APA.AX · ASX · Utilities
APA Group
Also onShortfallConsensus DriftCrosscheck
Implied value per share
AUD 0.11
Market price
AUD 10.93
Implied upside
-99.0%
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 (AUD). Outflows negative.
| Line | FY27 | FY28 | FY29 | FY30 | FY31 | CAGR |
|---|---|---|---|---|---|---|
| Revenue | AUD 3.1bn | AUD 3.1bn | AUD 3.2bn | AUD 3.3bn | AUD 3.3bn | +2.0% |
| EBIT | AUD 1.0bn | AUD 1.0bn | AUD 1.1bn | AUD 1.1bn | AUD 1.1bn | +2.0% |
| NOPAT | AUD 710.2m | AUD 724.5m | AUD 739.1m | AUD 754.0m | AUD 769.1m | +2.0% |
| Add depreciation & amortisation | AUD 941.4m | AUD 960.3m | AUD 979.7m | AUD 999.4m | AUD 1.0bn | +2.0% |
| Less capital expenditure | AUD -1.0bn | AUD -1.1bn | AUD -1.1bn | AUD -1.1bn | AUD -1.1bn | +2.0% |
| Less increase in working capital | AUD 20.8m | AUD 21.3m | AUD 21.7m | AUD 22.1m | AUD 22.6m | -2.0% |
| Free cashflow to firm | AUD 626.2m | AUD 638.8m | AUD 651.7m | AUD 664.8m | AUD 678.2m | +2.0% |
| Discount factor | 0.9707 | 0.9146 | 0.8618 | 0.8121 | 0.7652 | - |
| Present value | AUD 607.9m | AUD 584.3m | AUD 561.6m | AUD 539.9m | AUD 518.9m | -3.9% |
| Present Value Of The Forecast | AUD 2.8bn | |||||
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 | 0.516 | Reported 0.278, pulled toward 1.0 (Blume) |
| Cost of equity | 8.45% | Risk-free + beta x equity risk premium |
| Cost of debt | 5.35% | Floored at the risk-free rate (implied cost of debt was lower) |
| Market capitalisation | AUD 14.6bn | 50.7% of capital |
| Total debt | AUD 14.2bn | 49.3% of capital, book value as a proxy |
| Tax rate | 30.0% | Effective, capped at statutory |
| WACC | 6.13% | 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%
78% of EV
- Forecast FCFF, final year
- AUD 678.2m
- Capex at depreciation, working capital in reinvestment
- AUD 769.1m
- Less reinvestment at g/ROIC (40.8% of NOPAT)
- AUD -313.8m
- Capitalised
- AUD 455.4m
- ROIC (WACC floor)
- 6.1%
- Terminal value, undiscounted
- AUD 12.9bn
- Terminal value, discounted
- AUD 9.8bn
- Enterprise value
- AUD 12.7bn
- Less net debt
- AUD 12.5bn
- Equity value
- AUD 138.7m
Exit at 12.3x EBITDA
88% of EV
- Terminal value, undiscounted
- AUD 26.1bn
- Terminal value, discounted
- AUD 20.0bn
- Enterprise value
- AUD 22.8bn
- Less net debt
- AUD 12.5bn
- Equity value
- AUD 10.3bn
Spread between methods: 195%.
Sensitivity
Value per share (AUD) by discount rate and long-run growth.
| Long-run growth | |||||
|---|---|---|---|---|---|
| Discount rate | 1.50% | 2.00% | 2.50% | 3.00% | 3.50% |
| 4.13% | 5.48 | 6.05 | 6.93 | 8.55 | 12.67 |
| 5.13% | 1.91 | 1.96 | 2.00 | 2.05 | 2.09 |
| 6.13% | 0.03 | 0.07 | 0.11 | 0.14 | 0.18 |
| 7.13% | -1.32 | -1.29 | -1.26 | -1.23 | -1.20 |
| 8.13% | -2.33 | -2.31 | -2.28 | -2.26 | -2.23 |
Outlined: this model. Green text: above today's price of 10.93. 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 | 2.0% | 19.0% | +17.0pp |
| EBIT margin | 33.0% | 69.0% | +36.0pp |
| Discount rate | 6.1% | 3.8% | -2.3pp |
Live formulas, not pasted numbers - edit a driver and the workbook reprices.
Yahoo Finance and RBA data. General information, not advice. Methodology.