ECL - Ecolab Inc.
Price:
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CONSENSUS:
Buy
DETAILS
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PRICE TARGET:
$328.90
DETAILS
HIGH:
$345.00
LOW:
$293.00
MEDIAN:
$332.50
CONSENSUS:
$328.90
UPSIDE:
29.84%
AlphaVal
Deterministic, archetype-aware fair value
Stable Earnings Power
65% confidence
Primary model: P/Adj-EPS × Normalized Multiple
Adjust Assumptions
15.0x
8.36$
Key Value Driver
Normalized P/E multiple (15x base case)
Implied Market Multiple
30.3x
Plain-Language Summary
Our base-case estimate uses a valuation based on adjusted earnings per share and a normalized price-to-earnings multiple. We then blend that result with the average analyst price target of $328.90 from 37 analysts, using a 30% weight on analyst consensus. That produces an estimated intrinsic value of $186.41 per share.
Warnings
Dividend-based valuation: $361.42 (above our primary estimate by 188%). Large gaps may signal the dividend doesn't reflect full earning power.
Wall Street's average price target is $328.90 (from 37 analysts). Our estimate is 62% 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