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Bodycote plc (BOY) Fair Value & Analysis

Industrials · GB · Market cap 1.4B GBX

BP Bodycote plc BOY · LSE
Price£7.04
Fair Value£5.33
Upside-24.2%
Quality95/100
Evidence: High Range £3.16 – £7.52

Fair value as of: Jun 24, 2026

From 25 valuation models · updated 6 days ago

Share price −18.0% over the past month.

Price vs Fair Value (12 months)

£8.86 £5.86 Fair Value £5.33 Jul 2025 Jun 2026

12‑month range £5.86 – £8.86 · fair‑value band £3.16 – £7.52 · the £7.04 price screens above the £5.33 fair value. As of Jun 24, 2026.

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Analysis

Bodycote plc (BOY) currently trades at £7.04, while our model-based Fair Value estimate is £5.33 — implying the stock looks roughly 24.2% overvalued today. We read business quality at 95/100 (high quality), in the Industrials sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium — the entry price still matters most (evidence: high).

Over the trailing twelve months, Bodycote plc generated revenue of £727M at a net margin of 7.6%. It earns a return on equity of 8.5%. Net debt stands at £166M. The stock trades on a trailing P/E of 26.5. Fundamentals as of Jun 24, 2026

Key figures & financial health

Revenue (TTM) 727M GBX
Net margin 7.6%
Return on equity 8.5%
Free cash flow 58.9M GBX FY2025
P/E ratio 26.5
Operating margin 14.9%
More key figures
EPS (TTM) £0.3100
Dividend yield 2.9%
EPS growth (YoY) +3,968%
Net debt 166M GBX FY2025

Figures from reported company fundamentals (EODHD) · as of Jun 24, 2026. TTM = trailing twelve months.

About the company

Bodycote plc provides heat treatment and thermal processing services worldwide. It operates in Specialist Technologies and Precision Heat Treatment divisions. The company offers heat treatment services, including altering the microstructure of metals and alloys, which include steel and aluminum to impart properties comprising surface hardness, temperature resistance, ductility, and strength; metal joining services consisting of electron beam welding, HIP diffusion bonding, hydrogen brazing, induction brazing, and furnace/vacuum brazing; and hot isostatic pressing (HIP) services, such as isostatic pressing and HIP supporting services, as well as Powdermet technologies. It also provides surface technologies, which are used to prolong the working life of components and protect from environmental factors, such as corrosion and abrasion. The company's surface technologies include anodising, flame and combustion spraying, high-velocity oxygen fuel coatings, plasma spray, electric arc wire…

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Bodycote plc reported revenue of £727M in FY2025 versus £616M in FY2021, a compound +4.2%/yr. Reported net income was £54.9M in FY2025, compounding −2.0%/yr from FY2021.

Revenue +4.2%/yr
FY21 £616M
FY22 £744M
FY23 £803M
FY24 £757M
FY25 £727M
Net income −2.0%/yr
FY21 £59.5M
FY22 £73.7M
FY23 £85.6M
FY24 £20.0M
FY25 £54.9M

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Similar stocks

6 more Specialty Industrial Machinery stocks, each showing price versus our Fair Value estimate (as of Jun 24, 2026).

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GE Vernova Inc GEV $963.33 $315.30 -67%
SIEGY SIEGY $155.10 $88.93 -43%
SMAWF SMAWF $307.12 $176.28 -43%
SMNS SMNS C$31.76 C$22.85 -28%
SIE SIE €258.40 €144.67 -44%
Schneider Electric S.E. SBGSF $334.00 $148.44 -56%

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Frequently asked questions

Is Bodycote plc (BOY) undervalued?
As of Jun 24, 2026, our model estimates a fair value of £5.33 versus a price of £7.04 — about −24% (overvalued). Model-based estimate, not financial advice.
What is the fair value of BOY?
Our 21-model fair value for Bodycote plc is £5.33 (as of Jun 24, 2026), built from audited fundamentals. The current price is £7.04.
What is the quality score of BOY?
Bodycote plc has a Quality Score of 95/100, measuring profitability, growth and balance-sheet strength from non-valuation factors.
What is the revenue of Bodycote plc (BOY)?
Bodycote plc reported trailing-twelve-month revenue of about £727M (latest available figure, as of Jun 24, 2026).
What is the net profit margin of BOY?
The net profit margin of Bodycote plc is about 7.6%, meaning it keeps roughly 7.6% of revenue as net income. Based on the latest reported figures.
Does Bodycote plc pay a dividend?
Bodycote plc currently shows a dividend yield of about 2.86% relative to its recent price (as of Jun 24, 2026).

How we calculate Fair Value

Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data — nothing guessed.

Educational research only · not financial advice · no buy/sell recommendation. Model-based estimates are not certainties; their reliability depends on data quality and assumptions.