Privacy Crackdowns And Fierce Amazon Rivalry Will Drive Margins Down

AnalystLowTarget

Not Invested

Community Contributor

Published

08 Aug 25

Updated

13 Dec 25

Views

n/a

AnalystLowTarget's Fair Value

n/a

-17.2%

-1.7%

-17.2%

-1.7%

You can edit this narrative until Dec 14 8:10 PM. Then, changes will post as Updates.

Author's Valuation

UK£0.2671.3% overvalued

AnalystLowTarget Fair Value

Narrative

Updates1

Shared on 13 Dec 25

Fair value Increased 8.33%

THG: Future Returns Will Depend On Sustained Margin Execution

Analysts have raised their price target on THG from approximately $0.24 to $0.26 per share, citing a lower perceived risk profile and improving top line growth prospects despite slightly softer margin expectations. Analyst Commentary Recent Street research on THG highlights a more balanced, but still cautious, backdrop as the share price recovery narrows the upside from here.

AnalystLowTarget Fair Value

UK£0.26

71.3% overvalued

Future estimation in

Growth p.a.

Decrease

Increase

Current revenue growth rate

4.35%

General Merchandise and Department Stores revenue growth rate

0.41%

Risk Level (Discount Rate)

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

Decrease

Increase

Current discount rate

11.75%

Calculation

UK£156.23m

Earnings '28

2.62x

PE Ratio '28

UK£409.42m

Market Cap '28

UK£409.42m

Market Cap '28

1.13b

No. shares '28

UK£0.36

Share Price '28

UK£0.36 Share Price '28

Discounted to 2025 @ 11.70% p.a.

UK£0.26

Fair Value '25