Web Travel Group

Demerger Into B2B And B2C Entities Will Streamline Operations And Stabilize Margins

AnalystConsensusTarget

Not Invested

Consensus Narrative from 18 Analysts

Published

26 Feb 25

Updated

08 Aug 25

AnalystConsensusTarget's Fair Value

AU$6.37

30.1% undervalued

08 Aug

AU$4.45

-45.5%

0.7%

Author's Valuation

AU$6.4

30.1% undervalued

AnalystConsensusTarget Fair Value

Narrative

Updates8

Shared on01 May 25
Fair value Increased 55%

Shared on23 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on17 Apr 25
Fair value Decreased 0.72%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25
Fair value Increased 0.73%

AnalystConsensusTarget has increased revenue growth from -1.4% to -0.8%.

Shared on02 Apr 25
Fair value Decreased 35%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25
Fair value Increased 16%

Shared on19 Mar 25
Fair value Decreased 14%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on13 Mar 25
Fair value Decreased 0.026%

AnalystConsensusTarget Fair Value

AU$6.4

30.1% undervalued

Future estimation in

% p.a.

Decrease

Increase

Current revenue growth rate

11.96%

Hospitality revenue growth rate

0.44%

Risk Level (Discount Rate)

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

Decrease

Increase

Current discount rate

8.24%

Calculation

AU$135.57m

Earnings '28

17.28x

PE Ratio '28

AU$2.34b

Market Cap '28

AU$2.34b

Market Cap '28

290.65m

No. shares '28

AU$8.06

Share Price '28

AU$8.06 Share Price '28

Discounted to 2025 @ 8.26% p.a.

AU$6.35

Fair Value '25

Demerger Into B2B And B2C Entities Will Streamline Operations And Stabilize Margins

Shared on01 May 25Fair value Increased 55%

Shared on23 Apr 25

Shared on17 Apr 25Fair value Decreased 0.72%

Shared on09 Apr 25Fair value Increased 0.73%

Shared on02 Apr 25Fair value Decreased 35%

Shared on26 Mar 25Fair value Increased 16%

Shared on19 Mar 25Fair value Decreased 14%

Shared on13 Mar 25Fair value Decreased 0.026%

Shared on01 May 25
Fair value Increased 55%

Shared on17 Apr 25
Fair value Decreased 0.72%

Shared on09 Apr 25
Fair value Increased 0.73%

Shared on02 Apr 25
Fair value Decreased 35%

Shared on26 Mar 25
Fair value Increased 16%

Shared on19 Mar 25
Fair value Decreased 14%

Shared on13 Mar 25
Fair value Decreased 0.026%