ABB

Rolling over our model and resetting our operating margin assumptions

12/03/26 -"All in all, we raise our target price by approximately 10%, supported by a meaningful revision to our DCF valuation, and helped by a reset in our NAV per share. However, given the expensive ..."

PDF page sample
Pages
48
Language
English
Published on
12/03/26
Download
You may also be interested by these reports :
17/03/26
Despite the revisions to our DCF and NAV per share, our target price increases only modestly. This is driven by the removal of the premium in the ...
13/03/26
Our opinion on Schindler changes from Reduce to Add as we roll over our model to 2028, and the modest change in our target price results in a ...
12/03/26
All in all, we raise our target price by approximately 10%, supported by a meaningful revision to our DCF valuation, and helped by a reset in our NAV ...
12/03/26
Interroll delivered improved order momentum in FY25, with order intake rising 5% and accelerating to +12% in 2H, supporting backlog rebuilding ...

EXECUTIVE SUMMARY

Updates Pension Risks
Target & Opinion Governance & Management
Business & Trends Graphics : Momentum
Money Making Graphics : MACD & Volumes
Debt Graphics : Sensitivities
Valuation Sector: Performance
DCF Sector: Key data
NAV/SOTP Sector: Ratios & Valorisation
Worth knowing Sector: Peers
Financials Sector: Analysis

CONFLICTS OF INTEREST

AlphaValue does not have nor seek any business with companies covered in AlphaValue Research paid by subscription. As a result, investors can be confident that there is no conflict of interest that could affect the objectivity of AlphaValue Research.

Corporate broking NO
Trading in corporate shares NO
Analyst ownership NO
Advising of corporate (strategy, marketing, debt, etc) NO
Research paid for by corporate NO
Provision of corporate access paid for by corporate NO
Link between and a banking entity NO
Brokerage activity at AlphaValue NO