Overpriced Market Assumptions Will Trigger Margin Reversal

Published
11 Sep 24
Updated
20 Aug 25
AnalystConsensusTarget's Fair Value
US$245.93
5.1% overvalued intrinsic discount
20 Aug
US$258.36
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1Y
34.0%
7D
-0.5%

Author's Valuation

US$245.9

5.1% overvalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on30 Apr 25
Fair value Decreased 8.48%

Shared on23 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on17 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on02 Apr 25
Fair value Increased 2.19%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 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%.

Shared on19 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on11 Mar 25
Fair value Decreased 0.37%

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