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Morgan Advanced Materials plc (MGAM.L)

GBp218.00 +0.00 (+0.00%)
GB LSE Industrials Industrial - Machinery
Address York House SL4 1DD
Windsor, GB
CEO Damien Caby
IPO 1988-07-01
ISIN GB0006027295

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Also trades on London Stock Exchange · BA05.L (GBp) London Stock Exchange · BA29.L (GBp) London Stock Exchange · MGAM.L (GBp) Other OTC · MCRUF (USD)
Description

Morgan Advanced Materials plc is a UK-based global leader in materials science and advanced engineering solutions. The company develops and manufactures a diverse portfolio of high-performance products. Its extensive range encompasses thermal management solutions, including insulating fibers, microporous materials, various firebricks, monolithic structures, heat shields, and fired refractory shapes. They also provide specialized crucibles, foundry supplies, and comprehensive furnace components for diverse industrial applications. Furthermore, Morgan Advanced Materials offers precision-engineered seals and bearings, from face seals and segmented designs to sliding bearings and components for rotary pumps and valves. Their expertise extends to a suite of carbon-based electrical components, such as brushes, collectors, slip rings, and current collection strips, alongside brush holders and diagnostic tools. The company is also a key provider of advanced ceramic solutions, spanning intricate components, ceramic cores, brazed and metallized assemblies, and specialized products for mass spectrometry, semiconductors, and medical applications; this includes tubes, laboratory porcelain, and kiln furniture, some marketed under the Haldenwanger brand. These highly engineered materials serve a wide array of critical sectors, such as industrial manufacturing, transportation, energy, petrochemicals, electronics, healthcare, and defense. With a robust global presence, Morgan Advanced Materials operates across the Americas (including the United States and other North American countries), Europe (including the United Kingdom, Germany, France, and other European countries), Asia (including China and other Asian countries), Australasia, the Middle East, and Africa. Founded in Windsor, UK, in 1856 as The Morgan Crucible Company plc, the company adopted its current name, Morgan Advanced Materials plc, in March 2013.

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
GBp218.00 +0.00 (+0.00%)
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Volume Profile
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Liquidity & share structure
Average Volume
1M
Beta
1.20
Float Shares
254.82M
Free Float %
92.2%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
+1.77% +2.22% +5.26% -4.76% +13.58% +5.50% +8.49% -20.69% -32.15% -7.85% -0.35%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
vs.
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Price Targets & DCF
Current price
218.00
DCF (Unlevered) 164.81 -24.4%
DCF (Levered) 53.53 -75.4%

DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.

Ratings Trend (MoM) 56% Bullish
Rating 2026-05 Change
Strong Buy 0 0
Buy 5 0
Hold 4 0
Sell 0 0
Strong Sell 0 0
Quality scores
Altman Z-Score
3.70
Safe zone
Piotroski F-Score
6 / 9
Average
MOAT Score
3 / 10
No MOAT
Composite Rating
B-
Overall Score
3 / 5
Medium
DCF Score
3 / 5
Medium
ROE Score
3 / 5
Medium
ROA Score
3 / 5
Medium
D/E Score
1 / 5
Low
P/E Score
2 / 5
Medium
P/Book Score
3 / 5
Medium
Operational MOAT
✗ Below peers
  • Revenue growth Industrial - Machinery: +7.4%
    -9.5% Q4'25: -15.5% (vs Q4'23)
  • EPS growth Industrial - Machinery: +15.6%
    -58.3% Q4'25: -80.0% (vs Q4'23)
  • FCF margin FCF growth · Industrial - Machinery: +38.2%
    +9.3% Q4'25: +10.1% (vs Q4'23)
  • EBIT margin Industrial - Machinery: +10.0%
    +8.8% Q4'25: +6.3% (vs Q4'23)
  • ROIC Industrial - Machinery: +6.8%
    +9.0% Q4'25: +20.6% (vs Q4'23)
  • Share dilution Industrial - Machinery: +0.0%
    -2.2% Q4'25: -3.6% (vs Q4'23)
  • Debt / EBITDA Net debt/EBITDA · Industrial - Machinery: -0.65×
    2.76× Q4'25: 1.75× (vs Q4'23)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (1.21) × ERP
WACC = 64% × Ke + 36% × Kd (6.9%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 164.81 Current price: 218.00
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

Base values reflect the latest available data for this company and market conditions.

