DELL · NYQ · Technology
Dell Technologies Inc.
Also onShortfallConsensus DriftCrosscheck
Implied value per share
USD 79.48
Market price
USD 568.06
Implied upside
-86.0%
5-year forecast · Perpetuity growth terminal value · Mid-year discounting · Base case
Current EV/EBITDA of 33.2x sits outside a defensible 3-20x band, so the exit multiple is capped at 20.0x. A multiple that far out usually means EBITDA is the wrong denominator for this business.
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 117.6bn | USD 121.7bn | USD 126.0bn | USD 130.5bn | USD 135.1bn | +3.5% |
| EBIT | USD 7.9bn | USD 8.1bn | USD 8.4bn | USD 8.7bn | USD 9.0bn | +3.5% |
| NOPAT | USD 6.5bn | USD 6.7bn | USD 6.9bn | USD 7.2bn | USD 7.4bn | +3.5% |
| Add depreciation & amortisation | USD 3.7bn | USD 3.9bn | USD 4.0bn | USD 4.2bn | USD 4.3bn | +3.5% |
| Less capital expenditure | USD -3.3bn | USD -3.4bn | USD -3.5bn | USD -3.6bn | USD -3.8bn | +3.5% |
| Less increase in working capital | USD -175.0m | USD -181.2m | USD -187.6m | USD -194.2m | USD -201.1m | +3.5% |
| Free cashflow to firm | USD 6.8bn | USD 7.0bn | USD 7.2bn | USD 7.5bn | USD 7.8bn | +3.5% |
| Discount factor | 0.9474 | 0.8504 | 0.7633 | 0.6851 | 0.6150 | - |
| Present value | USD 6.4bn | USD 5.9bn | USD 5.5bn | USD 5.1bn | USD 4.8bn | -7.1% |
| Present Value Of The Forecast | USD 27.8bn | |||||
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 | 1.274 | Reported 1.409, pulled toward 1.0 (Blume) |
| Cost of equity | 12.01% | Risk-free + beta x equity risk premium |
| Cost of debt | 5.56% | Interest expense / average total debt |
| Market capitalisation | USD 361.2bn | 92.0% of capital |
| Total debt | USD 31.5bn | 8.0% of capital, book value as a proxy |
| Tax rate | 17.9% | Effective, capped at statutory |
| WACC | 11.41% | 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%
63% of EV
- Forecast FCFF, final year
- USD 7.8bn
- Capex at depreciation, working capital in reinvestment
- USD 7.4bn
- Less reinvestment at g/ROIC (11.3% of NOPAT)
- USD -839.7m
- Capitalised
- USD 6.6bn
- ROIC (reported)
- 22.1%
- Terminal value, undiscounted
- USD 75.7bn
- Terminal value, discounted
- USD 46.6bn
- Enterprise value
- USD 74.3bn
- Less net debt
- USD 20.0bn
- Equity value
- USD 54.4bn
Exit at 20.0x EBITDA
86% of EV
- Terminal value, undiscounted
- USD 266.8bn
- Terminal value, discounted
- USD 164.1bn
- Enterprise value
- USD 191.9bn
- Less net debt
- USD 20.0bn
- Equity value
- USD 171.9bn
Spread between methods: 104%.
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% |
| 9.41% | 99.77 | 103.81 | 108.42 | 113.72 | 119.88 |
| 10.41% | 86.06 | 88.93 | 92.13 | 95.75 | 99.87 |
| 11.41% | 75.11 | 77.18 | 79.48 | 82.03 | 84.88 |
| 12.41% | 66.14 | 67.68 | 69.35 | 71.19 | 73.22 |
| 13.41% | 58.68 | 59.83 | 61.07 | 62.42 | 63.89 |
Outlined: this model. Green text: above today's price of 568.06. 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 | 3.5% | 53.4% | +49.9pp |
| EBIT margin | 6.7% | 37.3% | +30.6pp |
| Discount rate | 11.4% | 4.0% | -7.4pp |
Live formulas, not pasted numbers - edit a driver and the workbook reprices.
Yahoo Finance and RBA data. General information, not advice. Methodology.