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CDA: Higher Fair Value Framework Will Rely On Revenue Assumptions

Digital Connectivity And MESH Will Drive Enduring Global Expansion

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CDA
AnalystHighTarget
Not Invested
Published 24 Aug 2025
21 viewsusers have viewed this narrative update

Update shared on 29 Jun 2026

Fair value Increased 15%
Previous
29 Jun
AU$48.88
AnalystHighTarget's Fair Value
AU$48.74
0.3% overvalued intrinsic discount
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1Y
86.6%
7D
10.4%

Analysts have raised their Codan valuation reference from A$42.31 to A$48.74, citing updated assumptions for revenue growth, profit margins, discount rate and future P/E as the key drivers behind the revised price target framework.

What’s in the News for Codan

  • No recent Codan specific news items were identified in the provided sources.
  • No periodical coverage for Codan was supplied in the excerpts above.
  • No key development filings or corporate announcements for Codan were included in the available data.

Valuation Changes

  • Fair Value: A$48.74 compared with A$42.31, indicating a higher reference valuation for Codan in the updated framework.
  • Discount Rate: 8.65% versus 8.03% previously, suggesting a slightly higher required return used in the valuation model.
  • Revenue Growth: 20.01% versus 17.35% in the prior assumptions, pointing to higher expected top line growth in the model for A$ revenues.
  • Net Profit Margin: 21.33% compared with 21.85% previously, reflecting a marginally lower profitability assumption on A$ earnings.
  • Future P/E: 40.26x versus 40.78x earlier, indicating a slightly lower valuation multiple applied to Codan in the forward earnings assumptions.

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