CSL (ASX:CSL) Valuation Check After Robust Five-Year HEMGENIX Gene Therapy Results

Simply Wall St.2025-12-12

CSL (ASX:CSL) has sparked fresh interest after unveiling five year HOPE B trial results for its gene therapy HEMGENIX, showing sustained efficacy and safety that could reshape reimbursement debates, ...

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See our latest analysis for CSL. Yet despite a string of positives, from the new Melbourne vaccine facility to the ongoing buy-back and now the standout HEMGENIX data, CSL’s 1 year total shareholder return of around minus 34 percent and steep year to date share price decline suggest sentiment is still rebuilding rather than roaring back. If this kind of long term healthcare story appeals, it is worth exploring other opportunities across healthcare stocks to see which names the market might be mispricing next. With earnings still growing, a hefty discount to analyst targets and sentiment clearly bruised, does CSL’s slump signal that the market has overshot on pessimism, or is it calmly pricing in years of slower, steadier growth? Most Popular Narrative Narrative: 26.8% Undervalued With CSL closing at A$178.81 against a narrative fair value near A$244, the valuation case leans heavily on medium term earnings expansion.  The analysts have a consensus price target of A$284.792 for CSL based on their expectations of its future earnings growth, profit margins and other risk factors. However, there is a degree of disagreement amongst analysts, with the most bullish reporting a price target of A$316.67, and the most bearish reporting a price target of just A$225.54.  Read the complete narrative. Want to see what kind of revenue climb, margin rebuild and future earnings multiple are built into that number? The underlying assumptions may surprise you. Result: Fair Value of $244.20 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, slower than expected uptake of new therapies and ongoing cost pressures from plasma collection could easily cap margins and undermine that recovery story. Find out about the key risks to this CSL narrative.  Build Your Own CSL Narrative If you see things differently or want to dig into the numbers yourself, you can quickly build a personalised CSL view in just minutes: Do it your way. A good starting point is our analysis highlighting 5 key rewards investors are optimistic about regarding CSL. Ready for more investment ideas? Stay ahead of the crowd by using the Simply Wall Street Screener to pinpoint focused stock ideas before they hit everyone else’s radar.  Capitalize on mispriced opportunities by targeting these 905 undervalued stocks based on cash flows that combine solid fundamentals with attractive entry points. Ride the next wave of innovation by zeroing in on these 25 AI penny stocks positioned to benefit from rapid advances in artificial intelligence. Lock in potential income streams by reviewing these 12 dividend stocks with yields > 3% that balance yield with balance sheet strength and long term sustainability.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.Mobile Infrastructure for Defense and DisasterThe next wave in robotics isn't humanoid. Its fully autonomous towers delivering 5G, ISR, and radar in under 30 minutes, anywhere.Get the investor briefing before the next round of contractsSponsored On Behalf of CiTechNew: AI Stock Screener & AlertsOur new AI Stock Screener scans the market every day to uncover opportunities.• Dividend Powerhouses (3%+ Yield)• Undervalued Small Caps with Insider Buying• High growth Tech and AI CompaniesOr build your own from over 50 metrics.Explore Now for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. 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