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F1 Expansion And Digital Transformation Will Energize Racing's Future

Published
08 Aug 24
Updated
04 Sep 25
AnalystConsensusTarget's Fair Value
US$115.87
11.6% undervalued intrinsic discount
10 Sep
US$102.48
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1Y
33.1%
7D
-2.2%

Author's Valuation

US$115.8711.6% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on04 Sep 25

Despite inclusion of the MotoGP acquisition, improved financial performance, and bullish media rights catalysts boosting long-term growth prospects, concerns over limited near-term rights opportunities and valuation risks have kept Formula One Group's consensus analyst price target unchanged at $115.87. Analyst Commentary Inclusion of MotoGP (Dorna) acquisition, leading to higher revenue and OIBDA estimates, with incremental monetization opportunities through MotoGP and expansion of portfolio.

Shared on07 May 25
Fair value Increased 15%

Shared on30 Apr 25
Fair value Increased 0.77%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on23 Apr 25
Fair value Decreased 1.34%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on16 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25
Fair value Increased 0.73%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on02 Apr 25
Fair value Decreased 1.27%

AnalystConsensusTarget has increased future PE multiple from 57.8x to 64.6x.

Shared on26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25
Fair value Decreased 3.31%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on10 Mar 25
Fair value Decreased 3.35%

AnalystConsensusTarget has decreased revenue growth from 11.1% to 9.2%, increased profit margin from 12.4% to 14.0% and decreased future PE multiple from 69.2x to 59.7x.