DOC · NYQ · Real Estate
Healthpeak Properties, Inc.
Also onShortfallConsensus DriftCrosscheck
Implied value per share
USD 2.35
Market price
USD 20.33
Implied upside
-88.4%
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 3.1bn | USD 3.5bn | USD 3.9bn | USD 4.3bn | USD 4.8bn | +11.0% |
| EBIT | USD 579.2m | USD 643.2m | USD 714.3m | USD 793.2m | USD 880.8m | +11.0% |
| NOPAT | USD 565.2m | USD 627.6m | USD 696.9m | USD 773.9m | USD 859.4m | +11.0% |
| Add depreciation & amortisation | USD 1.1bn | USD 1.2bn | USD 1.4bn | USD 1.5bn | USD 1.7bn | +11.0% |
| Less capital expenditure | USD -1.2bn | USD -1.3bn | USD -1.4bn | USD -1.6bn | USD -1.8bn | +11.0% |
| Less increase in working capital | USD 215.8m | USD 239.7m | USD 266.2m | USD 295.6m | USD 328.2m | -11.0% |
| Free cashflow to firm | USD 732.7m | USD 813.6m | USD 903.5m | USD 1.0bn | USD 1.1bn | +11.0% |
| Discount factor | 0.9616 | 0.8891 | 0.8221 | 0.7601 | 0.7028 | - |
| Present value | USD 704.5m | USD 723.4m | USD 742.8m | USD 762.6m | USD 783.1m | +2.7% |
| Present Value Of The Forecast | USD 3.7bn | |||||
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 | 0.993 | Reported 0.989, pulled toward 1.0 (Blume) |
| Cost of equity | 10.46% | 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 14.4bn | 58.7% of capital |
| Total debt | USD 10.1bn | 41.3% of capital, book value as a proxy |
| Tax rate | 2.4% | Effective, capped at statutory |
| WACC | 8.15% | 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%
67% of EV
- Forecast FCFF, final year
- USD 1.1bn
- Capex at depreciation, working capital in reinvestment
- USD 859.4m
- Less reinvestment at g/ROIC (30.7% of NOPAT)
- USD -263.6m
- Capitalised
- USD 595.9m
- ROIC (WACC floor)
- 8.2%
- Terminal value, undiscounted
- USD 10.8bn
- Terminal value, discounted
- USD 7.6bn
- Enterprise value
- USD 11.3bn
- Less net debt
- USD 9.7bn
- Equity value
- USD 1.6bn
Exit at 15.4x EBITDA
88% of EV
- Terminal value, undiscounted
- USD 39.6bn
- Terminal value, discounted
- USD 27.8bn
- Enterprise value
- USD 31.5bn
- Less net debt
- USD 9.7bn
- Equity value
- USD 21.8bn
Spread between methods: 172%.
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% |
| 6.15% | 7.27 | 7.35 | 7.42 | 7.50 | 7.58 |
| 7.15% | 4.41 | 4.47 | 4.53 | 4.60 | 4.66 |
| 8.15% | 2.24 | 2.29 | 2.35 | 2.40 | 2.45 |
| 9.15% | 0.55 | 0.59 | 0.64 | 0.68 | 0.73 |
| 10.15% | -0.82 | -0.78 | -0.74 | -0.70 | -0.66 |
Outlined: this model. Green text: above today's price of 20.33. 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 | 11.0% | 28.5% | +17.4pp |
| EBIT margin | 18.5% | 40.6% | +22.1pp |
| Discount rate | 8.2% | 3.8% | -4.4pp |
Live formulas, not pasted numbers - edit a driver and the workbook reprices.
Yahoo Finance and RBA data. General information, not advice. Methodology.