Process Improvements And $100 Million Synergies Will Secure Resilience

AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Published
03 Sep 24
Updated
30 Jul 25
AnalystConsensusTarget's Fair Value
US$49.50
10.1% undervalued intrinsic discount
30 Jul
US$44.49
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1Y
17.6%
7D
-14.0%

Author's Valuation

US$49.5

10.1% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on08 May 25
Fair value Increased 3.97%

Shared on30 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on23 Apr 25
Fair value Decreased 2.92%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on17 Apr 25
Fair value Decreased 2.72%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25

AnalystConsensusTarget has increased profit margin from 8.0% to 10.6% and decreased future PE multiple from 11.0x to 8.3x.

Shared on02 Apr 25
Fair value Increased 6.35%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25
Fair value Decreased 0.21%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25
Fair value Decreased 0.21%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on11 Mar 25
Fair value Decreased 1.18%

AnalystConsensusTarget has decreased revenue growth from 12.3% to 9.0%, decreased profit margin from 18.4% to 8.1% and increased future PE multiple from 5.0x to 10.8x.