NTAP · NMS · Technology
NetApp, Inc.
Also onShortfallConsensus DriftCrosscheck
Implied value per share
USD 72.17
Market price
USD 197.79
Implied upside
-63.5%
5-year forecast · Perpetuity growth terminal value · Mid-year discounting · Base case
Current EV/EBITDA of 20.1x 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 | FY27 | FY28 | FY29 | FY30 | FY31 | CAGR |
|---|---|---|---|---|---|---|
| Revenue | USD 7.1bn | USD 7.3bn | USD 7.5bn | USD 7.8bn | USD 8.0bn | +2.9% |
| EBIT | USD 1.5bn | USD 1.5bn | USD 1.6bn | USD 1.6bn | USD 1.7bn | +2.9% |
| NOPAT | USD 1.2bn | USD 1.2bn | USD 1.3bn | USD 1.3bn | USD 1.3bn | +2.9% |
| Add depreciation & amortisation | USD 259.2m | USD 266.6m | USD 274.2m | USD 282.1m | USD 290.2m | +2.9% |
| Less capital expenditure | USD -207.4m | USD -213.3m | USD -219.4m | USD -225.7m | USD -232.2m | +2.9% |
| Less increase in working capital | USD -12.9m | USD -13.3m | USD -13.7m | USD -14.1m | USD -14.5m | +2.9% |
| Free cashflow to firm | USD 1.2bn | USD 1.3bn | USD 1.3bn | USD 1.3bn | USD 1.4bn | +2.9% |
| Discount factor | 0.9468 | 0.8487 | 0.7608 | 0.6820 | 0.6114 | - |
| Present value | USD 1.2bn | USD 1.1bn | USD 989.6m | USD 912.5m | USD 841.4m | -7.8% |
| Present Value Of The Forecast | USD 5.0bn | |||||
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 | 1.289 | Reported 1.432, pulled toward 1.0 (Blume) |
| Cost of equity | 12.09% | 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 38.8bn | 93.4% of capital |
| Total debt | USD 2.7bn | 6.6% of capital, book value as a proxy |
| Tax rate | 21.0% | Effective, capped at statutory |
| WACC | 11.55% | 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%
64% of EV
- Forecast FCFF, final year
- USD 1.4bn
- Capex at depreciation, working capital in reinvestment
- USD 1.4bn
- Less reinvestment at g/ROIC (9.1% of NOPAT)
- USD -126.2m
- Capitalised
- USD 1.3bn
- ROIC (reported)
- 27.3%
- Terminal value, undiscounted
- USD 14.2bn
- Terminal value, discounted
- USD 8.7bn
- Enterprise value
- USD 13.7bn
- Less net debt
- USD -851.0m
- Equity value
- USD 14.5bn
Exit at 20.0x EBITDA
83% of EV
- Terminal value, undiscounted
- USD 39.5bn
- Terminal value, discounted
- USD 24.2bn
- Enterprise value
- USD 29.2bn
- Less net debt
- USD -851.0m
- Equity value
- USD 30.0bn
Spread between methods: 70%.
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% |
| 9.55% | 84.31 | 87.06 | 90.19 | 93.78 | 97.95 |
| 10.55% | 75.84 | 77.83 | 80.07 | 82.58 | 85.44 |
| 11.55% | 69.05 | 70.53 | 72.17 | 73.99 | 76.03 |
| 12.55% | 63.49 | 64.61 | 65.84 | 67.19 | 68.68 |
| 13.55% | 58.84 | 59.71 | 60.65 | 61.67 | 62.78 |
Outlined: this model. Green text: above today's price of 197.79. 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 | 2.9% | 31.1% | +28.3pp |
| EBIT margin | 21.2% | 61.6% | +40.5pp |
| Discount rate | 11.6% | 5.5% | -6.0pp |
Live formulas, not pasted numbers - edit a driver and the workbook reprices.
Yahoo Finance and RBA data. General information, not advice. Methodology.