Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
RBN.L
STRONG BUYREMOVERobinson plc · Consumer Cyclical · United Kingdom · $28M · Avg Vol: $8K/d
Robinson plc is a micro-cap packaging company with low liquidity and weak pricing power. It is highly vulnerable to raw material cost inflation and lacks the scale or moat required for our concentrated global fund.
COMPANY DESCRIPTION
Robinson plc is a leading manufacturer of custom plastic and rigid paperboard packaging, serving major fast-moving consumer goods (FMCG) brands in the food, household, and personal care sectors. The company maintains a strong market position through its technical expertise, design capabilities, and focus on sustainable, recyclable packaging solutions. It operates as a vertically integrated, agile manufacturer with production facilities across the UK and Eastern Europe.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 67.0M | 65.9M | 74.8M | 74.5M | 3.6% |
| EPS | 0.19 | -0.06 | -0.26 | 0.18 | -1.0% |
| Shares | 17.7M | 17.7M | 16.8M | 17.7M | 0.0% |
| Debt | 18.9M | 13.1M | 11.1M | 10.7M | -17.2% |
| Equity | 31.8M | 33.9M | 31.3M | 34.3M | 2.6% |
| Op CF | 9.0M | 5.3M | 7.4M | 7.0M | -7.9% |
| Inv CF | -1.7M | -4.3M | -4.8M | -4.5M | — |
| Fin CF | -4.3M | -3.1M | -4.1M | -2.3M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Consumer Cyclical, ranked by industry match, size, and score similarity. Cross-listings of RBN.L are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| RBN.L | Robinson plc(you) | $28M | 80 | STRONG BUY |
| MACF.L | Macfarlane Group PLC | $138M | 60 | HOLD |
| SYM.L | Symphony Environmental Technologies plc | $28M | 14 | STRONG SELL |
| CTA.L | CT Automotive Group plc | $29M | 94 | STRONG BUY |
| ULTP.L | Ultimate Products Plc | $51M | 83 | STRONG BUY |
| SOS.L | Sosandar Plc | $30M | 63 | HOLD |
| CAR.L | Carclo plc | $33M | 60 | HOLD |
| CHH.L | Churchill China plc | $50M | 92 | STRONG BUY |
| CCT.L | The Character Group plc | $65M | 74 | BUY |
| ANG.L | Angling Direct PLC | $47M | 65 | HOLD |
Peer medians: ROE 6.6% · P/E 14.7x · Gross margin 42.0%