Global Automation Shift Will Moderate Overvaluation And Reveal Recovery

AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Published
13 Mar 25
Updated
31 Jul 25
AnalystConsensusTarget's Fair Value
CHF 347.25
9.9% overvalued intrinsic discount
31 Jul
CHF 381.50
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1Y
20.2%
7D
-5.2%

Author's Valuation

CHF 347.3

9.9% overvalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on01 May 25
Fair value Increased 18%

AnalystConsensusTarget has decreased revenue growth from 3.2% to 2.6%, decreased profit margin from 2.6% to 1.4% and increased future PE multiple from 36.8x to 68.4x.

Shared on24 Apr 25
Fair value Decreased 8.76%

AnalystConsensusTarget has decreased revenue growth from 3.8% to 3.2%, increased profit margin from 2.0% to 2.6% and decreased future PE multiple from 52.0x to 36.8x.

Shared on17 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

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
Fair value Increased 0.68%

AnalystConsensusTarget has decreased profit margin from 5.5% to 2.0% and increased future PE multiple from 19.1x to 52.1x.

Shared on19 Mar 25
Fair value Increased 5.81%

AnalystConsensusTarget has increased revenue growth from 2.6% to 3.7%, increased profit margin from 1.4% to 5.5% and decreased future PE multiple from 68.8x to 19.1x.