Expanding Infrastructure And Green Investments Will Drive Opportunity

Published
17 Feb 25
Updated
08 Aug 25
AnalystConsensusTarget's Fair Value
R111.50
5.3% overvalued intrinsic discount
08 Aug
R117.40
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1Y
26.9%
7D
0%

Author's Valuation

R111.5

5.3% overvalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on08 Aug 25
Fair value Increased 7.99%

The upward revision in Barloworld’s consensus price target to ZAR111.50 primarily reflects a higher future P/E multiple, signaling increased optimism on earnings prospects, while the discount rate remained largely unchanged. What's in the News Barloworld received an extended deadline from the U.S. Department of Commerce to submit a final report on voluntary disclosure of apparent export control violations, with the investigation ongoing.

Shared on01 May 25
Fair value Increased 2.61%

Shared on23 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on17 Apr 25
Fair value Increased 4.28%

AnalystConsensusTarget has increased revenue growth from 1.1% to 1.5%.

Shared on09 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on02 Apr 25
Fair value Decreased 1.35%

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 on13 Mar 25
Fair value Increased 0.48%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.