ORG.AX · ASX · Utilities
Origin Energy Limited
Also onShortfallConsensus DriftCrosscheck
Implied value per share
AUD 1.72
Market price
AUD 11.66
Implied upside
-85.3%
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 (AUD). Outflows negative.
| Line | FY27 | FY28 | FY29 | FY30 | FY31 | CAGR |
|---|---|---|---|---|---|---|
| Revenue | AUD 15.1bn | AUD 14.8bn | AUD 14.5bn | AUD 14.2bn | AUD 14.0bn | -2.0% |
| EBIT | AUD 823.3m | AUD 807.1m | AUD 791.2m | AUD 775.7m | AUD 760.4m | -2.0% |
| NOPAT | AUD 676.4m | AUD 663.1m | AUD 650.0m | AUD 637.3m | AUD 624.7m | -2.0% |
| Add depreciation & amortisation | AUD 511.7m | AUD 501.6m | AUD 491.8m | AUD 482.1m | AUD 472.6m | -2.0% |
| Less capital expenditure | AUD -827.1m | AUD -810.8m | AUD -794.9m | AUD -779.3m | AUD -763.9m | -2.0% |
| Less increase in working capital | AUD 14.3m | AUD 14.1m | AUD 13.8m | AUD 13.5m | AUD 13.2m | +2.0% |
| Free cashflow to firm | AUD 375.3m | AUD 368.0m | AUD 360.7m | AUD 353.6m | AUD 346.7m | -2.0% |
| Discount factor | 0.9612 | 0.8881 | 0.8206 | 0.7581 | 0.7005 | - |
| Present value | AUD 360.8m | AUD 326.8m | AUD 296.0m | AUD 268.1m | AUD 242.8m | -9.4% |
| Present Value Of The Forecast | AUD 1.5bn | |||||
Discount Rate
Source shown per component. All overridable above.
| Risk-free rate | 5.35% | Australian Government 10-year (RBA F2) |
| Equity risk premium | 6.00% | Market assumption |
| Beta | 0.640 | Reported 0.462, pulled toward 1.0 (Blume) |
| Cost of equity | 9.19% | Risk-free + beta x equity risk premium |
| Cost of debt | 5.35% | Floored at the risk-free rate (implied cost of debt was lower) |
| Market capitalisation | AUD 20.1bn | 80.1% of capital |
| Total debt | AUD 5.0bn | 19.9% of capital, book value as a proxy |
| Tax rate | 17.8% | Effective, capped at statutory |
| WACC | 8.23% | 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%
78% of EV
- Forecast FCFF, final year
- AUD 346.7m
- Capex at depreciation, working capital in reinvestment
- AUD 624.7m
- Less reinvestment at g/ROIC (30.4% of NOPAT)
- AUD -189.7m
- Capitalised
- AUD 435.0m
- ROIC (WACC floor)
- 8.2%
- Terminal value, undiscounted
- AUD 7.8bn
- Terminal value, discounted
- AUD 5.4bn
- Enterprise value
- AUD 6.9bn
- Less net debt
- AUD 4.0bn
- Equity value
- AUD 3.0bn
Exit at 12.6x EBITDA
88% of EV
- Terminal value, undiscounted
- AUD 15.6bn
- Terminal value, discounted
- AUD 10.9bn
- Enterprise value
- AUD 12.4bn
- Less net debt
- AUD 4.0bn
- Equity value
- AUD 8.4bn
Spread between methods: 96%.
Sensitivity
Value per share (AUD) by discount rate and long-run growth.
| Long-run growth | |||||
|---|---|---|---|---|---|
| Discount rate | 1.50% | 2.00% | 2.50% | 3.00% | 3.50% |
| 6.23% | 3.09 | 3.11 | 3.13 | 3.15 | 3.18 |
| 7.23% | 2.29 | 2.31 | 2.32 | 2.34 | 2.36 |
| 8.23% | 1.68 | 1.70 | 1.72 | 1.73 | 1.75 |
| 9.23% | 1.22 | 1.23 | 1.24 | 1.25 | 1.27 |
| 10.23% | 0.84 | 0.85 | 0.86 | 0.87 | 0.89 |
Outlined: this model. Green text: above today's price of 11.66. 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 | -2.0% | 29.9% | +31.9pp |
| EBIT margin | 5.4% | 16.9% | +11.5pp |
| Discount rate | 8.2% | 3.9% | -4.3pp |
Live formulas, not pasted numbers - edit a driver and the workbook reprices.
Yahoo Finance and RBA data. General information, not advice. Methodology.