Analysts Lift Fleetwood Price Target Amid Improved Revenue Outlook and Expanding Profit Margins

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

09 Feb 25

Updated

04 Dec 25

Views

111

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

29.4%

7D

-3.1%

Loading

1Y

29.4%

7D

-3.1%

You can edit this narrative until Dec 5 6:05 AM. Then, changes will post as Updates.

Author's Valuation

AU$3.4627.5% undervalued

AnalystConsensusTarget Fair Value

Shared on 04 Dec 25

FWD: Index Addition Will Drive Future Upside Momentum

Analysts have modestly increased their price target on Fleetwood to reflect an updated valuation framework, with fair value steady at $3.46 but a slightly higher discount rate and marginally richer future earnings multiple, signaling a bit more caution around long term risk and return assumptions. What's in the News Fleetwood Limited (ASX:FWD) has been added to the S&P Global BMI Index, which may increase its visibility to global institutional investors and index-tracked funds (Key Developments) Valuation Changes Fair Value: Unchanged at A$3.46 per share, indicating no revision to the central valuation outcome.

Shared on 20 Nov 25

FWD: Index Inclusion And Upcoming Dividend Payment Will Support Future Momentum

Fleetwood: Analyst Price Target Update Analysts have maintained their fair value estimate for Fleetwood at $3.46, citing consistent growth metrics and steady profitability forecasts as reasons for keeping the price target unchanged. What's in the News Fleetwood Limited (ASX:FWD) has been added to the S&P Global BMI Index (Key Developments) Fleetwood Limited declared an ordinary fully franked dividend of AUD 0.135 for the six months ended June 30, 2025, with payment scheduled for October 3, 2025 (Key Developments) Valuation Changes Consensus Analyst Price Target: Remains unchanged at A$3.46 Discount Rate: Has risen slightly from 7.89% to 8.10% Revenue Growth: Remains effectively unchanged, holding near 3.55% Net Profit Margin: Remains stable at approximately 6.03% Future P/E Ratio: Has increased moderately from 11.30x to 11.36x

Shared on 05 Nov 25

FWD: Index Addition And Dividend Announcement Expected To Drive Shares Higher

Narrative Update: Fleetwood Analyst Price Target Adjusted Analysts have maintained Fleetwood’s price target at $3.46. They cited steady expectations in profitability and growth metrics, with only minor adjustments to underlying assumptions.

Shared on 22 Oct 25

Fair value Increased 15%

Fleetwood's analyst price target has increased from $3.02 to $3.46, as analysts cite improving revenue growth and expanding profit margins as reasons for their more optimistic outlook. What's in the News Fleetwood Limited (ASX:FWD) has been added to the S&P Global BMI Index (Key Developments).

Shared on 01 May 25

Fair value Increased 9.24%

Shared on 23 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 12 Mar 25

Fair value Decreased 1.25%

AnalystConsensusTarget has increased revenue growth from 5.0% to 6.0%, increased profit margin from 5.4% to 6.7% and decreased future PE multiple from 10.3x to 8.8x.

AnalystConsensusTarget Fair Value

AU$3.46

27.5% undervalued

Future estimation in

Growth p.a.

Growth p.a.

%

Decrease

Increase

Current revenue growth rate

3.50%

Consumer Durables revenue growth rate

0.18%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

8.12%

Calculation

AU$33.85m

Earnings '28

x

11.37x

PE Ratio '28

=

AU$384.99m

Market Cap '28

AU$384.99m

Market Cap '28

/

88.62m

No. shares '28

=

AU$4.34

Share Price '28

AU$4.34 Share Price '28

Discounted to 2025 @ 8.13% p.a.

=

AU$3.44

Fair Value '25