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Global LNG Expansion Will Falter Under Renewables Pressure

Published
13 Feb 25
Updated
28 Aug 25
AnalystConsensusTarget's Fair Value
AU$27.54
5.0% undervalued intrinsic discount
28 Aug
AU$26.15
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1Y
-5.0%
7D
-3.3%

Author's Valuation

AU$27.5

5.0% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on27 Aug 25
Fair value Decreased 1.32%

Woodside Energy Group's lower consensus revenue growth forecast and reduced future P/E ratio indicate softer growth expectations and a slight de-rating, resulting in a small decrease in fair value to A$27.54. What's in the News Woodside declared a fully franked interim dividend of 53 US cents per share, reflecting an 80% payout ratio and 6.9% annualized yield, marking a dividend decrease.

Shared on03 Aug 25
Fair value Increased 5.27%

The consensus price target for Woodside Energy Group has increased to A$27.90, primarily reflecting a sharp rise in its forecast future P/E multiple alongside a modest uplift in expected revenue growth. What's in the News Woodside agreed to assume operatorship of the Bass Strait assets from ExxonMobil Australia, consolidating Bass Gulf operations and expanding its Australian footprint.

Shared on01 May 25
Fair value Decreased 0.90%

AnalystConsensusTarget has increased revenue growth from 0.6% to 0.8%.

Shared on23 Apr 25
Fair value Increased 1.40%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on17 Apr 25
Fair value Decreased 3.90%

AnalystConsensusTarget has decreased revenue growth from 1.1% to 0.7%.

Shared on09 Apr 25
Fair value Decreased 6.63%

AnalystConsensusTarget has decreased revenue growth from 1.2% to 1.1%.

Shared on02 Apr 25
Fair value Increased 3.92%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25
Fair value Decreased 0.14%

AnalystConsensusTarget has decreased revenue growth from 1.7% to 1.3%.

Shared on19 Mar 25
Fair value Increased 1.07%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on13 Mar 25
Fair value Increased 4.77%

AnalystConsensusTarget has increased revenue growth from -0.2% to 1.7%, increased profit margin from 12.5% to 14.8%, decreased future PE multiple from 24.0x to 20.7x and increased discount rate from 6.8% to 7.9%.