Fleet Renewal In Europe And North America Will Unlock Value

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

26 Jan 25

Updated

13 Dec 25

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

2.0%

7D

1.9%

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1Y

2.0%

7D

1.9%

You can edit this narrative until Dec 14 2:10 PM. Then, changes will post as Updates.

Author's Valuation

€20.426.5% undervalued

AnalystConsensusTarget Fair Value

Shared on 13 Dec 25

SFQ Future Cash Returns And Buybacks Will Support Shareholder Value

Analysts have trimmed their price targets for SAF-Holland, with recent cuts to EUR 18 and EUR 15 reflecting slightly lower valuation multiples, even though assumptions for growth, margins, and fair value remain largely unchanged. Analyst Commentary Recent research updates highlight a more cautious near term stance on SAF-Holland, with modest downward revisions to price targets but no major shifts in fundamental assumptions or ratings.

Shared on 29 Nov 25

SFQ: Continued Profit Delivery Will Drive Future Shareholder Value Despite Headwinds

Analysts have revised their price targets for SAF-Holland downward. Recent updates indicate a decrease to EUR 18 and EUR 15, with slight adjustments in growth and profitability expectations cited as key factors in their evaluations.

Shared on 15 Nov 25

Fair value Decreased 5.20%

SFQ: Industry Presence And Projected Recovery Will Offset Recent Market Headwinds

Analysts have lowered their price target for SAF-Holland from €21.52 to €20.40. They cited reduced growth expectations and a higher discount rate as key drivers for the adjustment.

Shared on 06 May 25

Fair value Increased 0.42%

Shared on 01 May 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 23 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

Fair value Decreased 0.92%

AnalystConsensusTarget has decreased revenue growth from 4.6% to 3.9%.

Shared on 09 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Decreased 1.28%

AnalystConsensusTarget has increased revenue growth from 3.9% to 4.6%.

Shared on 26 Mar 25

Fair value Increased 5.90%

AnalystConsensusTarget has increased revenue growth from 3.5% to 3.9%.

Shared on 19 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 12 Mar 25

Fair value Decreased 6.04%

AnalystConsensusTarget has decreased revenue growth from 6.6% to 3.5% and decreased shares outstanding growth rate from 0.0% to 0.0%.

AnalystConsensusTarget Fair Value

€20.4

26.5% undervalued

Future estimation in

% p.a.

0

Decrease

Increase

Current revenue growth rate

5.75%

Auto Components revenue growth rate

0.27%

Risk Level (Discount Rate)

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

%

0

Decrease

Increase

Current discount rate

8.77%

Calculation

€104.30m

Earnings '28

x

11.34x

PE Ratio '28

=

€1.18b

Market Cap '28

€1.18b

Market Cap '28

/

45.42m

No. shares '28

=

€26.04

Share Price '28

€26.04 Share Price '28

Discounted to 2025 @ 8.81% p.a.

=

€20.21

Fair Value '25