Delaware Basin Midstream Expansion Will Strengthen Margins Despite Risks

AN
AnalystConsensusTarget
Consensus Narrative from 18 Analysts
Published
27 Aug 24
Updated
30 Jul 25
AnalystConsensusTarget's Fair Value
US$64.61
26.0% undervalued intrinsic discount
30 Jul
US$47.80
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1Y
-10.2%
7D
-8.7%

Author's Valuation

US$64.6

26.0% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on07 May 25
Fair value Increased 0.47%

Shared on30 Apr 25
Fair value Decreased 9.47%

AnalystConsensusTarget has decreased revenue growth from 9.5% to 7.4%, decreased profit margin from 22.5% to 17.2% and increased future PE multiple from 11.1x to 13.8x.

Shared on23 Apr 25
Fair value Decreased 3.88%

AnalystConsensusTarget has increased profit margin from 20.3% to 22.5% and decreased future PE multiple from 13.0x to 11.1x.

Shared on17 Apr 25
Fair value Decreased 3.96%

AnalystConsensusTarget has increased revenue growth from 7.5% to 8.8% and decreased future PE multiple from 15.1x to 13.0x.

Shared on09 Apr 25
Fair value Increased 19%

AnalystConsensusTarget has decreased revenue growth from 9.9% to 7.5%, decreased profit margin from 21.6% to 18.9% and increased future PE multiple from 12.6x to 15.1x.

Shared on02 Apr 25
Fair value Decreased 12%

Shared on26 Mar 25
Fair value Decreased 0.15%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25
Fair value Decreased 2.17%

AnalystConsensusTarget has decreased profit margin from 20.4% to 18.3%.

Shared on10 Mar 25
Fair value Increased 20%

AnalystConsensusTarget has decreased profit margin from 23.5% to 20.4% and increased future PE multiple from 10.6x to 11.8x.