MKC · NYQ · Consumer Defensive
McCormick & Company, Incorporated
Also onShortfallConsensus DriftCrosscheck
Implied value per share
USD 29.55
Market price
USD 48.72
Implied upside
-39.4%
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 7.0bn | USD 7.2bn | USD 7.4bn | USD 7.6bn | USD 7.7bn | +2.5% |
| EBIT | USD 1.1bn | USD 1.1bn | USD 1.1bn | USD 1.2bn | USD 1.2bn | +2.5% |
| NOPAT | USD 854.3m | USD 875.8m | USD 897.7m | USD 920.2m | USD 943.3m | +2.5% |
| Add depreciation & amortisation | USD 221.5m | USD 227.1m | USD 232.8m | USD 238.6m | USD 244.6m | +2.5% |
| Less capital expenditure | USD -270.3m | USD -277.0m | USD -284.0m | USD -291.1m | USD -298.4m | +2.5% |
| Less increase in working capital | USD -123.3m | USD -126.4m | USD -129.5m | USD -132.8m | USD -136.1m | +2.5% |
| Free cashflow to firm | USD 682.3m | USD 699.4m | USD 717.0m | USD 735.0m | USD 753.4m | +2.5% |
| Discount factor | 0.9627 | 0.8923 | 0.8270 | 0.7665 | 0.7104 | - |
| Present value | USD 656.9m | USD 624.1m | USD 592.9m | USD 563.3m | USD 535.2m | -5.0% |
| Present Value Of The Forecast | USD 3.0bn | |||||
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 | 0.755 | Reported 0.634, pulled toward 1.0 (Blume) |
| Cost of equity | 9.15% | 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 13.1bn | 75.9% of capital |
| Total debt | USD 4.2bn | 24.1% of capital, book value as a proxy |
| Tax rate | 21.0% | Effective, capped at statutory |
| WACC | 7.89% | 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%
75% of EV
- Forecast FCFF, final year
- USD 753.4m
- Capex at depreciation, working capital in reinvestment
- USD 943.3m
- Less reinvestment at g/ROIC (28.9% of NOPAT)
- USD -272.4m
- Capitalised
- USD 670.9m
- ROIC (reported)
- 8.7%
- Terminal value, undiscounted
- USD 12.7bn
- Terminal value, discounted
- USD 9.1bn
- Enterprise value
- USD 12.0bn
- Less net debt
- USD 4.1bn
- Equity value
- USD 8.0bn
Exit at 13.0x EBITDA
82% of EV
- Terminal value, undiscounted
- USD 18.7bn
- Terminal value, discounted
- USD 13.3bn
- Enterprise value
- USD 16.2bn
- Less net debt
- USD 4.1bn
- Equity value
- USD 12.2bn
Spread between methods: 42%.
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% |
| 5.89% | 48.11 | 50.94 | 54.55 | 59.36 | 66.11 |
| 6.89% | 36.53 | 37.75 | 39.21 | 41.01 | 43.30 |
| 7.89% | 28.57 | 29.03 | 29.55 | 30.14 | 30.83 |
| 8.89% | 22.92 | 23.06 | 23.19 | 23.33 | 23.46 |
| 9.89% | 18.95 | 19.07 | 19.18 | 19.30 | 19.42 |
Outlined: this model. Green text: above today's price of 48.72. 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 | 2.5% | 15.4% | +12.9pp |
| EBIT margin | 15.4% | 21.7% | +6.2pp |
| Discount rate | 7.9% | 6.2% | -1.7pp |
Live formulas, not pasted numbers - edit a driver and the workbook reprices.
Yahoo Finance and RBA data. General information, not advice. Methodology.