Germany's Energy Transformation Will Spark Upside Amid Execution Risks

Published
10 Feb 25
Updated
21 Aug 25
AnalystConsensusTarget's Fair Value
€67.44
17.3% overvalued intrinsic discount
21 Aug
€79.10
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1Y
262.0%
7D
-1.1%

Author's Valuation

€67.4

17.3% overvalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on01 May 25
Fair value Increased 21%

Shared on23 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on17 Apr 25
Fair value Increased 13%

AnalystConsensusTarget has decreased discount rate from 5.5% to 4.9%.

Shared on02 Apr 25
Fair value Increased 23%

AnalystConsensusTarget has decreased revenue growth from 12.5% to 8.7%, increased profit margin from 7.4% to 8.9% and increased shares outstanding growth rate from -0.0% to 0.0%.

Shared on13 Mar 25
Fair value Decreased 31%

AnalystConsensusTarget has increased revenue growth from 6.5% to 12.5%, decreased profit margin from 8.7% to 7.4%, decreased future PE multiple from 20.6x to 18.0x, increased discount rate from 4.6% to 5.5% and decreased shares outstanding growth rate from 0.0% to -0.0%.