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Bull
- Generac is the undisputed leader in home standby generators, with over 70% market share.
- Generac is expanding into clean energy via acquisitions, representing a large and growing addressable market.
- Generac is well positioned to capitalize on an increasingly distributed electric grid.Bear
- Generac ’ s home standby generator orders are highly reliant on power outage activity.
- Generac ’ s success in the clean energy business is not guaranteed, given strong incumbents.
- Generac faces risks in integrating its numerous acquisitions into a cohesive product offering.
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The user julio holds no position in NYSE:GNRC. Simply Wall St has no position in any of the companies mentioned. The author of this narrative is not affiliated with, nor authorised by Simply Wall St as a sub-authorised representative. This narrative is general in nature and explores scenarios and estimates created by the author. The narrative does not reflect the opinions of Simply Wall St, and the views expressed are the opinion of the author alone, acting on their own behalf. These scenarios are not indicative of the company's future performance and are exploratory in the ideas they cover. The fair value estimates are estimations only, and does not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that the author's analysis may not factor in the latest price-sensitive company announcements or qualitative material.
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Consensus Narrative from 22 Analysts
Investments In Clean Energy And Microgrids Will Strengthen Future Performance
Key Takeaways Expansion in home standby production and hiring suggests anticipated growth in generator sales, positively impacting future revenue. Investments in clean energy solutions and microgrid deployment align with long-term growth strategies, potentially enhancing margins and revenue.
View narrativeUS$178.91
FV
12.7% undervalued intrinsic discount8.47%
Revenue growth p.a.
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3 days ago author updated this narrative