Consensus Estimates
Metric Dec 2000
actual
Dec 2001
actual
Dec 2002
actual
Dec 2003
actual
Dec 2004
actual
Dec 2005
actual
Dec 2006
actual
Dec 2007
actual
Dec 2008
actual
Dec 2009
actual
Dec 2010
actual
Dec 2011
actual
Dec 2012
actual
Dec 2013
actual
Dec 2014
actual
Dec 2015
actual
Dec 2016
actual
Dec 2017
actual
Dec 2018
actual
Dec 2019
actual
Dec 2020
actual
Dec 2021
actual
Dec 2022
actual
Dec 2023
actual
Dec 2024
actual
Dec 2025
actual
Dec 2026
7 Rev. Ana.
7 EPS Ana.
Dec 2027
7 Rev. Ana.
7 EPS Ana.
Dec 2028
6 Rev. Ana.
5 EPS Ana.
Dec 2029
5 Rev. Ana.
1 EPS Ana.
Revenue
1.05B
est: 1.05B (-0.1%)
1.02B
est: 1.04B (-1.3%)
690.10M
est: 931.62M (-25.9%)
849.60M
est: 860.08M (-1.2%)
581.60M
est: 792.11M (-26.6%)
609.80M
est: 784.87M (-22.3%)
677.80M
est: 677.73M (+0.0%)
693.20M
est: 699.99M (-1.0%)
835.00M
est: 814.98M (+2.5%)
942.60M
est: 974.70M (-3.3%)
1.02B
est: 1.02B (-0.4%)
1.10B
est: 1.12B (-1.6%)
1.01B
est: 1.03B (-2.1%)
957.80M
est: 975.66M (-1.8%)
921.70M
est: 913.00M (+1.0%)
911.80M
est: 901.00M (+1.2%)
989.20M
est: 953.14M (+3.8%)
1.00B
est: 1.01B (-0.8%)
1.03B
est: 1.04B (-0.2%)
1.05B
est: 1.05B (+0.4%)
910.70M
est: 910.50M (+0.0%)
950.50M
est: 935.81M (+1.6%)
1.11B
est: 1.09B (+2.1%)
1.11B
est: 1.13B (-1.6%)
1.10B
est: 1.10B (+0.4%)
996.60M
est: 1.01B (-1.5%)
1.01B
1.00B – 1.02B
-0.2% YoY
1.05B
1.03B – 1.05B
+3.5% YoY
1.08B
1.08B – 1.08B
+3.4% YoY
1.14B
1.12B – 1.14B
+5.1% YoY
EBITDA
162.20M
est: 128.88M (+25.9%)
116.30M
est: 126.56M (-8.1%)
3.00M
est: 116.21M (-97.4%)
86.00M
est: 107.62M (-20.1%)
40.70M
est: 97.50M (-58.3%)
56.40M
est: 96.28M (-41.4%)
85.80M
est: 83.48M (+2.8%)
107.90M
est: 86.77M (+24.4%)
133.80M
est: 101.02M (+32.4%)
104.50M
est: 119.34M (-12.4%)
133.70M
est: 124.83M (+7.1%)
172.50M
est: 137.38M (+25.6%)
133.50M
est: 128.08M (+4.2%)
139.90M
est: 135.89M (+3.0%)
137.70M
est: 76.78M (+79.3%)
128.10M
est: 48.00M (+166.9%)
139.90M
est: 82.91M (+68.7%)
191.30M
est: 112.89M (+69.5%)
143.20M
est: 160.39M (-10.7%)
173.90M
est: 109.46M (+58.9%)
44.50M
est: 126.55M (-64.8%)
156.30M
est: 133.26M (+17.3%)
188.10M
est: 137.78M (+36.5%)
138.60M
est: 164.37M (-15.7%)
150.00M
est: 159.53M (-6.0%)
130.50M
est: 146.81M (-11.1%)
146.52M
145.17M – 147.93M
-0.2% YoY
151.59M
149.78M – 152.30M
+3.5% YoY
156.80M
156.68M – 156.91M
+3.4% YoY
164.75M
163.01M – 165.92M
+5.1% YoY
EBIT
118.70M
est: 126.73M (-6.3%)
42.70M
est: 124.45M (-65.7%)
