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

URW: Stronger Margins And Leadership Transition Will Drive Future Value

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URW
AnalystConsensusTarget
Not Invested
Published 02 Mar 2025

Update shared on 15 Dec 2025

Fair value Increased 1.56%
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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.

What's in the News

  • Supervisory Board accelerates succession plan, appointing Vincent Rouget as Chief Executive Officer effective January 1, 2026, citing full business recovery and visibility under the A Platform for Growth 2025-2028 plan, with outgoing CEO Jean-Marie Tritant overseeing the transition through year end (Key Developments).
  • Rouget, currently Chief Strategy and Investment Officer and acting COO Europe, is tasked with ensuring leadership continuity beyond 2028 as part of the long term strategic roadmap (Key Developments).
  • Board meeting scheduled for December 3, 2025, to consider appointing Kathleen Verelst as Chief Investment Officer and Management Board member, reinforcing the group’s investment and governance structure (Key Developments).

Valuation Changes

  • Fair Value: nudged higher from €103.39 to €105.01, implying a modest upward revision in the intrinsic value estimate.
  • Discount Rate: edged down slightly from 10.04 percent to 10.00 percent, reflecting a marginally lower perceived risk profile.
  • Revenue Growth: forecast contraction deepened from approximately minus 8.45 percent to minus 8.87 percent, indicating slightly more cautious top line expectations.
  • Net Profit Margin: reduced significantly from about 83.21 percent to 65.18 percent, pointing to a more conservative profitability outlook.
  • Future P/E: risen meaningfully from 8.65x to 11.37x, signaling a higher assumed valuation multiple on future earnings.

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