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Consensus Narrative from 11 Analysts
North American Demand Trends Will Expose Overvaluation Risks
Key Takeaways Overly optimistic demand and regulatory assumptions could lead to disappointing revenue and margin performance if electrification or decarbonization trends slow or shift. Continued growth faces risks from rising financing costs, aggressive competition, and challenges integrating new assets, potentially compressing margins and limiting earnings improvements.
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CA$64.55
FV
6.4% undervalued
intrinsic discount
12.60%
Revenue growth p.a.
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21 days ago
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