BIIB · NMS · Healthcare
Biogen Inc.
Also onShortfallConsensus DriftCrosscheck
Implied value per share
USD 224.88
Market price
USD 215.50
Implied upside
+4.4%
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 9.8bn | USD 9.7bn | USD 9.6bn | USD 9.5bn | USD 9.4bn | -0.9% |
| EBIT | USD 2.3bn | USD 2.3bn | USD 2.3bn | USD 2.3bn | USD 2.3bn | -0.9% |
| NOPAT | USD 2.0bn | USD 2.0bn | USD 1.9bn | USD 1.9bn | USD 1.9bn | -0.9% |
| Add depreciation & amortisation | USD 611.6m | USD 605.9m | USD 600.2m | USD 594.6m | USD 589.1m | -0.9% |
| Less capital expenditure | USD -285.5m | USD -282.8m | USD -280.2m | USD -277.6m | USD -275.0m | -0.9% |
| Less increase in working capital | USD -89.9m | USD -89.1m | USD -88.2m | USD -87.4m | USD -86.6m | -0.9% |
| Free cashflow to firm | USD 2.2bn | USD 2.2bn | USD 2.2bn | USD 2.2bn | USD 2.1bn | -0.9% |
| Discount factor | 0.9672 | 0.9049 | 0.8465 | 0.7920 | 0.7409 | - |
| Present value | USD 2.1bn | USD 2.0bn | USD 1.8bn | USD 1.7bn | USD 1.6bn | -7.3% |
| Present Value Of The Forecast | USD 9.3bn | |||||
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 | 0.445 | Reported 0.171, pulled toward 1.0 (Blume) |
| Cost of equity | 7.44% | 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 31.8bn | 82.9% of capital |
| Total debt | USD 6.6bn | 17.1% of capital, book value as a proxy |
| Tax rate | 15.7% | Effective, capped at statutory |
| WACC | 6.89% | 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%
74% of EV
- Forecast FCFF, final year
- USD 2.1bn
- Capex at depreciation, working capital in reinvestment
- USD 2.2bn
- Less reinvestment at g/ROIC (29.7% of NOPAT)
- USD -648.7m
- Capitalised
- USD 1.5bn
- ROIC (reported)
- 8.4%
- Terminal value, undiscounted
- USD 35.9bn
- Terminal value, discounted
- USD 26.6bn
- Enterprise value
- USD 35.8bn
- Less net debt
- USD 2.8bn
- Equity value
- USD 33.1bn
Exit at 10.7x EBITDA
71% of EV
- Terminal value, undiscounted
- USD 30.4bn
- Terminal value, discounted
- USD 22.5bn
- Enterprise value
- USD 31.8bn
- Less net debt
- USD 2.8bn
- Equity value
- USD 29.0bn
Spread between methods: 13%.
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% |
| 4.89% | 341.93 | 369.53 | 408.38 | 467.40 | 568.36 |
| 5.89% | 263.78 | 275.16 | 289.70 | 309.03 | 336.15 |
| 6.89% | 214.53 | 219.25 | 224.88 | 231.80 | 240.56 |
| 7.89% | 180.62 | 182.21 | 183.96 | 185.95 | 188.25 |
| 8.89% | 157.13 | 157.70 | 158.27 | 158.84 | 159.41 |
Outlined: this model. Green text: above today's price of 215.50. 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 | -0.9% | -1.6% | -0.7pp |
| EBIT margin | 24.0% | 22.9% | -1.1pp |
| Discount rate | 6.9% | 7.1% | +0.2pp |
Live formulas, not pasted numbers - edit a driver and the workbook reprices.
Yahoo Finance and RBA data. General information, not advice. Methodology.