-43.70M
est: 114.27M (-138.2%)
-60.80M
est: 105.83M (-157.5%)
4.90M
est: 95.87M (-94.9%)
47.70M
est: 94.67M (-49.6%)
59.90M
est: 82.09M (-27.0%)
82.80M
est: 85.32M (-3.0%)
104.20M
est: 99.34M (+4.9%)
60.80M
est: 117.35M (-48.2%)
95.40M
est: 122.75M (-22.3%)
160.90M
est: 135.09M (+19.1%)
101.00M
est: 125.95M (-19.8%)
104.40M
est: 94.05M (+11.0%)
104.10M
est: 82.05M (+26.9%)
95.60M
est: 52.40M (+82.4%)
110.20M
est: 81.53M (+35.2%)
161.10M
est: 113.42M (+42.0%)
109.40M
est: 163.47M (-33.1%)
128.50M
est: 108.15M (+18.8%)
-3.50M
est: 112.62M (-103.1%)
112.30M
est: 118.59M (-5.3%)
145.30M
est: 122.61M (+18.5%)
95.80M
est: 117.53M (-18.5%)
106.20M
est: 114.07M (-6.9%)
87.50M
est: 104.97M (-16.6%)
104.76M
103.80M – 105.77M
-0.2% YoY
108.39M
107.10M – 108.89M
+3.5% YoY
112.11M
112.03M – 112.19M
+3.4% YoY
117.80M
116.55M – 118.63M
+5.1% YoY
Net Income
60.40M
est: 75.24M (-19.7%)
5.90M
est: 73.89M (-92.0%)
-41.30M
est: 67.85M (-160.9%)
-77.00M
est: 62.84M (-222.5%)
-63.10M
est: 56.93M (-210.8%)
51.90M
est: 56.21M (-7.7%)
36.90M
est: 48.74M (-24.3%)
52.60M
est: 50.66M (+3.8%)
59.20M
est: 58.98M (+0.4%)
19.00M
est: 69.68M (-72.7%)
42.50M
est: 72.88M (-41.7%)
73.00M
est: 80.21M (-9.0%)
77.00M
est: 74.78M (+3.0%)
41.80M
est: 72.06M (-42.0%)
7.80M
est: 39.29M (-80.1%)
33.90M
est: 7.82M (+333.8%)
52.30M
est: 35.99M (+45.3%)
107.60M
est: 55.28M (+94.6%)
46.30M
est: 110.55M (-58.1%)
73.10M
est: 46.66M (+56.6%)
-22.50M
est: 65.28M (-134.5%)
73.80M
est: 68.75M (+7.4%)
88.00M
est: 58.80M (+49.7%)
47.30M
est: 68.11M (-30.6%)
50.30M
est: 68.96M (-27.1%)
21.10M
est: 51.02M (-58.6%)
48.69M
45.87M – 51.50M
-4.6% YoY
56.44M
51.61M – 61.26M
+15.9% YoY
63.77M
59.76M – 78.63M
+13.0% YoY
79.78M
78.68M – 80.51M
+25.1% YoY
SGA
est: 345.67M (-100.0%)
est: 339.46M (-100.0%)
est: 311.69M (-100.0%)
est: 288.66M (-100.0%)
est: 261.51M (-100.0%)
est: 258.24M (-100.0%)
est: 223.92M (-100.0%)
est: 232.72M (-100.0%)
est: 270.97M (-100.0%)
est: 320.09M (-100.0%)
est: 334.81M (-100.0%)
est: 368.49M (-100.0%)
est: 343.54M (-100.0%)
15.10M
est: 291.33M (-94.8%)
14.70M
est: 284.86M (-94.8%)
17.50M
est: 303.91M (-94.2%)
18.30M
est: 329.39M (-94.4%)
18.40M
est: 363.51M (-94.9%)
4.70M
est: 369.99M (-98.7%)
800.0K
est: 372.61M (-99.8%)
500.0K
est: 327.59M (-99.8%)
300.0K
est: 344.95M (-99.9%)
500.0K
est: 356.66M (-99.9%)
500.0K
est: 140.01M (-99.6%)
678.50M
est: 135.88M (+399.3%)
