Limited West Coast Supply Will Boost Occupancy Yet Invite Headwinds

Published
08 Aug 24
Updated
20 Aug 25
AnalystConsensusTarget's Fair Value
US$298.98
11.2% undervalued intrinsic discount
20 Aug
US$265.46
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1Y
-10.2%
7D
1.2%

Author's Valuation

US$299.0

11.2% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on30 Apr 25
Fair value Decreased 9.04%

Shared on02 Apr 25
Fair value Increased 1.73%

AnalystConsensusTarget has decreased shares outstanding growth rate from 0.0% to 0.0%.

Shared on26 Mar 25
Fair value Increased 0.34%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25
Fair value Increased 0.40%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on10 Mar 25
Fair value Increased 3.17%

AnalystConsensusTarget has decreased profit margin from 23.1% to 20.4% and increased future PE multiple from 51.8x to 61.4x.