Dow

Decarbonization Will Squeeze Legacy Chemical Margins In Overcapacity

AnalystLowTarget

Not Invested

Consensus Narrative from 17 Analysts

Published

14 Apr 25

Updated

30 Apr 25

AnalystLowTarget's Fair Value

US$20.00

17.4% overvalued

10 Sep

US$23.49

-54.9%

-2.8%

-54.9%

-2.8%

You can edit this narrative until May 12 6:02 AM. Then, changes will post as Updates.

Author's Valuation

US$20.0

17.4% overvalued

AnalystLowTarget Fair Value

Narrative

Updates1

Shared on30 Apr 25
Fair value Decreased 9.09%

AnalystLowTarget Fair Value

US$20

17.4% overvalued

Future estimation in

% p.a.

Decrease

Increase

Current revenue growth rate

1.55%

Chemicals revenue growth rate

0.70%

Risk Level (Discount Rate)

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

Decrease

Increase

Current discount rate

9.53%

Calculation

US$1.54b

Earnings '28

12.55x

PE Ratio '28

US$19.28b

Market Cap '28

US$19.28b

Market Cap '28

735.76m

No. shares '28

US$26.21

Share Price '28

US$26.21 Share Price '28

Discounted to 2025 @ 9.46% p.a.

US$19.98

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%