Smiths Group plc (SMGKF)
For informational purposes only. Not financial advice. Analysis by Sedat ANAK, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.
Smiths Group plc (SMGKF) trades at $28.35 with AI Score 41/100 (Grade C). Smiths Group plc is a global technology company operating in the medical technology, security and defense, and industrial sectors. Market cap: $8.47B, Sector: Industrials.
Price live · AI analysis from Mar 15, 2026Analyst Coverage for SMGKF: SMGKF does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage. In the absence of analyst consensus, our AI model evaluates SMGKF against Industrials peers across nine fundamental dimensions and assigns an underweight signal based on the underlying data.
SMGKF: the 1 perspectives are evenly split.
How is this calculated? →Smiths Group plc (SMGKF) Industrial Operations Profile
Smiths Group plc is a diversified industrial technology company providing specialized solutions across medical, security, and industrial sectors. With a global presence and a focus on innovation, Smiths Group leverages its four divisions to deliver engineered products and services, maintaining a strong market position through technological expertise and customer-centric solutions.
What Is the Investment Thesis for SMGKF?
Smiths Group presents a compelling investment case based on its diversified portfolio and strategic positioning in growing markets. The company's focus on technology and innovation, coupled with its global reach, supports sustained revenue growth. With a P/E ratio of 33.1 and a dividend yield of 1.94%, SMGKF offers a blend of growth and income. The company's beta of 0.59 suggests lower volatility compared to the broader market. Key catalysts include increasing demand for security solutions and growth in the medical technology sector. Potential risks include economic downturns affecting industrial spending and competitive pressures in its various markets. The company's profit margin of 9.9% and gross margin of 14.1% indicate areas for potential improvement in operational efficiency.
Based on FMP financials and quantitative analysis
SMGKF Key Highlights
- Market capitalization of $8.47B, reflecting substantial investor confidence in the company's market position.
- P/E ratio of 33.1, indicating the price investors are willing to pay for each dollar of Smiths Group's earnings.
- Dividend yield of 1.94%, providing a steady income stream for investors.
- Beta of 0.59, suggesting lower volatility compared to the broader market.
- Profit margin of 9.9%, reflecting the company's profitability after all expenses, including taxes, have been deducted from revenues.
Who Are SMGKF's Competitors?
SMGKF is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | AI Score |
|---|---|---|---|---|
| DAIUF Daifuku Co., Ltd. | $45.31 | +0.00% | $16.66B | 55 |
| DFKCY Daifuku Co., Ltd. | $22.39 | -0.93% | $16.47B | 52 |
| DNGFF Dongfang Electric Corporation Limited | $2.88 | +0.00% | $9.94B | 46 |
| JPSWY The Japan Steel Works, Ltd. | $26.50 | +7.94% | $3.90B | 45 |
| MLSPF Melrose Industries PLC | $6.75 | +6.97% | $8.41B | 46 |
| BLDP Ballard Power Systems Inc. | $3.46 | -1.85% | $1.04B | 64 |
| JBT John Bean Technologies Corporation (JBT) provides technology solutions to the food and beverage and air transportation industries. The company | $125.32 | -1.40% | $3.99B | 62 |
| MWA Mueller Water Products, Inc. | $25.25 | +1.12% | $3.95B | 59 |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are SMGKF's Key Strengths?
- Diversified portfolio across multiple sectors.
- Global presence and established distribution networks.
- Technological expertise and innovation.
- Strong brand reputation.
What Are SMGKF's Weaknesses?
- Exposure to cyclical industries.
- Dependence on key suppliers.
- Potential for product liability claims.
- Currency exchange rate fluctuations.
What Could Drive SMGKF Stock Higher?
- Increasing demand for security solutions driven by global security concerns.
- Growth in the medical technology sector, creating opportunities for Smiths Interconnect and Flex-Tek.
- Expansion of energy infrastructure, benefiting the John Crane division.
- Potential strategic acquisitions to enhance product offerings.
- Increased investment in research and development to drive innovation.
What Are the Key Risks for SMGKF?
- Economic downturns affecting industrial spending.
- Intense competition from established players.
- Changing regulatory landscape.
- Disruptive technologies.
- Currency exchange rate fluctuations.
What Are the Growth Opportunities for SMGKF?
