Versigent PLC Ordinary Shares (VGNT)

FairStock Score: 90/100 — HIGH CONVICTION

Key Financials

AI Analysis

AI-generated, general educational analysis — not personal investment advice.

I look at Versigent as an auto-parts supplier with an electrification angle: power distribution, high-voltage architecture, and EV charging. The latest filed quarter, fiscal Q2 2026 ended 2026-06-30, showed revenue of $2.4B and net income of $118.0M, up from $2.2B and $107.0M in fiscal Q2 2025. That is respectable growth and supports the 9.29% revenue growth figure. Free cash flow is $447.0M, a 14.5% FCF yield on the $3.1B market cap at the 2026-10-13 close, and FairStock calculates a perfect Piotroski F-Score of 9/9. At that same close, FairStock puts the P/E at 6.36 and EV/EBITDA at 5.49. Those are value signals. But I am not convinced the bargain is deep. The price of $43.65 is far above FairStock's Graham Number of $13.61, a negative margin of safety of -220.72%, and P/B is 36.38. Book value offers almost no protection. Profit growth is -17.89%, even though the latest quarter improved, and ROCE of 9.59% is not a wide-moat return. An Altman Z-Score of 1.21 is a warning sign. I also have almost no annual history; the Lynch category is none because only 0 years of filed annual results exist, and three are needed. A durable competitive moat in automotive electrical systems may exist through switching costs, but the filed record is too short to prove it. At this price, I would want more evidence that margins and returns on capital are stable through a cycle before calling it a true Graham-style value.

In plain English: Versigent makes electrical power systems, connectors and charging equipment for cars, trucks and energy companies. The business is profitable, turns a good amount of sales into cash, and has grown revenue, but overall profit has slipped and the stock price is much higher than the value of its net assets. So this looks like a strong operating business with a price that is not obviously cheap.

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Data as of 2026-10-13 close · note generated 2026-10-15 · model deepseek-flash

Sources (SEC EDGAR): fiscal Q2 2026 10-Q (period ended 2026-06-30) · fiscal Q1 2026 10-Q (period ended 2026-03-31) · fiscal Q2 2025 10-Q (period ended 2025-06-30) · fiscal Q1 2025 10-Q (period ended 2025-03-31)

Fundamentals from company filings and market-data providers; prices are end-of-day, not real-time. AI-generated analysis is general and educational — not personal investment advice. Scoring methodology · Score test · Disclaimer