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Spirax Group plc (SPX) Fair Value & Analysis

Industrials · GB · Market cap 5.1B GBX · ISIN GB00BWFGQN14

What is Spirax Group plc really worth?

SG Spirax Group plc SPX · LSE
Price£69.60
Fair Value£40.04
Upside−42.5%
Quality65/100

A solid business, but trading 74% above our fair value of £40.04.

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Strengths

Healthy Growth (revenue 5y +7.4 %/yr)
Moderate debt · generates free cash flow

Risks

!Thin margins · 9.6% net margin
!Mixed vs. peers (8/15)
!Moderate moat 57/100
!Weak on future: 26 out of 100

For context

·2.44% dividend yield
Evidence: High Range £24.48 – £58.12

Fair value as of: Aug 30, 2026

From 26 valuation models · updated 6 days ago

Share price −5.2% over the past month.

What runs behind every stock

69 individual criteria per stock, every one traceable See the method →

What matters now

  • The price sits above even our optimistic bull case (£58.12). The favourable scenario is already priced in.
  • Solid but not exceptional quality (65/100) and above fair value, neither a clear bargain nor a standout compounder.
  • A fairly wide model range (£24.48 to £58.12) leaves room in how you read the outcome.

Price vs Fair Value (5 years)

£156.65 £52.13 Fair Value £40.04 Jun 2021 Sep 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 30, 2026.

How to read this chart

60‑month range £52.13 – £156.65 · fair‑value band £24.48 – £58.12 · the £69.60 price screens above the £40.04 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Aug 30, 2026.

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Analysis

Spirax Group plc (SPX) currently trades at £69.60, while our model-based Fair Value estimate is £40.04, implying the stock looks roughly 73.8% overvalued today. The Quality Score stands at 65/100 (solid quality), in the Industrials sector. Bull case: the DCF Models group reads highest at a median of £44.63 per share, and 0 of the 26 models we run sit above the £69.60 price. Bear case: the Asset-Based group reads lowest at £11.10, and 26 of the 26 models stay below the price. Evidence for this calculation is high.

Over the trailing twelve months, Spirax Group plc generated revenue of £1.7B at a net margin of 9.6%. Revenue grew 5.1% year over year. It earns a return on equity of 13.5%. Net debt stands at £655M. Fundamentals as of Aug 30, 2026

Our scenario range runs from £24.48 (bear case) to £58.12 (bull case); at £69.60, the current price sits above that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. For context, the median of 10 Industrials peers we cover trades at −52% fair-value upside, at −42%, SPX screens cheaper than that median.

Fair Value models

This estimate rests on fiscal year 2025 figures, and about 8 months have passed since. In that time the company retained roughly £0.3451 per share, which is 0.9 % of the fair value. The fair value deliberately does not add this in: the models value reported figures, not a projection.

Each model estimates fair value its own way; the Fair Value above is the evidence-weighted, family-balanced blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small. Every input is real reported data, nothing guessed.

Model Bear Bear = the cautious scenario: the same model computed with conservative anchors (lower growth, margins and valuation multiples). Together with Bull it frames a plausible valuation range, not a price target.BaseBull Bull = the optimistic scenario: the same model computed with favourable anchors (higher growth, margins and valuation multiples). Together with Bear it frames a plausible valuation range, not a price target. Evidence
Highest evidence
FCF DCF £27.08 £44.63 £70.83 79
Growth DCF £27.41 £42.66 £63.89 78
Owner Earnings £27.98 £46.02 £72.96 75
All 26 models by family
DCF Models
FCF DCF £27.08 £44.63 £70.83 79
Owner Earnings £27.98 £46.02 £72.96 75
5Y Revenue Exit £24.69 £42.16 £64.53 71
5Y EBITDA Exit £37.70 £66.84 £101.24 74
5Y P/E Exit £26.83 £46.21 £66.70 70
10Y Revenue Exit £24.40 £40.43 £62.16 66
10Y EBITDA Exit £33.42 £57.30 £89.91 67
10Y P/E Exit £26.60 £43.19 £63.81 63
Earnings-Based
Graham-Dodd £15.06 £50.14 £67.12 64
Lynch FV £11.36 £16.23 £21.10 61
PEG = 1.0 £11.36 £16.23 £21.10 57
EPV £25.41 £30.13 £34.20 74
Dividend Discount
Gordon GGM £14.61 £29.12 £44.10 67
DDM Multi-Stage £14.61 £24.49 £30.74 67
Multiples
P/E Multiple £34.87 £46.50 £58.12 63
P/S Multiple £28.23 £37.64 £47.05 58
P/B Multiple £28.23 £37.64 £47.05 55
EV/EBIT £48.30 £65.88 £83.47 66
EV/EBITDA £49.39 £67.34 £85.28 67
EV/Revenue £24.63 £37.09 £49.55 53
Asset-Based
NCAV (Graham) £8.28 £11.10 £16.56 54
Growth DCF
Growth DCF £27.41 £42.66 £63.89 78
Rev-Margin DCF £24.69 £42.18 £62.66 72
Economic Profit
Residual Income £15.71 £18.52 £31.33 74
ROIC Compounder £27.29 £35.74 £45.91 72
Growth Earnings
Growth-Adj P/E £29.53 £42.19 £54.85 67