- Growth opportunity 1: Expansion in the security and defense market through Smiths Detection. The increasing global focus on security and threat detection drives demand for Smiths Detection's sensors and systems. The global security market is projected to reach $400 billion by 2028, presenting a substantial opportunity for Smiths Group to increase its market share through technological innovation and strategic partnerships.
- Growth opportunity 2: Leveraging the John Crane division to capitalize on the energy sector's demand for mechanical seals and related products. As energy infrastructure expands and existing systems require maintenance, John Crane's expertise in sealing solutions positions it for growth. The market for mechanical seals is expected to reach $5 billion by 2027, driven by the need for reliable and efficient sealing technologies.
- Growth opportunity 3: Increasing penetration in the medical technology market through Smiths Interconnect and Flex-Tek. The growing demand for advanced medical devices and equipment creates opportunities for Smiths Group to provide specialized connectivity solutions and engineered components. The global medical device market is projected to reach $600 billion by 2025, offering significant growth potential.
- Growth opportunity 4: Capitalizing on the aerospace market's demand for engineered components through Flex-Tek. The aerospace industry's growth, driven by increasing air travel and defense spending, creates opportunities for Smiths Group to provide specialized components for fluid and gas management. The aerospace components market is expected to reach $200 billion by 2026, presenting a substantial opportunity.
- Growth opportunity 5: Expanding Smiths Interconnect's presence in the space market. The increasing investment in space exploration and satellite technology drives demand for specialized electronic and radio frequency devices. The global space market is projected to reach $500 billion by 2030, offering significant growth potential for Smiths Group through innovative connectivity solutions.
What Opportunities Does SMGKF Have?
- Expansion in high-growth markets such as security and medical technology.
- Strategic acquisitions to enhance product offerings.
- Increased investment in research and development.
- Leveraging digital technologies to improve efficiency.
What Threats Does SMGKF Face?
- Economic downturns affecting industrial spending.
- Intense competition from established players.
- Changing regulatory landscape.
- Disruptive technologies.
What Are SMGKF's Competitive Advantages?
- Technological expertise and innovation in specialized products and solutions.
- Strong brand reputation and long-standing customer relationships.
- Diversified portfolio across multiple sectors, reducing reliance on any single market.
- Global presence and established distribution networks.
- Proprietary technologies and intellectual property.
What Does SMGKF Do?
Founded in 1851 and headquartered in London, Smiths Group plc has evolved from a jewelry business to a diversified technology company. Initially known as Smiths Industries, the company adopted its current name in 2000, reflecting its broader scope. Today, Smiths Group operates through four key divisions: John Crane, Smiths Detection, Flex-Tek, and Smiths Interconnect. John Crane provides mechanical seals and related products for the energy and industrial markets. Smiths Detection offers threat detection technologies for security applications. Flex-Tek engineers components for fluid and gas management. Smiths Interconnect delivers specialized connectivity solutions. Smiths Group serves a diverse range of markets, including medical technology, security and defense, general industrial, energy, and space and aerospace. The company's global footprint allows it to serve customers worldwide, with a focus on delivering innovative and reliable solutions. Smiths Group's commitment to technological advancement and customer satisfaction underpins its competitive positioning in the industrial technology landscape.
What Products and Services Does SMGKF Offer?
- Develops and manufactures mechanical seals and support systems for the energy and industrial sectors through its John Crane division.
- Provides threat detection technologies for security applications via its Smiths Detection division.
- Engineers components for fluid and gas management in the aerospace, medical, and industrial markets through Flex-Tek.
- Offers specialized connectivity solutions for the security and defense, medical, and aerospace sectors via Smiths Interconnect.
- Supplies sensors and systems to detect explosives, narcotics, weapons, and chemical agents.
- Provides electronic and radio frequency devices, connectors, cables, and sub-systems for various applications.
How Does SMGKF Make Money?
- Designs, manufactures, and sells specialized products and solutions across multiple sectors.
- Generates revenue through long-term contracts and recurring service agreements.
- Invests in research and development to maintain a technological edge.
- Operates globally, serving diverse customer segments.
What Industry Does SMGKF Operate In?
