Capital Redeployment In Sun Belt Will Unlock Opportunity

AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Published
11 Sep 24
Updated
07 Aug 25
AnalystConsensusTarget's Fair Value
US$31.80
14.6% undervalued intrinsic discount
07 Aug
US$27.17
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1Y
-2.2%
7D
-1.5%

Author's Valuation

US$31.8

14.6% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on30 Apr 25
Fair value Increased 15%

Shared on23 Apr 25
Fair value Decreased 18%

AnalystConsensusTarget has increased shares outstanding growth rate from 0.1% to 0.1%.

Shared on17 Apr 25
Fair value Decreased 1.47%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25
Fair value Increased 6.86%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on02 Apr 25
Fair value Decreased 4.88%

Shared on26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on11 Mar 25
Fair value Increased 5.79%

AnalystConsensusTarget has increased revenue growth from 4.5% to 8.6%, decreased profit margin from 12.3% to 8.9% and increased future PE multiple from 84.1x to 126.8x.