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Rising Regulatory And Supply Chain Challenges Will Depress Margins

Published
16 Apr 25
Updated
07 May 25
AnalystLowTarget's Fair Value
US$74.00
11.3% undervalued intrinsic discount
07 May
US$65.62
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1Y
-36.7%
7D
-0.6%

Author's Valuation

US$74.0

11.3% undervalued intrinsic discount

AnalystLowTarget Fair Value

Shared on07 May 25
Fair value Decreased 6.84%

AnalystLowTarget has decreased revenue growth from -1.6% to -2.3%, increased profit margin from 5.6% to 6.2% and decreased future PE multiple from 41.5x to 35.6x.

Shared on30 Apr 25
Fair value Decreased 1.90%

AnalystLowTarget made no meaningful changes to valuation assumptions.

Shared on23 Apr 25
Fair value Decreased 1.30%

AnalystLowTarget made no meaningful changes to valuation assumptions.