ECL - Ecolab Inc.
Price:
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CONSENSUS:
Buy
DETAILS
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PRICE TARGET:
$326.13
DETAILS
HIGH:
$360.00
LOW:
$275.00
MEDIAN:
$331.00
CONSENSUS:
$326.13
UPSIDE:
16.78%
AlphaVal
Deterministic, archetype-aware fair value
Stable Earnings Power
65% confidence
Primary model: P/Adj-EPS × Normalized Multiple
Adjust Assumptions
15.0x
7.28$
Key Value Driver
Normalized P/E multiple (15x base case)
Implied Market Multiple
38.4x
Plain-Language Summary
Applying a 15x P/E to adjusted EPS of $7.28, the base-case value is $109.20 per share. DDM cross-check: $556.40.
Analyst Consensus (External Reference)
Never blended into the bear/base/bull estimates above -- shown only as an outside comparison.
Average Target (37 analysts)
$326.13
Analyst Range
$275.00 – $360.00
Divergence from AlphaVal
67%
Warnings
Dividend-based valuation: $556.40 (above our primary estimate by 410%). Large gaps may signal the dividend doesn't reflect full earning power.
Wall Street's average price target is $326.13 (from 37 analysts). Our estimate is 67% below the consensus -- consider that gap carefully.
Key Risks
- Growth DCF inappropriate — terminal value assumptions dominate
- EV/EBITDA misleading for regulated businesses where capex is mandated
- Regulatory risk is a fat tail not visible in normal multiples