FACC AG

FACC's fair value has been raised to €18.48 from €16.60 following its recent Analyst and Investor Day, according to an updated model by Simply Wall St. The revision reflects improved revenue growth assumptions, now at 9.78% from 8.95%, and a higher net profit margin of 7.34% versus 7.17%. The future price-to-earnings multiple applied to FACC has also increased to 10.38x from 9.88x, while the discount rate edged up to 7.53% from 7.49%. Analysts are split between those emphasizing upside potential and those concerned about execution risk, particularly regarding long-term program ramp-ups and reliance on Airbus and Boeing. The company's expansion into Croatia and China, along with contract renegotiations, are key factors that could influence margins and revenue visibility.