AEE · NYQ · Utilities
Ameren Corporation
Also onShortfallConsensus DriftCrosscheck
Implied value per share
USD -12.62
Market price
USD 102.23
Implied upside
-112.3%
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 9.1bn | USD 9.4bn | USD 9.7bn | USD 10.1bn | USD 10.4bn | +3.4% |
| EBIT | USD 1.9bn | USD 1.9bn | USD 2.0bn | USD 2.1bn | USD 2.2bn | +3.4% |
| NOPAT | USD 1.7bn | USD 1.7bn | USD 1.8bn | USD 1.9bn | USD 1.9bn | +3.4% |
| Add depreciation & amortisation | USD 1.8bn | USD 1.8bn | USD 1.9bn | USD 2.0bn | USD 2.0bn | +3.4% |
| Less capital expenditure | USD -4.5bn | USD -4.7bn | USD -4.8bn | USD -5.0bn | USD -5.2bn | +3.4% |
| Less increase in working capital | USD -13.0m | USD -13.5m | USD -13.9m | USD -14.4m | USD -14.9m | +3.4% |
| Free cashflow to firm | USD -1.1bn | USD -1.1bn | USD -1.1bn | USD -1.2bn | USD -1.2bn | -3.4% |
| Discount factor | 0.9674 | 0.9053 | 0.8472 | 0.7929 | 0.7420 | - |
| Present value | USD -1.0bn | USD -1.0bn | USD -968.2m | USD -937.0m | USD -906.8m | +3.2% |
| Present Value Of The Forecast | USD -4.8bn | |||||
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 | 0.645 | Reported 0.470, pulled toward 1.0 (Blume) |
| Cost of equity | 8.54% | 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 28.3bn | 58.8% of capital |
| Total debt | USD 19.8bn | 41.2% of capital, book value as a proxy |
| Tax rate | 11.1% | Effective, capped at statutory |
| WACC | 6.86% | 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%
130% of EV
- Forecast FCFF, final year
- USD -1.2bn
- Capex at depreciation, working capital in reinvestment
- USD 1.9bn
- Less reinvestment at g/ROIC (36.5% of NOPAT)
- USD -697.7m
- Capitalised
- USD 1.2bn
- ROIC (WACC floor)
- 6.9%
- Terminal value, undiscounted
- USD 28.6bn
- Terminal value, discounted
- USD 21.2bn
- Enterprise value
- USD 16.4bn
- Less net debt
- USD 19.8bn
- Equity value
- USD -3.4bn
Exit at 13.0x EBITDA
114% of EV
- Terminal value, undiscounted
- USD 54.5bn
- Terminal value, discounted
- USD 40.4bn
- Enterprise value
- USD 35.6bn
- Less net debt
- USD 19.8bn
- Equity value
- USD 15.8bn
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% |
| 4.86% | 29.98 | 32.12 | 34.94 | 38.98 | 45.60 |
| 5.86% | 3.30 | 3.76 | 4.23 | 4.69 | 5.16 |
| 6.86% | -13.38 | -13.00 | -12.62 | -12.24 | -11.86 |
| 7.86% | -25.58 | -25.26 | -24.95 | -24.63 | -24.31 |
| 8.86% | -34.83 | -34.56 | -34.29 | -34.02 | -33.75 |
Outlined: this model. Green text: above today's price of 102.23. 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 | 3.4% | 26.1% | +22.7pp |
| EBIT margin | 20.7% | 43.1% | +22.4pp |
| Discount rate | 6.9% | 4.1% | -2.8pp |
Live formulas, not pasted numbers - edit a driver and the workbook reprices.
Yahoo Finance and RBA data. General information, not advice. Methodology.