est: 125.04M (-100.0%)
124.80M
123.65M – 126.00M
-0.2% YoY
129.12M
127.58M – 129.72M
+3.5% YoY
133.55M
133.45M – 133.65M
+3.4% YoY
140.33M
138.84M – 141.32M
+5.1% YoY
EPS
0.24
est: 0.24 (+0.1%)
0.02
est: 0.10 (-80.7%)
-0.17
est: -0.19 (+11.6%)
-0.30
est: -0.04 (-745.5%)
-0.22
est: 0.00 (-8,975.9%)
0.18
est: 0.13 (+36.1%)
0.13
est: 0.17 (-23.5%)
0.19
est: 0.20 (-5.3%)
0.22
est: 0.23 (-4.5%)
0.07
est: 0.13 (-45.0%)
0.16
est: 0.18 (-13.0%)
0.27
est: 0.28 (-2.3%)
0.28
est: 0.23 (+23.5%)
0.15
est: 0.21 (-28.3%)
0.03
est: 0.20 (-86.3%)
0.12
est: 0.20 (-41.5%)
0.18
est: 0.21 (-12.3%)
0.38
est: 0.21 (+76.9%)
0.16
est: 0.25 (-36.7%)
0.26
est: 0.27 (-3.8%)
-0.08
est: 0.18 (-145.0%)
0.26
est: 0.25 (+2.4%)
0.31
est: 0.32 (-3.9%)
0.17
est: 0.24 (-30.0%)
0.18
est: 0.25 (-26.8%)
0.08
est: 0.18 (-58.2%)
0.17
0.16 – 0.18
-4.3% YoY
0.21
0.18 – 0.22
+19.8% YoY
0.24
0.21 – 0.28
+17.2% YoY
0.28
0.28 – 0.29
+17.0% YoY
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-29 B- 3/5 3/5 3/5 3/5 1/5 2/5 3/5
2026-05-28 B- 3/5 3/5 3/5 3/5 1/5 2/5 3/5
2026-05-27 B- 3/5 3/5 3/5 3/5 1/5 2/5 3/5
2026-05-26 B- 3/5 3/5 3/5 3/5 1/5 2/5 3/5
2026-05-22 B- 3/5 3/5 3/5 3/5 1/5 2/5 3/5
2026-05-21 B- 3/5 3/5 3/5 3/5 1/5 2/5 3/5
2026-05-20 B- 3/5 3/5 3/5 3/5 1/5 2/5 3/5
2026-05-19 B- 3/5 3/5 3/5 3/5 1/5 2/5 3/5
2026-05-18 B- 3/5 3/5 3/5 3/5 1/5 2/5 3/5
2026-05-15 B- 3/5 3/5 3/5 3/5 1/5 2/5 3/5
2026-05-14 B- 3/5 3/5 3/5 3/5 1/5 2/5 3/5
2026-05-13 B- 3/5 3/5 3/5 3/5 1/5 2/5 3/5
2026-05-12 B- 3/5 3/5 3/5 3/5 1/5 2/5 3/5
2026-05-11 B- 3/5 3/5 3/5 3/5 1/5 2/5 3/5
2026-05-08 B- 3/5 3/5 3/5 3/5 1/5 2/5 3/5
2026-05-07 B- 3/5 3/5 3/5 3/5 1/5 2/5 3/5
2026-05-06 B- 3/5 3/5 3/5 3/5 1/5 2/5 3/5
2026-05-05 B- 3/5 3/5 3/5 3/5 1/5 2/5 3/5
2026-05-01 B 3/5 3/5 3/5 4/5 1/5 2/5 3/5
2026-04-30 B 3/5 3/5 3/5 4/5 1/5 2/5 3/5
2026-04-29 B 3/5 3/5 3/5 4/5 1/5 2/5 3/5
2026-04-28 B 3/5 3/5 3/5 4/5 1/5 2/5 3/5
2026-04-27 B 3/5 3/5 3/5 4/5 1/5 2/5 3/5
2026-04-24 B 3/5 3/5 3/5 4/5 1/5 2/5 3/5
2026-04-23 B 3/5 3/5 3/5 4/5 1/5 2/5 3/5
2026-04-22 B 3/5 3/5 3/5 4/5 1/5 2/5 3/5
2026-04-21 B 3/5 3/5 3/5 4/5 1/5 2/5 3/5
2026-04-20 B 3/5 3/5 3/5 4/5 1/5 2/5 3/5
2026-04-17 B 3/5 3/5 3/5 4/5 1/5 2/5 3/5
2026-04-16 B 3/5 3/5 3/5 4/5 1/5 2/5 3/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
97.93M
OE per share TTM
0.34
Owner's Yield
15.36%
Maintenance CapEx ratio
888.05%
Maint CapEx / Avg PPE
32.2%

