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Rail Leasing And European Rationalization Will Sustain Momentum Amid Headwinds

Published
27 Oct 24
Updated
01 May 25
AnalystConsensusTarget's Fair Value
US$53.50
13.8% undervalued intrinsic discount
23 Jul
US$46.14
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1Y
-4.0%
7D
-2.2%

Author's Valuation

US$53.5

13.8% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on01 May 25
Fair value Increased 9.79%

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
Fair value Decreased 27%

AnalystConsensusTarget has decreased revenue growth from 0.8% to -7.9%, decreased profit margin from 5.6% to 2.9%, increased future PE multiple from 14.0x to 25.1x and decreased discount rate from 9.8% to 7.8%.

Shared on02 Apr 25
Fair value Decreased 0.17%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25
Fair value Increased 24%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on11 Mar 25
Fair value Decreased 24%