Dashboard
Portfolios
Watchlist
Community
Discover
Screener
Narratives
Your Valuation
Community
/
Australia
/
Automobiles
Create a narrative
ARB Community
ASX:ARB Community
3
Narratives
written by author
0
Comments
on narratives written by author
24
Fair Values set
on narratives written by author
Create a narrative
ARB
Popular
Undervalued
Overvalued
Community Investing Ideas
ARB
AN
AnalystLowTarget
Consensus Narrative from 15 Analysts
Accelerating EV Adoption Will Shrink The 4WD Accessory Market
Key Takeaways Shifts toward electric vehicles, urbanization, and regulatory changes threaten ARB's core market, risking stagnation and greater compliance burdens. Rising operating costs and global competition could erode margins, weaken earnings, and diminish pricing power over time.
View narrative
AU$27.00
FV
23.1% overvalued
intrinsic discount
8.64%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
11 days ago
author updated this narrative
ARB
AN
AnalystHighTarget
Consensus Narrative from 15 Analysts
Rising Incomes And Asia-Pacific Demand Will Expand Global Off-Road Markets
Key Takeaways Rapid U.S. integration, proprietary retail expansion, and e-commerce innovation are set to far outpace market expectations for both growth and margin improvement. International momentum and advanced engineering position ARB to capture premium market share and yield sustained, resilient high-margin revenue globally.
View narrative
AU$49.12
FV
32.4% undervalued
intrinsic discount
9.58%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
11 days ago
author updated this narrative
ARB
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
New US Engineering Center And Toyota Partnership Will Boost Future Market Position
Key Takeaways Strategic U.S. distribution expansion and engineering center establish ARB for long-term revenue growth and enhanced market adaptability. Partnerships and product line expansions aim to bolster export revenues and offset investment costs, enhancing profit margins and positioning.
View narrative
AU$37.56
FV
11.5% undervalued
intrinsic discount
7.43%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
14
users have followed this narrative
4 days ago
author updated this narrative
Your Valuation for
ARB
ARB
ARB
Your Fair Value
AU$
Current Price
AU$33.23
4.3% overvalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
Decrease
Increase
Past
Future
0
1b
2015
2018
2021
2024
2025
2027
2030
Revenue AU$1.0b
Earnings AU$144.8m
Advanced
Set Fair Value