Unibail-Rodamco-Westfield

URW: Stronger Margins And Leadership Transition Will Drive Future Value

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

02 Mar 25

Updated

15 Dec 25

Views

28

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

25.9%

7D

0.9%

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1Y

25.9%

7D

0.9%

You can edit this narrative until Dec 16 5:05 AM. Then, changes will post as Updates.

Author's Valuation

€105.0112.5% undervalued

AnalystConsensusTarget Fair Value

Shared on 15 Dec 25

Fair value Increased 1.56%

URW: Leadership Change And Lower Risk Profile Will Support Future Upside

Analysts have nudged their price target on Unibail-Rodamco-Westfield higher to €105.01 from €103.39. They cite a slightly lower perceived risk profile despite more muted expectations for revenue growth and profitability, alongside a higher assumed future price to earnings multiple.

Shared on 28 Nov 25

Fair value Increased 0.67%

URW: Leadership Transition Will Drive Further Margin Expansion And Earnings Momentum

Analysts have slightly raised their price target for Unibail-Rodamco-Westfield to €103.39 from €102.70, citing modest improvements in profit margin and valuation metrics. What's in the News Vincent Rouget, currently Chief Strategy and Investment Officer and acting as COO Europe, will become CEO of Unibail-Rodamco-Westfield effective January 1, 2026 (Key Developments).

Shared on 14 Nov 25

Fair value Increased 1.51%

URW: Improved Profitability And Lower Discount Rate To Drive Momentum

Analysts have raised their price target for Unibail-Rodamco-Westfield from €101.18 to €102.70. They cite improved profit margin projections and a lower discount rate as key factors behind the revision.

Shared on 30 Oct 25

Fair value Increased 2.79%

Analysts have raised their price target for Unibail-Rodamco-Westfield from €98.43 to €101.18. They cite stronger projected profit margins, even though revenue growth forecasts are softer and the discount rate is slightly lower.

Shared on 02 Sep 25

Fair value Increased 1.38%

Unibail-Rodamco-Westfield’s fair value estimate saw a marginal increase, as both its future P/E and discount rate remained broadly stable, supporting only a slight upward revision in the consensus analyst price target from €97.08 to €98.42. What's in the News Unibail-Rodamco-Westfield SE was dropped from the S&P/ASX All Ordinaries Index.

Shared on 01 May 25

Fair value Increased 7.82%

Shared on 23 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

Fair value Decreased 0.55%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Increased 1.66%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

Fair value Decreased 0.64%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

Fair value Decreased 0.16%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 12 Mar 25

Fair value Decreased 6.05%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

AnalystConsensusTarget Fair Value

€105.01

12.5% undervalued

Future estimation in

Growth p.a.

Growth p.a.

%

Decrease

Increase

Current revenue growth rate

-7.26%

Retail REITs revenue growth rate

0.11%

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

9.98%

Calculation

€1.78b

Earnings '28

x

11.37x

PE Ratio '28

=

€20.27b

Market Cap '28

€20.27b

Market Cap '28

/

145.12m

No. shares '28

=

€139.66

Share Price '28

€139.66 Share Price '28

Discounted to 2025 @ 10.00% p.a.

=

€104.92

Fair Value '25