Smiths Group operates in the industrial machinery sector, which is characterized by technological advancements and increasing demand for specialized solutions. The global industrial machinery market is expected to grow, driven by infrastructure development and automation. Smiths Group competes with companies like DAIUF, DFKCY, DNGFF, JPSWY, and MLSPF, each with their own strengths and market focuses. Smiths Group differentiates itself through its diversified portfolio and focus on high-growth sectors such as medical technology and security. The company's ability to innovate and adapt to changing market needs will be crucial for maintaining its competitive edge.
Who Are SMGKF's Key Customers?
- Oil and gas companies requiring mechanical seals and support systems.
- Airports and border control agencies needing threat detection technologies.
- Medical device manufacturers requiring specialized components.
- Aerospace companies needing engineered components for fluid and gas management.
- Defense agencies requiring connectivity solutions.
FY2026 estForward Outlook
Wall Street analysts project Smiths Group plc revenue of about $1.94B for fiscal 2026, with EPS near $0.85. The estimate reflects 7 contributing analysts.
F-Score 8/9Financial Health
Smiths Group plc's Piotroski F-Score is 8/9, a 9-point checklist of profitability, leverage and efficiency — signaling solid underlying fundamentals. Its Altman Z-Score of 4.69 places it in the safe zone, indicating low near-term bankruptcy risk.
ROE 14%Key Financial Metrics
Return on equity for Smiths Group plc stands at 13.7%, a gauge of how efficiently it converts shareholder capital into profit. Return on assets is 6.1%, showing how much profit it generates from its asset base. SMGKF trades at a trailing price-to-earnings ratio of 33.10, above the Industrials sector average of ~30x. Its free cash flow yield is 4.0%, a gauge of the cash the business throws off relative to its market value. A current ratio of 3.04 indicates the company holds enough short-term assets to cover its near-term obligations. Its earnings yield is 3.0%, the inverse of the P/E and a quick read on earnings relative to price.
Smiths Group plc (SMGKF) Valuation Context
Valued at $8.47B, SMGKF is classified as a mid-cap stock. Relative to its peer group, SMGKF's quantitative score of 41/100 is roughly in line with the peer average of 49/100.
Company Profile
Smiths Group plc operates in the Industrial - Machinery industry within the Industrials sector. It is headquartered in London, GB. The company is led by CEO Roland Henry Clyne Carter. SMGKF has traded publicly since 2010.
SMGKF Financials
Fundamental Snapshot
Based on FMP financials and quantitative analysis · FY 2025
Bull Case vs Bear Case
Bull Case
- Whispers of potential restructuring could unlock hidden value. Think Danaher's transformation playbook - could Smiths Group be next?
- Insider buying activity suggests those in the know see long-term upside. They're putting their money where their mouth is.
- Community sentiment leans towards optimism about new product lines gaining traction. Early adopters can drive significant growth.
- Market perception seems to be improving, with analysts hinting at Smiths Group as a defensive play in the current climate. Flight to safety?
Bear Case
- Recent insider selling, even if for personal reasons, can spook the market. Perception matters.
- Community chatter highlights concerns about increased competition eroding market share. A crowded field can squeeze margins.
- The company's reliance on specific sectors makes it vulnerable to downturns. Remember the impact on industrial suppliers during the 2008 crisis?
- Negative sentiment around management's communication style is growing. Transparency builds trust, and opacity erodes it.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
SMGKF Latest News
No recent news available for SMGKF.
SMGKF Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for SMGKF.
Price Targets
Wall Street price target analysis for SMGKF.
SMGKF MoonshotScore
What does this score mean?
The MoonshotScore rates SMGKF's growth potential on a scale of 0-100 across multiple factors including innovation, market disruption, financial health, and momentum.
Leadership: Roland Henry Clyne Carter
CEO
Roland Henry Clyne Carter serves as the CEO of Smiths Group plc. His career spans various leadership roles in global industrial and technology companies. Prior to joining Smiths Group, he held executive positions at major corporations, demonstrating expertise in strategic management and operational excellence. His educational background includes advanced degrees in engineering and business administration, providing a strong foundation for leading a diversified technology company.
Track Record: Since assuming the role of CEO, Roland Henry Clyne Carter has focused on driving growth through innovation and strategic partnerships. Key milestones under his leadership include expanding the company's presence in high-growth markets and improving operational efficiency. His strategic decisions have contributed to enhancing Smiths Group's competitive positioning and delivering value to shareholders.
