JNJ · NYQ · Healthcare
Johnson & Johnson
Also onShortfallConsensus DriftCrosscheck
Implied value per share
USD 181.47
Market price
USD 269.99
Implied upside
-32.8%
5-year forecast · Perpetuity growth terminal value · Mid-year discounting · Base case
Current EV/EBITDA of 20.5x 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 99.5bn | USD 105.0bn | USD 110.9bn | USD 117.1bn | USD 123.7bn | +5.6% |
| EBIT | USD 25.7bn | USD 27.1bn | USD 28.6bn | USD 30.2bn | USD 31.9bn | +5.6% |
| NOPAT | USD 21.7bn | USD 22.9bn | USD 24.2bn | USD 25.5bn | USD 26.9bn | +5.6% |
| Add depreciation & amortisation | USD 8.4bn | USD 8.9bn | USD 9.4bn | USD 9.9bn | USD 10.4bn | +5.6% |
| Less capital expenditure | USD -5.8bn | USD -6.2bn | USD -6.5bn | USD -6.9bn | USD -7.2bn | +5.6% |
| Less increase in working capital | USD 2.6bn | USD 2.7bn | USD 2.9bn | USD 3.0bn | USD 3.2bn | -5.6% |
| Free cashflow to firm | USD 26.8bn | USD 28.3bn | USD 29.9bn | USD 31.5bn | USD 33.3bn | +5.6% |
| Discount factor | 0.9647 | 0.8979 | 0.8357 | 0.7779 | 0.7240 | - |
| Present value | USD 25.8bn | USD 25.4bn | USD 25.0bn | USD 24.5bn | USD 24.1bn | -1.7% |
| Present Value Of The Forecast | USD 124.9bn | |||||
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 | 0.487 | Reported 0.235, pulled toward 1.0 (Blume) |
| Cost of equity | 7.68% | 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 650.6bn | 93.1% of capital |
| Total debt | USD 47.9bn | 6.9% of capital, book value as a proxy |
| Tax rate | 15.6% | Effective, capped at statutory |
| WACC | 7.44% | 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%
73% of EV
- Forecast FCFF, final year
- USD 33.3bn
- Capex at depreciation, working capital in reinvestment
- USD 26.9bn
- Less reinvestment at g/ROIC (15.0% of NOPAT)
- USD -4.0bn
- Capitalised
- USD 22.9bn
- ROIC (reported)
- 16.6%
- Terminal value, undiscounted
- USD 474.9bn
- Terminal value, discounted
- USD 343.8bn
- Enterprise value
- USD 468.7bn
- Less net debt
- USD 27.8bn
- Equity value
- USD 440.9bn
Exit at 20.0x EBITDA
83% of EV
- Terminal value, undiscounted
- USD 846.9bn
- Terminal value, discounted
- USD 613.1bn
- Enterprise value
- USD 738.0bn
- Less net debt
- USD 27.8bn
- Equity value
- USD 710.2bn
Spread between methods: 47%.
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% |
| 5.44% | 247.13 | 270.25 | 301.14 | 344.57 | 410.23 |
| 6.44% | 197.66 | 210.36 | 226.21 | 246.60 | 273.84 |
| 7.44% | 164.75 | 172.37 | 181.47 | 192.58 | 206.44 |
| 8.44% | 141.25 | 146.08 | 151.69 | 158.29 | 166.17 |
| 9.44% | 123.61 | 126.80 | 130.40 | 134.54 | 139.33 |
Outlined: this model. Green text: above today's price of 269.99. 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 | 5.6% | 14.1% | +8.5pp |
| EBIT margin | 25.8% | 38.3% | +12.5pp |
| Discount rate | 7.4% | 5.8% | -1.7pp |
Live formulas, not pasted numbers - edit a driver and the workbook reprices.
Yahoo Finance and RBA data. General information, not advice. Methodology.