Zotefoams plc (ZTF.L)

Zotefoams plc (ZTF.L) — VMCI valuation read

ZTF.L screens at VMCI 59/100, a 9-point gap above the Basic Materials sector median (50). For a mid-cap Zotefoams plc share, that placement says the multi-pillar composite is cheaper or higher quality than the typical peer on a like-for-like basis.

ZTF.L has logged no Form 4 insider activity over the trailing 30 days. The tape reads neither bullish nor bearish on insider conviction. The next signal sits with the 10-Q schedule and the analyst calendar.

**Investor frame.** Value: ZTF.L trades at 22.0x earnings, 22% above the Basic Materials median of 18.0x, while EV/EBITDA prints 9.0x against 12.0x for the Basic Materials group. Quality: ROIC of 8.0% trails the Basic Materials median (10.0%) by 2.0pp, the cleanest like-for-like comparison on capital efficiency. Risk: net debt to EBITDA of 1.2x leaves covenant headroom, which sets the rate-cycle exposure for Zotefoams plc.

ZTF.L fell 3.6% over the trailing 7 days, with a -10.3% read on a 30-day basis.