- ISIN
- US83238P2039
- Sector
- Industrials
- Industry
- Specialty Industrial Machinery
Highlights
- Market Cap
- $10.58B
- Enterprise Value
- $11.76B
- EPS (TTM)
- £1.72
- PE Ratio
- 15.48
- PEG Ratio
- 0.03
- Total Revenue (TTM)
- £5.44B
- Gross Profit (TTM)
- £1.38B
- EBITDA (TTM)
- £1.06B
- Year Range
- $28.29 - $37.93
- ROA (TTM)
- 13.44%
- ROE (TTM)
- 33.58%
- Avg. Volume (1M)
- 17K
- Avg. Volume Value (1M)
- $586.29K
Share Price Chart
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Performance
SMGZY Performance Chart
Smiths Group Plc (SMGZY) is up 12.4% since the beginning of the year. At $36 per share, SMGZY is trading 5.3% below its 52-week high of $38. Investors who bought $1,000 worth of SMGZY shares 5 years ago would now be looking at an investment worth $1,888.
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Returns By Period
Smiths Group Plc (SMGZY) has returned 12.36% so far this year and 17.83% over the past 12 months. Over the last ten years, SMGZY has returned 10.93% per year, falling short of the S&P 500 Index benchmark, which averaged 13.26% annually.
Smiths Group Plc
- 1D
- 0.08%
- 1M
- 3.34%
- 6M
- 3.07%
- YTD
- 12.36%
- 1Y
- 17.83%
- 3Y*
- 21.26%
- 5Y*
- 13.55%
- 10Y*
- 10.93%
- ALL TIME*
- 3.44%
Benchmark (S&P 500 Index)
- 1D
- 0.70%
- 1M
- 0.09%
- 6M
- 7.94%
- YTD
- 9.41%
- 1Y
- 20.07%
- 3Y*
- 17.84%
- 5Y*
- 11.25%
- 10Y*
- 13.26%
- ALL TIME*
- 8.09%
SMGZY Monthly Returns History
Based on dividend-adjusted daily data since Jan 29, 2010, SMGZY's average daily return is +0.04%, while the average monthly return is +0.60%. At this rate, an investment would double in approximately 9.7 years.
Historically, 53% of months were positive and 47% were negative. The best month was Jan 2025 with a return of +19.8%, while the worst month was Dec 2010 at -49.3%. The longest winning streak lasted 5 consecutive months, and the longest losing streak was 7 months.
On a daily basis, SMGZY closed higher 48% of trading days. The best single day was Mar 24, 2020 with a return of +16.9%, while the worst single day was Dec 20, 2010 at -49.4%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 9.02% | 7.13% | -17.86% | 13.68% | -4.36% | 2.37% | 5.24% | 12.36% | |||||
| 2025 | 19.75% | 0.77% | -1.63% | 0.89% | 17.31% | 4.83% | 0.74% | 3.56% | -1.04% | 5.95% | -2.31% | -2.46% | 53.50% |
| 2024 | -7.56% | -2.26% | 2.16% | 0.01% | 5.80% | -0.85% | 8.10% | 1.54% | -5.38% | -10.20% | 16.28% | -7.04% | -2.36% |
| 2023 | 10.54% | -0.54% | 0.07% | -0.63% | -4.55% | 4.64% | 4.53% | -4.95% | -4.48% | 0.49% | 6.65% | 7.97% | 19.91% |
| 2022 | -2.24% | 0.10% | -9.67% | -2.59% | 7.43% | -13.32% | 10.26% | -7.98% | -3.93% | 9.60% | 7.55% | 0.16% | -7.72% |
| 2021 | -6.19% | 5.47% | 3.97% | 8.58% | -4.29% | 0.43% | -2.20% | -8.28% | -1.92% | -0.25% | 1.00% | 11.77% | 6.36% |
Benchmark Metrics
Smiths Group Plc has an annualized alpha of -2.66%, beta of 0.89, and R2 of 0.22 versus S&P 500 Index. Calculated based on daily prices since January 29, 2010.
- This stock participated in 107.51% of S&P 500 Index downside but only 69.37% of its upside - more exposed to losses than it benefited from rallies.
- R2 of 0.22 means this stock moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.
- Alpha
- -2.66%
- Beta
- 0.89
- R²
- 0.22
- Upside Capture
- 69.37%
- Downside Capture
- 107.51%
Return for Risk
Risk / Return Rank
SMGZY ranks 62 for risk / return — above 62% of stocks peers on PortfoliosLab. Its historical combined result is above most peers.
