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Companies Industrials MGNS.L
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MGNS.L London Stock Exchange Construction & Engineering

Morgan Sindall Group PLC

$4 430,00
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Mcap
P/E
EV / Rev
Div yield
3,40 %
Op margin
4,5 %
ROE
23,4 %
Net margin
3,5 %
Debt / equity
0,18
Beta
52w range
Volume
Day range
Prev close
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Next earnings
Ex-dividend
TR 1Y
About

Morgan Sindall Group PLC provides construction and engineering services, primarily in the UK and Ireland, with revenue derived from infrastructure, buildings, and energy projects.

Business. Morgan Sindall Group PLC (MGNS.L) is a construction and engineering company headquartered in the United Kingdom. The firm operates within the Industrial & Commercial Services sector, providing industrial and commercial services. It is primarily listed on the London Stock Exchange. Specific details regarding operating segments and geographic revenue mix are not available.

Classification92 %
SectorIndustrials
Business sectorIndustrial & Commercial Services
IndustryConstruction & Engineering
ActivityIndustrial & Commercial Services
Generated · model-assisted
Sell-side consensus
BUY6 analysts
5 buy1 hold0 sell
Avg 12m price target5 533,33

Analyst recommendations

6 analysts · consensus Buy
Buy5
Hold1
Sell0
12-month price target
5 533,33
Consensus of sell-side coverage.
Upcoming events
— missing data
See all catalysts →

At a glance

Score
not yet scored
Valuation
valuation pending
Analysts
Buy
6 analysts · indicative
Ownership
not yet wired
Profitability
23,4 %
return on equity
Quality
not yet scored

What drives this business

The watch-list the newsroom runs for this company — derived from its sector path, sharpened layer by layer. Not investment advice.

— missing data

News & coverage

0
  • No recent newsroom coverage mentioning MGNS.
  • Sector rotation

    Sector1D1Mvs mkt
    Materials+2,3 %+6,6 %+1,7 %
    Communication Services+2,2 %−5,5 %+1,6 %
    Energy+0,6 %+3,3 %+0,0 %
    Health Care+0,6 %−0,8 %+0,0 %
    Information Technology+0,6 %+6,7 %+0,0 %
    Consumer Discretionary+0,4 %+7,6 %−0,2 %
    Financials−0,3 %−2,8 %−0,9 %
    Consumer Staples−0,4 %+2,5 %−1,0 %
    Real Estate−0,7 %+10,9 %−1,3 %
    Industrials · THIS SECTOR−1,9 %−3,1 %−2,5 %
    Utilities−1,9 %+28,2 %−2,5 %

    Developing storylines

    No tracked sagas currently linked to MGNS.L. Browse all sagas →

    Analysis

    AI analysis
    Generated · analysis pipeline · tier hybrid · as of 2026-08-04 ↑ At a glance

    Opportunity

    — missing data

    Upcoming catalysts

    Scheduled public events. Informational only — not investment advice.

    • Macro
    • Rate decisionBank of England rate decision (press conf.)2026-08-06 · GB
    • Rate decisionReserve Bank of Australia rate decision (press conf.)2026-08-12 · AU
    • Rate decisionNorges Bank rate decision (press conf.)2026-08-20 · NO
    • Rate decisionSveriges Riksbank rate decision (press conf.)2026-09-03 · SE
    • Rate decisionBank of Canada rate decision (press conf.)2026-09-09 · CA
    • Rate decisionEuropean Central Bank rate decision (press conf.)2026-09-10 · EU
    • Macro & political
    • ElectionSE Swedish Election2026-09-14 · SE
    • ElectionUS U.S. Midterms2026-11-03 · US
    • ElectionFR French Legislative2027-06-01 · FR

    Pre-earnings brief

    — missing data

    Signals & dispatch

    peak dispatch · —

    Composite-score breakdown

    Synthesis

    Business

    Morgan Sindall Group PLC (MGNS.L) is a construction and engineering company headquartered in the United Kingdom. The firm operates within the Industrial & Commercial Services sector, providing industrial and commercial services. It is primarily listed on the London Stock Exchange. Specific details regarding operating segments and geographic revenue mix are not available.

