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Vontier (VNT) Valuation Check as Gilbarco Unveils Konect 400 kW All-in-One EV Charger

Simply Wall St · 2d ago

Vontier (VNT) just drew fresh attention after its Gilbarco Veeder-Root unit rolled out the Konect 400 kW All in One EV Charger, combining ultra fast charging with integrated payments for fuel and convenience retailers.

See our latest analysis for Vontier.

The launch of Konect lands as Vontier’s share price sits around $37.10, with a modest year to date share price return and a standout three year total shareholder return above 100 percent. This suggests longer term momentum may remain intact even after recent volatility.

If this EV charging move has you rethinking where growth could come from next, it might be worth exploring high growth tech and AI stocks as potential additions to your watchlist.

With Vontier trading at a material discount to analyst targets and intrinsic value estimates, yet already boasting triple digit three year returns, investors must ask: is this a fresh entry point, or is future growth already priced in?

Most Popular Narrative Narrative: 20.2% Undervalued

With Vontier last closing at $37.10 versus a narrative fair value near $46.50, the story points to meaningful upside grounded in improving earnings power.

Strategic focus on SaaS and recurring services (now ~30%+ of total revenue, with Mobility Technologies recurring base at ~40%) not only increases predictability of earnings but also structurally improves net margins over time due to higher software/service gross margins versus hardware.

Read the complete narrative.

Want to see how steady mid single digit revenue growth, rising margins and a lower future earnings multiple still justify a premium valuation? Read the full explanation of the underlying assumptions.

Result: Fair Value of $46.50 (UNDERVALUED)

Have a read of the narrative in full and understand what's behind the forecasts.

However, sustained weakness in repair solutions, or a faster than expected decline in traditional fueling demand, could challenge the long term earnings and valuation narrative.

Find out about the key risks to this Vontier narrative.

Build Your Own Vontier Narrative

If the current story does not quite fit your view, you can dig into the numbers yourself and build a custom outlook in minutes: Do it your way

A great starting point for your Vontier research is our analysis highlighting 4 key rewards and 1 important warning sign that could impact your investment decision.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data 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 financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.