A Look At New Fortress Energy (NFE) Valuation As Brazil Restart Plans Meet Debt And Rating Pressures

Simply Wall St.01-19

New Fortress Energy (NFE) is back in focus after proposing two possible restart timelines for its Gás Sul FSRU terminal in Brazil, while also dealing with debt restructuring talks and recent credit ...

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See our latest analysis for New Fortress Energy. The recent 20.34% 7 day and 17.36% 30 day share price returns, against a 27.92% 90 day decline and a 91.28% 1 year total shareholder return loss, suggest short term momentum has picked up while longer term performance remains weak as investors weigh the Brazil restart plans against ongoing debt and rating pressures. If these kinds of turnaround stories have your attention, it could be worth broadening your watchlist. You might consider using fast growing stocks with high insider ownership as a starting point for fresh ideas. With New Fortress Energy trading at US$1.42 and analyst targets sitting at US$3.50, the gap is clear, but so are the heavy losses and debt pressures. The question is whether this is a genuine mispricing or if the market is already discounting future growth. AdvertisementMost Popular Narrative: 59.4% Undervalued With New Fortress Energy last closing at US$1.42 and the most followed narrative pointing to a fair value of US$3.50, the gap in expectations is wide and grounded in specific growth and margin assumptions.  The FLNG asset coming online is expected to significantly contribute to future earnings as it allows optimization of the portfolio, leading to increased future returns, positively impacting revenue and earnings.  Read the complete narrative. Curious what kind of revenue ramp, margin reset, and future P/E multiple it takes to support that fair value? The full narrative lays out a detailed earnings path, share count assumptions, and discount rate math that could change how you see this price gap. Result: Fair Value of $3.50 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, this hinges on tight execution in Puerto Rico and Brazil, where project delays, regulatory shifts or contract changes could quickly undermine those upbeat earnings assumptions. Find out about the key risks to this New Fortress Energy narrative.  Build Your Own New Fortress Energy Narrative If you see the story differently, or prefer to work through the numbers on your own terms, you can build a custom view in minutes with Do it your way A great starting point for your New Fortress Energy research is our analysis highlighting 2 key rewards and 1 important warning sign that could impact your investment decision. Looking for more investment ideas? If you stop with one turnaround idea, you are leaving other potential opportunities on the table. Broaden your search and let data driven filters do the heavy lifting.  Spot potential mispricings by scanning these 873 undervalued stocks based on cash flows that surface companies whose prices may not fully reflect their underlying cash flows. Capture growth themes by tracking these 24 AI penny stocks where artificial intelligence is a central part of each business model. Balance income and price potential through these 12 dividend stocks with yields > 3% focused on companies offering dividend yields above 3%.   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.Valuation is complex, but we're here to simplify it.Discover if New Fortress Energy might be undervalued or overvalued with our detailed analysis, featuring fair value estimates, potential risks, dividends, insider trades, and its financial condition.Access Free AnalysisHave feedback on this article? Concerned about the content? Get in touch with us directly. 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