MRNA · NMS · Healthcare
Moderna, Inc.
Also onShortfallConsensus DriftCrosscheck
Implied value per share
USD 8.78
Market price
USD 154.04
Implied upside
-94.3%
5-year forecast · Perpetuity growth terminal value · Mid-year discounting · Base case
No usable EV/EBITDA (EBITDA is not positive), so the exit multiple falls back to 8x.
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 961.0m | USD 480.5m | USD 240.3m | USD 120.1m | USD 60.1m | -50.0% |
| EBIT | USD -711.4m | USD -355.7m | USD -177.9m | USD -88.9m | USD -44.5m | +50.0% |
| NOPAT | USD -621.3m | USD -310.6m | USD -155.3m | USD -77.7m | USD -38.8m | +50.0% |
| Add depreciation & amortisation | USD 67.6m | USD 33.8m | USD 16.9m | USD 8.4m | USD 4.2m | -50.0% |
| Less capital expenditure | USD -134.4m | USD -67.2m | USD -33.6m | USD -16.8m | USD -8.4m | -50.0% |
| Less increase in working capital | USD 54.6m | USD 27.3m | USD 13.7m | USD 6.8m | USD 3.4m | +50.0% |
| Free cashflow to firm | USD -633.5m | USD -316.7m | USD -158.4m | USD -79.2m | USD -39.6m | +50.0% |
| Discount factor | 0.9502 | 0.8580 | 0.7747 | 0.6994 | 0.6315 | - |
| Present value | USD -602.0m | USD -271.8m | USD -122.7m | USD -55.4m | USD -25.0m | +54.9% |
| Present Value Of The Forecast | USD -1.1bn | |||||
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 | 1.071 | Reported 1.106, pulled toward 1.0 (Blume) |
| Cost of equity | 10.89% | 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 61.5bn | 97.9% of capital |
| Total debt | USD 1.3bn | 2.1% of capital, book value as a proxy |
| Tax rate | 12.7% | Effective, capped at statutory |
| WACC | 10.75% | 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%
0% of EV
- Terminal value, undiscounted
- USD 0.00
- Terminal value, discounted
- USD 0.00
- Enterprise value
- USD -1.1bn
- Less net debt
- USD -4.5bn
- Equity value
- USD 3.4bn
Exit at 8.0x EBITDA
16% of EV
- Terminal value, undiscounted
- USD -321.9m
- Terminal value, discounted
- USD -203.3m
- Enterprise value
- USD -1.3bn
- Less net debt
- USD -4.5bn
- Equity value
- USD 3.2bn
Spread between methods: 6%.
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% |
| 8.75% | 8.72 | 8.72 | 8.72 | 8.72 | 8.72 |
| 9.75% | 8.75 | 8.75 | 8.75 | 8.75 | 8.75 |
| 10.75% | 8.78 | 8.78 | 8.78 | 8.78 | 8.78 |
| 11.75% | 8.81 | 8.81 | 8.81 | 8.81 | 8.81 |
| 12.75% | 8.84 | 8.84 | 8.84 | 8.84 | 8.84 |
Outlined: this model. Green text: above today's price of 154.04. Shading: distance from this model's own value.
Live formulas, not pasted numbers - edit a driver and the workbook reprices.
Yahoo Finance and RBA data. General information, not advice. Methodology.