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Easing Destocking And Premium Demand Will Drive Global Expansion

Published
27 Aug 24
Updated
18 Sep 25
AnalystConsensusTarget's Fair Value
US$5.04
18.7% undervalued intrinsic discount
18 Sep
US$4.10
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1Y
-46.5%
7D
-0.7%

Author's Valuation

US$5.0418.7% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on18 Sep 25
Fair value Increased 4.54%

Despite ongoing operational headwinds, weak consumer beauty trends, and lingering management concerns, analysts have modestly raised Coty’s fair value estimate from $4.82 to $5.04, reflecting cautious optimism but requiring clear evidence of stabilization before a more positive stance. Analyst Commentary Weaker than expected fiscal Q4 results and underwhelming first half 2026 guidance; challenges expected to persist for at least two additional quarters.

Shared on23 Aug 25
Fair value Decreased 25%

Coty’s analyst price target was revised down from $6.44 to $4.96 due to weak recent results, persistent operational and market challenges, falling EBITDA expectations, and ongoing skepticism around management's ability to stabilize fundamentals in the near term. Analyst Commentary Weaker-than-expected fiscal Q4 results and guidance, with analysts citing disappointing first half 2026 outlook, ongoing operational issues, and expectations for further declines in adjusted EBITDA over the next two quarters.

Shared on07 May 25
Fair value Decreased 7.51%

Shared on30 Apr 25
Fair value Decreased 1.69%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on23 Apr 25
Fair value Decreased 7.09%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on17 Apr 25
Fair value Decreased 6.39%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25
Fair value Increased 3.17%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on02 Apr 25
Fair value Decreased 2.71%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25
Fair value Decreased 2.99%

AnalystConsensusTarget has increased revenue growth from 2.3% to 2.6% and decreased future PE multiple from 16.5x to 14.5x.

Shared on19 Mar 25
Fair value Increased 27%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on10 Mar 25
Fair value Decreased 27%