Pembina Pipeline

Midstream Expansion And Cedar LNG Will Create A Resilient Future

AnalystConsensusTarget

Not Invested

Consensus Narrative from 18 Analysts

Published

07 Nov 24

Updated

14 Aug 25

AnalystConsensusTarget's Fair Value

CA$58.61

13.5% undervalued

14 Aug

CA$50.68

-3.5%

3.6%

Author's Valuation

CA$58.6

13.5% undervalued

AnalystConsensusTarget Fair Value

Narrative

Updates8

Shared on01 May 25
Fair value Decreased 13%

Shared on23 Apr 25
Fair value Increased 12%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on17 Apr 25
Fair value Decreased 11%

Shared on09 Apr 25

AnalystConsensusTarget has decreased discount rate from 7.6% to 6.8%.

Shared on02 Apr 25
Fair value Increased 10%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on12 Mar 25
Fair value Increased 1.97%

AnalystConsensusTarget has decreased revenue growth from -3.8% to 4.5% and increased profit margin from 21.1% to 24.0%.

AnalystConsensusTarget Fair Value

CA$58.6

13.5% undervalued

Future estimation in

% p.a.

Decrease

Increase

Current revenue growth rate

0.48%

Oil and Gas revenue growth rate

7.68%

Risk Level (Discount Rate)

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

Decrease

Increase

Current discount rate

6.53%

Calculation

CA$1.95b

Earnings '28

21.19x

PE Ratio '28

CA$41.33b

Market Cap '28

CA$41.33b

Market Cap '28

583.09m

No. shares '28

CA$70.88

Share Price '28

CA$70.88 Share Price '28

Discounted to 2025 @ 6.55% p.a.

CA$58.60

Fair Value '25

Midstream Expansion And Cedar LNG Will Create A Resilient Future

Shared on01 May 25Fair value Decreased 13%

Shared on23 Apr 25Fair value Increased 12%

Shared on17 Apr 25Fair value Decreased 11%

Shared on09 Apr 25

Shared on02 Apr 25Fair value Increased 10%

Shared on26 Mar 25

Shared on19 Mar 25

Shared on12 Mar 25Fair value Increased 1.97%

Shared on01 May 25
Fair value Decreased 13%

Shared on23 Apr 25
Fair value Increased 12%

Shared on17 Apr 25
Fair value Decreased 11%

Shared on02 Apr 25
Fair value Increased 10%

Shared on12 Mar 25
Fair value Increased 1.97%