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Loss Provisions And Tariffs Will Squeeze Margins Yet Spur Efficiency
AN
AnalystLowTarget
Not Invested
Consensus Narrative from 16 Analysts
Published
21 Apr 25
Updated
23 Jul 25
0
Set Fair Value
0
votes
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AnalystLowTarget
's Fair Value
US$52.00
5.7% overvalued
intrinsic discount
23 Jul
US$54.96
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1Y
-27.4%
7D
-1.8%
Author's Valuation
US$52.0
5.7% overvalued
intrinsic discount
AnalystLowTarget Fair Value
View Valuation
Narrative
Updates
1
Shared on
07 May 25
Read more
0
votes
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Valuator
Company Info
Notes
AnalystLowTarget Fair Value
US$52.0
5.7% overvalued
intrinsic discount
Future estimation in
3 Years
time period
Past
Future
0
35b
2014
2017
2020
2023
2025
2026
2028
Revenue US$28.7b
Earnings US$560.5m
Revenue
Profit Margin
Future PE
Revenue
% p.a.
0
Decrease
Increase
Current revenue growth rate
1.57%
Specialty Stores revenue growth rate
0.30%
Other Inputs & Calculation
Risk Level (Discount Rate)
Our default considers factors like the company's size, volatility, profitablity and country of operation.
Risk Level (Discount Rate)
%
0
Decrease
Increase
Current discount rate
12.32%
Calculation
US$560.52m
Earnings '28
x
17.54x
PE Ratio '28
=
US$9.83b
Market Cap '28
US$9.83b
Market Cap '28
/
136.41m
No. shares '28
=
US$72.06
Share Price '28
US$72.06
Share Price '28
Discounted to 2025 @ 11.60% p.a.
=
US$51.84
Fair Value '25