EXC · NMS · Utilities
Exelon Corporation
Also onShortfallConsensus DriftCrosscheck
Implied value per share
USD 10.93
Market price
USD 42.07
Implied upside
-74.0%
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 26.3bn | USD 28.5bn | USD 30.8bn | USD 33.4bn | USD 36.2bn | +8.3% |
| EBIT | USD 5.0bn | USD 5.4bn | USD 5.8bn | USD 6.3bn | USD 6.9bn | +8.3% |
| NOPAT | USD 4.3bn | USD 4.6bn | USD 5.0bn | USD 5.4bn | USD 5.9bn | +8.3% |
| Add depreciation & amortisation | USD 3.5bn | USD 3.7bn | USD 4.1bn | USD 4.4bn | USD 4.8bn | +8.3% |
| Less capital expenditure | USD -9.0bn | USD -9.8bn | USD -10.6bn | USD -11.5bn | USD -12.4bn | +8.3% |
| Less increase in working capital | USD -1.6bn | USD -1.8bn | USD -1.9bn | USD -2.1bn | USD -2.2bn | +8.3% |
| Free cashflow to firm | USD -2.9bn | USD -3.2bn | USD -3.5bn | USD -3.7bn | USD -4.0bn | -8.3% |
| Discount factor | 0.9707 | 0.9147 | 0.8619 | 0.8122 | 0.7653 | - |
| Present value | USD -2.9bn | USD -2.9bn | USD -3.0bn | USD -3.0bn | USD -3.1bn | -2.1% |
| Present Value Of The Forecast | USD -14.9bn | |||||
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 | 0.591 | Reported 0.389, pulled toward 1.0 (Blume) |
| Cost of equity | 8.25% | 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 43.3bn | 46.4% of capital |
| Total debt | USD 50.1bn | 53.6% of capital, book value as a proxy |
| Tax rate | 14.2% | Effective, capped at statutory |
| WACC | 6.13% | 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%
125% of EV
- Forecast FCFF, final year
- USD -4.0bn
- Capex at depreciation, working capital in reinvestment
- USD 5.9bn
- Less reinvestment at g/ROIC (40.8% of NOPAT)
- USD -2.4bn
- Capitalised
- USD 3.5bn
- ROIC (WACC floor)
- 6.1%
- Terminal value, undiscounted
- USD 98.7bn
- Terminal value, discounted
- USD 75.5bn
- Enterprise value
- USD 60.6bn
- Less net debt
- USD 49.5bn
- Equity value
- USD 11.2bn
Exit at 11.3x EBITDA
117% of EV
- Terminal value, undiscounted
- USD 131.6bn
- Terminal value, discounted
- USD 100.7bn
- Enterprise value
- USD 85.8bn
- Less net debt
- USD 49.5bn
- Equity value
- USD 36.4bn
Spread between methods: 106%.
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% |
| 4.13% | 66.26 | 74.45 | 87.38 | 111.37 | 172.96 |
| 5.13% | 27.93 | 28.38 | 28.83 | 29.28 | 29.73 |
| 6.13% | 10.21 | 10.57 | 10.93 | 11.30 | 11.66 |
| 7.13% | -2.31 | -2.01 | -1.71 | -1.42 | -1.12 |
| 8.13% | -11.56 | -11.31 | -11.06 | -10.81 | -10.56 |
Outlined: this model. Green text: above today's price of 42.07. 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 | 8.3% | 20.1% | +11.8pp |
| EBIT margin | 18.9% | 25.2% | +6.2pp |
| Discount rate | 6.1% | 4.8% | -1.4pp |
Live formulas, not pasted numbers - edit a driver and the workbook reprices.
Yahoo Finance and RBA data. General information, not advice. Methodology.