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Container Shipping Demands Will Exacerbate Margin Compression

Published
24 Nov 24
Updated
04 Oct 25
AnalystConsensusTarget's Fair Value
€107.09
10.8% overvalued intrinsic discount
04 Oct
€118.70
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1Y
-24.9%
7D
4.6%

Author's Valuation

€107.0910.8% overvalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on04 Oct 25
Fair value Decreased 1.26%

Hapag-Lloyd's analyst price target has been adjusted downward, with recent updates reflecting a modest decrease. This change is driven by analysts responding to updated financial models and ongoing sector headwinds.

Shared on27 Aug 25
Fair value Decreased 3.17%

Despite a slight improvement in revenue growth forecasts, a modest reduction in Hapag-Lloyd’s future P/E ratio has contributed to the consensus analyst price target decreasing from €112.00 to €108.55. What's in the News Hapag-Lloyd raised its 2025 earnings guidance, now expecting Group EBIT of USD 0.25 to 1.25 billion (EUR 0.2 to 1.1 billion).

Shared on01 May 25
Fair value Decreased 4.84%

Shared on23 Apr 25
Fair value Decreased 0.79%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on17 Apr 25
Fair value Decreased 0.79%

AnalystConsensusTarget has decreased revenue growth from -1.7% to -2.5%.

Shared on09 Apr 25
Fair value Increased 3.90%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on02 Apr 25
Fair value Decreased 1.12%

Shared on26 Mar 25
Fair value Decreased 8.99%

AnalystConsensusTarget has decreased revenue growth from 0.2% to -1.8%, decreased profit margin from 6.5% to 4.6% and increased future PE multiple from 21.1x to 28.9x.

Shared on19 Mar 25
Fair value Increased 0.07%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on12 Mar 25
Fair value Increased 7.64%

AnalystConsensusTarget has increased revenue growth from -3.1% to 0.2%, increased profit margin from 5.1% to 6.5% and decreased future PE multiple from 26.3x to 21.1x.