AZZ INC. |
Market Closed -
Other stock markets
|
5-day change | 1st Jan Change | ||
| 71.49 USD | -2.39% |
|
-4.43% | +23.07% |
| Apr. 26 | Tech Rally Boosts Exchange-Traded Funds, Equity Futures Pre-Bell Friday | MT |
| Apr. 26 | AZZ Prices $280 Million Stock Offering | MT |
Valuation
| Fiscal Period: February | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|---|---|---|
| Capitalization 1 | 968 | 1,296 | 1,216 | 1,012 | 1,826 | 1,795 | - |
| Enterprise Value (EV) 1 | 1,134 | 1,459 | 1,427 | 2,067 | 1,826 | 2,647 | 2,525 |
| P/E ratio | 20 x | 33.6 x | 14.7 x | -16.6 x | 21 x | 17.8 x | 14.7 x |
| Yield | 1.84% | 1.33% | 1.38% | 1.67% | - | 0.95% | - |
| Capitalization / Revenue | 0.91 x | 1.54 x | 1.35 x | 0.76 x | 1.19 x | 1.13 x | 1.05 x |
| EV / Revenue | 1.07 x | 1.74 x | 1.58 x | 1.56 x | 1.19 x | 1.67 x | 1.48 x |
| EV / EBITDA | 7.21 x | 11.6 x | 9.05 x | 7.73 x | 5.47 x | 8 x | 7.06 x |
| EV / FCF | 10.3 x | 26.6 x | 24.8 x | 60.3 x | - | 23.7 x | 18.1 x |
| FCF Yield | 9.67% | 3.77% | 4.04% | 1.66% | - | 4.21% | 5.53% |
| Price to Book | 1.52 x | 2.06 x | 1.82 x | 1.19 x | - | 2.01 x | 1.78 x |
| Nbr of stocks (in thousands) | 26,240 | 25,364 | 24,693 | 24,895 | 25,077 | 25,102 | - |
| Reference price 2 | 36.89 | 51.09 | 49.23 | 40.65 | 72.80 | 71.49 | 71.49 |
| Announcement Date | 4/29/20 | 4/23/21 | 4/22/22 | 4/25/23 | 4/22/24 | - | - |
1USD in Million2USD
Estimates
Income Statement Evolution (Annual data)
| Fiscal Period: February | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|---|---|---|
| Net sales 1 | 1,062 | 838.9 | 902.7 | 1,324 | 1,538 | 1,589 | 1,707 |
| EBITDA 1 | 157.3 | 126.2 | 157.8 | 267.4 | 333.6 | 331 | 357.8 |
| EBIT 1 | 107.1 | 81.61 | 113.1 | 173.6 | 221.6 | 246.6 | 269.8 |
| Operating Margin | 10.09% | 9.73% | 12.53% | 13.12% | 14.41% | 15.52% | 15.81% |
| Earnings before Tax (EBT) 1 | 64.89 | 51 | 106.3 | 88.68 | 130.1 | 170 | 199.4 |
| Net income 1 | 48.23 | 39.61 | 84.02 | -61.21 | 87.21 | 102.6 | 125.2 |
| Net margin | 4.54% | 4.72% | 9.31% | -4.62% | 5.67% | 6.45% | 7.34% |
| EPS 2 | 1.840 | 1.520 | 3.350 | -2.450 | 3.460 | 4.025 | 4.875 |
| Free Cash Flow 1 | 109.7 | 54.96 | 57.6 | 34.31 | - | 111.5 | 139.5 |
| FCF margin | 10.33% | 6.55% | 6.38% | 2.59% | - | 7.02% | 8.17% |
| FCF Conversion (EBITDA) | 69.74% | 43.54% | 36.51% | 12.83% | - | 33.68% | 39% |
| FCF Conversion (Net income) | 227.46% | 138.73% | 68.56% | - | - | 108.71% | 111.44% |
| Dividend per Share 2 | 0.6800 | 0.6800 | 0.6800 | 0.6800 | - | 0.6800 | - |
| Announcement Date | 4/29/20 | 4/23/21 | 4/22/22 | 4/25/23 | 4/22/24 | - | - |
1USD in Million2USD
Estimates
Income Statement Evolution (Quarterly data)
| Fiscal Period: February | 2022 Q3 | 2022 Q4 | 2023 Q1 | 2023 Q2 | 2023 Q3 | 2023 Q4 | 2024 Q1 | 2024 Q2 | 2024 Q3 | 2024 Q4 | 2025 Q1 | 2025 Q2 | 2025 Q3 | 2025 Q4 | 2026 Q1 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net sales 1 | 231.7 | 224.7 | 314.4 | 406.7 | 373.3 | 336.5 | 390.9 | 398.5 | 381.6 | 366.6 | 400 | 406.4 | 397.5 | 385.3 | 426.3 |
