Mohawk Industries (MHK) Valuation In Focus After Wolfe Downgrade And Delayed Remodel Recovery Forecast

Simply Wall St.01-12

Mohawk Industries (MHK) is back in focus after Wolfe Research cut its rating to Peer Perform, citing a narrowed discount versus flooring peers and a delay of repair and remodel recovery expectations ...

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At the same time, the 1 year total...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":["rate"],"viewcount":null,"language":"en","relate_stocks":{"ATER":"Aterian Inc.","MHK.AU":"METAL HAWK LTD","MHK":"莫霍克工业公司"},"translate_title":"沃尔夫下调评级并推迟重塑复苏预测后，莫霍克工业(MHK)估值成为焦点","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"ATER":1.5,"MHK":1.5,"MHK.AU":1.5},"content_text":"Mohawk Industries (MHK) is back in focus after Wolfe Research cut its rating to Peer Perform, citing a narrowed discount versus flooring peers and a delay of repair and remodel recovery expectations to 2027. See our latest analysis for Mohawk Industries. The Wolfe downgrade and delayed remodel recovery timeline come as Mohawk’s share price has recently picked up, with a 7 day share price return of 6.71% and a year to date share price return of 8.41%. At the same time, the 1 year total shareholder return of 3.38% decline and 5 year total shareholder return of 20.31% decline suggest longer term momentum has been fading. If this kind of analyst driven move has you looking around the sector, it could be a good moment to broaden your search with fast growing stocks with high insider ownership. So with Mohawk trading at $118.72, an implied value score of 4, and a modelled intrinsic discount of about 32%, is this flooring giant quietly undervalued, or is the market already pricing in its future growth? AdvertisementMost Popular Narrative: 14% Undervalued Compared with Mohawk Industries' last close at $118.72, the most followed narrative points to a higher fair value, built on detailed earnings and margin assumptions.  Analysts expect earnings to reach $827.2 million (and earnings per share of $13.48) by about September 2028, up from $474.3 million today. In order for the above numbers to justify the analysts price target, the company would need to trade at a PE ratio of 12.6x on those 2028 earnings, down from 17.1x today.  Read the complete narrative. Want to see what ties higher earnings, wider margins and a lower future P/E together into one valuation story? The full narrative lays out the step by step financial bridge behind that fair value call. Result: Fair Value of $138.13 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, those higher earnings and margin assumptions could be knocked off course if consumer demand stays weak or if input costs, tariffs and supply chain issues bite harder. Find out about the key risks to this Mohawk Industries narrative.  Build Your Own Mohawk Industries Narrative If you see the numbers differently or want to stress test your own assumptions, you can quickly build a personalized Mohawk thesis in just a few minutes, starting with Do it your way. A great starting point for your Mohawk Industries research is our analysis highlighting 2 key rewards and 2 important warning signs that could impact your investment decision. Looking for more investment ideas? If you stop with just one stock, you could miss opportunities that fit your style even better, so give yourself options and keep your watchlist working for you.  Spot potential value setups by scanning these 881 undervalued stocks based on cash flows that appear cheap relative to their underlying cash flows. Explore emerging tech themes by reviewing these 28 AI penny stocks that are building businesses around artificial intelligence. Support an income focus by filtering for these 12 dividend stocks with yields > 3% that may offer yields above 3% alongside equity upside potential.   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: Manage All Your Stock Portfolios in One PlaceWe've created the ultimate portfolio companion for stock investors, and it's free.• Connect an unlimited number of Portfolios and see your total in one currency• Be alerted to new Warning Signs or Risks via email or mobile• Track the Fair Value of your stocksTry a Demo Portfolio for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. 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