Current $478 is 2x above DCF FV $238. No DCF P(above) data. Prior target $475 is essentially current price — zero remaining upside even to an optimistic target. Data center grid modernization is a real secular theme but HUBB looks fully priced or worse. Cannot hold 6 when stock is 100% above modeled fair value with no upside remaining.
Fair Value Distribution — percentile bands
0.0% of simulations place fair value above current price
WHAT IS PRICED IN
Revenue-Based Reverse DCF
20.7%/yr
±5.4% · revenue growth to justify current price
FCF-Based Reverse DCF
19.9%/yr
±3.2% · FCF growth to justify current price
THE GAP
Market pricing margin expansion or capex normalization
KEY VALUE DRIVERS
Spearman correlation — what moves this valuation most
Eagle will generate this view by the next trading session (~7h).
Eagle will generate this view by the next trading session (~7h).
Hubbell (HUBB) FY25 execution solid on pricing and productivity (+140bps gross margin expansion), but tariff pressure mounting. Utility Solutions organic growth +1.1% with volume headwinds despite str...