Risk / Return Metrics
The table below present risk-adjusted performance metrics for Smiths Group Plc (SMGZY) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| SMGZY | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.81 | ||
| Sortino ratioReturn per unit of downside risk | -1.02 | ||
| Omega ratioGain probability vs. loss probability | 1.13 | 1.25 | -0.12 |
| Calmar ratioReturn relative to maximum drawdown | 0.67 | 2.00 | -1.33 |
| Martin ratioReturn relative to average drawdown | 2.39 | 8.49 | -6.11 |
Dividends
Dividend History
Smiths Group Plc provided a 1.74% dividend yield over the last twelve months, with an annual payout of $0.62 per share. The company has been increasing its dividends for 3 consecutive years.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.62 | $0.61 | $0.57 | $0.51 | $0.47 | $0.49 | $0.43 | $0.56 | $0.57 | $0.72 | $1.06 | $0.62 |
Dividend yield | 1.74% | 1.90% | 2.69% | 2.26% | 2.44% | 2.30% | 2.09% | 2.49% | 3.29% | 3.59% | 5.99% | 4.51% |
Monthly Dividends
The table displays the monthly dividend distributions for Smiths Group Plc. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.00 | $0.20 | $0.00 | $0.00 | $0.00 | $0.20 | |||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.18 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.43 | $0.00 | $0.00 | $0.61 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.40 | $0.00 | $0.00 | $0.57 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.35 | $0.00 | $0.00 | $0.51 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.31 | $0.00 | $0.00 | $0.47 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.14 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.36 | $0.00 | $0.00 | $0.49 |
Dividend Yield & Payout
Dividend Yield
Smiths Group Plc has a dividend yield of 1.74%, which is quite average when compared to the overall market.
Payout Ratio
Smiths Group Plc has a payout ratio of 45.46%, which is quite average when compared to the overall market. This suggests that Smiths Group Plc strikes a balance between reinvesting profits for growth and paying dividends to shareholders.
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Smiths Group Plc. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Smiths Group Plc was 69.69%, occurring on Mar 18, 2020. Recovery took 1293 trading sessions.
The current Smiths Group Plc drawdown is 3.79%.
Drawdown | Fall | Recovery | Underwater | Related event |
|---|---|---|---|---|
-69.69%Mar 2020 | 9y 5mo | 5y 1mo | 14y 7moOct 2010 - May 2025 | COVID crash2020 |
-24.29%Mar 2026 | 18d | — | 5mo 3dMar 2026 - now | — |
-17.41%Jun 2010 | 1mo 23d | 2mo 4d | 3mo 27dApr 2010 - Aug 2010 | — |
-8.07%Dec 2025 | 1mo 14d | 1mo 4d | 2mo 18dOct 2025 - Jan 2026 | — |
-5.77%Sep 2025 | 12d | 9d | 21dSep 2025 - Oct 2025 | — |
Drawdown Indicators
| SMGZY | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -69.69% | -56.78% | -12.91% |
Max Drawdown (1Y)Largest decline over 1 year | -24.29% | -9.10% | -15.19% |
Max Drawdown (3Y)Largest decline over 3 years | -24.29% | -18.90% | -5.39% |
Max Drawdown (5Y)Largest decline over 5 years | -26.64% | -25.43% | -1.21% |
Max Drawdown (10Y)Largest decline over 10 years | -59.47% | -33.92% | -25.55% |
Current DrawdownCurrent decline from peak | -3.79% | -1.58% | -2.21% |
Average DrawdownAverage peak-to-trough decline | -35.95% | -10.70% | -25.25% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.83% | 2.14% | +4.69% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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Financials
Financial Performance
The chart below illustrates the trends in the financial health of Smiths Group Plc over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.
Valuation
The Valuation section provides an overview of how Smiths Group Plc is priced in the market compared to other companies in the Specialty Industrial Machinery industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.
PE Ratio
The chart displays the Price-to-Earnings (P/E) ratio for SMGZY, comparing it with other companies in the Specialty Industrial Machinery industry. Currently, SMGZY has a P/E ratio of 15.5. This P/E ratio is considered low compared to industry peers, which may suggest that the stock is undervalued or that the company has weaker growth prospects.
PEG Ratio
The chart shows the Price/Earnings to Growth (PEG) ratio for SMGZY compared to other companies in the Specialty Industrial Machinery industry. SMGZY currently has a PEG ratio of 0.0. This PEG ratio is low compared to industry peers, which could indicate the stock is undervalued relative to its expected growth.
PS Ratio
This chart shows the Price-to-Sales (P/S) ratio for SMGZY relative to other companies in the Specialty Industrial Machinery industry. Currently, SMGZY has a P/S ratio of 1.6. This P/S ratio falls within the average range for the industry, suggesting the stock is fairly valued based on its revenue.
PB Ratio
The chart illustrates the Price-to-Book (P/B) ratio for SMGZY in comparison with other companies in the Specialty Industrial Machinery industry. Currently, SMGZY has a P/B value of 5.2. This P/B ratio is in line with the industry average, suggesting the stock is valued fairly in relation to its book value.
Income Statement
| TTM | |
|---|---|
Revenue | |
Total Revenue | — |
Cost Of Revenue | — |
Gross Profit | — |
Operating Expenses | |
Selling, General & Admin Expenses | — |
R&D Expenses | — |
Depreciation And Amortization | — |
Total Operating Expenses | — |
Income | |
Income Before Tax | — |
Operating Income | — |
EBITDA | — |
EBIT | — |
Earnings From Continuing Operations | — |
Net Income | — |
Income Tax Expense | — |
Other Non-Operating Income (Expenses) | — |
Extraordinary Items | — |
Discontinued Operations | — |
Effect Of Accounting Charges | — |
Non Recurring | — |
Minority Interest | — |
Other Items | — |
Interest Income | — |
Interest Expense | — |
Net Interest Income | — |
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