CSL (ASX:CSL) Valuation Check After Outlook Cut And Cancelled Seqirus Spin Off

Simply Wall St.01-06

CSL (ASX:CSL) is back in focus after it cut its fiscal 2026 revenue growth outlook and scrapped the planned Seqirus spin off, following weaker U.S. influenza vaccination rates and slower plasma ...

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This contributed to a 1 year total shareholder return of 38.14% as sentiment toward CSL’s growth profile...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"LU1169590202.USD":"ALLSPRING (LUX)  U.S. SELECT EQUITY \"I\" (USD) ACC","SG9999004303.SGD":"Nikko AM Shenton Global Opportunities SGD","SGXZ23171101.USD":"NIKKO AM SHENTON GLOBAL OPPORTUNITIES (USD) ACC","BK4086":"建筑产品","CSL":"卡莱尔伙伴","LU1169589451.USD":"ALLSPRING (LUX)  U.S. SELECT EQUITY \"A\" (USD) ACC","LU0728928796.USD":"abrdn SICAV I - GLOBAL SMALL&MID-CAP SDG HORIZONS EQUITY \"A\" (USD) ACC","BK7067":"生物科技","BK7508":"医药生物股","BK7511":"ESG概念","CSL.AU":"CSL LIMITED","BK7501":"新冠治疗股"},"translate_title":"CSL(ASX：CSL)在前景下调和取消Seqirus分拆后进行估值检查","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"CSL.AU":1.5,"CSL":1.5},"content_text":"CSL (ASX:CSL) is back in focus after it cut its fiscal 2026 revenue growth outlook and scrapped the planned Seqirus spin off, following weaker U.S. influenza vaccination rates and slower plasma recovery. See our latest analysis for CSL. The share price has been under pressure since the October outlook cut, with a 30 day share price return of 6.32% and a 90 day share price return of 16.01%. This contributed to a 1 year total shareholder return of 38.14% as sentiment toward CSL’s growth profile has cooled. If CSL’s setback has you reassessing healthcare exposure, it could be a good time to broaden your watchlist with healthcare stocks that offer different risk and return profiles. With CSL now trading after a 38.14% 1 year total shareholder return and a value score of 6, plus an indicated 45.01% intrinsic discount, you have to ask: is this a reset entry point, or is future growth already baked in? AdvertisementMost Popular Narrative: 27.1% Undervalued Against CSL’s last close of A$172.46, the most followed narrative anchors on a higher fair value, built on earnings, margins and a specific valuation hurdle.  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. Curious what kind of revenue path and margin profile support that view, and what future earnings multiple ties it all together? The key assumptions might surprise you. Result: Fair Value of A$236.57 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, this depends on Seqirus and U.S. vaccination demand stabilising, and on cost savings actually flowing through rather than being eroded by higher plasma collection expenses. Find out about the key risks to this CSL narrative.  Build Your Own CSL Narrative If that framework does not sit right with you, or you prefer to weigh the numbers yourself, you can build a fresh view in minutes: Do it your way. A good starting point is our analysis highlighting 6 key rewards investors are optimistic about regarding CSL. Looking for more investment ideas? Before you move on, take a moment to expand your opportunity set with a few focused stock lists that could sharpen how you think about risk and reward.  Spot potential value plays by scanning these 878 undervalued stocks based on cash flows that line up current prices with underlying cash flow strength. Explore growth themes through these 25 AI penny stocks that tap into the demand for artificial intelligence across multiple industries. Target dependable income by filtering for these 14 dividend stocks with yields > 3% that may offer steadier cash returns alongside capital movement.   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.New: 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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