Widest divergence: DCF Models (£44.63) versus Asset-Based (£11.10). Highest evidence: FCF DCF (79).

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Key figures & financial health

P/E ratio 31.5
P/S ratio 3.02 P/E × margin
EPS (TTM) £2.21 price ÷ EPS = P/E 31.5
Dividend yield 2.4% payout 76.9%
Net margin 9.6% FY2025
Return on equity 13.5% TTM
More key figures
Profitability
Return on assets (EBIT) 12.5% avg 5y
Operating margin 18.5% TTM
Growth
Revenue (TTM) £1.7B TTM
Revenue growth (YoY) +5.1% 3y avg +1.9%
EPS growth (YoY) +0.8%
Balance sheet & cash flow
Free cash flow 212M GBX FY2025
Net debt 655M GBX FY2025 · ≈ 3.1 yrs of FCF

Figures from reported company fundamentals · as of Aug 30, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 65/100

Of which business quality 63 · Market factors (momentum, volatility) 48

Profitability 42
Margins and returns on capital today
Quality Growth 42
Are margins and returns improving?
Cashflow 67
Earnings quality: real cash, not paper profit
Fin. Strength 63
Balance sheet, leverage, solvency risk
Investment 96
Disciplined investing over empire-building
Low Volatility 62
Calm price path (market factor)
Momentum 41
Price trend over the last 3–12 months (market factor)
52W Momentum 43
Distance to the 52-week high (market factor)
Net Issuance 82
Buybacks instead of dilution

Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.

All values are scores from 0 to 100 (100 = best against fixed, research-based bands), not percentages. The three market factors (momentum, 52-week proximity, low volatility) are displayed but carry zero weight in the headline number: market sentiment is not a business property.

About the company

Spirax Group plc provides thermal energy and fluid technology solutions in Europe, the Middle East, Africa, the Asia Pacific, and the Americas. It operates through three segments: Steam Thermal Solutions, Electric Thermal Solutions, and Watson-Marlow Fluid Technology Solutions.

Full company description

Spirax Group plc provides thermal energy and fluid technology solutions in Europe, the Middle East, Africa, the Asia Pacific, and the Americas. It operates through three segments: Steam Thermal Solutions, Electric Thermal Solutions, and Watson-Marlow Fluid Technology Solutions. The company offers industrial and commercial steam systems, including condensate management, controls, and thermal energy management products and solutions for heating, curing, cooking, drying, cleaning, sterilizing, space heating, humidifying, vacuum packing, and producing hot water; electrical process heating and temperature management solutions, such as industrial heaters and systems, heat tracing, and various component technologies; and designs and manufactures peristaltic and niche pumps and associated fluid path technologies, including tubing, specialised filling systems and products for single use applications. The company serves food and beverage, pharmaceutical and biotechnology, oil and gas, chemical, power generation, healthcare, buildings, water and wastewater, semiconductor, transport, original equipment manufacturers machinery, and mining and precious metal processing industries. The company was formerly known as Spirax-Sarco Engineering plc and changed its name to Spirax Group PLC in June 2024. Spirax Group PLC was founded in 1888 and is headquartered in Cheltenham, the United Kingdom.

Company description, as reported by the company or data provider.

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Spirax Group plc reported revenue of £1.7B in FY2025 versus £1.3B in FY2021, a compound +6.1%/yr. Reported net income was £163M in FY2025, compounding −8.6%/yr from FY2021.

