North American Battery Localization And Grid Electrification Will Reshape Markets

Published
07 Nov 24
Updated
07 Aug 25
AnalystConsensusTarget's Fair Value
₩421,835.87
7.8% undervalued intrinsic discount
07 Aug
₩389,000.00
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1Y
18.4%
7D
3.6%

Author's Valuation

₩421.8k

7.8% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on31 Jul 25
Fair value Increased 0.88%

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.