Update shared on 26 Nov 2025
Fair value Increased 11%Analysts have raised their price target for Qube Holdings from $4.49 to $4.97. They cite modest improvements in revenue growth outlook and a lower discount rate as key factors supporting this upward revision.
What's in the News
- Macquarie Asset Management Pty Limited has entered into a process deed to acquire Qube Holdings Limited for AUD 9.2 billion, with a proposed cash consideration of AUD 5.2 per share (Key Developments).
- The acquisition is subject to satisfactory completion of due diligence and several approvals, including approval from the Qube and Macquarie boards, the Foreign Investment Review Board, and the Australian Competition & Consumer Commission (Key Developments).
- UBS is serving as the financial advisor, and Allens is acting as legal advisor to Qube Holdings Limited for the transaction (Key Developments).
Valuation Changes
- Consensus Analyst Price Target has increased from A$4.49 to A$4.97. This reflects an upward revision in estimated fair value per share.
- Discount Rate has decreased from 8.28% to 7.09%. This indicates lower perceived risk or improved market conditions.
- Revenue Growth Outlook has risen slightly, moving from 8.66% to 8.84%.
- Net Profit Margin has edged down marginally, from 6.69% to 6.64%.
- Future P/E Ratio has increased from 28.2x to 30.3x, suggesting higher valuation multiples anticipated for the company.
Disclaimer
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