Digital Integration And Major Retail Partnerships Will Underpin Enduring Value

AN
AnalystConsensusTarget
Consensus Narrative from 22 Analysts
Published
08 Aug 24
Updated
06 Aug 25
AnalystConsensusTarget's Fair Value
US$79.68
14.1% undervalued intrinsic discount
06 Aug
US$68.45
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1Y
49.6%
7D
-1.8%

Author's Valuation

US$79.7

14.1% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on07 May 25
Fair value Increased 29%

Shared on30 Apr 25
Fair value Decreased 3.74%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on23 Apr 25
Fair value Decreased 4.64%

AnalystConsensusTarget has increased revenue growth from 20.9% to 24.0% and decreased future PE multiple from 9.2x to 8.2x.

Shared on16 Apr 25
Fair value Increased 5.37%

AnalystConsensusTarget has decreased shares outstanding growth rate from -0.0% to -0.1%.

Shared on09 Apr 25
Fair value Decreased 10%

AnalystConsensusTarget has decreased profit margin from 22.5% to 19.7%.

Shared on02 Apr 25
Fair value Decreased 6.23%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25
Fair value Decreased 0.74%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25
Fair value Decreased 1.35%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on10 Mar 25
Fair value Increased 20%

AnalystConsensusTarget has decreased future PE multiple from 9.7x to 8.5x.