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Valuation & Risks ( AUTO.OL ) Disclosure / Price Chart(s) / Valuation & Risk
Fundamental Equity Research
Our DCF-based valuation (WACC 12.0%, terminal growth 2.0%) drives our NOK6 target price. The 2026e EV/EBITA of 10x (on implied TP) declines to ~5x by 2032e on our forecasts. We now assume 8-9% growth CAGR for 2025-40.

This stock screens as High Risk in our quantitative model. We also believe a High Risk rating is supported by the risks we mention below, so a High Risk rating has been applied.

We identify the following risks that could prevent the shares reaching our target price: i) sustainability of market share, where several start-ups are looking at entering the space; ii) success in new growth areas such as WMS/WMC software is as yet unproven; iii) AutoStore is exposed to raw material fluctuations, which can impact its cost base – this represents both an upside and downside risk. Another upside risk is that the cubic storage market could grow more than industry forecasts.

 

 

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