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Employees: 2,894
Size Essentra (ESNT.L) is a United Kingdom Materials company (Industrial Specialties) with a market value of $430M, the 312th largest of 363 United Kingdom companies the cockpit tracks. Shares closed at £113.20 on 6 Nov 2026.
Performance Over six months the shares gained 36.7%, against -20.0% for the median peer and +3.6% for the United Kingdom market (cap-weighted) — 3rd highest of 20 in its peer set.
Growth Revenue grew 7.0% over the last twelve months (peer median +6.1%); the operating margin is 7.7% (peer median 4.9%).
Valuation It trades at 15.9× forward earnings against a peer median of 24.8× (2nd cheapest of 7).
Price implies For today's price to make sense, revenue must grow about 19% a year for seven years (Req g). Recent delivered growth is -20%, so the hurdle is +38 pp: the price needs faster growth than the company has been delivering — of companies that just grew 25–50% a year, 93.8% slowed down over the next four years.
Capital Return on invested capital runs 6.6 points below its cost of capital (11.6% WACC).
Next results Next results expected around 16 Mar 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | £316M | £302M | £302M | £316M | £338M |
| Revenue growth | — | 0% | -4% | -6% | — |
| Gross profit | £150M | £91.9M | £84.9M | £89.1M | £81.0M |
| EBITDA | £53.1M | £48.4M | £57.8M | £62.0M | £47.4M |
| Net income | £5.40M | £2.10M | £11.8M | £9.10M | -£35.3M |
| Free cash flow | £6.90M | £5.80M | £5.70M | £10.7M | £7.10M |
| Capital expenditure | £11.8M | £11.0M | £12.8M | £13.2M | £40.7M |
| Total debt | n/a | £127M | £137M | £126M | £316M |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | ESNT.L | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +1.6% | -10.4% | 2nd highest of 21 |
| 6-month return | +36.7% | -20.0% | 3rd highest of 20 |
| Distance from 52-week high | -8.7% | -33.9% | 3rd highest of 21 |
| Revenue growth (TTM) | +7.0% | +6.1% | 11th highest of 21 |
| Operating margin | 7.7% | 4.9% | 6th highest of 21 |
| Forward P/E | 15.9× | 24.8× | 2nd cheapest of 7 |
| Growth the price implies (Req g, 7 yrs) | 18.7% | 12.0% | 4th most demanding of 8 |
| Growth delivered (Del g) | -19.6% | +13.8% | lowest of 8 |
| Hurdle (Req g minus delivered) | +38.2 pp | -3.7 pp | 2nd most demanding of 8 |
| ROIC minus cost of capital | -6.6 pp | -2.4 pp | 7th lowest of 21 |
| EV / EBITDA | 7.9× | 15.2× | 3rd cheapest of 7 |
| Net debt / EBITDA | 1.9× | -1.2× | 4th most indebted of 8 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Essentra ESNT.L | United Kingdom | $430M | +37% | +7% | 8% | 15.9× | 18.7% | -19.6% |
| Hangzhou Toka Ink 688571.SS | China | $429M | -26% | +4% | 7% | n/a | n/a | n/a |
| Praise Victor Industrial 7768.TW | Taiwan | $434M | n/a | +3% | 16% | n/a | n/a | n/a |
| Hunan Resun 001218.SZ | China | $408M | -27% | +37% | 5% | n/a | n/a | n/a |
| Aspen Aerogels ASPN | United States | $407M | -4% | -49% | -41% | n/a | 9.9% | +22.0% |
| Sanlux 002224.SZ | China | $458M | -22% | +8% | -4% | n/a | n/a | n/a |
| Hubei Xiangyuan New Material Technology 300980.SZ | China | $461M | -52% | +15% | 5% | n/a | 21.6% | +13.8% |
| Indigo Paints INDIGOPNTS.NS | India | $462M | -1% | +12% | 13% | 23.8× | 27.6% | +14.2% |
| Matsumoto Yushiseiyaku 4365.T | Japan | $467M | +10% | -1% | 20% | n/a | n/a | n/a |
| Hangzhou Heshun Technology 301237.SZ | China | $471M | -41% | +23% | -20% | 669.2× | n/a | n/a |
| Shanghai Kinlita Chemical 300225.SZ | China | $472M | +7% | +20% | 2% | n/a | 48.9% | -2.0% |
| Zhejiang Lanyu Digital Technology 301585.SZ | China | $390M | -18% | +22% | 13% | n/a | n/a | n/a |
| Focus Hotmelt 301283.SZ | China | $390M | -32% | +28% | 8% | 14.5× | n/a | n/a |
| Sokan New Materials 688157.SS | China | $476M | -44% | -8% | -3% | 105.6× | n/a | n/a |
| SANVO Fine Chemicals 0301.HK | Hong Kong | $476M | +269% | +3% | -3% | n/a | n/a | n/a |
| Montauk Renewables MNTK | United States | $387M | +86% | +4% | 2% | 21.9× | n/a | n/a |
| Jiangsu Xiuqiang Glasswork 300160.SZ | China | $478M | -20% | -8% | 7% | n/a | 1.7% | +5.3% |
| Shanxi Huhua 003002.SZ | China | $482M | -52% | -4% | 6% | n/a | 12.0% | +18.8% |
| Beijing Comens New Materials 300200.SZ | China | $491M | -24% | +20% | 4% | n/a | n/a | n/a |
| Kangda New Materials (Group) 002669.SZ | China | $498M | -18% | +23% | 3% | 25.8× | n/a | n/a |
| Yung Chi Paint & Varnish Mfg 1726.TW | Taiwan | $371M | 0% | -1% | 12% | n/a | -13.1% | +4.1% |