Permian Basin Expansions And Libby Complex Upgrades Will Improve Operational Capacity By 2025

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AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Published
12 Sep 24
Updated
31 Jul 25
AnalystConsensusTarget's Fair Value
US$43.25
2.5% overvalued intrinsic discount
31 Jul
US$44.31
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1Y
11.7%
7D
0.2%

Author's Valuation

US$43.3

2.5% overvalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on30 Apr 25
Fair value Increased 17%

Shared on23 Apr 25
Fair value Decreased 17%

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

Shared on17 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25
Fair value Increased 2.50%

AnalystConsensusTarget has decreased discount rate from 9.0% to 8.1%.

Shared on02 Apr 25
Fair value Increased 1.50%

Shared on26 Mar 25
Fair value Decreased 3.68%

AnalystConsensusTarget has increased revenue growth from 3.8% to 6.3%, decreased future PE multiple from 14.1x to 12.4x and decreased discount rate from 9.0% to 7.6%.

Shared on19 Mar 25

AnalystConsensusTarget has increased revenue growth from 3.4% to 3.8%.

Shared on11 Mar 25
Fair value Increased 31%

AnalystConsensusTarget has increased revenue growth from 0.8% to 3.4%, increased profit margin from 13.3% to 27.3% and decreased future PE multiple from 22.4x to 13.3x.