Update shared on 04 Dec 2025
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.
- Discount Rate: Risen slightly from 8.10% to 8.13%, reflecting a marginally higher assumed risk profile.
- Revenue Growth: Effectively unchanged at around 3.55% per annum, suggesting no material shift in top line expectations.
- Net Profit Margin: Stable at approximately 6.03%, implying no meaningful change in long term profitability assumptions.
- Future P/E: Edged up slightly from 11.36x to 11.37x, indicating a marginally richer multiple applied to forecast earnings.
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