regular replacement in steel and foundry processes. This creates a durable, repeatable revenue stream with predictable replacement cycles, supporting baseline cash flow and customer stickiness across cycles.
Read all positive factors
Vesuvius (VSVS) vs. iShares MSCI United Kingdom ETF (EWC)
Market Cap
£1.06B
Dividend Yield5.97%
Average Volume (3M)286.17K
Price to Earnings (P/E)11.6
Beta (1Y)1.67
Revenue Growth-4.27%
EPS Growth-28.32%
CountryUK
Employees11,071
SectorBasic Materials
Sector Strength58
IndustrySteel
Share Statistics
EPS (TTM)0.17
Shares Outstanding248,171,720
10 Day Avg. Volume241,049
30 Day Avg. Volume286,174
Financial Highlights & Ratios
PEG Ratio-0.49
Price to Book (P/B)0.87
Price to Sales (P/S)0.54
P/FCF Ratio24.89
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
£419.84Price Target Upside-2.09% Downside
Rating ConsensusModerate Buy
Number of Analyst Covering5
EPS Forecast (FY)0.38
Revenue Forecast (FY)£1.87B
Vesuvius Business Overview & Revenue Model
Company Description
Vesuvius plc provides engineering services and solutions principally to steel and foundry industries worldwide. It operates in two divisions, Steel and Foundry. The company offers foundry consumables and equipment, including binders, coatings, fee...
How the Company Makes Money
Vesuvius makes money primarily by selling consumable and engineered products used in customers’ molten-metal processes, along with related services. A significant portion of revenue comes from recurring demand for consumables (items that wear out ...
Vesuvius Financial Statement Overview
Summary
Income Statement
58
Neutral
Balance Sheet
64
Positive
Cash Flow
46
Neutral
| Breakdown | Dec 2025 | Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 |
|---|---|---|---|---|---|
Income Statement | |||||
| Total Revenue | 1.81B | 1.82B | 1.93B | 2.05B | 1.64B |
| Gross Profit | 450.10M | 503.70M | 537.90M | 561.10M | 410.40M |
| EBITDA | 216.90M | 233.00M | 270.10M | 289.60M | 198.80M |
| Net Income | 52.20M | 87.20M | 118.50M | 181.10M | 102.10M |
Balance Sheet | |||||
| Total Assets | 2.41B | 2.29B | 2.28B | 2.33B | 2.13B |
| Cash, Cash Equivalents and Short-Term Investments | 190.60M | 186.40M | 164.20M | 184.20M | 169.10M |
| Total Debt | 641.90M | 520.20M | 402.20M | 441.90M | 443.70M |
| Total Liabilities | 1.17B | 1.05B | 962.00M | 1.01B | 1.03B |
| Stockholders Equity | 1.12B | 1.17B | 1.25B | 1.26B | 1.04B |
Cash Flow | |||||
| Free Cash Flow | 39.40M | 70.60M | 123.90M | 123.20M | 700.00K |
| Operating Cash Flow | 117.50M | 158.70M | 216.50M | 212.40M | 46.20M |
| Investing Cash Flow | -118.70M | -95.40M | -86.20M | -88.30M | -87.00M |
| Financing Cash Flow | 20.20M | -40.50M | -128.30M | -105.20M | -800.00K |
Vesuvius Technical Analysis
Positive
428.80
Price Trends
445.36
Negative
425.17
Positive
398.23
Positive
Market Momentum
-4.65
Negative
52.63
Neutral
82.40
Negative
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For GB:VSVS, the sentiment is Positive. The current price of 428.8 is above the 20-day moving average (MA) of 409.19, below the 50-day MA of 445.36, and above the 200-day MA of 398.23, indicating a neutral trend. The MACD of -4.65 indicates Negative momentum. The RSI at 52.63 is Neutral, neither overbought nor oversold. The STOCH value of 82.40 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for GB:VSVS.
Vesuvius Peers Comparison
UnderperformOutperform
Sector (61)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
70 Outperform | £539.86M | 22.53 | 6.40% | 9.48% | 0.58% | 61.58% | |
61 Neutral | $10.43B | 7.12 | -0.05% | 2.87% | 2.86% | -36.73% | |
58 Neutral | £917.76M | -28.06 | -6.85% | 1.34% | -11.78% | -92.61% | |
55 Neutral | £590.15M | ― | 6.66% | 608.88% | ― | ― | |
54 Neutral | £1.06B | 11.56 | 4.75% | 5.97% | -4.27% | -28.32% |
* Basic Materials Sector Average
GB:VSVS
Vesuvius
428.80
110.42
34.68%
GB:ELM
Elementis
156.20
35.94
29.89%
GB:VCT
Victrex
620.00
-104.92
-14.47%
GB:BA05
Morgan Advanced Materials
66.50
-12.25
-15.56%
Vesuvius Corporate Events
Business Operations and StrategyDividendsFinancial DisclosuresM&A Transactions
Vesuvius Holds Line on Revenue as Profits Fall in Tough Steel and Foundry Markets
Negative
Mar 12, 2026
Vesuvius reported full-year 2025 results broadly in line with expectations, as like-for-like revenue edged up 0.7% to £1.81bn but trading profit fell 17% and return on sales slipped to 8.4% amid weak steel and foundry demand, especially in Eu...
Regulatory Filings and Compliance
Vesuvius CFO Discloses Share Award Vesting and Partial Sale for Tax
Neutral
Mar 11, 2026
Vesuvius plc has disclosed a transaction by its chief financial officer, Mark Collis, involving the vesting of a 2023 Buy-out Award under the company’s share plan and the associated award of dividend entitlement shares. Collis received a tot...
Regulatory Filings and Compliance
Vesuvius Updates Total Voting Rights and Share Capital
Neutral
Feb 2, 2026
Vesuvius plc has reported that its issued share capital stands at 255,442,891 ordinary shares of 10 pence each, of which 7,271,174 are held in treasury, leaving 248,171,717 shares carrying voting rights. The company highlighted that this total num...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.