Canadian Oil Sands Under Carbon Pressure Will Depress Valuations

Published
09 Mar 25
Updated
20 Aug 25
AnalystConsensusTarget's Fair Value
CA$36.50
6.6% overvalued intrinsic discount
20 Aug
CA$38.92
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1Y
24.7%
7D
5.7%

Author's Valuation

CA$36.5

6.6% overvalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on01 May 25
Fair value Increased 8.47%

Shared on23 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on17 Apr 25
Fair value Decreased 2.24%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25
Fair value Decreased 2.58%

AnalystConsensusTarget has decreased revenue growth from -1.3% to -18.0% and increased profit margin from 3.2% to 5.7%.

Shared on02 Apr 25
Fair value Increased 3.27%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25
Fair value Decreased 0.73%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on12 Mar 25

AnalystConsensusTarget has increased revenue growth from -1.0% to -1.3%.