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Facility Expansion And Electrification Will Reshape Municipal Vehicle Demand

Published
13 Sep 24
Updated
31 Jul 25
AnalystConsensusTarget's Fair Value
US$55.00
11.9% overvalued intrinsic discount
04 Sep
US$61.56
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1Y
137.5%
7D
14.5%

Author's Valuation

US$55.0

11.9% overvalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on31 Jul 25
Fair value Increased 9.27%

Strong operational efficiency, robust demand in Fire and Specialty Vehicles, and raised EBITDA guidance are supporting positive outlooks for REV Group, though Recreation segment margin pressures persist; consensus analyst fair value remains unchanged at $50.33. Analyst Commentary Bullish analysts highlight stronger than expected operational efficiency and cost controls, contributing to higher company throughput, particularly in the Fire and Specialty Vehicles segments.

Shared on01 May 25
Fair value Increased 51%

Shared on23 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on17 Apr 25
Fair value Decreased 0.71%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25
Fair value Decreased 1.81%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on02 Apr 25

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 Decreased 1.95%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on11 Mar 25
Fair value Decreased 23%

AnalystConsensusTarget has increased revenue growth from 3.9% to 5.9%, increased profit margin from 3.3% to 6.5% and increased future PE multiple from 10.3x to 12.4x.