US Mortgage Spreads Will Normalize And Unlock Value

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AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Published
02 Mar 25
Updated
31 Jul 25
AnalystConsensusTarget's Fair Value
US$8.00
11.0% undervalued intrinsic discount
31 Jul
US$7.12
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1Y
-10.1%
7D
-2.2%

Author's Valuation

US$8.0

11.0% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on01 May 25
Fair value Increased 3.90%

Shared on23 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on17 Apr 25
Fair value Increased 2.12%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on02 Apr 25
Fair value Decreased 16%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25
Fair value Decreased 5.27%

AnalystConsensusTarget has increased revenue growth from 15.9% to 34.0% and decreased profit margin from 58.6% to 37.9%.

Shared on19 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on13 Mar 25
Fair value Increased 19%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.