Pending DRS Mandates Will Expand European Recycling Demand

Published
06 Feb 25
Updated
16 Aug 25
AnalystConsensusTarget's Fair Value
€10.11
28.0% undervalued intrinsic discount
16 Aug
€7.28
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1Y
31.2%
7D
-0.8%

Author's Valuation

€10.1

28.0% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on16 Aug 25
Fair value Increased 7.88%

The consensus price target for Envipco Holding has increased to €10.11, primarily driven by notable improvements in future earnings multiples and net profit margin expectations. What's in the News Secured a frame agreement with Statiegeld Nederland in the Netherlands to deliver Quantum bulk collection RVMs for out of home locations, with an agreement running to end of 2026, including 8-year service contracts and first orders received.

Shared on01 May 25
Fair value Decreased 14%

Shared on23 Apr 25
Fair value Increased 14%

AnalystConsensusTarget has increased future PE multiple from 15.3x to 17.4x.

Shared on17 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25
Fair value Increased 20%

AnalystConsensusTarget has increased future PE multiple from 12.8x to 15.3x.

Shared on02 Apr 25
Fair value Increased 31%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25
Fair value Increased 1.01%

AnalystConsensusTarget has decreased profit margin from 20.4% to 13.0% and increased future PE multiple from 8.5x to 12.8x.

Shared on19 Mar 25
Fair value Decreased 36%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on13 Mar 25