Rising Financing Costs And Hybrid Trends Will Squeeze Returns

Published
16 Apr 25
Updated
23 Jul 25
AnalystLowTarget's Fair Value
US$74.00
8.7% overvalued intrinsic discount
23 Jul
US$80.42
Loading
1Y
-33.3%
7D
2.7%

Author's Valuation

US$74.0

8.7% overvalued intrinsic discount

AnalystLowTarget Fair Value

Shared on07 May 25
Fair value Decreased 11%

Shared on30 Apr 25
Fair value Decreased 21%

AnalystLowTarget has decreased revenue growth from -0.7% to -0.6%, decreased profit margin from 13.9% to 9.9% and increased future PE multiple from 49.1x to 58.2x.

Shared on23 Apr 25
Fair value Increased 43%

AnalystLowTarget made no meaningful changes to valuation assumptions.