Codan

Digital Connectivity And MESH Will Drive Enduring Global Expansion

AnalystHighTarget

Not Invested

Community Contributor

Published

24 Aug 25

Updated

25 Jan 26

Views

25 Jan

AU$43.14

AnalystHighTarget's Fair Value

AU$42.31

2.0% overvalued

112.9%

You can edit this narrative until Jan 26 11:10 PM. Then, changes will post as Updates.

Author's Valuation

AU$42.312.0% overvalued

AnalystHighTarget Fair Value

Shared on 25 Jan 26

CDA: Steady Fair Value Outlook Will Rely On Margins And P/E

Analysts have increased their price target for Codan to A$42.31, reflecting small adjustments to assumptions around discount rate, revenue growth, profit margin and future P/E. These changes leave their overall valuation view largely unchanged.

14 views

Shared on 11 Jan 26

Fair value Increased 41%

CDA: Higher Margins And P/E Outlook Will Support A Bullish Repricing

Analysts have raised their price target for Codan from A$30.05 to A$42.31. This change reflects updated assumptions around revenue growth, profit margins, discount rate and future P/E expectations.

9 views

Valuator

Company Info

Notes

AnalystHighTarget Fair Value

AU$42.31

2.0% overvalued

Future estimation in

Revenue

Profit Margin

Future PE

Growth p.a.

Decrease

Increase

Forecast revenue growth rate

12.04%

Historical revenue growth rate

10.94%

Electronic Equipment and Components revenue growth rate

0.72%

Risk Level (Discount Rate)

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

Decrease

Increase

Current discount rate

8.67%

Calculation

AU$238.04m

Earnings '29

40.78x

PE Ratio '29

AU$9.71b

Market Cap '29

AU$9.71b

Market Cap '29

181.57m

No. shares '29

AU$53.47

Share Price '29

AU$53.47 Share Price '29

Discounted to 2026 @ 8.03% p.a.

AU$42.41

Fair Value '26