ABBV · NYQ · Healthcare
AbbVie Inc.
Also onShortfallConsensus DriftCrosscheck
Implied value per share
USD 176.47
Market price
USD 263.96
Implied upside
-33.1%
5-year forecast · Perpetuity growth terminal value · Mid-year discounting · Base case
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 62.2bn | USD 63.3bn | USD 64.4bn | USD 65.6bn | USD 66.7bn | +1.8% |
| EBIT | USD 17.3bn | USD 17.6bn | USD 17.9bn | USD 18.2bn | USD 18.6bn | +1.8% |
| NOPAT | USD 13.7bn | USD 13.9bn | USD 14.2bn | USD 14.4bn | USD 14.7bn | +1.8% |
| Add depreciation & amortisation | USD 9.1bn | USD 9.3bn | USD 9.5bn | USD 9.6bn | USD 9.8bn | +1.8% |
| Less capital expenditure | USD -986.6m | USD -1.0bn | USD -1.0bn | USD -1.0bn | USD -1.1bn | +1.8% |
| Less increase in working capital | USD -807.0m | USD -821.2m | USD -835.6m | USD -850.2m | USD -865.1m | +1.8% |
| Free cashflow to firm | USD 21.0bn | USD 21.4bn | USD 21.8bn | USD 22.2bn | USD 22.5bn | +1.8% |
| Discount factor | 0.9651 | 0.8990 | 0.8374 | 0.7800 | 0.7266 | - |
| Present value | USD 20.3bn | USD 19.2bn | USD 18.2bn | USD 17.3bn | USD 16.4bn | -5.2% |
| Present Value Of The Forecast | USD 91.4bn | |||||
Discount Rate
Source shown per component. All overridable above.
| Risk-free rate | 5.00% | US 10-year Treasury (^TNX) |
| Equity risk premium | 5.50% | Market assumption |
| Beta | 0.518 | Reported 0.281, pulled toward 1.0 (Blume) |
| Cost of equity | 7.85% | Risk-free + beta x equity risk premium |
| Cost of debt | 5.00% | Floored at the risk-free rate (implied cost of debt was lower) |
| Market capitalisation | USD 466.4bn | 87.4% of capital |
| Total debt | USD 67.5bn | 12.6% of capital, book value as a proxy |
| Tax rate | 21.0% | Effective, capped at statutory |
| WACC | 7.36% | 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%
76% of EV
- Forecast FCFF, final year
- USD 22.5bn
- Capex at depreciation, working capital in reinvestment
- USD 21.7bn
- Less reinvestment at g/ROIC (14.8% of NOPAT)
- USD -3.2bn
- Capitalised
- USD 18.5bn
- ROIC (reported)
- 16.9%
- Terminal value, undiscounted
- USD 390.4bn
- Terminal value, discounted
- USD 283.7bn
- Enterprise value
- USD 375.1bn
- Less net debt
- USD 62.2bn
- Equity value
- USD 312.9bn
Exit at 18.7x EBITDA
81% of EV
- Terminal value, undiscounted
- USD 531.2bn
- Terminal value, discounted
- USD 386.0bn
- Enterprise value
- USD 477.4bn
- Less net debt
- USD 62.2bn
- Equity value
- USD 415.2bn
Spread between methods: 28%.
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% |
| 5.36% | 251.10 | 278.31 | 314.95 | 367.02 | 447.00 |
| 6.36% | 194.37 | 209.20 | 227.81 | 251.87 | 284.27 |
| 7.36% | 156.98 | 165.84 | 176.47 | 189.48 | 205.80 |
| 8.36% | 130.45 | 136.06 | 142.59 | 150.30 | 159.53 |
| 9.36% | 110.64 | 114.34 | 118.55 | 123.37 | 128.98 |
Outlined: this model. Green text: above today's price of 263.96. 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 |
|---|---|---|---|
| Revenue growth, every year | 1.8% | 10.8% | +9.0pp |
| EBIT margin | 27.8% | 45.0% | +17.2pp |
| Discount rate | 7.4% | 5.9% | -1.5pp |
Live formulas, not pasted numbers - edit a driver and the workbook reprices.
Yahoo Finance and RBA data. General information, not advice. Methodology.