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CTEC:LSEConvaTec Group Plc Analysis

Data as of 2026-03-11 - not real-time

£236.20

Latest Price

6/10Risk

Risk Level: Medium

Executive Summary

Convatec is trading at ~236 GBp, well above its DCF fair value of ~114 GBp, giving it an **overvalued** price tag despite a solid 7% revenue growth and a forward P/E of ~14. The stock shows a neutral price trend (20‑day SMA 238.8 vs 50‑day SMA 235.8) and a bearish MACD divergence, while volatility remains high at ~41% over the past 30 days. Recent earnings released a lower FY25 profit but the company raised its medium‑term growth outlook, prompting an 8% share price rally and a higher dividend payout (2.21% yield with a 78% payout ratio). However, the balance sheet is heavily leveraged (debt‑to‑equity ~100%) and cash reserves are modest, raising questions about dividend sustainability.

Market Outlook

Short Term

< 1 year
Neutral
Model confidence: 6/10

Key Factors

  • Bearish MACD histogram and neutral SMA crossover suggest limited upside in the near term
  • High short‑term volatility (~41% 30‑day) could amplify price swings
  • Upcoming ex‑dividend date (16 Apr) may attract dividend‑seeking investors temporarily

Medium Term

1–3 years
Positive
Model confidence: 8/10

Key Factors

  • Management raised medium‑term revenue guidance, indicating accelerating growth
  • Forward P/E of ~14 implies earnings are catching up to price
  • Increasing volume trend supports better market participation

Long Term

> 3 years
Neutral
Model confidence: 7/10

Key Factors

  • Fundamentals show solid margins and recurring demand for chronic‑care products
  • Elevated debt load (DE ratio ~100%) and a price‑to‑book of >400 raise valuation concerns
  • Long‑term dividend sustainability is questionable given high payout ratio and limited cash

Key Metrics & Analysis

Financial Health

Revenue Growth7.10%
Profit Margin7.17%
P/E Ratio39.4
ROE10.91%
ROA5.76%
Debt/Equity100.00
P/B Ratio408.0
Op. Cash Flow£470.0M
Free Cash Flow£195.3M
Industry P/E25.2

Technical Analysis

TrendNeutral
RSI48.1
Support£221.00
Resistance£259.30
MA 20£238.84
MA 50£235.83
MA 200£243.54
MACDBearish
VolumeIncreasing
Fear & Greed Index76.07

Valuation

Fair Value£114.23
Target Price£309.76
Upside/Downside31.14%
GradeOvervalued
TypeGrowth
Dividend Yield2.21%

Risk Assessment

Beta0.17
Volatility40.91%
Sector RiskMedium
Reg. RiskMedium
Geo RiskMedium
Currency RiskLow
Liquidity RiskMedium

This analysis may contain inaccuracies and is provided for informational and research purposes only. It is not personal investment advice, a recommendation, or an instruction to buy, sell, or hold any asset.