Modern Fleet Will Capture Share Despite Regulatory Headwinds

Published
04 Sep 24
Updated
20 Aug 25
AnalystConsensusTarget's Fair Value
US$63.33
22.7% undervalued intrinsic discount
20 Aug
US$48.97
Loading
1Y
-30.5%
7D
8.9%

Author's Valuation

US$63.3

22.7% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on08 May 25
Fair value Increased 23%

Shared on30 Apr 25
Fair value Decreased 4.79%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on23 Apr 25
Fair value Decreased 0.62%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on17 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25
Fair value Decreased 7.46%

AnalystConsensusTarget has decreased revenue growth from -3.8% to -6.0%, decreased future PE multiple from 8.2x to 7.3x and decreased discount rate from 11.6% to 10.2%.

Shared on02 Apr 25
Fair value Decreased 16%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on11 Mar 25
Fair value Increased 11%

AnalystConsensusTarget has increased revenue growth from -4.7% to -3.8%, increased profit margin from 28.6% to 39.7%, decreased future PE multiple from 12.4x to 8.2x, increased discount rate from 9.4% to 11.4% and decreased shares outstanding growth rate from -0.1% to -0.1%.