Dow

Decarbonization Will Squeeze Legacy Chemical Margins In Overcapacity

AnalystLowTarget

Not Invested

Consensus Narrative from 16 Analysts

Published

14 Apr 25

Updated

30 Jul 25

AnalystLowTarget's Fair Value

US$20.00

8.9% overvalued

30 Jul

US$21.79

-58.1%

-14.6%

Author's Valuation

US$20.0

8.9% overvalued

AnalystLowTarget Fair Value

Narrative

Updates1

Shared on30 Apr 25
Fair value Decreased 9.09%

AnalystLowTarget Fair Value

US$20.0

8.9% overvalued

Future estimation in

% p.a.

Decrease

Increase

Current revenue growth rate

1.60%

Chemicals revenue growth rate

0.46%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

Decrease

Increase

Current discount rate

9.09%

Calculation

US$1.53b

Earnings '28

12.37x

PE Ratio '28

US$18.89b

Market Cap '28

US$18.89b

Market Cap '28

733.16m

No. shares '28

US$25.76

Share Price '28

US$25.76 Share Price '28

Discounted to 2025 @ 8.81% p.a.

US$20.00

Fair Value '25

Decarbonization Will Squeeze Legacy Chemical Margins In Overcapacity

Shared on30 Apr 25Fair value Decreased 9.09%

Shared on30 Apr 25
Fair value Decreased 9.09%