SunCar Tech shares supported by first major win with gas-powered automaker

Published 30/12/2024, 12:26
SunCar Tech shares supported by first major win with gas-powered automaker

BTIG forecasts a robust 28% compound annual growth rate (CAGR) for SunCar's revenue through 2027, which is more than triple the 9% CAGR expected for the peer set.

Despite SunCar trading at a modest premium on an enterprise value to sales basis compared to its peers, BTIG believes the company's superior growth profile justifies a higher premium. The firm's target of 1.75x EV/Sales for SunCar reflects confidence in the company's growth potential, market leadership, and sustainable competitive advantages.

According to InvestingPro, which offers over 30 additional financial metrics and insights, the stock is currently trading near its Fair Value, with analysts setting an ambitious high target of $20 per share. The firm's analysis points to a substantial total addressable market (TAM) in Mainland China, where approximately 350 million cars are on the road and about 25 million new cars are sold each year.

BTIG forecasts a robust 28% compound annual growth rate (CAGR) for SunCar's revenue through 2027, which is more than triple the 9% CAGR expected for the peer set. Despite SunCar trading at a modest premium on an enterprise value to sales basis compared to its peers, BTIG believes the company's superior growth profile justifies a higher premium.

The firm's target of 1.75x EV/Sales for SunCar reflects confidence in the company's growth potential, market leadership, and sustainable competitive advantages. According to InvestingPro, which offers over 30 additional financial metrics and insights, the stock is currently trading near its Fair Value, with analysts setting an ambitious high target of $20 per share.

One such catalyst is the adoption by gas-powered vehicle manufacturers, a segment SunCar has only recently entered with a significant contract signing with SAIC's Maxus brand. Another growth area identified is the focus on insurance policy renewals, a market where SunCar's share is currently less than 1%. With policy renewals in China estimated to be 13 times the number of new car policies, this represents a significant opportunity for expansion.

Additionally, BTIG suggests that a more business-friendly regulatory environment in China could enable SunCar to increase eInsurance commission rates. These rates have been reduced by more than half over the past several years, and recapturing even half of this decrease could boost SunCar's revenue by approximately 15% with high incremental margins.

BTIG forecasts a robust 28% compound annual growth rate (CAGR) for SunCar's revenue through 2027, which is more than triple the 9% CAGR expected for the peer set. Despite SunCar trading at a modest premium on an enterprise value to sales basis compared to its peers, BTIG believes the company's superior growth profile justifies a higher premium.

The firm's target of 1.75x EV/Sales for SunCar reflects confidence in the company's growth potential, market leadership, and sustainable competitive advantages. According to InvestingPro, which offers over 30 additional financial metrics and insights, the stock is currently trading near its Fair Value, with analysts setting an ambitious high target of $20 per share.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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