Rising Capital Costs Will Compress Grid Margins And Spark Hope

AnalystLowTarget

Not Invested

Consensus Narrative from 14 Analysts

Published

17 Apr 25

Updated

09 Aug 25

AnalystLowTarget's Fair Value

US$51.21

27.9% overvalued

09 Aug

US$65.51

1.0%

-0.6%

Author's Valuation

US$51.2

27.9% overvalued

AnalystLowTarget Fair Value

Narrative

Updates1

Shared on07 May 25
Fair value Increased 2.42%

AnalystLowTarget Fair Value

US$51.2

27.9% overvalued

Future estimation in

% p.a.

Decrease

Increase

Current revenue growth rate

4.35%

Electric Utilities revenue growth rate

0.27%

Risk Level (Discount Rate)

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

Decrease

Increase

Current discount rate

7.22%

Calculation

US$2.00b

Earnings '28

13.09x

PE Ratio '28

US$26.21b

Market Cap '28

US$26.21b

Market Cap '28

415.55m

No. shares '28

US$63.08

Share Price '28

US$63.08 Share Price '28

Discounted to 2025 @ 7.24% p.a.

US$51.14

Fair Value '25

Rising Capital Costs Will Compress Grid Margins And Spark Hope

Shared on07 May 25Fair value Increased 2.42%

Shared on07 May 25
Fair value Increased 2.42%