Vontier (VNT): Assessing Valuation After Driivz Gains Key EV Charging Accessibility Network Qualification

Driivz, a Vontier (VNT) company, has secured a spot on the Electric Vehicle Charging Accessibility Network’s Qualified Products List after clearing strict tests on interoperability, security, reliability, and data management, strengthening its position with public-sector EV customers.

See our latest analysis for Vontier.

Vontier’s push in smart EV infrastructure comes as the stock trades at $37.86, with a solid 1 month share price return of 8.51 percent but a softer 3 month share price return of negative 11.79 percent, while the 3 year total shareholder return of 102.28 percent still signals strong long term compounding.

If this EV infrastructure story has your attention, it could be a good moment to explore high growth tech and AI stocks for other high potential names shaping the next wave of mobility and automation.

With Vontier trading below analyst targets and sporting double digit earnings growth, the key question now is whether investors are overlooking its EV and mobility upside, or if the market is already pricing in that future growth.

Most Popular Narrative: 18.6% Undervalued

With Vontier last closing at $37.86 against a narrative fair value near $46.50, the spread reflects confidence in durable earnings power and capital returns.

Strategic focus on SaaS and recurring services (now ~30%+ of total revenue, with Mobility Technologies recurring base at ~40%) not only increases predictability of earnings but also structurally improves net margins over time due to higher software/service gross margins versus hardware.

Read the complete narrative.

Curious how steady, mid single digit growth and rising margins could still point to outsized upside? The narrative leans on disciplined buybacks and a future earnings multiple that looks conservative against many electronics peers. Want to unpack the full set of assumptions driving that fair value gap?

Result: Fair Value of $46.50 (UNDERVALUED)

Have a read of the narrative in full and understand what's behind the forecasts.

However, slower replacement cycles in legacy fueling and weaker repair demand could delay the expected earnings ramp and challenge today’s undervaluation thesis.

Find out about the key risks to this Vontier narrative.

Build Your Own Vontier Narrative

If you see the story differently or want to dig into the numbers yourself, you can build a tailored view in just minutes: Do it your way.

A great starting point for your Vontier research is our analysis highlighting 4 key rewards and 1 important warning sign that could impact your investment decision.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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