Efficiency Gains And ESG Pressures Will Shape Permian Production

Published
28 Aug 24
Updated
14 Aug 25
AnalystConsensusTarget's Fair Value
US$42.57
22.0% undervalued intrinsic discount
14 Aug
US$33.19
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1Y
-47.2%
7D
7.9%

Author's Valuation

US$42.6

22.0% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on07 May 25
Fair value Decreased 7.09%

Shared on30 Apr 25
Fair value Decreased 1.38%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on23 Apr 25
Fair value Decreased 2.84%

AnalystConsensusTarget has decreased profit margin from 13.2% to 11.3% and increased future PE multiple from 7.7x to 8.6x.

Shared on17 Apr 25
Fair value Decreased 6.78%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25
Fair value Decreased 9.76%

AnalystConsensusTarget has decreased revenue growth from -1.9% to -2.8% and decreased future PE multiple from 9.2x to 8.2x.

Shared on02 Apr 25
Fair value Decreased 4.73%

AnalystConsensusTarget has decreased revenue growth from -1.2% to -1.9%.

Shared on26 Mar 25
Fair value Decreased 2.16%

AnalystConsensusTarget has decreased revenue growth from -1.4% to -1.2%.

Shared on19 Mar 25
Fair value Decreased 4.45%

AnalystConsensusTarget has increased revenue growth from -1.0% to -1.4%.

Shared on10 Mar 25
Fair value Increased 47%

AnalystConsensusTarget has decreased revenue growth from 2.0% to -1.0% and increased discount rate from 9.2% to 10.5%.