Domestic Reshoring And Low-carbon Investments Will Drive Long-term Metals Resilience

Published
08 Aug 24
Updated
06 Aug 25
AnalystConsensusTarget's Fair Value
US$149.21
18.0% undervalued intrinsic discount
06 Aug
US$122.41
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1Y
4.4%
7D
-0.9%

Author's Valuation

US$149.2

18.0% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on07 May 25
Fair value Increased 1.97%

Shared on30 Apr 25
Fair value Increased 2.78%

AnalystConsensusTarget has increased revenue growth from 5.2% to 7.3%.

Shared on23 Apr 25
Fair value Decreased 4.49%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on16 Apr 25
Fair value Increased 3.50%

Shared on09 Apr 25
Fair value Increased 0.11%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on02 Apr 25
Fair value Decreased 0.20%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25
Fair value Decreased 0.76%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25
Fair value Increased 0.17%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on10 Mar 25
Fair value Decreased 1.49%

AnalystConsensusTarget has decreased revenue growth from 5.2% to 4.6% and decreased future PE multiple from 12.5x to 10.7x.