GVS S.p.A. makes filtration membranes and filters for industrial and medical uses, with a large share of its sales coming from its ultrafiltration and microfiltration products sold into water treatment, healthcare and specialty process markets. Its 56.2% gross margin and 18.1% operating margin point to real pricing power in a niche where qualification with customers is slow and switching is costly. Revenue growth has stalled at 1.5%, so the case rests on margin durability rather than top-line momentum. At 17.5 times forward earnings against 23.9 times trailing, the market is pricing in a meaningful earnings recovery, which is the central question to test before going further. The name is worth a deeper look if the portfolio manager believes volumes can re-accelerate in filtration and that the 9.3% return on equity can rise from here.
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| Date | Type | New | Previous | Price |
|---|---|---|---|---|
| 23 Oct 2026, 01:52 CEST | ACCE price target | €5.70 | first publication | €5.26 |
Answered from GVS S.p.A. fundamentals + recent valuations. Every number shows its source and date.
| Company | Price | Fair value | vs fair value | P/E | ROE | Quality | Score |
|---|---|---|---|---|---|---|---|
| GVS.MI GVS S.p.A. | €5.26 | - | - | 23.9x | 9.3% | 67 | 64 |
| 7004.T Kanadevia Corporation | ¥1046.00 | - | - | 11.8x | 7.8% | 43 | 56 |
| PCT PureCycle Technologies Inc. Common stock | $2.78 | - | - | - | -61.6% | 13 | 26 |
| MTRS.ST Munters Group AB (publ) | kr 126.35 | kr 90 | 41% above | 45.2x | 9.9% | 46 | 49 |
| CECO CECO Environmental Corp. Common Stock | $51.51 | $45 | 15% above | - | -2.4% | 44 | 41 |
| CDZI CADIZ Inc. Common Stock | $4.06 | - | - | - | -183.1% | 21 | 16 |
| 6368.T Organo Corporation | ¥2309.00 | - | - | 19.4x | 21.6% | 80 | 55 |
Where GVS.MI ranks against its sector peers on each metric.