After-Sales And Digital Evolution Will Capture US Secular Trends

AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Published
28 Aug 24
Updated
30 Jul 25
AnalystConsensusTarget's Fair Value
US$215.45
12.2% undervalued intrinsic discount
30 Jul
US$189.27
Loading
1Y
14.0%
7D
-3.6%

Author's Valuation

US$215.5

12.2% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on07 May 25
Fair value Increased 11%

Shared on30 Apr 25
Fair value Decreased 15%

AnalystConsensusTarget has decreased future PE multiple from 11.8x to 9.8x.

Shared on23 Apr 25
Fair value Increased 9.05%

AnalystConsensusTarget has decreased revenue growth from 3.7% to 3.1%.

Shared on17 Apr 25
Fair value Decreased 1.63%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on02 Apr 25
Fair value Increased 3.48%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25
Fair value Increased 0.43%

AnalystConsensusTarget has decreased revenue growth from 5.0% to 3.7%, decreased profit margin from 3.0% to 2.7% and increased future PE multiple from 10.5x to 12.4x.

Shared on10 Mar 25
Fair value Decreased 1.15%

AnalystConsensusTarget has increased discount rate from 9.3% to 10.7%.