Montauk Renewables

EPA Cuts And Oversupply Will Depress RNG Market Outlook

AnalystLowTarget

Not Invested

Community Contributor

Published

17 May 25

Updated

12 Dec 25

Views

n/a

AnalystLowTarget's Fair Value

n/a

-50.1%

2.7%

-50.1%

2.7%

You can edit this narrative until Dec 13 12:10 PM. Then, changes will post as Updates.

Author's Valuation

US$26.5% undervalued

AnalystLowTarget Fair Value

Narrative

Updates1

Shared on 12 Dec 25

Fair value Increased 33%

MNTK: Lower RINs And Rising Capex Will Shape Balanced 2025 Outlook

Analysts modestly trimmed their price target on Montauk Renewables to $4.00 from $4.50, citing lower RINs pricing tied to regulatory changes, higher maintenance capex, softer EBITDA growth, and increased cash burn. Analyst Commentary Bearish analysts highlighted that the reduced price target reflects a reassessment of Montauk Renewables valuation in light of a more challenging operating backdrop.

AnalystLowTarget Fair Value

US$2

6.5% undervalued

Future estimation in

Growth p.a.

Decrease

Increase

Current revenue growth rate

21.69%

Renewable Energy revenue growth rate

0.42%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

Decrease

Increase

Current discount rate

7.82%

Calculation

US$14.93m

Earnings '28

23.99x

PE Ratio '28

US$358.04m

Market Cap '28

US$358.04m

Market Cap '28

143.61m

No. shares '28

US$2.49

Share Price '28

US$2.49 Share Price '28

Discounted to 2025 @ 7.78% p.a.

US$1.99

Fair Value '25