Ownership Overview

Ownership breakdown

Ownership breakdown not available.

At a glance
Institutional holders
Total invested
Insider transactions (90d)
0
Beneficial owners (>5%)
0
Beneficial owners (>5%)

No beneficial ownership filings recorded.

Institutional Activity (13F)

Institutional ownership trend

Institutional history not available.

Top institutional holders

Top holders not available.

ETF Ownership

Top ETFs holding this stock Held by 70 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 Fidelity Investment Trust - Fidelity Special Values PLC FSV.L 0.59% 10.43M 0.27%
2 Amundi Prime UK Mid & Small Cap UCITS ETF DR - GBP (D) PRUK.L 0.32% 1.36M 0.05%
3 WisdomTree Europe SmallCap Dividend UCITS ETF WTES.DE 0.28% 259.4K 0.38%
4 WisdomTree Europe SmallCap Dividend UCITS ETF Acc DFEA.L 0.28% 259.4K 0.38%
5 Vanguard FTSE 250 UCITS ETF VMIG.MI 0.21% 5.55M 0.10%
6 Vanguard FTSE 250 UCITS ETF (GBP) Distributing VMID.DE 0.21% 5.55M 0.10%
7 Xtrackers FTSE 250 UCITS ETF 1D XMCX.L 0.20% 75.5K 0.15%
8 Invesco FTSE 250 UCITS ETF S250.L 0.20% 69.7K 0.12%
9 iShares FTSE 250 UCITS ETF MIDD.L 0.19% 1.64M 0.40%
10 HSBC FTSE 250 UCITS ETF HMCX.L 0.19% 128.7K 0.09%

Insider Activity

Insider Activity — Latest Quarter

No insider activity available.

Insider buys vs sells (history)

Insider history not available.

Recent insider transactions

No recent insider transactions.

Executive team

Top executives
EBIT / Employee
10.3K
Shares Outstanding
276.41M

Executive compensation

Executive compensation (annual)

Executive compensation not available.

CEO compensation breakdown

No CEO compensation history available.

Proxy statements

Proxy statements (DEF 14A)

No proxy statements available for this company yet.

Recent SEC filings

Recent SEC filings

No SEC filings available for this company yet.

Executive team

NameTitleCompensationGender
Damien Caby Chief Executive Officer & Director 1M male
Richard J. Armitage Chief Financial Officer & Director 932.0K male
Monika HR Manager female
Paul A. Boulton General Counsel male
Simon Rhodes Halliday Director of Strategic Programmes male
Winifred Chime Company Secretary female
ESG Score History

No data available for this company.

Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity

No House trading activity found for this company.

Market share among peers
Peer comparison — filtered group (TTM)
Your opinion

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Dividend yield history

Dividend history

Earnings history

Earnings reports

Stock splits