BNPL And Omnichannel Partnerships Will Create Value Despite Risks

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AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Published
24 Sep 24
Updated
07 Aug 25
AnalystConsensusTarget's Fair Value
US$38.57
18.6% undervalued intrinsic discount
07 Aug
US$31.40
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1Y
-21.4%
7D
-3.1%

Author's Valuation

US$38.6

18.6% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on31 Jul 25

PROG Holdings' valuation outlook remains stable, as both its discount rate and future P/E ratio saw only marginal changes, resulting in an unchanged consensus analyst price target of $38.57. What's in the News The company completed repurchase of 899,800 shares for $25.65 million in the recent tranche, totaling 27,715,844 shares (52.82%) for $992.71 million under its ongoing buyback program.

Shared on30 Apr 25
Fair value Decreased 9.27%

Shared on23 Apr 25
Fair value Increased 50%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on17 Apr 25
Fair value Decreased 31%

AnalystConsensusTarget has increased shares outstanding growth rate from -0.1% to 0.1%.

Shared on09 Apr 25
Fair value Decreased 6.53%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on02 Apr 25
Fair value Increased 2.88%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

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 on11 Mar 25
Fair value Increased 22%

AnalystConsensusTarget has decreased revenue growth from 4.7% to 3.6% and decreased future PE multiple from 15.7x to 11.6x.