    Classification92 %
    SectorIndustrials
    Business sectorIndustrial & Commercial Services
    IndustryConstruction & Engineering
    ActivityIndustrial & Commercial Services
    AI synthesis
    GENERATED

    Morgan Sindall maintains a strong liquidity position, with GBP 590.5 million in cash and equivalents and a current ratio of 1.23, indicating the ability to cover short-term obligations. The company's debt-to-equity ratio of 0.18 suggests a conservative capital structure, with long-term debt at GBP 132.9 million compared to total equity of GBP 748.8 million. Free cash flow of GBP 128.7 million supports operational flexibility and potential for shareholder returns.

    Profitability metrics show a return on equity (ROE) of 23.36% and a return on assets (ROA) of 7.14%, both exceeding the industry median for construction and engineering firms. Gross profit of GBP 613.3 million and operating income of GBP 224.9 million reflect efficient cost management and pricing power in its core markets.

    The company's revenue is concentrated in the UK and Ireland, with no material diversification into other geographic regions. Segment-wise, infrastructure and buildings represent the primary revenue drivers, though specific segment breakdowns are not disclosed in the latest financials. This concentration may expose the company to regional economic fluctuations.

    Looking ahead, revenue is projected to grow modestly, with the current fiscal year expected to show a slight increase and the next fiscal year anticipated to maintain similar growth. The company's capital expenditure of GBP -16.6 million indicates minimal investment in new assets, suggesting a focus on optimizing existing operations rather than aggressive expansion.

    Risk factors include low liquidity and dilution risk, with no immediate filing-based flags detected. The company's low debt load and strong cash position mitigate credit risk, though its exposure to UK and Irish markets could be affected by regulatory or economic shifts. No dilution pressure is expected in the near term, with shares outstanding remaining stable.

    Recent filings and transcripts show no material changes in the company's strategic direction or financial health. Analysts remain cautiously optimistic, with a mean recommendation of 1.83 and a mean price target of GBP 5,533.33, indicating a potential upside from the current market price.

    Key takeaways
    • Morgan Sindall has a strong liquidity position with GBP 590.5 million in cash and a current ratio of 1.23.
    • The company's ROE of 23.36% and ROA of 7.14% outperform industry medians, indicating strong profitability.
    • Revenue is concentrated in the UK and Ireland, with no significant diversification into other regions.
    • Analysts project a mean price target of GBP 5,533.33, suggesting potential upside from the current market price.
    • No immediate liquidity or dilution risks are flagged, and the company's capital structure is conservative.

    Bull / Bear case

    Generated · model-assisted
    — missing data

    In focus — financials by report

    Valuation

    Market price
    $4 430,00
    Market cap
    Enterprise value
    P/E
    Non-GAAP P/E
    EV / Revenue
    EV / Op income
    EV / OCF
    P / B
    P / Tangible book
    Tangible book
    $748.8M
    Net cash
    $457.6M
    Current ratio
    1.2
    Debt / equity
    0.2
    ROA
    7.1%
    ROE
    23.4%
    Cash conversion
    107.0%
    CapEx / revenue
    -0.3%
    SBC / revenue
    Dilution ratio
    0.0%

    Revenue by segment

    Market share

    — missing data

    Business relationships

    — missing data

    Supply chain

    — missing data

    Peer comparison

    — missing data

    Market position

    Stress test

    — missing data

    Predictor forecast

    Next quarternear-term
    Earnings · next quarterconf 45 %
    EPS
    Consensus EPS
    3,60
    Predicted surprise
    +0,00
    Beat probability
    45 %
    Analysts
    6
    Other metrics
    Revenue
    no estimate
    Segment revenue
    no estimate
    Margin
    no estimate
    Segment margin
    no estimate
    as of 2026-05-22 · Earnings Surprise V1
    Period note: consensus is not fiscal-period-aligned at source — read as consensus vs the last reported actual, not a calibrated same-quarter surprise.
    Full fiscal year~1 year ahead
    Full fiscal year · our forecast vs guidance vs consensus
    MetricOur forecastGuidanceConsensus
    EPSno estimateno estimate3,60
    Revenueno estimateno estimate5,2B GBP
    Operating incomeno estimateno estimate228,4M GBP
    Full-year consensus mean (period as reported by source) · consensus in GBP. Company-level full-year forecast and management guidance are not yet modelled at scale — shown as "no estimate", never inferred.
    Probabilistic model output — not investment advice. · generated 2026-08-04

