FX Volatility And Digital Transformation Costs Will Hurt Future Margins

AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Published
24 Sep 24
Updated
28 May 25
AnalystConsensusTarget's Fair Value
US$8.79
7.6% overvalued intrinsic discount
28 May
US$9.46
Loading
1Y
-0.8%
7D
0.2%

Author's Valuation

US$8.8

7.6% overvalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on19 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on11 Mar 25
Fair value Increased 1.42%

AnalystConsensusTarget has increased revenue growth from 1.7% to 3.1%, decreased profit margin from 5.9% to 3.9% and increased future PE multiple from 4.2x to 5.9x.