ENEOS Holdings

Rising Decarbonization And Electrification Will Crush Petroleum Margins

AnalystLowTarget

Not Invested

Consensus Narrative from 7 Analysts

Published

16 Jun 25

AnalystLowTarget's Fair Value

JP¥750.00

23.1% overvalued

10 Sep

JP¥923.00

20.7%

2.0%

20.7%

2.0%

You can edit this narrative until Jun 16 10:10 PM. Then, changes will post as Updates.

Author's Valuation

JP¥750.0

23.1% overvalued

AnalystLowTarget Fair Value

Narrative

Updates0

AnalystLowTarget Fair Value

JP¥750

23.1% overvalued

Future estimation in

% p.a.

Decrease

Increase

Current revenue growth rate

-1.15%

Oil and Gas revenue growth rate

19.43%

Risk Level (Discount Rate)

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

Decrease

Increase

Current discount rate

6.62%

Calculation

JP¥270.71b

Earnings '28

7.91x

PE Ratio '28

JP¥2.14t

Market Cap '28

JP¥2.14t

Market Cap '28

2.35b

No. shares '28

JP¥909.82

Share Price '28

JP¥909.82 Share Price '28

Discounted to 2025 @ 6.66% p.a.

JP¥749.74

Fair Value '25