Brand Differentiation And Blue Nile By Jared May Attract Customers, But Execution Risks Could Impact Profitability

Published
24 Sep 24
Updated
07 Aug 25
AnalystConsensusTarget's Fair Value
US$92.33
13.7% undervalued intrinsic discount
07 Aug
US$79.68
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1Y
5.5%
7D
4.9%

Author's Valuation

US$92.3

13.7% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on08 May 25
Fair value Increased 29%

Shared on30 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on23 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on17 Apr 25
Fair value Decreased 3.23%

AnalystConsensusTarget has decreased revenue growth from 0.5% to 0.5%.

Shared on09 Apr 25
Fair value Decreased 3.13%

AnalystConsensusTarget has decreased revenue growth from 1.0% to 0.5%, decreased profit margin from 8.3% to 6.7% and increased future PE multiple from 6.5x to 7.9x.

Shared on02 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25
Fair value Decreased 3.95%

AnalystConsensusTarget has decreased revenue growth from -0.3% to 1.0%, increased profit margin from 6.7% to 8.3% and decreased future PE multiple from 8.8x to 6.5x.

Shared on19 Mar 25
Fair value Decreased 5.54%

AnalystConsensusTarget has increased revenue growth from -0.2% to -0.3%.

Shared on11 Mar 25
Fair value Decreased 1.75%

AnalystConsensusTarget has increased revenue growth from 0.5% to 0.5%.