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New Contracts And Work-Sharing Will Balance USMCA Risks

Published
25 Feb 25
Updated
01 May 25
AnalystConsensusTarget's Fair Value
CA$12.00
30.3% undervalued intrinsic discount
04 Sep
CA$8.36
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1Y
-27.1%
7D
1.2%

Author's Valuation

CA$12.0

30.3% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on01 May 25
Fair value Increased 36%

Shared on23 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on17 Apr 25
Fair value Decreased 60%

AnalystConsensusTarget has decreased revenue growth from -0.6% to -8.0%, decreased profit margin from 14.5% to 11.9% and decreased future PE multiple from 13.1x to 8.2x.

Shared on09 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on02 Apr 25

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 on13 Mar 25
Fair value Increased 119%

AnalystConsensusTarget has decreased revenue growth from 0.3% to -0.6%, increased profit margin from 9.9% to 14.5%, increased future PE multiple from 10.2x to 13.1x and decreased shares outstanding growth rate from -0.0% to -0.1%.