CLX · NYQ · Consumer Defensive
The Clorox Company
Also onShortfallConsensus DriftCrosscheck
Implied value per share
USD 51.05
Market price
USD 83.10
Implied upside
-38.6%
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 | FY27 | FY28 | FY29 | FY30 | FY31 | CAGR |
|---|---|---|---|---|---|---|
| Revenue | USD 6.5bn | USD 6.3bn | USD 6.1bn | USD 5.9bn | USD 5.7bn | -3.1% |
| EBIT | USD 831.5m | USD 805.6m | USD 780.5m | USD 756.2m | USD 732.7m | -3.1% |
| NOPAT | USD 656.9m | USD 636.4m | USD 616.6m | USD 597.4m | USD 578.8m | -3.1% |
| Add depreciation & amortisation | USD 215.9m | USD 209.2m | USD 202.7m | USD 196.4m | USD 190.3m | -3.1% |
| Less capital expenditure | USD -199.4m | USD -193.2m | USD -187.2m | USD -181.4m | USD -175.7m | -3.1% |
| Less increase in working capital | USD 64.3m | USD 62.3m | USD 60.4m | USD 58.5m | USD 56.7m | +3.1% |
| Free cashflow to firm | USD 737.7m | USD 714.7m | USD 692.5m | USD 670.9m | USD 650.0m | -3.1% |
| Discount factor | 0.9663 | 0.9023 | 0.8426 | 0.7868 | 0.7347 | - |
| Present value | USD 712.8m | USD 644.9m | USD 583.4m | USD 527.8m | USD 477.5m | -9.5% |
| Present Value Of The Forecast | USD 2.9bn | |||||
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 | 0.694 | Reported 0.544, pulled toward 1.0 (Blume) |
| Cost of equity | 8.82% | 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 10.0bn | 64.5% of capital |
| Total debt | USD 5.5bn | 35.5% of capital, book value as a proxy |
| Tax rate | 21.0% | Effective, capped at statutory |
| WACC | 7.09% | 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%
75% of EV
- Forecast FCFF, final year
- USD 650.0m
- Capex at depreciation, working capital in reinvestment
- USD 596.1m
- Less reinvestment at g/ROIC (11.4% of NOPAT)
- USD -67.8m
- Capitalised
- USD 528.3m
- ROIC (reported)
- 22.0%
- Terminal value, undiscounted
- USD 11.8bn
- Terminal value, discounted
- USD 8.7bn
- Enterprise value
- USD 11.6bn
- Less net debt
- USD 5.4bn
- Equity value
- USD 6.2bn
Exit at 13.6x EBITDA
76% of EV
- Terminal value, undiscounted
- USD 12.6bn
- Terminal value, discounted
- USD 9.2bn
- Enterprise value
- USD 12.2bn
- Less net debt
- USD 5.4bn
- Equity value
- USD 6.8bn
Spread between methods: 9%.
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% |
| 5.09% | 83.97 | 98.26 | 118.02 | 147.19 | 194.64 |
| 6.09% | 57.68 | 65.40 | 75.25 | 88.25 | 106.25 |
| 7.09% | 40.75 | 45.41 | 51.05 | 58.06 | 66.99 |
| 8.09% | 28.94 | 31.94 | 35.47 | 39.67 | 44.77 |
| 9.09% | 20.21 | 22.24 | 24.58 | 27.28 | 30.45 |
Outlined: this model. Green text: above today's price of 83.10. 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 | -3.1% | 4.4% | +7.5pp |
| EBIT margin | 12.8% | 17.3% | +4.5pp |
| Discount rate | 7.1% | 5.9% | -1.2pp |
Live formulas, not pasted numbers - edit a driver and the workbook reprices.
Yahoo Finance and RBA data. General information, not advice. Methodology.