Intrinsic Value (DCF)
Current$107.88
→
Intrinsic$0.00
-100%
$0.00$0.00$0.00
Current price reflects execution expectations above 14% growth — not unreasonable for quality businesses.
| Discount ↓Growth → | 10% | 12% | 14% | 16% |
|---|---|---|---|---|
| 8% | $0 | $0 | $0 | $0 |
| 10% | $0 | $0 | $0 | $0 |
| 12% | $0 | $0 | $0 | $0 |
| 14% | $0 | $0 | $0 | $0 |
Bull Case
- Conservative 14% growth assumption is achievable based on track record
Bear Case
- Trading 100% above base case — execution must exceed assumptions to justify
📐 Model Inputs
Growth Rate14.3%5Y CAGR (cascade: 5Y→3Y→TTM)
Discount Rate10.0%WACC estimate
Terminal Growth3.0%Perpetuity rate
Base Free Cash Flow$-737.80MTTM actual
Bear g×0.8, r+2%
Base Historical CAGR
Bull g×1.2, r−1.5%
DCF estimates based on historical growth rates extrapolated forward. See FAQ below for full methodology.