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SPG: New Finance Leadership Will Support Higher Margins And Earnings

US And Poland Facility Expansion Will Fuel Sustainable Demand

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SPG
AnalystConsensusTarget
Not Invested
Published 11 Feb 2025

Update shared on 20 Dec 2025

Fair value Increased 6.76%
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AnalystConsensusTarget's Fair Value
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1Y
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7D
10.8%

Analysts have raised their price target on SP Group by 25 to 395, citing stronger projected revenue growth, modestly higher profit margins, and a slightly improved valuation multiple outlook.

What's in the News

  • Board appoints Allan Jeppesen as new Chief Financial Officer, effective 5 January 2026, bringing experience from HP Schou, Alumeco and Danoffice IT (company announcement)
  • Current CFO Tilde Kejlhof transitions from Executive Management to Senior Vice President, taking charge of strategic projects to support SP Group's next phase of development (company announcement)

Valuation Changes

  • Fair Value: Raised from DKK 370 to DKK 395, reflecting a moderate upward revision in the intrinsic value estimate.
  • Discount Rate: Increased marginally from 5.88 percent to 5.88 percent, indicating a negligible change in the assumed cost of capital.
  • Revenue Growth: Upgraded from 4.37 percent to 6.35 percent, signaling a meaningful increase in expected top line expansion.
  • Net Profit Margin: Slightly higher, moving from 11.52 percent to 11.84 percent, pointing to a modest improvement in profitability assumptions.
  • Future P/E: Nearly unchanged, edging up from 12.71x to 12.71x, suggesting a stable valuation multiple outlook.

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Disclaimer

AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.