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NYSE:WHD Community
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Cactus
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WHD
Cactus
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
We Will Shift Production To Vietnam To Secure Competitive Advantage
Key Takeaways Shifting production to Vietnam mitigates tariff costs and strengthens the Pressure Control segment, enhancing competitive advantage and market position. Diverse supply chain resilience and new product introductions, like sour service pipe, create growth opportunities and stable margins amidst market uncertainties.
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US$59.42
FV
22.1% undervalued
intrinsic discount
1.83%
Revenue growth p.a.
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7 days ago
author updated this narrative
WHD
Cactus
AN
AnalystHighTarget
Consensus Narrative from 8 Analysts
Urbanization And Energy Transition Will Boost North American Drilling
Key Takeaways Integrated Vietnam operations and supply chain reliability uniquely position Cactus to outpace competitors, gaining market share and expanding operating margins despite industry disruptions. Product innovation and premium offerings, especially for international and high-spec applications, enable Cactus to achieve greater profitability and recurring cash flows.
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US$57.00
FV
18.8% undervalued
intrinsic discount
1.74%
Revenue growth p.a.
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10 days ago
author updated this narrative
Your Valuation for
WHD
WHD
Cactus
Your Fair Value
US$
Current Price
US$44.43
82.0% overvalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
Decrease
Increase
Past
Future
-4m
1b
2015
2018
2021
2024
2025
2027
2030
Revenue US$1.2b
Earnings US$197.5m
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