Smiths Group (SMGZY) Fair Value & Analysis
Industrials · US · Market cap $10.4B
Smiths Group
SMGZY · US
Fair value as of: Jul 18, 2026
From 25 valuation models · updated yesterday
Fair value updated Jul 18, 2026, revised from $26.08 to $26.66 (+2.2%) since Jun 24, 2026. Share price +0.6% over the past month.
Price vs Fair Value (12 months)
12‑month range $28.26 – $37.34 · fair‑value band $17.19 – $34.47 · the $34.57 price screens above the $26.66 fair value. As of Jul 18, 2026.
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Smiths Group (SMGZY) currently trades at $34.57, while our model-based Fair Value estimate is $26.66, implying the stock looks roughly 22.9% overvalued today. We read business quality at 66/100 (solid 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, Smiths Group generated revenue of $2.9B at a net margin of 8.7%. Revenue declined 1.0% year over year. It earns a return on equity of 12.5%. Net debt stands at $472M. Fundamentals as of Jul 18, 2026
Our scenario range runs from $17.19 (bear case) to $34.47 (bull case); at $34.57, the current price sits above that range. The share trades about 8% below its 52-week high and 23% above its 52-week low, currently above its 200-day average. For context, the median of 10 Industrials peers we cover trades at -43% fair-value upside, at -23%, SMGZY screens cheaper than that median.
Key figures & financial health
More key figures
Figures from reported company fundamentals (EODHD) · as of Jul 18, 2026. TTM = trailing twelve months.
About the company
Smiths Group plc operates as an industrial technology company in Americas, Europe, the Asia Pacific, and internationally. The company operates through four segments: John Crane, Smiths Detection, Flex-Tek, and Smiths Interconnect. The John Crane business offers mechanical seals, seal support systems, power transmission couplings, and specialized filtration systems. The Flex-Tek business offers engineered components, flexible hosing, and rigid tubing that heat and move fluids and gases. The Smiths Detection business provides sensors and systems that detect and identify explosives, narcotics, weapons, chemical agents, biohazards, and contraband. The Smiths Interconnect business provides specialized electronic and radio frequency board-level and waveguide devices, connectors, cables, test sockets, and sub-systems used in secure connectivity applications. It serves general industrial, safety and security, energy, and aerospace markets. The company was formerly known as Smiths …
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
Smiths Group reported revenue of $2.9B in FY2025 versus $2.4B in FY2021, a compound +4.9%/yr. Reported net income was $292M in FY2025, compounding +0.7%/yr from FY2021.
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Recent news
- John Crane achieves B-BBEE Level One status, strengthening long-term investment and localisation strategy in South Africa
- Directorate change
- Smiths Group (LSE:SMIN) Stock Sees Split Analyst Revisions Before Q3 Trading Update
- [Latest] Global Neonatal Intensive Care Respiratory Devices Market Size/Share Worth USD 5.7 Billion by 2035 at a 10.5% CAGR: Healthcare Fore
External third-party headlines (Yahoo Finance, Reuters and others), not an editorial selection, not financial advice.
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| SMAWF SMAWF | $307.12 | $176.28 | -43% |
| SMNS SMNS | C$31.76 | C$22.91 | -28% |
| SIE SIE | €269.80 | €161.17 | -40% |
| Schneider Electric S.E. SBGSF | $334.00 | $148.44 | -56% |
| Siemens Energy AG SMEGF | $192.99 | $47.30 | -75% |
| Eaton Corporation ETN | $435.78 | $171.58 | -61% |
| Atlas Copco AB ATCOA | kr 179.35 | kr 122.65 | -32% |
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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.
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Not financial advice · no buy/sell recommendation. Model-based estimates are not certainties; their reliability depends on data quality and assumptions.