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Consensus Narrative from 7 Analysts
Acquiring SmartCover Will Broaden BlueEdge Suite And Strengthen Future Outlook
Key Takeaways Enhanced product offerings and cross-selling from SmartCover acquisition are expected to boost revenues and profitability. Steady growth in software revenue and lower working capital intensity improve net margins and financial flexibility.
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US$223.73
FV
9.9% undervalued
intrinsic discount
10.08%
Revenue growth p.a.
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BMI
BMI
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Current Price
US$201.63
7.1% undervalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
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1b
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Revenue US$1.3b
Earnings US$191.4m
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