Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
RWL.WA
BUYFLAGRawlplug S.A. · Industrials · Poland · $119M · Avg Vol: $5K/d
Rawlplug is a European manufacturer of fasteners and fixing systems, benefiting from the nearshoring of construction supply chains in Europe. However, its low liquidity and cyclical exposure to European construction markets limit its appeal as a high-conviction compounder.
COMPANY DESCRIPTION
Rawlplug S.A. is a globally recognized manufacturer of heavy-duty anchoring systems, fixings, and fasteners for the construction and industrial sectors. With over a century of brand heritage, the company maintains a strong competitive moat through an extensive portfolio of proprietary, patented fixing technologies. It operates a vertically integrated manufacturing and distribution network, serving premium, high-reliability markets worldwide.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 336M | 321M | 313M | 295M | -4.3% |
| EPS | 0.97 | 0.29 | 0.47 | 0.17 | -43.5% |
| Shares | 33M | 31M | 31M | 31M | -4.6% |
| Debt | 114M | 129M | 128M | 149M | 9.4% |
| Equity | 184M | 178M | 188M | 186M | 0.4% |
| Op CF | 23M | 43M | 34M | 25M | 1.6% |
| Inv CF | -22M | -18M | -21M | -14M | — |
| Fin CF | -4M | -17M | -11M | -10M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Industrials, ranked by industry match, size, and score similarity. Cross-listings of RWL.WA are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| RWL.WA | Rawlplug S.A.(you) | $119M | 75 | BUY |
| TOA.WA | TOYA S.A. | $180M | 88 | STRONG BUY |
| RAF.WA | Fabryka Obrabiarek RAFAMET S.A. | $160M | 4 | STRONG SELL |
| ODL.WA | Odlewnie Polskie S.A. | $103M | 79 | BUY |
| DEK.WA | Dekpol S.A. | $158M | 77 | BUY |
| MSZ.WA | Mostostal Zabrze S.A. | $126M | 84 | STRONG BUY |
| UNI.WA | UNIBEP S.A. | $127M | 86 | STRONG BUY |
| INK.WA | Instal Kraków S.A. | $75M | 79 | BUY |
| MGT.WA | Mangata Holding S.A. | $131M | 94 | STRONG BUY |
| LTX.WA | Lentex S.A. | $67M | 64 | HOLD |
Peer medians: ROE 8.1% · P/E 12.0x · Gross margin 16.6%