Cohort

Rising Global Defense Budgets Will Expand International Markets

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

19 Mar 25

Updated

01 May 25

Views

n/a

AnalystConsensusTarget's Fair Value

n/a

-15.0%

-14.1%

-15.0%

-14.1%

You can edit this narrative until May 12 6:00 AM. Then, changes will post as Updates.

Author's Valuation

UK£18.0747.5% undervalued

AnalystConsensusTarget Fair Value

Narrative

Updates6

Shared on 01 May 25

Fair value Increased 37%

Shared on 24 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

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

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

Fair value Decreased 5.97%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

AnalystConsensusTarget Fair Value

UK£18.07

47.5% undervalued

Future estimation in

Growth p.a.

Decrease

Increase

Current revenue growth rate

7.61%

Aerospace & Defense revenue growth rate

0.51%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

Decrease

Increase

Current discount rate

8.21%

Calculation

UK£34.42m

Earnings '28

42.70x

PE Ratio '28

UK£1.47b

Market Cap '28

UK£1.47b

Market Cap '28

64.49m

No. shares '28

UK£22.79

Share Price '28

UK£22.79 Share Price '28

Discounted to 2025 @ 8.04% p.a.

UK£18.07

Fair Value '25