Store Expansion And EV Risk Will Redefine Auto Maintenance

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

02 Sep 24

Updated

19 Nov 25

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

-21.1%

7D

3.2%

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1Y

-21.1%

7D

3.2%

You can edit this narrative until Nov 20 2:10 AM. Then, changes will post as Updates.

Author's Valuation

US$43.0826.6% undervalued

AnalystConsensusTarget Fair Value

Shared on 19 Nov 25

Fair value Decreased 2.36%

VVV: Shares Will Benefit From Easing Headwinds And Refranchising Transition Completion

Narrative Update: Analyst Price Target Change for Valvoline Valvoline's updated analyst price target has been revised slightly downward from $44.13 to $43.08 per share. This change reflects analysts' views that, while recent operational headwinds are easing and growth is anticipated to reaccelerate in FY26 and FY27, near-term profitability is modestly softer than previously expected.

Shared on 09 Sep 25

Fair value Increased 1.15%

Valvoline’s price target was raised to $44.12 as analysts anticipate earnings and EBITDA growth to accelerate from FY26 onward following the completion of re-franchising and tech investments, increasing confidence in the company’s strategic trajectory and near-term upside. Analyst Commentary Bullish analysts note that Valvoline's recent share price performance has been hampered by re-franchising transactions and elevated SG&A investments related to technology modernization.

Shared on 07 May 25

Fair value Increased 1.86%

Shared on 30 Apr 25

Fair value Decreased 0.90%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 23 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

Fair value Increased 2.34%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

AnalystConsensusTarget Fair Value

US$43.08

26.6% undervalued

Future estimation in

% p.a.

0

Decrease

Increase

Current revenue growth rate

12.42%

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

9.32%

Calculation

US$289.50m

Earnings '28

x

24.55x

PE Ratio '28

=

US$7.11b

Market Cap '28

US$7.11b

Market Cap '28

/

127.16m

No. shares '28

=

US$55.89

Share Price '28

US$55.89 Share Price '28

Discounted to 2025 @ 9.11% p.a.

=

US$43.03

Fair Value '25