Trulieve Cannabis

Regulatory Hurdles Will Limit Florida Expansion But Spark Recovery

AnalystLowTarget

Not Invested

Community Contributor

Published

08 Aug 25

Updated

13 Dec 25

Views

n/a

AnalystLowTarget's Fair Value

n/a

98.8%

60.6%

98.8%

60.6%

You can edit this narrative until Dec 14 6:05 PM. Then, changes will post as Updates.

Author's Valuation

CA$14.913.6% undervalued

AnalystLowTarget Fair Value

Narrative

Updates1

Shared on 13 Dec 25

Fair value Increased 35%

TRUL: Future Execution And Regulatory Shifts Will Shape Risk-Reward Balance

Analysts have lifted their price target on Trulieve Cannabis to approximately $14.90 from about $11.01, citing stronger expected revenue growth, improved profit margins, and a more reasonable future P/E multiple despite a slightly higher discount rate. Analyst Commentary Bearish analysts acknowledge Trulieve Cannabis's improved outlook but remain wary of execution and valuation risks in a still evolving regulatory and competitive landscape.

AnalystLowTarget Fair Value

CA$14.9

13.6% undervalued

Future estimation in

Growth p.a.

Decrease

Increase

Current revenue growth rate

2.34%

Pharma revenue growth rate

0.63%

Risk Level (Discount Rate)

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

Decrease

Increase

Current discount rate

6.45%

Calculation

US$39.64m

Earnings '28

55.34x

PE Ratio '28

US$2.19b

Market Cap '28

US$2.19b

Market Cap '28

168.62m

No. shares '28

US$13.01

Share Price '28

US$13.01 Share Price '28

Discounted to 2025 @ 6.45% p.a.

US$10.79

Fair Value '25

US$10.79 Fair Value '25

Converted to CAD @ 1.3766 USD/CAD Exchange Rate

CA$14.85

Fair Value '25