E&S Repositioning And US Redomicile Will Secure Lasting Value

Published
26 Sep 24
Updated
07 Aug 25
AnalystConsensusTarget's Fair Value
US$7.06
20.7% undervalued intrinsic discount
07 Aug
US$5.60
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1Y
-22.5%
7D
1.4%

Author's Valuation

US$7.1

20.7% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on01 May 25
Fair value Increased 58%

Shared on23 Apr 25
Fair value Decreased 30%

AnalystConsensusTarget has increased shares outstanding growth rate from 0.1% to 0.2%.

Shared on17 Apr 25
Fair value Decreased 6.85%

AnalystConsensusTarget has decreased revenue growth from 6.7% to 4.4%.

Shared on09 Apr 25
Fair value Increased 6.69%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on02 Apr 25
Fair value Decreased 4.60%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25
Fair value Decreased 2.74%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on11 Mar 25
Fair value Increased 1.72%

AnalystConsensusTarget has increased revenue growth from 1.4% to 6.8% and increased future PE multiple from 2.3x to 2.6x.