Assessing AZZ (AZZ) Valuation After New US$100 Million Share Repurchase Program Approval

Simply Wall St.

Feb 03

AZZ (AZZ) has implemented a new $100 million share repurchase program that will run alongside an earlier authorization that still has remaining capacity, with the stated goal of offsetting dilution ...

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The 1 year total shareholder return of 49.21% and 3 year total shareholder...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"AZZ":"Azz Inc","BK4086":"建筑产品","DCF":"Dreyfus Alcentra Global Credit Income 2024 Target Term Fund, Inc","BK4182":"重型电气设备"},"translate_title":"新的1亿美元股票回购计划获得批准后评估AZZ(AZZ)的估值","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AZZ":1.5,"DCF":1},"content_text":"AZZ (AZZ) has implemented a new $100 million share repurchase program that will run alongside an earlier authorization that still has remaining capacity, with the stated goal of offsetting dilution from employee equity grants. See our latest analysis for AZZ. The share repurchase news lands after a strong run in AZZ’s share price, with a 30 day share price return of 16.38% and a 90 day share price return of 27.43%. The 1 year total shareholder return of 49.21% and 3 year total shareholder return of over 2x indicate that momentum has been building rather than fading. If you are weighing AZZ against other industrial names, this could be a useful moment to widen your search and check out aerospace and defense stocks as well. With AZZ now trading close to its US$132.67 analyst price target after a strong run and management committing another US$100 million to buybacks, investors may ask whether there is still upside potential or if the market is already pricing in future growth. AdvertisementMost Popular Narrative: 2.9% Undervalued AZZ’s most followed narrative pegs fair value at about $131.56, just above the last close of $127.71, which puts the new buyback against a mildly supportive backdrop.  The analysts have a consensus price target of $125.889 for AZZ 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 $141.0, and the most bearish reporting a price target of just $105.0.  Read the complete narrative. Want to see what sits behind that tight valuation gap, the revised fair value and the higher future P/E assumption that holds it all together, even as earnings are expected to trend lower? Result: Fair Value of $131.56 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, you still need to factor in weather related production disruptions, as well as integration or execution issues around new facilities and bolt on deals that could pressure margins. Find out about the key risks to this AZZ narrative. Another View: Cash Flows Paint A Different Picture While the analyst narrative suggests AZZ is about 2.9% undervalued at a fair value of $131.56, our DCF model points in the opposite direction, with a future cash flow value of $72.22 per share. That implies the current $127.71 price sits well above this cash flow based estimate. Which story do you trust more: the earnings based fair value or the cash flow math? Look into how the SWS DCF model arrives at its fair value. AZZ Discounted Cash Flow as at Feb 2026Simply Wall St performs a discounted cash flow (DCF) on every stock in the world every day (check out AZZ for example). We show the entire calculation in full. You can track the result in your watchlist or portfolio and be alerted when this changes, or use our stock screener to discover 878 undervalued stocks based on their cash flows. If you save a screener we even alert you when new companies match - so you never miss a potential opportunity.  Build Your Own AZZ Narrative If you are not fully on board with these views, or you simply prefer to test the numbers yourself, you can build a custom view of AZZ in just a few minutes with Do it your way. A great starting point for your AZZ research is our analysis highlighting 3 key rewards and 2 important warning signs that could impact your investment decision. Looking for more investment ideas? If you are ready to widen your opportunity set beyond AZZ, these focused stock ideas can help you quickly spot opportunities that fit your style.  Target income right now by reviewing these 13 dividend stocks with yields > 3%, so you are not missing companies that prioritize regular cash returns to shareholders. Get ahead of major tech shifts by scanning these 24 AI penny stocks for companies tied to artificial intelligence themes that may interest you. Hunt for value by checking these 878 undervalued stocks based on cash flows, so potential mispriced ideas do not slip past your watchlist.   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. Alternatively, email editorial-team@simplywallst.com","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"shareholding","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}