JKHY · NMS · Technology
Jack Henry & Associates, Inc.
Also onShortfallConsensus DriftCrosscheck
Implied value per share
USD 140.45
Market price
USD 154.85
Implied upside
-9.3%
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 2.7bn | USD 2.9bn | USD 3.1bn | USD 3.3bn | USD 3.6bn | +7.0% |
| EBIT | USD 640.6m | USD 685.3m | USD 733.2m | USD 784.4m | USD 839.2m | +7.0% |
| NOPAT | USD 506.0m | USD 541.4m | USD 579.2m | USD 619.7m | USD 663.0m | +7.0% |
| Add depreciation & amortisation | USD 239.6m | USD 256.3m | USD 274.2m | USD 293.4m | USD 313.9m | +7.0% |
| Less capital expenditure | USD -273.7m | USD -292.9m | USD -313.3m | USD -335.2m | USD -358.6m | +7.0% |
| Less increase in working capital | USD -58.7m | USD -62.8m | USD -67.1m | USD -71.8m | USD -76.9m | +7.0% |
| Free cashflow to firm | USD 413.2m | USD 442.1m | USD 473.0m | USD 506.0m | USD 541.4m | +7.0% |
| Discount factor | 0.9584 | 0.8802 | 0.8084 | 0.7425 | 0.6819 | - |
| Present value | USD 396.0m | USD 389.1m | USD 382.4m | USD 375.7m | USD 369.2m | -1.7% |
| Present Value Of The Forecast | USD 1.9bn | |||||
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 | 0.708 | Reported 0.564, pulled toward 1.0 (Blume) |
| Cost of equity | 8.89% | Risk-free + beta x equity risk premium |
| Cost of debt | 7.00% | Implied cost of debt of 26.9% is not a credible funding cost, so risk-free + 2bp is assumed instead. Interest expense and reported debt are measuring different things - common for banks, whose interest expense includes deposits that total debt excludes. |
| Market capitalisation | USD 10.9bn | 99.6% of capital |
| Total debt | USD 40.0m | 0.4% of capital, book value as a proxy |
| Tax rate | 21.0% | Effective, capped at statutory |
| WACC | 8.88% | 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%
81% of EV
- Forecast FCFF, final year
- USD 541.4m
- Capex at depreciation, working capital in reinvestment
- USD 855.1m
- Less reinvestment at g/ROIC (12.1% of NOPAT)
- USD -103.7m
- Capitalised
- USD 751.4m
- ROIC (reported)
- 20.6%
- Terminal value, undiscounted
- USD 12.1bn
- Terminal value, discounted
- USD 8.2bn
- Enterprise value
- USD 10.1bn
- Less net debt
- USD 27.9m
- Equity value
- USD 10.1bn
Exit at 12.8x EBITDA
84% of EV
- Terminal value, undiscounted
- USD 14.8bn
- Terminal value, discounted
- USD 10.1bn
- Enterprise value
- USD 12.0bn
- Less net debt
- USD 27.9m
- Equity value
- USD 12.0bn
Spread between methods: 17%.
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% |
| 6.88% | 181.35 | 193.51 | 208.39 | 227.05 | 251.17 |
| 7.88% | 151.26 | 158.96 | 168.06 | 178.98 | 192.34 |
| 8.88% | 129.40 | 134.53 | 140.45 | 147.34 | 155.47 |
| 9.88% | 112.82 | 116.38 | 120.39 | 124.96 | 130.21 |
| 10.88% | 99.84 | 102.36 | 105.17 | 108.31 | 111.85 |
Outlined: this model. Green text: above today's price of 154.85. 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 | 7.0% | 9.5% | +2.5pp |
| EBIT margin | 23.5% | 26.3% | +2.8pp |
| Discount rate | 8.9% | 8.3% | -0.6pp |
Live formulas, not pasted numbers - edit a driver and the workbook reprices.
Yahoo Finance and RBA data. General information, not advice. Methodology.