MTB · NYQ · Financial Services
M&T Bank Corporation
Also onShortfallConsensus DriftCrosscheck
Implied value per share
USD 365.05
Market price
USD 227.31
Implied upside
+60.6%
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 10.2bn | USD 10.9bn | USD 11.6bn | USD 12.3bn | USD 13.1bn | +6.3% |
| EBIT | USD 3.7bn | USD 4.0bn | USD 4.2bn | USD 4.5bn | USD 4.8bn | +6.3% |
| NOPAT | USD 2.9bn | USD 3.1bn | USD 3.3bn | USD 3.5bn | USD 3.8bn | +6.3% |
| Add depreciation & amortisation | USD 547.7m | USD 582.3m | USD 619.2m | USD 658.3m | USD 700.0m | +6.3% |
| Less capital expenditure | USD -236.0m | USD -251.0m | USD -266.9m | USD -283.7m | USD -301.7m | +6.3% |
| Less increase in working capital | USD 160.1m | USD 170.3m | USD 181.0m | USD 192.5m | USD 204.7m | -6.3% |
| Free cashflow to firm | USD 3.4bn | USD 3.6bn | USD 3.9bn | USD 4.1bn | USD 4.4bn | +6.3% |
| Discount factor | 0.9625 | 0.8918 | 0.8262 | 0.7655 | 0.7092 | - |
| Present value | USD 3.3bn | USD 3.2bn | USD 3.2bn | USD 3.1bn | USD 3.1bn | -1.5% |
| Present Value Of The Forecast | USD 15.9bn | |||||
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 | 0.707 | Reported 0.563, 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 26.6% 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 32.8bn | 71.6% of capital |
| Total debt | USD 13.0bn | 28.4% of capital, book value as a proxy |
| Tax rate | 21.0% | Effective, capped at statutory |
| WACC | 7.93% | 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%
69% of EV
- Forecast FCFF, final year
- USD 4.4bn
- Capex at depreciation, working capital in reinvestment
- USD 4.0bn
- Less reinvestment at g/ROIC (31.5% of NOPAT)
- USD -1.2bn
- Capitalised
- USD 2.7bn
- ROIC (WACC floor)
- 7.9%
- Terminal value, undiscounted
- USD 51.1bn
- Terminal value, discounted
- USD 36.3bn
- Enterprise value
- USD 52.2bn
- Less net debt
- USD -5.8bn
- Equity value
- USD 58.0bn
Exit at 6.5x EBITDA
61% of EV
- Terminal value, undiscounted
- USD 35.2bn
- Terminal value, discounted
- USD 25.0bn
- Enterprise value
- USD 40.9bn
- Less net debt
- USD -5.8bn
- Equity value
- USD 46.7bn
Spread between methods: 22%.
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% |
| 5.93% | 488.57 | 499.45 | 513.12 | 530.98 | 555.61 |
| 6.93% | 410.51 | 412.63 | 414.93 | 417.48 | 420.40 |
| 7.93% | 362.82 | 363.93 | 365.05 | 366.16 | 367.27 |
| 8.93% | 327.08 | 328.03 | 328.98 | 329.93 | 330.88 |
| 9.93% | 298.53 | 299.35 | 300.17 | 300.99 | 301.81 |
Outlined: this model. Green text: above today's price of 227.31. 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 | 6.3% | -5.6% | -11.9pp |
| EBIT margin | 36.3% | 19.8% | -16.5pp |
| Discount rate | 7.9% | 13.9% | +5.9pp |
Live formulas, not pasted numbers - edit a driver and the workbook reprices.
Yahoo Finance and RBA data. General information, not advice. Methodology.