Utility Demand Will Spur Growth Amid Revenue And Cost Risks

AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Published
24 Feb 25
Updated
08 Aug 25
AnalystConsensusTarget's Fair Value
US$12.13
23.4% undervalued intrinsic discount
08 Aug
US$9.29
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1Y
24.7%
7D
6.7%

Author's Valuation

US$12.1

23.4% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on07 Aug 25
Fair value Increased 7.78%

The upward revision in NPK International's consensus price target primarily reflects significantly improved revenue growth forecasts, partially offset by a higher discount rate, resulting in the fair value rising from $11.25 to $12.12. What's in the News Repurchased 1,217,606 shares for $9.53 million, completing buyback of 3,037,206 shares for $20.3 million under the February 2024 program.

Shared on01 May 25
Fair value Decreased 6.09%

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 has decreased discount rate from 8.0% to 7.1%.

Shared on02 Apr 25
Fair value Increased 9.81%

AnalystConsensusTarget has decreased revenue growth from 10.6% to 9.5%.

Shared on26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on13 Mar 25
Fair value Decreased 3.02%

AnalystConsensusTarget has decreased revenue growth from -42.1% to 10.6% and decreased profit margin from 28.0% to 14.1%.