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CMP: Guidance For 2026 Will Support Modest Profitability Improvement

Operational Improvements And Deicing Demand Will Underpin Robust Prospects

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CMP
AnalystConsensusTarget
Not Invested
Published 28 May 2025

Update shared on 17 Dec 2025

Fair value Increased 1.25%
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Analysts have nudged their price target on Compass Minerals International slightly higher, from approximately $20.00 to $20.25 per share, citing expectations for improved profitability despite modestly slower projected revenue growth and a somewhat lower anticipated valuation multiple.

What's in the News

  • Issued new fiscal full year 2026 guidance, projecting Salt segment revenue between $955 million and $1,035 million (company guidance).
  • Forecast Salt segment sales volumes in the range of 9,650,000 to 10,300,000 tons for fiscal 2026 (company guidance).
  • Projected Plant Nutrition segment revenue between $190 million and $205 million for fiscal 2026 (company guidance).
  • Guided Plant Nutrition segment sales volumes to approximately 290,000 to 310,000 tons in fiscal 2026 (company guidance).

Valuation Changes

  • The fair value estimate has risen slightly, increasing from $20.00 to $20.25 per share.
  • The discount rate has risen significantly, moving from approximately 9.51 percent to 11.09 percent, reflecting a higher required return.
  • The revenue growth assumption has fallen modestly, easing from about 2.13 percent to 1.87 percent annually.
  • The net profit margin expectation has risen meaningfully, improving from roughly 5.87 percent to 7.18 percent.
  • The future P/E multiple has fallen notably, decreasing from about 14.39x earnings to 12.35x earnings.

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Disclaimer

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