Longer Laterals And Lower Costs Will Fuel Permian Efficiency

Published
14 Sep 24
Updated
20 Aug 25
AnalystConsensusTarget's Fair Value
US$19.33
18.3% undervalued intrinsic discount
20 Aug
US$15.79
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1Y
-56.7%
7D
3.1%

Author's Valuation

US$19.3

18.3% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on01 May 25
Fair value Decreased 26%

Shared on23 Apr 25
Fair value Increased 24%

AnalystConsensusTarget has increased revenue growth from 1.8% to 2.6%, increased profit margin from 10.1% to 13.2% and decreased future PE multiple from 7.3x to 5.3x.

Shared on17 Apr 25
Fair value Decreased 27%

Shared on09 Apr 25
Fair value Decreased 12%

AnalystConsensusTarget has decreased future PE multiple from 12.0x to 10.5x.

Shared on02 Apr 25
Fair value Decreased 4.21%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25
Fair value Decreased 1.30%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25
Fair value Decreased 2.81%

AnalystConsensusTarget has decreased profit margin from 10.8% to 7.6% and increased future PE multiple from 9.2x to 12.8x.

Shared on11 Mar 25
Fair value Increased 76%

AnalystConsensusTarget has decreased revenue growth from 3.6% to 1.4%, increased profit margin from 9.2% to 10.8% and decreased future PE multiple from 12.3x to 9.2x.