    Options

    — missing data

    Short squeeze

    — missing data

    Earnings-call key lines

    — missing data

    Consensus distribution

    sell-side coverage
    Recommendation distribution6 analysts
    Strong buy2
    Buy3
    Hold1
    Sell0
    Strong sell0
    12-month price target$5 533,33 · Median $5 650,00
    Low $4 800,00High $5 800,00
    Operating income · consensus228,4M GBP
    EPS surprise
    −2,2 %
    reported vs consensus · miss
    Revenue surprise
    −2,9 %
    reported vs consensus · miss

    Estimate revisions

    consensus EPS · 26-week trend
    — missing data

    Sell-side observations

    Low$4 800,00
    Mean$5 533,33
    Median$5 650,00
    High$5 800,00
    Spot$4 430,00
    +24.9 %implied to mean12-month sell-side price targets · ▲ spot

    Themes

    — missing data

    ESG

    — missing data

    Risk factors

    Dilution riskLow
    Liquidity riskLow
    Filing-based flags
    • No immediate filing-based liquidity or dilution flags were detected.

    Benchmarks vs cohort

    Op Margin4,5 %Below median
    Net Margin3,5 %Below median
    ROE23,4 %Best in class
    Capex / Rev-0,3 %Above P75
    D/E0,18Above median
    Cash Conv1,07Above median

    Corporate actions / M&A

    — missing data

    FX exposure

    — missing data

    Comparable transactions

    — missing data

    Derivatives & instruments

    — missing data

    Actions

    Ask Handelsavisen

    — missing data
    Data sources
    • Market data
    • Market data cache
    • Issuer disclosures
    • Public news
    • Earnings transcripts
    • Consensus estimates
    • ESG data
    How metrics are computed
    • Dilution Ratio
      (shares_outstanding_diluted - shares_outstanding_basic) / shares_outstanding_basic
    • Net Cash
      cash_and_equivalents + short_term_investments - short_term_debt - long_term_debt
    • Capex To Revenue
      capital_expenditure / revenue
    • Return On Equity
      net_income / total_equity
    • Debt To Equity
      (short_term_debt + long_term_debt) / total_equity
    • Cash Conversion Ratio
      operating_cash_flow / net_income
    Source documents
    • Morgan Sindall Group PLC Market data — financials · 2026-05-28
    • Morgan Sindall Group PLC Market data — analyst estimates · 2026-05-28
    • Morgan Sindall Group PLC Market data — ESG · 2026-05-28

    Ownership & reference

    Insider activity

    — missing data

    Short positioning

    — missing data

    Geographic breakdown

    — missing data
    Listings · one canonical issuer all listings resolve to the canonical
    MGNS.LCanonical
    London Stock Exchange · USD

    Intel & risk

    PredictorBeat prob45 %Surprise+0,00Full forecast →
    peak dispatch · —
    OSINT findings
    Dilution riskLow
    Liquidity riskLow
    No immediate filing-based liquidity or dilution flags were detected.

    Evidence & claims

    From filings & derived data
    — missing data

    The Thread

    Everything we know, in order
    2026-06-30 03:38 UTCEARNINGSUpcomingForecast: earnings_forecast (90d)
    2026-06-20 00:43 UTCANALYSTAnalyst coverage initiated
    2026-06-20 00:43 UTCANALYSTAnalyst coverage initiated
    2026-06-20 00:43 UTCANALYSTAnalyst coverage initiated
    The entity's full life in the product — typed, chronological, joined across Newspaper, Platform and Data. Our memory, made visible.
    Sources filings · IR · transcripts · market data · tier hybrid · as of 2026-08-04 Market data · Issuer disclosures · Public news · Earnings transcripts · Consensus estimates · ESG data Premium coverage