CRM · NYQ · Technology
Salesforce, Inc.
Also onShortfallConsensus DriftCrosscheck
Implied value per share
USD 62.67
Market price
USD 237.92
Implied upside
-73.7%
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 45.6bn | USD 50.1bn | USD 55.0bn | USD 60.4bn | USD 66.3bn | +9.8% |
| EBIT | USD 7.4bn | USD 8.1bn | USD 8.9bn | USD 9.8bn | USD 10.8bn | +9.8% |
| NOPAT | USD 6.0bn | USD 6.6bn | USD 7.2bn | USD 7.9bn | USD 8.7bn | +9.8% |
| Add depreciation & amortisation | USD 4.7bn | USD 5.2bn | USD 5.7bn | USD 6.2bn | USD 6.9bn | +9.8% |
| Less capital expenditure | USD -4.7bn | USD -5.2bn | USD -5.7bn | USD -6.2bn | USD -6.9bn | +9.8% |
| Less increase in working capital | USD -2.7bn | USD -2.9bn | USD -3.2bn | USD -3.5bn | USD -3.9bn | +9.8% |
| Free cashflow to firm | USD 3.3bn | USD 3.6bn | USD 4.0bn | USD 4.4bn | USD 4.8bn | +9.8% |
| Discount factor | 0.9500 | 0.8575 | 0.7740 | 0.6986 | 0.6305 | - |
| Present value | USD 3.1bn | USD 3.1bn | USD 3.1bn | USD 3.1bn | USD 3.0bn | -0.9% |
| Present Value Of The Forecast | USD 15.5bn | |||||
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 | 1.135 | Reported 1.202, pulled toward 1.0 (Blume) |
| Cost of equity | 11.24% | Risk-free + beta x equity risk premium |
| Cost of debt | 7.00% | Assumed: risk-free + 2bp (interest expense not reported) |
| Market capitalisation | USD 195.8bn | 91.9% of capital |
| Total debt | USD 17.2bn | 8.1% of capital, book value as a proxy |
| Tax rate | 19.2% | Effective, capped at statutory |
| WACC | 10.79% | 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%
77% of EV
- Forecast FCFF, final year
- USD 4.8bn
- Capex at depreciation, working capital in reinvestment
- USD 8.7bn
- Less reinvestment at g/ROIC (23.2% of NOPAT)
- USD -2.0bn
- Capitalised
- USD 6.7bn
- ROIC (WACC floor)
- 10.8%
- Terminal value, undiscounted
- USD 82.5bn
- Terminal value, discounted
- USD 52.0bn
- Enterprise value
- USD 67.5bn
- Less net debt
- USD 7.6bn
- Equity value
- USD 59.9bn
Exit at 16.2x EBITDA
92% of EV
- Terminal value, undiscounted
- USD 285.5bn
- Terminal value, discounted
- USD 180.0bn
- Enterprise value
- USD 195.5bn
- Less net debt
- USD 7.6bn
- Equity value
- USD 187.9bn
Spread between methods: 103%.
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% |
| 8.79% | 80.81 | 81.16 | 81.51 | 81.87 | 82.22 |
| 9.79% | 70.48 | 70.79 | 71.09 | 71.40 | 71.70 |
| 10.79% | 62.14 | 62.40 | 62.67 | 62.93 | 63.20 |
| 11.79% | 55.25 | 55.49 | 55.72 | 55.95 | 56.19 |
| 12.79% | 49.49 | 49.70 | 49.90 | 50.11 | 50.32 |
Outlined: this model. Green text: above today's price of 237.92. 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 | 9.8% | 56.7% | +46.9pp |
| EBIT margin | 16.2% | 50.2% | +34.0pp |
| Discount rate | 10.8% | 4.8% | -6.0pp |
Live formulas, not pasted numbers - edit a driver and the workbook reprices.
Yahoo Finance and RBA data. General information, not advice. Methodology.