AAI.AX · ASX · Basic Materials
Alcoa Corporation
Also onShortfallConsensus DriftCrosscheck
Implied value per share
AUD 17.84
Market price
AUD 66.00
Implied upside
-73.0%
5-year forecast · Perpetuity growth terminal value · Mid-year discounting · Base case · USD model at 1.4042
Value Per Share
Same forecast, different terminal treatment. Percentages vs price.
Forecast Cashflows
Reporting currency (USD). Outflows negative.
| Line | FY26 | FY27 | FY28 | FY29 | FY30 | CAGR |
|---|---|---|---|---|---|---|
| Revenue | USD 13.0bn | USD 13.1bn | USD 13.2bn | USD 13.4bn | USD 13.5bn | +1.0% |
| EBIT | USD 693.6m | USD 700.6m | USD 707.6m | USD 714.8m | USD 722.0m | +1.0% |
| NOPAT | USD 485.5m | USD 490.4m | USD 495.3m | USD 500.3m | USD 505.4m | +1.0% |
| Add depreciation & amortisation | USD 686.8m | USD 693.7m | USD 700.7m | USD 707.8m | USD 714.9m | +1.0% |
| Less capital expenditure | USD -602.0m | USD -608.1m | USD -614.2m | USD -620.4m | USD -626.6m | +1.0% |
| Less increase in working capital | USD -48.0m | USD -48.5m | USD -49.0m | USD -49.4m | USD -49.9m | +1.0% |
| Free cashflow to firm | USD 522.4m | USD 527.6m | USD 532.9m | USD 538.3m | USD 543.7m | +1.0% |
| Discount factor | 0.9426 | 0.8374 | 0.7440 | 0.6610 | 0.5873 | - |
| Present value | USD 492.4m | USD 441.8m | USD 396.5m | USD 355.8m | USD 319.3m | -10.3% |
| Present Value Of The Forecast | USD 2.0bn | |||||
Discount Rate
Source shown per component. All overridable above.
| Risk-free rate | 5.35% | Australian Government 10-year (RBA F2) |
| Equity risk premium | 6.00% | Market assumption |
| Beta | 1.423 | Reported 1.631, pulled toward 1.0 (Blume) |
| Cost of equity | 13.88% | Risk-free + beta x equity risk premium |
| Cost of debt | 5.72% | Interest expense / average total debt |
| Market capitalisation | USD 17.4bn | 86.5% of capital |
| Total debt | USD 2.7bn | 13.5% of capital, book value as a proxy |
| Tax rate | 30.0% | Effective, capped at statutory |
| WACC | 12.56% | E/V x Re + D/V x Rd x (1 - t) |
Terminal Value
Perpetuity growth is intrinsic. The exit multiple defaults to the company's current EV/EBITDA, so it answers a different question - what the shares are worth if today's rating holds and EBITDA grows as forecast.
Perpetuity growth at 2.50%
55% of EV
- Forecast FCFF, final year
- USD 543.7m
- Capex at depreciation, working capital in reinvestment
- USD 505.4m
- Less reinvestment at g/ROIC (19.9% of NOPAT)
- USD -100.6m
- Capitalised
- USD 404.7m
- ROIC (WACC floor)
- 12.6%
- Terminal value, undiscounted
- USD 4.1bn
- Terminal value, discounted
- USD 2.4bn
- Enterprise value
- USD 4.4bn
- Less net debt
- USD 1.1bn
- Equity value
- USD 3.3bn
Exit at 13.4x EBITDA
85% of EV
- Terminal value, undiscounted
- USD 19.3bn
- Terminal value, discounted
- USD 11.3bn
- Enterprise value
- USD 13.3bn
- Less net debt
- USD 1.1bn
- Equity value
- USD 12.2bn
Spread between methods: 115%.
Sensitivity
Value per share (USD) by discount rate and long-run growth.
| Long-run growth | |||||
|---|---|---|---|---|---|
| Discount rate | 1.50% | 2.00% | 2.50% | 3.00% | 3.50% |
| 10.56% | 15.60 | 15.66 | 15.71 | 15.77 | 15.83 |
| 11.56% | 13.98 | 14.03 | 14.08 | 14.13 | 14.18 |
| 12.56% | 12.62 | 12.66 | 12.71 | 12.75 | 12.80 |
| 13.56% | 11.45 | 11.49 | 11.53 | 11.57 | 11.61 |
| 14.56% | 10.45 | 10.49 | 10.52 | 10.56 | 10.59 |
Outlined: this model. Green text: above today's price of 47.00. Shading: distance from this model's own value.
Priced In
What each input would have to be to justify the current price, one at a time.
| Input | Model | Implied | Gap |
|---|---|---|---|
| EBIT margin | 5.4% | 16.5% | +11.2pp |
| Discount rate | 12.6% | 5.0% | -7.5pp |
Live formulas, not pasted numbers - edit a driver and the workbook reprices.
Yahoo Finance and RBA data. General information, not advice. Methodology.