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.
Airbus Group SE
Factorial Energy Inc.FACC AGFair value raised to €18.48 on improved growth and margin assumptions.
China Dvlp Bk Finl Leasing Co
The Boeing Company