Growth Quality 80/100
Revenue growth appears healthy and is supported by profitability and cash-flow quality.
Latest Revenue (FY 2025)
£1.7B
Latest YoY
+2.3%
Avg. revenue growth/yr (3Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+1.9%
Avg. revenue growth/yr (5Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+7.4%
Avg. revenue growth/yr (40Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+7.7%
Value creation/yr (5Y) Earnings growth per share (CAGR 5 years) plus dividend yield: value created per share and year.
+1.2% (−1.2 + 2.4)
Revenue +6.1%/yr
FY21 £1.3B
FY22 £1.6B
FY23 £1.7B
FY24 £1.7B
FY25 £1.7B
Net income −8.6%/yr
FY21 £235M
FY22 £225M
FY23 £184M
FY24 £191M
FY25 £163M
Character of growth · EPS growth decomposed (2014-2025) +6.0 % p.a.
Revenue per share +10.2 %

of which total revenue +10.2 % · buybacks/dilution +0.0 %

EBIT margin −2.2 %
Tax rate +0.6 %
Residual (interest, one-offs) −2.2 %

Annual growth per factor. These are factors, not summands: multiplied they give the EPS growth rate, added they do not quite. Start and end points are 3-year averages (details on hover).

SPX screens 74% overvalued. Compare with GE Vernova Inc →

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Cite: Fair Value Calculator (2026). "Spirax Group plc Fair Value". https://www.fairvalue-calculator.com/stock/SPX

Earlier news

External third-party headlines (Yahoo Finance, Reuters and others), not an editorial selection.

Peer Group

Specialty Industrial Machinery · 792 stocks

How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.

Quality Score 65 · Top 25%
Fair Value upside −43% · Below median
Return on equity (TTM) 13% · Top 25%
Return on assets 7% · Top 25%
Net margin (TTM) 10% · Above median
Operating margin (TTM) 19% · Top 25%
Revenue growth 5% · Above median
Dividend yield (TTM) 2.4% · Above median
Debt / equity 0.57× · Higher than 75% of peers

Valuation Multiples vs Specialty Industrial Machinery median · lower = cheaper

P/E (TTM) 31.5× · Pricier than median
P/B 5.69× · Pricier than 75% of peers
P/S (TTM) 4.08× · Pricier than median
P/FCF 32.8× · Pricier than 75% of peers
EV/EBITDA 19.4× · Pricier than median
PEG 1.46× · Cheaper than median

Strength profile in five axes (Snowflake)

Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.

VALUEFUTUREPASTHEALTHDIVIDEND
This stock
VALUEFUTUREPASTHEALTHDIVIDEND
Sector peers
VALUE0 · sector 0
FUTURE26 · sector 21
PAST54 · sector 28
HEALTH72 · sector 96
DIVIDEND49 · sector 27

VALUE 0: the price sits above our fair-value range.

Insider activity: 45/100

Values & ESG

Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.

None of the checked exposures detected

Similar stocks

10 more Specialty Industrial Machinery stocks, each showing price versus our Fair Value estimate (as of Aug 30, 2026).

Stock Price Fair Value vs Fair Value
GE Vernova Inc GEV $941.84 $131.95 −86%
SIE SIE €289.85 €139.77 −52%
Eaton Corporation ETN $402.78 $168.65 −58%
Parker-Hannifin Corporation PH $995.02 $398.69 −60%
Atlas Copco AB ATCOA kr 206.60 kr 112.59 −46%
Cummins Inc CMI $564.40 $348.94 −38%
Illinois Tool Works Inc ITW $281.67 $145.84 −48%
Emerson Electric Co EMR $155.18 $58.44 −62%
AMETEK, Inc AME $236.25 $125.80 −47%
Rockwell Automation, Inc ROK $417.53 $125.76 −70%

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Frequently asked questions

Is Spirax Group plc (SPX) overvalued or undervalued?
As of Aug 30, 2026, our model estimates a fair value of £40.04 versus a price of £69.60, about −42% upside (overvalued).
What is the fair value of SPX?
Our model-based fair value for Spirax Group plc is £40.04 (as of Aug 30, 2026), built from audited fundamentals. The current price: £69.60.
What is the quality score of SPX?
Spirax Group plc has a Quality Score of 65/100. It measures business quality (profitability, growth, cash flow, balance-sheet strength, investment discipline, share issuance). Market factors such as price momentum and volatility do not enter the number; they are shown separately in the detail view.
What is the revenue of Spirax Group plc (SPX)?
Spirax Group plc reported trailing-twelve-month revenue of about £1.7B (latest available figure, as of Aug 30, 2026).
What is the net profit margin of SPX?
The net profit margin of Spirax Group plc is about 9.6%, meaning it keeps roughly 9.6% of revenue as net income. Based on the latest reported figures.
Does Spirax Group plc pay a dividend?
Spirax Group plc currently shows a dividend yield of about 2.44% relative to its recent price (as of Aug 30, 2026).
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