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North American Battery Localization And Grid Electrification Will Reshape Markets

Published
07 Nov 24
Updated
05 Sep 25
AnalystConsensusTarget's Fair Value
₩427,292.77
18.3% undervalued intrinsic discount
05 Sep
₩349,000.00
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1Y
-15.8%
7D
-0.1%

Author's Valuation

₩427.29k

18.3% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on05 Sep 25

Amid slightly reduced consensus revenue growth forecasts and stable net profit margins, the fair value estimate for LG Energy Solution remains unchanged at ₩427,293. What's in the News LG Energy Solution and Toyota Tsusho formed a joint venture, Green Metals Battery Innovations, LLC, to focus on battery recycling.

Shared on31 Jul 25
Fair value Increased 2.18%

Despite negligible changes in both the discount rate and future P/E, the consensus analyst price target for LG Energy Solution remained effectively unchanged at ₩418,169. What's in the News LG Energy Solution and Toyota Tsusho Corporation formed Green Metals Battery Innovations, LLC, a joint venture focused on battery recycling.

Shared on01 May 25
Fair value Decreased 0.52%

Shared on23 Apr 25
Fair value Decreased 0.0000024%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on17 Apr 25
Fair value Increased 6.61%

AnalystConsensusTarget has decreased profit margin from 8.1% to 7.2% and increased future PE multiple from 37.3x to 41.8x.

Shared on09 Apr 25
Fair value Decreased 8.32%

Shared on02 Apr 25
Fair value Increased 1.10%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25
Fair value Decreased 0.51%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25
Fair value Increased 0.0000023%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on12 Mar 25
Fair value Increased 7.78%

AnalystConsensusTarget has increased revenue growth from 14.5% to 18.9% and decreased future PE multiple from 36.8x to 33.1x.