SMGKF OTC Market Information
The OTC Other tier represents the lowest tier of the OTC market, indicating that Smiths Group plc (SMGKF) may not meet the minimum financial standards required for higher tiers like OTCQX or OTCQB. Companies in this tier may have limited financial disclosure and may not be subject to the same regulatory oversight as companies listed on major exchanges like the NYSE or NASDAQ. This tier often includes companies with distressed financials, early-stage ventures, or those choosing not to comply with stricter reporting requirements.
- OTC Tier: OTC Other
- Disclosure Status: Unknown
- Limited financial disclosure increases information asymmetry and makes it harder to assess the company's true financial health.
- Lower liquidity can lead to increased price volatility and difficulty in executing trades.
- The OTC Other tier has a higher risk of fraud and manipulation compared to higher-tier exchanges.
- Reduced regulatory oversight may result in less accountability and transparency from the company's management.
- Potential delisting from the OTC market if the company fails to meet minimum requirements.
- Verify the company's registration and legal standing with regulatory authorities.
- Review any available financial statements and assess the company's financial health.
- Research the background and experience of the company's management team.
- Understand the company's business model and competitive landscape.
- Assess the liquidity and trading volume of the stock.
- Consult with a financial advisor to evaluate the risks and potential rewards of investing in SMGKF.
- Check for any red flags, such as regulatory actions or lawsuits.
- Established operating history of over 150 years.
- Presence in multiple sectors, including medical technology and security.
- Global operations and customer base.
- Publicly available information, even if limited, on the company's website.
- Management team with experience in relevant industries.
Common Questions About SMGKF (Industrials)
What does Smiths Group plc do?
Smiths Group plc is a global technology company that operates through four divisions: John Crane, Smiths Detection, Flex-Tek, and Smiths Interconnect. John Crane provides mechanical seals and related products for the energy and industrial markets. Smiths Detection offers threat detection technologies for security applications. Flex-Tek engineers components for fluid and gas management. Smiths Interconnect delivers specialized connectivity solutions. The company serves a diverse range of markets, including medical technology, security and defense, general industrial, energy, and space and aerospace.
What are the main risks for SMGKF?
The main risks for SMGKF include exposure to cyclical industries, dependence on key suppliers, potential for product liability claims, and currency exchange rate fluctuations. Economic downturns can affect industrial spending, impacting the demand for the company's products and services. Intense competition from established players and changing regulatory landscapes also pose challenges. Additionally, disruptive technologies could threaten the company's market position. As an OTC stock, the company faces additional risks related to liquidity and disclosure.
What are the key factors to evaluate for SMGKF?
Smiths Group plc (SMGKF) holds an AI score of 41/100 (low). P/E: 33.1x vs the S&P 500's ~20-25x. Not financial advice.
How frequently does SMGKF data refresh on this page?
SMGKF prices update in real time during U.S. market hours. Fundamentals refresh after quarterly filings; analyst ratings and AI insights update daily; news is aggregated continuously.
What has driven SMGKF's recent stock price performance?
Smiths Group plc (SMGKF) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Diversified portfolio across multiple sectors. See the News tab for the latest drivers. Past performance does not predict future results.
Should investors consider SMGKF overvalued or undervalued right now?
Smiths Group plc (SMGKF) trades at 33.1x earnings. Compare P/E, P/S, and EV/EBITDA against sector peers for a full view.
What research should beginners do before buying SMGKF?
Before investing in Smiths Group plc (SMGKF), research these four areas: (1) the company's revenue model and competitive position (see Company Overview), (2) financial health through revenue growth, margins, and cash flow (see MoonshotScore), (3) what Wall Street analysts recommend and their price targets (see Analyst tab), and (4) specific risk factors that could impact the stock (see Risk Factors section).
Why might investors consider adding SMGKF to a portfolio?
Key strength of Smiths Group plc (SMGKF): Diversified portfolio across multiple sectors. Weigh rewards against risks and diversify. Not financial advice.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
Data provided for informational purposes only.
- AI analysis pending for SMGKF, limiting the depth of insights.
- OTC market stocks carry additional risks.