Powell Industries

Capacity Expansion Will Drive Margin Pressure Amid Overextended Expectations

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

11 Sep 24

Updated

08 Nov 25

Views

533

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

197.0%

7D

-7.6%

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1Y

197.0%

7D

-7.6%

You can edit this narrative until Nov 9 1:05 AM. Then, changes will post as Updates.

Author's Valuation

US$269.2679.6% overvalued

AnalystConsensusTarget Fair Value

Shared on 08 Nov 25

POWL: Discount Rate Increase Will Pressure Future Earnings Performance

Analysts have maintained their price target for Powell Industries at $269.26. They cite stable revenue growth and profit margin forecasts, despite a slight uptick in the discount rate and future price-to-earnings expectation.

21 views

Shared on 24 Oct 25

Analysts have minimally adjusted their price target for Powell Industries and are maintaining it at $269.26, citing stable expectations for the company's growth and profitability. What's in the News Powell Industries, Inc.

13 views

Shared on 10 Oct 25

Fair value Increased 9.49%

Analysts have raised their price target for Powell Industries from $245.93 to $269.26, citing modest improvements in projected revenue growth, profit margin expectations, and forward P/E ratios as key factors driving their updated outlook. What's in the News Powell Industries has announced a $12.4 million investment to expand production capacity at its Jacintoport manufacturing facility in Houston (Key Developments).

1 view

Shared on 30 Apr 25

Fair value Decreased 8.48%

0 views

Shared on 23 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

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Shared on 17 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

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Shared on 09 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

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Shared on 02 Apr 25

Fair value Increased 2.19%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

0 views

Shared on 26 Mar 25

Fair value Increased 8.21%

AnalystConsensusTarget has decreased revenue growth from 8.6% to 6.6% and increased profit margin from 13.7% to 15.5%.

0 views

Shared on 19 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

0 views

Shared on 11 Mar 25

Fair value Decreased 0.37%

AnalystConsensusTarget has decreased revenue growth from 9.6% to 8.6%.

0 views

Valuator

Company Info

Notes

AnalystConsensusTarget Fair Value

US$269.26

79.6% overvalued

Future estimation in

Revenue

Profit Margin

Future PE

Growth p.a.

%

Decrease

Increase

Forecast revenue growth rate

10.87%

Historical revenue growth rate

21.86%

Electrical revenue growth rate

0.53%

Risk Level (Discount Rate)

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

%

0

Decrease

Increase

Current discount rate

9.20%

Calculation

US$178.69m

Earnings '28

x

23.49x

PE Ratio '28

=

US$4.20b

Market Cap '28

US$4.20b

Market Cap '28

/

12.22m

No. shares '28

=

US$343.46

Share Price '28

US$343.46 Share Price '28

Discounted to 2025 @ 9.11% p.a.

=

US$264.41

Fair Value '25