New Offshore Contracts Will Drive Future Fleet Efficiency

AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Published
30 Aug 24
Updated
30 Jul 25
AnalystConsensusTarget's Fair Value
US$50.18
9.2% undervalued intrinsic discount
30 Jul
US$45.58
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1Y
-29.0%
7D
-11.7%

Author's Valuation

US$50.2

9.2% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on07 May 25
Fair value Decreased 2.39%

Shared on30 Apr 25
Fair value Decreased 0.50%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on23 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on17 Apr 25
Fair value Decreased 2.33%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25
Fair value Increased 5.42%

AnalystConsensusTarget has decreased discount rate from 9.1% to 8.1%.

Shared on02 Apr 25
Fair value Decreased 3.59%

Shared on26 Mar 25
Fair value Decreased 0.69%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25

AnalystConsensusTarget has decreased revenue growth from 5.3% to 4.7%.

Shared on11 Mar 25
Fair value Increased 12%

AnalystConsensusTarget has decreased revenue growth from 6.0% to 5.3%, increased profit margin from 19.3% to 21.5% and decreased future PE multiple from 10.4x to 7.7x.