Gibson Energy

Terminal Expansions Will Open New North American Export Opportunities

AnalystConsensusTarget

Not Invested

Consensus Narrative from 13 Analysts

Published

13 Mar 25

Updated

31 Jul 25

AnalystConsensusTarget's Fair Value

CA$26.04

3.5% undervalued

31 Jul

CA$25.14

17.7%

0.4%

Author's Valuation

CA$26.0

3.5% undervalued

AnalystConsensusTarget Fair Value

Narrative

Updates7

Shared on01 May 25
Fair value Increased 8.90%

Shared on24 Apr 25
Fair value Decreased 0.29%

AnalystConsensusTarget has increased revenue growth from -5.0% to 0.2% and decreased profit margin from 2.8% to 2.4%.

Shared on17 Apr 25
Fair value Decreased 0.46%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25

AnalystConsensusTarget has decreased discount rate from 8.3% to 7.4%.

Shared on02 Apr 25
Fair value Decreased 4.82%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25
Fair value Increased 0.16%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

AnalystConsensusTarget Fair Value

CA$26.0

3.5% undervalued

Future estimation in

% p.a.

Decrease

Increase

Current revenue growth rate

-3.10%

Oil and Gas revenue growth rate

8.12%

Risk Level (Discount Rate)

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

Decrease

Increase

Current discount rate

6.83%

Calculation

CA$294.30m

Earnings '28

17.98x

PE Ratio '28

CA$5.29b

Market Cap '28

CA$5.29b

Market Cap '28

167.04m

No. shares '28

CA$31.68

Share Price '28

CA$31.68 Share Price '28

Discounted to 2025 @ 6.76% p.a.

CA$26.03

Fair Value '25

Terminal Expansions Will Open New North American Export Opportunities

Shared on01 May 25Fair value Increased 8.90%

Shared on24 Apr 25Fair value Decreased 0.29%

Shared on17 Apr 25Fair value Decreased 0.46%

Shared on09 Apr 25

Shared on02 Apr 25Fair value Decreased 4.82%

Shared on26 Mar 25

Shared on19 Mar 25Fair value Increased 0.16%

Shared on01 May 25
Fair value Increased 8.90%

Shared on24 Apr 25
Fair value Decreased 0.29%

Shared on17 Apr 25
Fair value Decreased 0.46%

Shared on02 Apr 25
Fair value Decreased 4.82%

Shared on19 Mar 25
Fair value Increased 0.16%