Data sourced from SEC EDGAR filings and third-party price providers. Scores, valuations, and metrics are algorithmic estimates. This is not investment advice. See our Terms and Methodology.
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Data sourced from SEC EDGAR filings and third-party price providers. Scores, valuations, and metrics are algorithmic estimates. This is not investment advice. See our Terms and Methodology.
Zotefoams plc is a leading manufacturer of high-performance polyolefin foams and advanced cellular materials, utilizing proprietary supercritical foam technology for superior purity, low density, and unique properties. The company produces AZOTE® closed-cell crosslinked polyolefin foams under brands like Plastazote, Evazote, and Supazote, alongside ZOTEK® high-performance foams from fluoropolymers, engineering polymers, and specialty elastomers, and sustainable options such as Ecozote® with recycled content and T-FIT® clean insulation systems. Operating through Polyolefin Foams, High-Performance Products, and MuCell Extrusion LLC segments, Zotefoams plc serves diverse industries including automotive, aerospace, medical, construction, marine, sports and leisure, industrial packaging, and consumer goods across the UK, Europe, North America, and internationally. Founded in 1921 as an expanded rubber producer and headquartered in Croydon, UK, with facilities in the USA and Poland, the company licenses microcellular foam technology and emphasizes innovation in lightweight, sustainable solutions for global markets.
£4.55
+£0.18 (+4.12%)
EOD Jul 3, 2026
14.24% operating margin is respectable but not wide. ROIC at 13.28%. Suggests the business covers its cost of capital, but doesn't point to a wide moat.
Revenue grew 7.2%, steady but not accelerating.
Even for strong businesses, today's 10x P/E means the stock needs to keep delivering. There's no margin of safety if growth disappoints.
10.1x earnings, 10.6x FCF. The multiple is below average. Either the market is pricing in deterioration you should investigate, or there's genuine value here.
Based on TTM earnings · Diluted shares
Profitability & Returns
Revenue (TTM)
£158M
▲ +7.2% YoY
Net Income (TTM)
£23M
▲ +921.7% YoY
Op. Margin
14.24%
▲ +2.0pp YoY
ROIC
13.28%
▲ +7.4pp YoY
Cash Flow & Balance Sheet
FCF (TTM)
£21M
▲ +84.3% YoY
Op. Cash Flow (TTM)
£26M
▲ +21.4% YoY
Net Debt
£43M
Cash & Equiv.
£14M
3Y CAGR: +7.6%
3Y CAGR: +14.4%
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At a P/E of 10.1 and a price-to-free-cash-flow of 10.6, Zotefoams (ZTF.XLON) trades below a two-stage DCF intrinsic value of about £20.75 per share, so at £4.55 the stock looks undervalued (356.0% below estimated intrinsic value). A high multiple is not the same as overvalued: fast-growing, high-quality businesses can deserve a premium. See the general approach in how to tell if a stock is overvalued.
On quality, Zotefoams scores 75/100 on Intrinsiqq's quality scorecard (a solid business on these measures), weighing growth, margins, returns on capital, share count, and balance-sheet strength. It currently yields about 1.7%; see dividend safety for coverage and history. All figures are computed from SEC filings; read the full methodology. This is analysis, not investment advice.
Intrinsiqq's two-stage DCF estimates an intrinsic value of about £20.75 per share for ZTF.XLON, projecting its recent free cash flow forward with a growth rate that fades toward a long-run rate and discounting it back to today. Applying a 25% margin of safety gives a more conservative fair-value entry around £15.56. At today's £4.55, that puts the stock about 356.0% below estimated intrinsic value. The result is sensitive to the growth and discount-rate inputs, so it is best to run conservative, base and optimistic cases. You can adjust all of them yourself with the sliders on the DCF tab.
Zotefoams scores 75 out of 100 on Intrinsiqq's quality score, a weighted blend of 8 metrics each scored 0 to 100, which makes it a solid business on these measures. Recent fundamentals include a 14.2% operating margin and a 13.3% return on invested capital. The score weighs revenue and free-cash-flow growth, operating margins, return on invested capital, share-count change, and balance-sheet strength, all computed from SEC filings, not opinion. Because valuation only means something relative to quality, the full metric-by-metric breakdown is on the quality scorecard.
Yes, Zotefoams pays a regular dividend of about £0.08 per share per year (typically in quarterly installments), a yield of roughly 1.7% at the current price. That is a payout ratio of about 16.4% of earnings, so the dividend is amply covered by earnings. Zotefoams has grown the dividend at roughly 4.8% a year over the past few years. A low headline yield is not the same as a weak dividend: what matters is how well earnings and free cash flow cover the payout and whether it is growing, not the percentage alone. For ZTF.XLON's full payout history, growth streak and dividend-safety score, see the dividends tab.
That depends on valuation and quality together, not either alone. ZTF.XLON currently trades below its estimated intrinsic value and scores 75/100 on quality (solid). It also yields about 1.7%. A cheap price is only a bargain if the business is durable, and a premium can be justified by genuine quality, so the two questions, "is it cheap?" and "is it good?", only make sense side by side. Read the valuation against the quality scorecard, run the DCF on your own assumptions, and decide for yourself. This is analysis from SEC filings, not investment advice.