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ENXTPA:LI Community
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Klépierre
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AnalystConsensusTarget
Consensus Narrative from 14 Analysts
E-commerce Trends Will Erode Overpriced European Retail Assets
Key Takeaways Optimism around Klépierre's operational gains and sustainability may overstate its ability to counter long-term e-commerce shifts and regulatory cost pressures. High current occupancy and rental growth face challenges from lease structures, saturated markets, and evolving retailer and consumer trends that may limit future revenue and margin expansion.
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€33.32
FV
5.1% overvalued
intrinsic discount
-11.07%
Revenue growth p.a.
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Your Valuation for
LI
LI
Klépierre
Your Fair Value
€
Current Price
€35.02
129.8% overvalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
Decrease
Increase
Past
Future
-511m
2b
2015
2018
2021
2024
2025
2027
2030
Revenue €1.1b
Earnings €753.9m
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