Lear

Global Supply Issues Will Constrain Automotive Margins

AnalystLowTarget

Not Invested

Consensus Narrative from 12 Analysts

Published

27 Apr 25

Updated

23 Jul 25

AnalystLowTarget's Fair Value

US$88.00

25.0% overvalued

23 Jul

US$110.00

-5.7%

0.3%

-5.7%

0.3%

Author's Valuation

US$88.0

25.0% overvalued

AnalystLowTarget Fair Value

Narrative

Updates1

Shared on07 May 25

AnalystLowTarget Fair Value

US$88.0

25.0% overvalued

Future estimation in

% p.a.

Decrease

Increase

Current revenue growth rate

2.62%

Auto Components revenue growth rate

0.26%

Risk Level (Discount Rate)

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

Decrease

Increase

Current discount rate

9.20%

Calculation

US$970.87m

Earnings '28

5.21x

PE Ratio '28

US$5.06b

Market Cap '28

US$5.06b

Market Cap '28

45.89m

No. shares '28

US$110.18

Share Price '28

US$110.18 Share Price '28

Discounted to 2025 @ 8.48% p.a.

US$86.30

Fair Value '25