Aging Fleets And Digital Investment Will Sustain Long Term Value

Published
22 Aug 24
Updated
14 Aug 25
AnalystConsensusTarget's Fair Value
US$176.14
5.5% overvalued intrinsic discount
14 Aug
US$185.82
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1Y
14.6%
7D
4.3%

Author's Valuation

US$176.1

5.5% overvalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on07 May 25
Fair value Increased 0.064%

Shared on30 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on23 Apr 25
Fair value Increased 2.65%

AnalystConsensusTarget has increased shares outstanding growth rate from -0.0% to 0.0%.

Shared on16 Apr 25
Fair value Decreased 1.61%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25
Fair value Increased 2.80%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on02 Apr 25
Fair value Decreased 3.52%

Shared on26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25
Fair value Increased 0.31%

AnalystConsensusTarget has decreased revenue growth from 6.1% to 4.3%.

Shared on10 Mar 25
Fair value Increased 2.42%

AnalystConsensusTarget has increased future PE multiple from 14.3x to 16.2x and increased discount rate from 8.5% to 9.3%.