GE · NYQ · Industrials
GE Aerospace
Also onShortfallConsensus DriftCrosscheck
Implied value per share
USD 102.55
Market price
USD 314.27
Implied upside
-67.4%
5-year forecast · Perpetuity growth terminal value · Mid-year discounting · Base case
Current EV/EBITDA of 33.8x 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 | FY26 | FY27 | FY28 | FY29 | FY30 | CAGR |
|---|---|---|---|---|---|---|
| Revenue | USD 53.3bn | USD 62.0bn | USD 72.2bn | USD 83.9bn | USD 97.6bn | +16.3% |
| EBIT | USD 8.3bn | USD 9.6bn | USD 11.2bn | USD 13.0bn | USD 15.2bn | +16.3% |
| NOPAT | USD 7.3bn | USD 8.5bn | USD 9.9bn | USD 11.5bn | USD 13.4bn | +16.3% |
| Add depreciation & amortisation | USD 1.7bn | USD 2.0bn | USD 2.4bn | USD 2.8bn | USD 3.2bn | +16.3% |
| Less capital expenditure | USD -1.4bn | USD -1.6bn | USD -1.8bn | USD -2.1bn | USD -2.5bn | +16.3% |
| Less increase in working capital | USD -491.6m | USD -571.8m | USD -665.1m | USD -773.6m | USD -899.8m | +16.3% |
| Free cashflow to firm | USD 7.2bn | USD 8.4bn | USD 9.7bn | USD 11.3bn | USD 13.2bn | +16.3% |
| Discount factor | 0.9477 | 0.8511 | 0.7643 | 0.6864 | 0.6164 | - |
| Present value | USD 6.8bn | USD 7.1bn | USD 7.4bn | USD 7.8bn | USD 8.1bn | +4.5% |
| Present Value Of The Forecast | USD 37.3bn | |||||
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 | 1.235 | Reported 1.350, pulled toward 1.0 (Blume) |
| Cost of equity | 11.79% | 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 326.1bn | 94.1% of capital |
| Total debt | USD 20.5bn | 5.9% of capital, book value as a proxy |
| Tax rate | 11.9% | Effective, capped at statutory |
| WACC | 11.35% | 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%
68% of EV
- Forecast FCFF, final year
- USD 13.2bn
- Capex at depreciation, working capital in reinvestment
- USD 14.2bn
- Less reinvestment at g/ROIC (20.7% of NOPAT)
- USD -2.9bn
- Capitalised
- USD 11.3bn
- ROIC (reported)
- 12.1%
- Terminal value, undiscounted
- USD 130.3bn
- Terminal value, discounted
- USD 80.3bn
- Enterprise value
- USD 117.6bn
- Less net debt
- USD 8.1bn
- Equity value
- USD 109.5bn
Exit at 20.0x EBITDA
86% of EV
- Terminal value, undiscounted
- USD 367.1bn
- Terminal value, discounted
- USD 226.3bn
- Enterprise value
- USD 263.6bn
- Less net debt
- USD 8.1bn
- Equity value
- USD 255.5bn
Spread between methods: 80%.
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% |
| 9.35% | 129.67 | 131.92 | 134.46 | 137.33 | 140.63 |
| 10.35% | 113.85 | 115.11 | 116.47 | 117.98 | 119.65 |
| 11.35% | 101.26 | 101.89 | 102.55 | 103.25 | 104.00 |
| 12.35% | 91.23 | 91.55 | 91.87 | 92.19 | 92.50 |
| 13.35% | 83.28 | 83.56 | 83.85 | 84.13 | 84.41 |
Outlined: this model. Green text: above today's price of 314.27. 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 | 16.3% | 48.0% | +31.7pp |
| EBIT margin | 15.5% | 46.5% | +31.0pp |
| Discount rate | 11.4% | 5.5% | -5.8pp |
Live formulas, not pasted numbers - edit a driver and the workbook reprices.
Yahoo Finance and RBA data. General information, not advice. Methodology.