Megaport Ltd

MP1: XASX (AUS)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
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Megaport: Mispricing Leads Us to Downgrade Our Capital Allocation Rating and Fair Value Estimate

Roy Van Keulen

Nov 22, 2024

We lower our fair value estimate for no-moat Megaport by 16% to AUD 10.50 per share. Management reaffirmed guidance for fiscal 2025, which we expected it to beat, and guided for fiscal 2026 to have a similar growth trajectory.

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Megaport Ltd

Megaport: Mispricing Leads Us to Downgrade Our Capital Allocation Rating and Fair Value Estimate

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