Custom Truck One Source

Legacy Diesel Fleets Will Struggle Under Tightening Emissions Rules

AnalystLowTarget

Not Invested

Consensus Narrative from 6 Analysts

Published

05 Sep 25

AnalystLowTarget's Fair Value

US$5.50

5.1% overvalued

05 Sep

US$5.78

55.8%

1.2%

55.8%

1.2%

You can edit this narrative until Sep 5 10:16 PM. Then, changes will post as Updates.

Author's Valuation

US$5.5

5.1% overvalued

AnalystLowTarget Fair Value

Narrative

Updates0

AnalystLowTarget Fair Value

US$5.5

5.1% overvalued

Future estimation in

% p.a.

Decrease

Increase

Current revenue growth rate

6.31%

Trade Distributors revenue growth rate

0.31%

Risk Level (Discount Rate)

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

Decrease

Increase

Current discount rate

12.32%

Calculation

US$20.93m

Earnings '28

77.09x

PE Ratio '28

US$1.61b

Market Cap '28

US$1.61b

Market Cap '28

207.13m

No. shares '28

US$7.79

Share Price '28

US$7.79 Share Price '28

Discounted to 2025 @ 12.32% p.a.

US$5.50

Fair Value '25