Aris Water Solutions

Partnerships With ExxonMobil And Chevron In Water Treatment Will Diversify Future Revenue Streams

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

16 Sep 24

Updated

05 Sep 25

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

44.8%

7D

-0.8%

Loading

1Y

44.8%

7D

-0.8%

You can edit this narrative until Sep 6 10:10 AM. Then, changes will post as Updates.

Author's Valuation

US$25.788.1% undervalued

AnalystConsensusTarget Fair Value

Shared on 05 Sep 25

Fair value Decreased 3.11%

Despite an unchanged consensus price target, Aris Water Solutions’ future P/E ratio has dropped sharply, indicating improved earnings expectations that support the steady fair value estimate of $26.60. What's in the News Western Midstream Partners agreed to acquire Aris Water Solutions for $1.5 billion, with shareholders offered a choice of cash, WES common units, or a mix, subject to proration; the deal is expected to close in Q4 2025 pending approvals.

Shared on 01 May 25

Fair value Decreased 55%

Shared on 23 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

Fair value Increased 100%

AnalystConsensusTarget has decreased discount rate from 8.6% to 7.7%.

Shared on 02 Apr 25

Fair value Decreased 51%

Shared on 26 Mar 25

Fair value Increased 3.74%

AnalystConsensusTarget has increased future PE multiple from 20.3x to 22.4x.

Shared on 19 Mar 25

Fair value Increased 3.23%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 11 Mar 25

Fair value Increased 87%

AnalystConsensusTarget has increased revenue growth from 6.4% to 11.1% and increased discount rate from 7.1% to 8.7%.

AnalystConsensusTarget Fair Value

US$25.78

8.1% undervalued

Future estimation in

% p.a.

0

Decrease

Increase

Current revenue growth rate

4.90%

Energy Services revenue growth rate

0.14%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

8.08%

Calculation

US$72.78m

Earnings '28

x

17.81x

PE Ratio '28

=

US$1.30b

Market Cap '28

US$1.30b

Market Cap '28

/

39.63m

No. shares '28

=

US$32.70

Share Price '28

US$32.70 Share Price '28

Discounted to 2025 @ 8.25% p.a.

=

US$25.78

Fair Value '25