Suez Canal Disruptions Will Expose Overvaluation In Shipping

AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Published
24 Sep 24
Updated
07 Aug 25
AnalystConsensusTarget's Fair Value
US$10.15
5.0% overvalued intrinsic discount
07 Aug
US$10.66
Loading
1Y
-23.8%
7D
1.3%

Author's Valuation

US$10.2

5.0% overvalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on23 Apr 25
Fair value Decreased 18%

Shared on17 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on02 Apr 25
Fair value Decreased 1.52%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on11 Mar 25
Fair value Increased 26%

AnalystConsensusTarget has increased revenue growth from -22.8% to -27.8%, increased profit margin from 33.7% to 52.2%, decreased future PE multiple from 7.6x to 5.6x and increased discount rate from 12.8% to 14.1%.