Update shared on 14 Dec 2025
Fair value Increased 1.47%Analysts have nudged their fair value estimate for ARB higher to about 30.22 dollars from 29.78 dollars, citing slightly stronger expected revenue growth and a modestly higher future earnings multiple. These factors more than offset a small downgrade to long term profit margins and a higher discount rate.
Valuation Changes
- The Fair Value Estimate has risen slightly to A$30.22 from A$29.78, reflecting a modestly more optimistic outlook.
- Revenue growth has increased modestly to about 5.90 percent from around 5.19 percent, indicating slightly stronger expectations for the top line.
- The net profit margin has fallen slightly to roughly 13.97 percent from about 14.49 percent, pointing to somewhat lower long-term profitability assumptions.
- The future P/E has risen slightly to approximately 25.8x from about 24.7x, implying a modestly higher valuation multiple on expected earnings.
- The discount rate has increased moderately to about 7.76 percent from roughly 7.35 percent, incorporating a somewhat higher required return.
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