Origin Energy Ltd
ORG: XASX (AUS)
| Morningstar Rating for Stocks | Fair Value | Economic Moat | Capital Allocation |
|---|---|---|---|
| LOCK|.T | LOCK|<V | LOCK|W&!#>#S |
Origin Energy: Tracking Well in Fiscal 2025
No-moat Origin Energy screens as slightly overvalued. Operating conditions are favorable, with elevated prices for electricity and liquefied natural gas suggesting Origin should be tracking well in fiscal 2025. We upgrade our 2025 adjusted EBITDA forecast by a few percent, but longer-term forecasts are largely unchanged. We maintain our AUD 9 per share fair value estimate.
