Hospitality Expansion And B2B Transformation Will Unlock Future Value

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

16 Sep 24

Updated

07 Nov 25

Views

46

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

0.1%

7D

0.1%

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1Y

0.1%

7D

0.1%

You can edit this narrative until Nov 8 5:05 AM. Then, changes will post as Updates.

Author's Valuation

US$34.6719.2% undervalued

AnalystConsensusTarget Fair Value

Shared on 07 Nov 25

Fair value Increased 9.47%

ODP: Acquisition Agreement Will Drive Margin Improvement And Unlock Shareholder Value

Analysts have raised their price target for ODP Corporation from $31.67 to $34.67, citing improved profit margin forecasts and a reduced discount rate following recent acquisition developments. Analyst Commentary Following the recent acquisition agreement, analysts have weighed in with a range of viewpoints regarding ODP Corporation's outlook and valuation.

Shared on 01 May 25

Fair value Increased 16%

Shared on 23 Apr 25

AnalystConsensusTarget has decreased profit margin from 0.9% to 0.8% and increased future PE multiple from 16.5x to 18.4x.

Shared on 17 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Decreased 3.31%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

Fair value Decreased 12%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 11 Mar 25

Fair value Increased 2.55%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

AnalystConsensusTarget Fair Value

US$34.67

19.2% undervalued

Future estimation in

Growth p.a.

Growth p.a.

%

Decrease

Increase

Current revenue growth rate

-2.67%

Specialty Stores revenue growth rate

0.29%

Risk Level (Discount Rate)

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

%

0

Decrease

Increase

Current discount rate

11.06%

Calculation

US$686.15m

Earnings '28

x

2.05x

PE Ratio '28

=

US$1.41b

Market Cap '28

US$1.41b

Market Cap '28

/

30.12m

No. shares '28

=

US$46.78

Share Price '28

US$46.78 Share Price '28

Discounted to 2025 @ 10.65% p.a.

=

US$34.53

Fair Value '25