US And Canadian Expansion Will Improve Production Efficiency While Tariff Risks Persist

Published
09 Feb 25
Updated
21 Aug 25
AnalystConsensusTarget's Fair Value
US$50.00
13.6% undervalued intrinsic discount
21 Aug
US$43.19
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1Y
-1.1%
7D
5.5%

Author's Valuation

US$50.0

13.6% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on01 May 25
Fair value Decreased 12%

Shared on23 Apr 25
Fair value Decreased 0.51%

AnalystConsensusTarget has decreased profit margin from 3.2% to 2.7% and increased future PE multiple from 39.7x to 46.8x.

Shared on17 Apr 25
Fair value Increased 0.035%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25
Fair value Increased 14%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on02 Apr 25
Fair value Decreased 13%

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 on12 Mar 25
Fair value Increased 15%

AnalystConsensusTarget has increased profit margin from 1.7% to 3.2% and decreased future PE multiple from 75.5x to 40.1x.