Consolidated Water

Bahamas And Hawaii Desalination Projects Will Advance Water Infrastructure

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

20 Sep 24

Updated

11 Dec 25

Views

338

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

39.2%

7D

5.8%

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1Y

39.2%

7D

5.8%

You can edit this narrative until Dec 12 7:05 PM. Then, changes will post as Updates.

Author's Valuation

US$42.514.8% undervalued

AnalystConsensusTarget Fair Value

Shared on 11 Dec 25

CWCO: New Wastewater Contract Will Support Future Margins And Share Gains

Analysts have increased their price target for Consolidated Water by 0.0 dollars, reflecting slightly refined assumptions around discount rates, revenue growth and profit margins that leave their overall valuation view effectively unchanged. What's in the News Won an $11.7 million contract to build a wastewater recycling plant for a San Francisco Bay Area golf club, adding to its portfolio of U.S. water infrastructure projects (Key Developments) New plant will treat 200,000 gallons of wastewater per day and provide 600,000 gallons of treated water storage for irrigation use (Key Developments) Facility will use membrane bioreactor technology to produce high quality recycled water while saving an estimated 36 to 38 million gallons of potable water annually (Key Developments) Value engineered design, including precast concrete basins and prefabricated equipment buildings, is expected to cut construction costs and speed delivery of the project (Key Developments) Valuation Changes Fair Value: Unchanged at $42.50 per share, indicating no material shift in the intrinsic valuation estimate.

Shared on 27 Nov 25

CWCO: San Francisco Contract Win Will Support Margin Expansion And Share Gains

Analysts have maintained their price target for Consolidated Water at $42.50, noting that subtle adjustments in discount rate and financial forecasts do not significantly alter the company's outlook. What's in the News Consolidated Water Co. Ltd.

Shared on 13 Nov 25

Fair value Increased 7.59%

CWCO: Projected Margin Expansion Should Drive Share Gains After Contract Win

Analysts have raised their price target for Consolidated Water from $39.50 to $42.50. They cite improved profit margin projections, which outweigh a modestly higher discount rate and slightly reduced revenue growth expectations.

Shared on 01 May 25

Fair value Increased 7.75%

Shared on 23 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Decreased 4.70%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

Fair value Increased 26%

AnalystConsensusTarget has increased revenue growth from 15.3% to 25.2%, increased profit margin from 6.9% to 12.4% and decreased future PE multiple from 41.2x to 22.7x.

Shared on 11 Mar 25

Fair value Decreased 21%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

AnalystConsensusTarget Fair Value

US$42.5

14.8% undervalued

Future estimation in

Growth p.a.

Growth p.a.

%

Decrease

Increase

Current revenue growth rate

29.43%

Water Utilities revenue growth rate

0.19%

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

6.96%

Calculation

US$38.82m

Earnings '28

x

21.43x

PE Ratio '28

=

US$832.00m

Market Cap '28

US$832.00m

Market Cap '28

/

16.10m

No. shares '28

=

US$51.67

Share Price '28

US$51.67 Share Price '28

Discounted to 2025 @ 6.96% p.a.

=

US$42.23

Fair Value '25