Rising Compliance Costs Will Limit Transformation Gains

AnalystLowTarget

Not Invested

Consensus Narrative from 12 Analysts

Published

20 Apr 25

Updated

09 Aug 25

AnalystLowTarget's Fair Value

US$42.10

10.7% overvalued

09 Aug

US$46.60

-2.2%

-1.2%

Author's Valuation

US$42.1

10.7% overvalued

AnalystLowTarget Fair Value

Narrative

Updates1

Shared on07 May 25
Fair value Increased 1.20%

AnalystLowTarget Fair Value

US$42.1

10.7% overvalued

Future estimation in

% p.a.

Decrease

Increase

Current revenue growth rate

6.70%

Packaging revenue growth rate

0.21%

Risk Level (Discount Rate)

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

Decrease

Increase

Current discount rate

7.18%

Calculation

US$1.89b

Earnings '28

17.69x

PE Ratio '28

US$33.50b

Market Cap '28

US$33.50b

Market Cap '28

656.27m

No. shares '28

US$51.04

Share Price '28

US$51.04 Share Price '28

Discounted to 2025 @ 7.19% p.a.

US$41.44

Fair Value '25

Rising Compliance Costs Will Limit Transformation Gains

Shared on07 May 25Fair value Increased 1.20%

Shared on07 May 25
Fair value Increased 1.20%