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GSK Community
LSE:GSK Community
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Community Contributor
GSK: March Madness Lineup
March Madness is here, or so they say on the basketball courts. But Marchs madness is slowly moving off to more than just the courts.
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UK£78.00
FV
82.1% undervalued
intrinsic discount
49.03%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
1
users have commented on this narrative
15
users have followed this narrative
5 months ago
author updated this narrative
GSK
AN
AnalystLowTarget
Consensus Narrative from 18 Analysts
Cost Controls In The US And Europe Will Squeeze Margins
Key Takeaways Escalating pricing pressures and patent expirations threaten growth, margins, and the value from new and existing products across key markets. Weak R&D productivity, mounting legal risks, and emerging market volatility undermine earnings stability and long-term strategic goals.
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UK£11.20
FV
24.6% overvalued
intrinsic discount
2.92%
Revenue growth p.a.
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0
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0
users have commented on this narrative
1
users have followed this narrative
1 day ago
author updated this narrative
GSK
AN
AnalystHighTarget
Consensus Narrative from 18 Analysts
Digital Transformation And Global Demographics Will Fuel Expansion
Key Takeaways Accelerated advancement in specialty medicines, vaccines, and anti-infective therapies positions GSK for outsized revenue and margin growth relative to peers. Strategic investments in digital capabilities and global scale enhance productivity, unlock new markets, and support long-term, defensible earnings streams.
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UK£23.48
FV
40.6% undervalued
intrinsic discount
8.37%
Revenue growth p.a.
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0
users have liked this narrative
0
users have commented on this narrative
3
users have followed this narrative
2 days ago
author updated this narrative
GSK
AN
AnalystConsensusTarget
Consensus Narrative from 18 Analysts
Global Vaccine Demand And Specialty Medicines Will Expand Future Opportunities
Key Takeaways Robust growth in vaccines and specialty medicines, alongside innovation in oncology and immunology, positions GSK for sustained revenue and margin expansion. Diversification, operational efficiencies, and accelerated R&D enhance resilience, supporting strong long-term sales and earnings potential despite industry pressures.
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UK£16.42
FV
15.0% undervalued
intrinsic discount
4.33%
Revenue growth p.a.
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2
users have liked this narrative
0
users have commented on this narrative
161
users have followed this narrative
4 days ago
author updated this narrative
Your Valuation for
GSK
GSK
GSK
Your Fair Value
UK£
Current Price
UK£13.96
9.8% overvalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
Decrease
Increase
Past
Future
0
39b
2015
2018
2021
2024
2025
2027
2030
Revenue UK£38.5b
Earnings UK£4.2b
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