Update shared on 30 Oct 2025
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.
What's in the News
- Vincent Rouget, currently Chief Strategy & Investment Officer and COO Europe, has been appointed as CEO effective January 1, 2026, as part of an accelerated succession plan. Jean-Marie Tritant will lead the transition until year-end (Key Developments).
- Unibail-Rodamco-Westfield has been dropped from the S&P/ASX 300 Index (Key Developments).
- The company has also exited the S&P/ASX All Ordinaries Index and S&P/ASX Small Ordinaries Index (Key Developments).
Valuation Changes
- Fair Value: Increased from €98.43 to €101.18. This reflects a modest rise in analysts’ valuation.
- Discount Rate: Edged down slightly from 10.45% to 10.40%. This indicates a marginally lower perceived risk.
- Revenue Growth: Projected rate decreased significantly from -5.20% to -9.85%. This signals a sharper expected decline in revenues.
- Net Profit Margin: Improved notably from 73.19% to 80.73%. This suggests stronger profitability expectations.
- Future P/E: Increased from 8.77x to 9.24x. This points to a slightly higher valuation relative to forecasted earnings.
Disclaimer
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