Update shared on 25 Nov 2025
Fair value Increased 1.21%Analysts have slightly raised their fair value estimate for dormakaba Holding from CHF 81.13 to CHF 82.11. This revision is attributed to renewed optimism following recent positive coverage and an improved outlook on the company’s earnings potential in key markets.
Analyst Commentary
Recent street research highlights growing confidence among analysts regarding dormakaba Holding’s outlook, with several firms initiating coverage or raising their price targets. The consensus reflects stronger expectations for growth and market execution in the coming quarters.
Bullish Takeaways
- Bullish analysts have raised price targets, citing dormakaba’s improved earnings trajectory and the company’s ability to capture value in attractive markets.
- There is a positive view of the company’s strategic focus on the U.S. access solutions segment. This segment is considered a key growth engine relative to peers.
- Analysts expect robust operational execution to drive above-consensus earnings growth, benefiting from favorable market trends and effective cost management.
- Recent coverage suggests renewed confidence in the company’s potential to deliver shareholder value through disciplined capital allocation and expanded market share.
Bearish Takeaways
- Bearish analysts caution that the current optimism may be contingent on continued outperformance in core growth markets, which remain competitive.
- There is concern that margin expansion could face headwinds if cost pressures persist or if demand in key regions moderates unexpectedly.
- Some skepticism remains regarding the sustainability of growth in the U.S. market, especially against a backdrop of economic uncertainty.
What's in the News
- The company approved a dividend of CHF 9.20 per share for shareholders at its AGM on October 21, 2025. This represents a 15% increase from the prior year (Key Developments).
- The dividend payment date is set for October 27, 2025. The ex-date is October 23, 2025, and the record date is October 24, 2025 (Key Developments).
- Ernst & Young AG was elected as the new statutory auditor during the latest AGM (Key Developments).
- A 10-for-1 stock split is planned for October 29, 2025 (Key Developments).
Valuation Changes
- Fair Value Estimate has risen slightly from CHF 81.13 to CHF 82.11. This reflects incremental optimism in the company's outlook.
- Discount Rate has decreased marginally from 5.90% to 5.86%, which suggests a modest reduction in perceived risk.
- Revenue Growth projection remains unchanged at approximately 3.70%.
- Net Profit Margin forecast is stable at 4.89%.
- Future P/E Ratio has increased modestly from 24.62x to 24.88x, indicating a slightly higher valuation multiple anticipated by analysts.
Disclaimer
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