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Expanding Rail Leasing North America And India Will Unlock Value

Published
30 Aug 24
Updated
23 Sep 25
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AnalystConsensusTarget's Fair Value
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1Y
3.8%
7D
1.4%

Author's Valuation

US$188.7516.7% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on 23 Sep 25

Fair value Increased 2.21%

Analysts have raised their price target for GATX to $188.75, citing long-term growth drivers in leasing, upside from the Brookfield joint venture, and constrained supply supporting railcar fundamentals. Analyst Commentary Bullish analysts see attractive long-term growth drivers in transportation equipment manufacturing, leasing, and shipping.

Shared on 05 Sep 25

Analysts maintain a constructive outlook on GATX, citing strong railcar leasing fundamentals, constrained supply, elevated lease rates, and underestimated earnings contribution from the Wells acquisition, resulting in the consensus price target holding steady at $184.67. Analyst Commentary Bullish analysts cite improving railcar leasing fundamentals as supporting a higher price target.

Shared on 07 May 25

Fair value Increased 9.92%

Shared on 30 Apr 25

Fair value Decreased 3.12%

AnalystConsensusTarget has increased revenue growth from 5.2% to 5.8%.

Shared on 23 Apr 25

Fair value Increased 1.89%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

Fair value Decreased 5.57%

AnalystConsensusTarget has decreased revenue growth from 6.7% to 5.2% and increased shares outstanding growth rate from 0.0% to 0.0%.

Shared on 09 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Increased 2.42%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

Fair value Increased 0.18%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 10 Mar 25

Fair value Decreased 2.60%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.