| EBITDA 1 | 41.23 | 37.21 | 55.03 | 100.5 | 71.18 | 57.22 | 85.4 | 87.97 | 86.38 | 73.88 | 85.92 | 83.38 | 86.71 | 78 | 92.7 |
| EBIT 1 | 30.09 | 25.76 | 39.91 | 64.14 | 45.39 | 36.2 | 65.5 | 61.01 | 52.82 | 42.27 | 65.29 | 64.09 | 62.78 | 54.45 | - |
| Operating Margin | 12.99% | 11.47% | 12.69% | 15.77% | 12.16% | 10.76% | 16.76% | 15.31% | 13.84% | 11.53% | 16.32% | 15.77% | 15.79% | 14.13% | - |
| Earnings before Tax (EBT) 1 | 27.05 | 25.46 | 31.64 | 35.94 | 20.89 | 11.38 | 38.17 | 34.3 | 35.67 | 21.96 | 36.68 | 29.88 | 42.18 | 37.63 | - |
| Net income 1 | 21.08 | 21.62 | 24.62 | -58.61 | -24.14 | -2.539 | 24.92 | 24.73 | 23.29 | 14.26 | 27.18 | 25.57 | 27.81 | 22.01 | - |
| Net margin | 9.1% | 9.62% | 7.83% | -14.41% | -6.47% | -0.75% | 6.38% | 6.21% | 6.1% | 3.89% | 6.79% | 6.29% | 7% | 5.71% | - |
| EPS 2 | 0.8500 | 0.8700 | 1.400 | -2.360 | -0.9700 | -0.1000 | 0.9800 | 0.9700 | 0.9200 | 0.6000 | 1.060 | 0.9900 | 1.095 | 0.8850 | 1.030 |
| Dividend per Share 2 | 0.1700 | 0.1700 | 0.1700 | 0.1700 | 0.1700 | - | 0.1700 | - | 0.1700 | 0.1700 | 0.1700 | 0.1700 | 0.1700 | 0.1700 | - |
| Announcement Date | 1/10/22 | 4/22/22 | 7/11/22 | 10/11/22 | 1/9/23 | 4/25/23 | 7/7/23 | 10/10/23 | 1/9/24 | 4/22/24 | - | - | - | - | - |
1USD in Million2USD
Estimates
Balance Sheet Analysis
| Fiscal Period: February | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|---|---|---|
| Net Debt 1 | 166 | 164 | 211 | 1,055 | - | 852 | 730 |
| Net Cash position 1 | - | - | - | - | - | - | - |
| Leverage (Debt/EBITDA) | 1.056 x | 1.296 x | 1.34 x | 3.947 x | - | 2.575 x | 2.042 x |
| Free Cash Flow 1 | 110 | 55 | 57.6 | 34.3 | - | 111 | 140 |
| ROE (net income / shareholders' equity) | 11.5% | 8.75% | 13% | -8.05% | - | 11% | 11.4% |
| ROA (Net income/ Total Assets) | 6.59% | 5.32% | 7.86% | -3.65% | - | 4.9% | 5.6% |
| Assets 1 | 732 | 745.2 | 1,069 | 1,677 | - | 2,093 | 2,236 |
| Book Value Per Share 2 | 24.30 | 24.80 | 27.00 | 34.30 | - | 35.60 | 40.10 |
| Cash Flow per Share | - | - | - | - | - | - | - |
| Capex 1 | 35 | 37.1 | 28.4 | 57.1 | - | 110 | 55 |
| Capex / Sales | 3.3% | 4.42% | 3.15% | 4.32% | - | 6.92% | 3.22% |
| Announcement Date | 4/29/20 | 4/23/21 | 4/22/22 | 4/25/23 | 4/22/24 | - | - |
1USD in Million2USD
Estimates
EPS & Dividend
Year-on-year evolution of the PER
Year-on-year evolution of the Yield
Change in Enterprise Value/EBITDA
Trading Rating
Investor Rating
ESG Refinitiv
B
Sell
Buy
Mean consensus
OUTPERFORM
Number of Analysts
3
Last Close Price
71.49
USD
Average target price
84.67
USD
Spread / Average Target
+18.43%
EPS Revisions
| 1st Jan change | Capi. | |
|---|---|---|
| +23.07% | 1.79B | |
| -12.28% | 1.73B | |
| -11.59% | 1.04B | |
| -10.54% | 1B | |
| -7.32% | 608M | |
| -6.71% | 500M | |
| -33.77% | 458M | |
| -28.34% | 397M | |
| +21.54% | 102M | |
| +5.88% | 76.12M |
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- Financials AZZ Inc.
