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Vesuvius
(LSE:VSVS)
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Rating:54Neutral
Price Target:
460.00 p
▲(3.88% Upside)
Action:Reiterated
Date: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 consumable revenue
Vesuvius sells wear-and-replace consumables tied to customers' ongoing steel and foundry production, creating durable, recurring revenue. This installed-demand model smooths revenue over cycles and supports repeat sales and aftermarket service penetration for long-term cash visibility.
Negative Factors
Weak revenue trend
Multi-year flat-to-declining sales signal demand weakness in core steel and foundry end markets or loss of share. Persistent top-line stagnation undermines operating leverage, limiting absolute margin and earnings recovery even if unit economics improve, making growth restoration a medium-term challenge.
Read all positive and negative factors
Positive Factors
Negative Factors
Recurring consumable revenue
Vesuvius sells wear-and-replace consumables tied to customers' ongoing steel and foundry production, creating durable, recurring revenue. This installed-demand model smooths revenue over cycles and supports repeat sales and aftermarket service penetration for long-term cash visibility.
Read all positive factors
Vesuvius (VSVS) vs. iShares MSCI United Kingdom ETF (EWC)
Market Cap
£1.10B
Dividend Yield5.97%
Average Volume (3M)286.17K
Price to Earnings (P/E)21.9
Beta (1Y)1.59
Revenue Growth-0.58%
EPS Growth-37.03%
CountryUK
Employees11,071
SectorBasic Materials
Sector Strength58
IndustrySteel
Share Statistics
EPS (TTM)0.21
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
£518.33Price Target Upside17.06% Upside
Rating ConsensusModerate Buy
Number of Analyst Covering3
EPS Forecast (FY)0.38
Revenue Forecast (FY)£1.87B
Vesuvius Business Overview & Revenue Model
Company Description
Vesuvius plc, established in 1916 and headquartered in London, United Kingdom, is a global engineering firm delivering specialized services and solutions primarily to the steel and foundry industries. The company operates through its dedicated Ste...
How the Company Makes Money
Vesuvius makes money mainly by selling high-temperature consumable products and related systems that are required for customers’ ongoing production of molten metal, plus revenue from installed equipment and technical services. A core revenue strea...
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
442.80
Price Trends
444.56
Positive
435.14
Positive
408.73
Positive
Market Momentum
2.10
Positive
57.95
Neutral
50.05
Neutral
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 442.8 is below the 20-day moving average (MA) of 455.88, below the 50-day MA of 444.56, and above the 200-day MA of 408.73, indicating a bullish trend. The MACD of 2.10 indicates Positive momentum. The RSI at 57.95 is Neutral, neither overbought nor oversold. The STOCH value of 50.05 is Neutral, 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 |
|---|---|---|---|---|---|---|---|
63 Neutral | £513.75M | -25.57 | -4.95% | 9.48% | -1.24% | -166.15% | |
61 Neutral | $10.43B | 7.12 | -0.05% | 2.87% | 2.86% | -36.73% | |
58 Neutral | £903.28M | 22.42 | -6.85% | 1.34% | -21.51% | 7.34% | |
55 Neutral | £583.24M | 27.98 | 6.66% | 608.88% | ― | ― | |
54 Neutral | £1.10B | 21.92 | 4.75% | 5.97% | -0.58% | -37.03% |
* Basic Materials Sector Average
GB:VSVS
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Vesuvius Corporate Events
Executive/Board Changes
Vesuvius Names Eva Lindqvist Interim Chair of Remuneration Committee
Neutral
May 29, 2026
Vesuvius plc has appointed Senior Independent Director Eva Lindqvist as interim chair of its Remuneration Committee, effective 28 May 2026, following the departure of non‑executive director Italia Boninelli at the close of the company’...
Business Operations and StrategyStock BuybackDividendsShareholder Meetings
Vesuvius Wins Strong Shareholder Backing as All AGM Resolutions Pass
Positive
May 28, 2026
Vesuvius plc reported that shareholders approved all resolutions at its 2026 Annual General Meeting, including receipt of the annual report, declaration of the final dividend, director elections and remuneration decisions. The strong backing acros...
Executive/Board Changes
Vesuvius grants 2026 performance share awards to chief executive and CFO
Positive
Apr 14, 2026
Vesuvius plc has granted 2026 long‑term incentive performance share awards to its chief executive, Patrick André, and chief financial officer, Mark Collis, under the Vesuvius Share Plan approved by shareholders in 2022 and amended in 20...
Executive/Board Changes
Vesuvius Grants Deferred Share Awards to Chief Executive and CFO
Positive
Apr 14, 2026
Vesuvius plc has granted deferred share bonus plan awards over its ordinary shares to Chief Executive Patrick André and Chief Financial Officer Mark Collis, representing 33% of their annual bonuses earned in 2025. The awards, calculated at an...
Financial DisclosuresRegulatory Filings and ComplianceShareholder Meetings
Vesuvius files 2025 annual report and sets date for 2026 AGM
Neutral
Apr 9, 2026
Vesuvius plc has published its Annual Report and Financial Statements for the year ended 31 December 2025, along with the notice and proxy form for its 2026 Annual General Meeting, and has filed these documents with the UK’s National Storage...
Executive/Board ChangesRegulatory Filings and Compliance
Vesuvius CEO Patrick André Receives Deferred Share Award and Sells Shares for Tax
Neutral
Apr 8, 2026
Vesuvius has disclosed that chief executive Patrick André received 70,737 ordinary shares in the company following the vesting of a nil‑cost award under the 2023 Deferred Share Bonus Plan, including dividend equivalent shares. The trans...
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.